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Rating:Week In Preview, January 24 - January 30 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, January 24, 2022

Week In Preview, January 24 - January 30

Reported by Neil Anderson, Managing Editor

Today, the Expect Miracles Foundation team will kick off their second annual Peloton Corporate Showdown. The cancer-fighting charity will host four sessions today and two classes on Friday.

Frank Heavey
Expect Miracles Foundation
Executive Director
Tomorrow morning, at 7am eastern, the Invesco Ltd. team will release their earnings results for the fourth quarter of 2021. Management will host an earnings call at 9am eastern.

The Cohen & Steers, Inc. team will release their Q4 2021 earnings report on Wednesday afternoon, after the market closes. Management will host an earnings call at 10am eastern on Thursday.

Also on Wednesday, after the market closes in the afternoon, the team at Raymond James Financial, Inc. (parent of Carillon Tower Advisers) will release their fiscal Q1 2022 earnings report. Management will host an earnings call on Thursday at 8:15am eastern.

Also on Thursday, after the market closes in the afternoon, the Federated Hermes, Inc. team will release their Q4 2021 earnings report. Management will host an earnings call on Friday at 9am eastern.

Also on Thursday, starting at 2pm eastern, the team at the Money Management Institute (MMI) will host a webinar, entitled "The Integrated Wealth Ecosystem."

Also on Thursday, starting at 11am eastern, the Ignites team will host a webinar, entitled "How the SEC's Reporting Revamp Will Reshape Regulatory Comms."

Also on Thursday, starting at 1pm eastern, the team at the Investment Management Education Alliance (IMEA) will host their first 2022 event: a virtual, all-council roundtable, entitled "2022 Outlook."

This week, on the defined contribution side of the industry, the teams at Fi360, Morningstar, That401kSite.com, and WIPN are hosting events. Our sister publication, 401kWire, has more details.

Happy National Compliment Day! 

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  1. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  2. IDC webinar - A Primer on Digital Assets, Tokenization, and Distributed Ledger Technology, September 3
  3. WE U.S. - Women in Finance brunch at Dallas Securities Traders Association conference, September 4
  4. FutureProof Festival, Sep 7-10
  5. WE SoCal - Welcome Mixer at FutureProof, September 8
  6. WE US - ICI conference luncheon, September 8
  7. ICI ETF Conference, Sep 8-10
  8. WE Chicago - Unstoppable: A Journey of Resilience and Redefining Limits, September 9
  9. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  10. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  11. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  12. WE San Francisco - Annual Networking Event, September 11
  13. 2025 MMI Institutional Forum, September 11
  14. IDC webinar - Distribution for Fund Directors: Evolution and Trends, September 15
  15. IMEA Content Management Roundtable, September 16
  16. IMEA 2025 Star Awards Celebration, September 16
  17. IMEA Marketing Summit, Sep 16-17
  18. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  19. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  20. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
  21. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  22. IMEA Portfolio Construction Roundtable, September 24
  23. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  24. IMEA Models Roundtable, September 25
  25. Expect Miracles Atlantic Coast Classic 2025, September 29
  26. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29




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