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Rating:Week In Preview, May 2 - May 8 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, May 2, 2022

Week In Preview, May 2 - May 8

Reported by Neil Anderson, Managing Editor

Happy National Brothers and Sisters Day!

Charles "Chip" Roame
Tiburon Strategic Advisors
Managing Partner
Today, at 5pm eastern, the Tiburon Strategic Advisors team will kick off their 42nd Tiburon CEO Summit with a welcome reception. The three-day event is being held at the Four Seasons Hotel in Boston.

This morning, the team at Affiliated Managers Group, Inc. (AMG) released their first quarter 2022 earnings report. Management started an earnings call at 8:30am eastern.

Tomorrow, starting at 3pm eastern, the team at the Independent Directors Council (IDC) will host a webinar, entitled "Litigation and Enforcement Update: What Fund Directors Need to Know."

Also tomorrow, after the market closes in the afternoon, the team at Voya Financial, Inc. (parent of Voya Investment Management) will release their Q1 2022 earnings report. Management will host an earnings call at 10am eastern on Wednesday.

Also on Wednesday, starting at 9am eastern, the team at the Investment Company Institute (ICI) will host a webinar, entitled "An Analysis of Bond Mutual Funds' Role in the U.S. Fixed-Income Markets During March 2020."

Also on Wednesday, the team at the Mutual Fund Directors Forum (MFDF) will host their Conference of Fund Leaders Roundtable at the University of Chicago Booth School of Business' Gleacher Center in Chicago. (The event was originally scheduled for April 15.)

This week, on the defined contribution side of the industry, the teams at ASPPA, DCIIA, Spark, and WIPN are hosting events. Our sister publication, 401kWire, has more details

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  1. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
  2. IDC Director Segment Meeting - Directors of Alternative Investment Products, November 11
  3. IMEA webinar - The Evolving RIA Marketplace & Increasing Use of Active ETFs, November 12
  4. ALFI Roadshow to Miami, November 12
  5. ALFI Roadshow to Houston, November 13
  6. 2025 Expect Miracles In Boston Gala, November 13
  7. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
  8. WE Washington DC - Fall Happy Hour, November 13
  9. 2025 MMI Legal & Compliance Virtual Forum, November 13
  10. Citywire Private Assets Retreat 2025, Nov 13-14
  11. IMEA Institutional Roundtable, November 18
  12. IDC Director Segment Meeting - Directors at Small Fund Complexes, November 19
  13. WE South - Offshore 360: the Macro View, November 19
  14. Nicsa ETF Share Classes Operational Considerations, November 19
  15. MFDF webinar - ETF Dual-Class Relief Impacts on Board Oversight, November 19
  16. ICI Retail Alternatives and Closed-End Funds Conference, November 20
  17. ICI Securities Law Developments Conference, November 20
  18. MFDF webinar - Essential Strategies in Board Oversight of AI, Cybersecurity, and Emerging Technology Risks, December 1
  19. MFDF In Focus - Gartenberg Factors, December 2
  20. MFDF webinar - Digital Assets Regulatory Updates & Trends in the Industry, December 3
  21. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, December 9
  22. MFDF webinar - Navigating Co-Investment Relief for Fund Boards, December 16
  23. MFDF webinar - 2025 Fair Valuation Pricing Survey Update, December 18
  24. MFDF 2026 Directors' Institute, January 26 - 28, 2026
  25. MFDF 2026 Fund Governance & Regulatory Insights Conference, March 5 - 6, 2026




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