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Rating:Week In Preview, March 6 - March 12 Not Rated 1.0 Email Routing List Email & Route  Print Print
Monday, March 6, 2023

Week In Preview, March 6 - March 12

Reported by Neil Anderson, Managing Editor

Happy National Dentist's Day!

Carolyn McPhillips
Mutual Fund Directors Forum
President
Tomorrow, the team at the Investment Management Education Alliance (IMEA) will kick off their Data Council Summit. The two-day event will be held in Columbus, Ohio at Moran's Bar & Grille (on day one) and at Nationwide's headquarters (on day two).

On Wednesday, starting at 2pm eastern, the team at the Money Management Institute (MMI) will host a webinar, entitled "Recruiting Reimagined - Getting in Sync with Gen Z."

Also on Wednesday, starting at 12pm eastern, the team at the Philadelphia chapter of Women in ETFs (WE) will host a virtual panel discussion, entitlted "The Evolving Workplace & Workforce."

Also on Wednesday, starting at 4:30pm central, the team at the Chicago chapters of WIPN and WE will host their International Women's Day panel at Morningstar's offices.

On Thursday, the team at the Mutual Fund Directors Forum (MFDF) will kick off their 2023 Fund Governance & Regulatory Insights Conference. The two-day event will be held at the InterContinental Washington DC - The Wharf.

Also on Thursday, starting at 5:30pm eastern, the team at the firm formerly known as MacMillan Communications will host a party at the Raines Law Room Chelsea in New York City in celebration of the firm's rebranding to Craft & Capital.

Also on Thursday, starting at 4pm eastern, the team at MMI's Blockchain Finance Forum will host a webinar, entitled "Blockchain Green Shoots, Tangible Projets Take Root."

On Friday, starting at 10am eastern, the team at the Investment Company Institute (ICI) will continue their Financial Innovation series with a webinar entitled, "What to Expect from the 118th Congress."

On Sunday, Daylight Savings Time will begin across most of the U.S.

This week, on the defined contribution side of the industry, the teams at DCIIA, Fi360, J.P. Morgan, and WIPN are hosting events. Our sister publication, 401kWire, has more details

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  1. MFDF webinar - Strategic ETF Launch and Listing Oversight for Independent Fund Boards, April 7
  2. MFDF webinar - MPI's Annual Survey of Investment Firm Profitability and Economies of Scale, April 8
  3. IDC Foundations For Fund Directors, Apr 8-9
  4. IMEA webinar - The Future of Sales in the Intermediary Channel and the Evolving Role of the Internal Salesperson, April 8
  5. IDC webinar - Alternative Investments Briefing For Fund Directors: Introduction to Interval Funds, April 13
  6. MFDF Director Discussion Series - Open Forum, April 14
  7. WE SoCal - DTLA Networking Lunch, April 15
  8. MFDF Director Discussion Series - Open Forum, April 16
  9. Tiburon CEO Summit L, Apr 20-22
  10. 2026 MMI Thrive Forum, Apr 21-22
  11. WE PNW - Wealth and Finance Career Conference, April 22
  12. IMEA Distribution Summit, April 22
  13. Nicsa webinar - From AI Hype to Business Impact: Asset Management Insights, Applications and Governance, April 22
  14. MFDF Spotlight webinar - Key Findings and Insights from MFDF's Fund Board Composition Survey, April 22
  15. IDC Fund Directors Workshop, April 29 - May 1
  16. ICI Leadership Summit, April 29 - May 1
  17. IMEA Alternatives Roundtable, April 30
  18. 7th Annual Expect Miracles Foundation Distance Challenge, May 12-19
  19. New York Sohn Investment Conference, May 12
  20. Nicsa webinar - Scaling Operations In a Data-Intensive World, May 13
  21. Envestnet Elevate 2026, May 19-20
  22. ICI ETF Conference, Jun 8-10
  23. Wealth Management EDGE, Jun 9-11
  24. Morningstar Investment Conference 2026, Jun 17-18
  25. ETF Breakthru Connect, Jun 23-24
  26. Crane Data's Money Fund Symposium, Jun 24-26




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