Carolyn McPhillips
Mutual Fund Directors Forum
President

Today, the team at the Money Management Institute (MMI) is hosting Executive IQ cohort 4 for four days at the University of Virginia Darden School of Business in Charlottesville, Virginia. Also today at the UVA Darden School of Business, the MMI team is kicking off three-day, 2024 MMI Board of Governors retreat.

Tomorrow, starting at 1pm eastern, the team at the Investment Company Institute (ICI) will host a webinar, entitled "Improving Fund Proxy Campaigns — Viewpoints from the Proxy Service Firm."

On Wednesday, starting at 10:30am eastern, the team at the Mutual Fund Directors Forum (MFDF) will host their Conference of Fund Leaders Roundtable, at Ropes & Gray's offices in Boston.

On Thursday, the team at the U.S. Securities and Exchange Commission (SEC) will host the next meeting of their Investor Advisory Committee. The in-person and livestreamed event will cover the "new frontier for investment advice," AI, and more.

Also this week, on the defined contribution side of the industry, the teams at Broadridge, DCIIA, ERIC, ERISApedia, NAPA, PlanSponsor, Spark, That401kSite.com, and WIPN are hosting events. Our sister publication 401kWire has more details.

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE