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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 - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  2. WE South - How to Trade an ETF, October 14
  3. 2025 MMI Annual Conference, Oct 15-17
  4. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  5. Nicsa webinar - Board Considerations: Fiduciary Duties and Decision-Making In ETF Dual Share Adoption, October 15
  6. IMEA webinar - Rethinking Audience, Access, and Impact In Advisor-Facing Content, October 16
  7. WealthManagement.com webinar - Exploring the Longevity of the Manulife John Hancock/Boston Partners Collaboration, October 16
  8. WE Philadelphia - Fall Networking Happy Hour, October 16
  9. MFDF webinar - From Awareness to Assets: Why Marketing Matters for Registered Funds, October 21
  10. Nicsa webinar - ETF Dual Share Classes: Preparing For Operational Success, October 22
  11. Citywire Pro Buyer Los Angeles Retreat 2025, Oct 22-23
  12. MFDF webinar - Latest in Closed-End Funds Litigations, October 23
  13. Samfund Soiree Manhattan 2025, October 23
  14. Tiburon CEO Summit XLIX, Oct 27-29
  15. IDC Fund Directors Conference, Oct 27-29
  16. IMEA Leadership Planning Meeting, October 28
  17. IMEA Leadership Summit, Oct 28-29
  18. IMEA Rising Star luncheon, October 28
  19. IMEA Boutique Managers luncheon, October 28
  20. IMEA Philanthropic Day, October 28
  21. 2025 Sohn San Francisco Investment Conference, October 28
  22. Nicsa ALFI webinar - The Proposed New Luxembourg Carried Interest Regime: Elixir of Life for Luxembourg Investment Funds?, October 29
  23. Schwab Impact 2025, Nov 2-4
  24. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  25. MFDF In Focus webinar - Audit Committee Chair, November 5
  26. IMEA Digital Marketing Roundtable, November 5




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