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Rating:Week In Preview, February 22 - February 27 Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, February 22, 2022

Week In Preview, February 22 - February 27

Reported by Neil Anderson, Managing Editor

This afternoon, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "LIBOR Transition: What Boards Need to Know and Do in the Final 18 Months."

Kunal Kapoor
Morningstar
CEO
Also today at 2pm eastern, the team at the Investment Managemnet Due Diligence Association (IMDDA) will webinar, entitled "How Managed Futures Can Improve Portfolio Performance During Inflationary Times and Crisis Periods."

Tomorrow, the Fund Intelligence team will host their 2022 Fund Intelligence Operations & Services Awards celebration at the Metropolitan Club in New York City.

Also tomorrow, starting at 2pm eastern, the Nicsa team will host a webinar, entitled "ESG Outlook: $30 Trillion by 2030."

On Thursday, starting at 3pm eastern, the team at the Independent Directors Council (IDC) will host a webinar, entitled "Fund Board Perspective: Implementation of the Valuation Rule."

Also on Thursday, after the market closes in the afternoon, the Morningstar team will release their Q4 2021 earnings report.

Also on Thursday, at about 6am eastern, the team at the Royal Bank of Canada (RBC, parent of RBC Global Asset Management, i.e. RBC GAM), will release their fiscal Q1 2022 earnings report. Management will host an earnings call at 8am eastern.

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

Happy Single Tasking 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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