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Rating:Week In Preview, February 14 - February 20 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, February 14, 2022

Week In Preview, February 14 - February 20

Reported by Neil Anderson, Managing Editor

Exchange: an ETF Experience, a new, four-day conference that was scheduled to kick off yesterday in Miami Beach, has been postponed until April.

Carolyn McPhillips
Mutual Fund Directors Forum
President
Tomorrow, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "Balance the Narrative II: Broadening the Discussion on Active Management." Then on Thursday, the MFDF team will continue their InFocus series with a webinar on closed-end funds.

Also tomorrow, starting at 3pm 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 Citywire team will host a webinar, entitled "Citywire Due Diligence Report: Active ETFs."

This week, on the defined contribution side of the industry, the teams at DCIIA, Endeavor Retirement, Faegre Drinker, Hub, PSCA, RPAG, Spark, and WIPN are hosting events. Our sister publication, 401kWire, has more details!

Happy Valentine's Day! 

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  1. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
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  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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