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Rating:Week In Preview, July 8 - July 14 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, July 8, 2024

Week In Preview, July 8 - July 14

Reported by Neil Anderson, Managing Editor

Happy Math 2.0 Day!

Salim Ramji
Vanguard
CEO-Elect
Today, Salim Ramji is expected to take over as CEO of Vanguard, while Mark Loughridge will become the Low-Cost Leviathan's non-executive chairman. They succeed outgoing chairman and CEO Tim Buckley.

On Thursday, starting at 3pm central, the teams at the Investment Company Institute (ICI), Stradley Ronon, and Thrivent will host a regulatory roundtable and networking reception in celebration of the 100th anniversary of the first U.S. open-end mutual funds. The event will be held at Thrivent's offices in Minneapolis.

Also on Thursday, starting at 4pm pacific, the teams at the Pacific Northwest chapter of Women in ETFs (WE) and the CFA Society Women's Network will host a summer golf lessons event at Bellevue Golf Course in Bellevue, Washington.

On Friday, at 6:30am eastern, the Bank of New York Mellon Corporation (BK) team will release their earnings report for the second quarter of 2024. Management will host an earnings call at 9:30am eastern.

Also on Friday, at 7am eastern, the JPMorgan Chase & Co. (JPM) team will release their Q2 2024 earnings report. Management will host an earnings call at 8:30am eastern.

Also this week, on the defined contribution side of the industry, the teams at the DoL, EBRI, ERIC, ERISApedia, P&I, and Spark are hosting events. Our sister publication 401kWire has more details

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  1. Nicsa webinar - New research by Alex Edmans and the Diversity Project - The Power of diverse thinking: How the best teams make decisions, July 1
  2. MFDF Director Discussion Series - Open Forum, July 9
  3. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 10
  4. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
  5. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
  6. Nicsa webinar - How Trusted GenAI is Transforming Data Access in Asset Management, July 16
  7. MFDF webinar - M&A and Consolidation in Asset Management, July 16
  8. MFDF webinar - ETF Conversions, July 17
  9. MFDF Director Discussion Series - Open Forum (New York), July 22
  10. MFDF Ask Anything webinar - AI Edition, July 24
  11. MFDF webinar - Use of Derivatives by RICs, July 29
  12. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  13. Samfund Soiree Boston 2025, August 21
  14. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  15. ICI ETF Conference, Sep 8-10
  16. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  17. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  18. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  19. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  20. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  21. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  22. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  23. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  24. 10th annual Fuse Forum, October 8
  25. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  26. 2025 MMI Annual Conference, Oct 15-17




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