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Rating:Week In Preview, April 17 - April 23 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, April 17, 2023

Week In Preview, April 17 - April 23

Reported by Neil Anderson, Managing Editor

Happy Herbalist Day!

Tomorrow, starting at 4pm pacific, the teams at the Southern California chapter of Women in ETFs (WE) and the San Diego CFA Society will host "Investing With Impact" at the Alexandria at Torrey Pines in San Diego.

Also tomorrow, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "Interval and Tender Offer Funds: An Introduction for Fund Boards."

On Wednesday, after the market closes in the afternoon, the team at Cohen & Steers, Inc. will release their earnings report for the first quarter of 2023. Management will host an earnings call at 10am eastern on Thursday.

Also on Wednesday, starting at 3:30pm pacific, the team at the San Francisco chapter of WE will host "Are E.S.G. Three Triggering Letters?", a panel discussion and networking event at MSCI's offices in San Francisco.

On Thursday, starting at 10am eastern, the MFDF team will host a webinar, entitled "Regulatory Impacts on Fund Boards."

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

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  1. FutureProof Festival, Sep 7-10
  2. WE SoCal - Welcome Mixer at FutureProof, September 8
  3. WE US - ICI conference luncheon, September 8
  4. ICI ETF Conference, Sep 8-10
  5. WE Chicago - Unstoppable: A Journey of Resilience and Redefining Limits, September 9
  6. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  7. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  8. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  9. WE San Francisco - Annual Networking Event, September 11
  10. 2025 MMI Institutional Forum, September 11
  11. IDC webinar - Distribution for Fund Directors: Evolution and Trends, September 15
  12. IMEA Content Management Roundtable, September 16
  13. IMEA 2025 Star Awards Celebration, September 16
  14. IMEA Marketing Summit, Sep 16-17
  15. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  16. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  17. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
  18. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  19. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  20. IMEA Portfolio Construction Roundtable, September 24
  21. IMEA Models Roundtable, September 25
  22. Expect Miracles Atlantic Coast Classic 2025, September 29
  23. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  24. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  25. 10th annual Fuse Forum, October 8
  26. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14




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