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Rating:Week In Preview, June 10 - June 16 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, June 10, 2024

Week In Preview, June 10 - June 16

Reported by Neil Anderson, Managing Editor

Happy National Egg Roll Day!

Craig Pfeiffer
Money Management Institute
President, CEO
Tomorrow, starting at 5:30pm eastern, the team at the Boston chapter of Women in ETFs (WE) will host "Women in Wine," a networking and wine tasting event at the Urban Grape in Boston.

On Wednesday, the team at the Money Management Institute (MMI) will kick off their 2024 MMI Leadership Pathway Seminar. The three-day event will be held a the Hilton Denver City Center.

Also on Wednesday, the team at the Investment Management Education Alliance (IMEA) will host a "Digital Marketing Roundtable" at William Blair's offices in Chicago.

Also on Wednesday, starting at 2pm eastern, he team at the Mutual Fund Directors Forum (MFDF) will host part 1 of 2 of their "Digital Assets in the Fund Space" webinar series.

Also on Wednesday, the Nicsa team will host their 2024 Nicsa Fearless Leadership Symposium, at Citi's headquarters in New York City.

On Thursday, the team at the Expect Miracles Foundation will host their 2024 East Coast Classic. The sold-out event will be Expect Miracle's 30th annual East Coast Classic tournament, held at Pinehills Golf Club in Plymouth, Massachusetts.

Also on Thursday, starting at 2:45pm eastern, the team at the South chapter of WE will team up with FPA of Miami for a "Female Finance Connect" rooftop networking event at Astra in Miami.

Also on Thursday, the team at the San Francisco chapter of WE will partner with the CFA Society of San Francisco and Financial Women of San Francisco (FWSF) to host a summer kick-off networking event at MSCI.

Also this week, on the defined contribution side of the industry, the teams at DCIIA, ERIC, Hub, 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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