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

Week In Preview, July 17 - July 23

Reported by Neil Anderson, Managing Editor

Happy Global Hug Your Kids Day!

Walter William "Walt" Bettinger II
Charles Schwab & Co.
President, CEO
Tomorrow, at 6:30am eastern, the BNY Mellon (BK) team will release their earnings report for the second quarter of 2023. Management will host an earnings call at 10:30am.

Also tomorrow, starting at 10am eastern, the team at the Mutual Fund Directors Forum (MFDF) will continue their Director Discussion Series with an open forum in New York City at the offices of Sidley Austin LLP.

Also tomorrow, starting at 8:30am eastern, the Charles Schwab Corporation (SCHW) team will host their summer business update via a live public webcast.

On Wednesday, the team at the Money Management Institute (MMI) will kick off their 2023 MMI Leadership Pathway Seminar. The two-day event will be held in Boston at the offices of Fidelity Investments.

Also on Wednesday, the team at the Northern Trust Corporation (NTRS) will release their Q2 2023 earnings report in the morning. Management will then host an earnings call at 10am eastern.

On Thursday, starting at 2pm eastern, the MFDF team will host a webinar, entitled "Generative AI — It's Here."

Also on Thursday, starting at 11am eastern, the Thrive team will host a webinar, entitled "Preparing for the SEC's Proposed Cybersecurity Rules."

On Friday, starting at 5pm eastern, the team at the NYC chapter of Young Professionals Expect Miracles (part of the Expect Miracles Foundation: "Financial Services Against Cancer") will host their 2023 NYC YPEM Cornhole Classic at Chelsea Piers Field House in New York City.

This week, on the defined contribution side of the industry, the teams at Broadridge, DCIIA, ERIC, ERISApedia, NAPA, P&I, Spark, and WIPN are hosting events. Our sister publication 401kWire has more details

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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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