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Rating:Week In Preview, May 20 - May 27 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, May 20, 2024

Week In Preview, May 20 - May 27

Reported by Neil Anderson, Managing Editor

Happy World Bee Day!

Eric Pan
Investment Company Institute
President, CEO
The 5th annual distance challenge of the Expect Miracles Foundation ("Financial Services Against Cancer") will wrap up tomorrow after beginning last week.

Tomorrow, the team at the Investment Company Institute (ICI) will kick off their 2024 ICI Leadership Summit. The three-day event is being held at the JW Marriott in Washington, D.C. The team at the Independent Directors Council (IDC) will host their 2024 IDC Fund Directors Workshop alongside the ICI Leadership Summit.

Also tomorrow, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar on the results of MPI's annual survey on mutual fund director compensation.

On Wednesday, the team at the Charles Schwab Corporation will host their inaugural institutional investor day.

Also on Wednesday, starting at 1pm eastern, the team at the Investment Management Education Alliance (IMEA) will host a webinar, entitled "Opportunities in the Evolving Wealth Management Market."

On Thursday, the team at Raymond James Financial, Inc. will host their annual analyst & investor day.

Also on Thursday, starting at 4:30pm eastern, the team at the SoCal chapter of Women in ETFs (WE) will host "How to Lead With Impact," a fireside chat with Lorraine Lee at DoubleLine's offices in Los Angeles.

MFWire will be closed next Monday for the Memorial Day market holiday.

Also this week, on the defined contribution side of the industry, the teams at Broadridge, ERIC, ERISApedia, Judy Diamond, Spark, 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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