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Rating:Week In Preview, December 5 - December 11 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, December 5, 2022

Week In Preview, December 5 - December 11

Reported by Neil Anderson, Managing Editor

Happy International Volunteer Day!

Frank Heavey
Expect Miracles Foundation
Executive Director
On Wednesday, the team at the Money Management Institute (MMI) will host their 2022 MMI Leadership Pathway Seminar at John Hancock's offices in Boston.

Also on Wednesday, starting at 11am eastern, the team at the Mutual Fund Directors Forum (MFDF) will continue their Director Discussion Series with an open forum via Zoom.

Also on Wednesday, starting at 8pm eastern, the team at the Expect Miracles Foundation (Financial Services Against Cancer) will host the 2022 Samfund Annual Celebration. The event will be held virtually and will be preceded by a pre-event VIP Room virtual wine tasting and book club discussion.

Also on Wednesday, starting at 2pm eastern, the VanEck team will host a media-only Zoom briefing focused on crypto and digital assets.

On Thursday, starting at 2pm eastern, the MFDF team will host a webinar, entitled "Investment Valuation and Governance: Deloitte's 20th Annual Fair Valuation Pricing Survey."

Also on Thursday, starting at 5:30pm eastern, the team at the Philadelphia chapter of Women in ETFs (WE) will host a holiday happy hour in partnership with Project HOME. The event will be held at Alpha Architect's offices in Havertown, Pennsylvania.

Also on Thursday, starting at 1pm eastern, the team at the Investment Management Education Alliance (IMEA) will host a virtual event on "cyber security trends."

Also on Thursday, starting at 10am eastern, the team at the U.S. Securities and Exchange Commission (SEC) will host a virtual public meeting of their investor advisory committee. The committee is expected to discuss single-stock ETFs, among other subjects.

On Friday, starting at 11am eastern, the MMI team will host a webinar, entitled "Defining & Stimulating the Client Experience."

This week, on the defined contribution side of the industry, the teams at ASPPA, DCIIA, Faegre Drinker, and WIPN will host events. Our sister publication, 401kWire, has more details

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  1. MMI webinar - Enhancing the Advisor Experience, January 16
  2. MFDF webinar - AI and Fund Compliance, January 21
  3. MFDF In Focus - In Focus: Small Boards' Use of Skills Matrices, January 22
  4. IDC webinar - SEC Enforcement Trends: What Fund Directors Should Know, January 23
  5. ICI webinar - Legal and Compliance Career Opportunities in the Asset Management Industry, January 24
  6. FSI OneVoice 2025, Jan 27-29
  7. MFDF 2025 Directors' Institute, Jan 27-29
  8. Nicsa webinar - An Intro to Irish and Luxembourg Investment Platforms for US Asset Managers, January 29
  9. WE South - Dallas | Texas Stock Exchange, Politics, & Product Development, January 30
  10. 2025 ICI Innovate, Feb 3-5
  11. Nicsa webinar - AI In Operations: Boosting Productivity for Wealth & Asset Management Firms, February 5
  12. MFDF In Focus: Understanding Distribution - What the Data Can Tell You, February 6
  13. MFDF Director Discussion Series - Open Forum, February 10
  14. MFDF Director Discussion Series - Open Forum, February 11
  15. MMI Darden-in-Residence II, Feb 24-6
  16. 2025 MMI RIA Forum, February 27
  17. IDC Core Responsibilities of Fund Directors, February 27
  18. Citywire Scottsdale CIO Summit 2025, Feb 27-28
  19. Expect Miracles In Manhattan 2025, February 27
  20. T3 Technology Conference 2025, Mar 3-6
  21. IMEA Distribution Intelligence Summit, Mar 4-5
  22. Nicsa 2025 Strategic Leadership Forum, Mar 5-7
  23. Citywire Pro Buyer New York Due Diligence Retreat 2025, Mar 6-7
  24. MFDF 2025 Fund Governance & Regulatory Insights Conference, Mar 6-7
  25. MFDF 15(c) White Paper Webinar Series: Part 3 - Gartenberg Factors Analysis and Challenges, March 12
  26. ICI Investment Management Conference, Mar 16-19




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