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Rating:Week In Preview, August 19 - August 25 Not Rated 1.0 Email Routing List Email & Route  Print Print
Monday, August 19, 2024

Week In Preview, August 19 - August 25

Reported by Neil Anderson, Managing Editor

Happy National Aviation Week!

Frank Heavey
Expect Miracles Foundation
Executive Director
Today is the deadline for submitting entries for the 2024 STAR Awards from the Investment Management Education Alliance (IMEA). The winners will be revealed and honored at a celebration in October in New York City.

Tomorrow, the team at the Boston Young Professionals Expect Miracles (YPEM) arm of the Expect Miracles Foundation (tagline: "financial services against cancer") will host their 2024 Boston YPEM Cornhole Classic. The fundraising competition will be held at 9OFS at One Federal Street in Boston.

Also this week, on the defined contribution side of the industry, the teams at Broadridge, ERIC, ERISApedia, PlanSponsor, Spark, and WIPN will host events. Our sister publication 401kWire has more details

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  1. MFDF webinar - Strategic ETF Launch and Listing Oversight for Independent Fund Boards, April 7
  2. MFDF webinar - MPI's Annual Survey of Investment Firm Profitability and Economies of Scale, April 8
  3. IDC Foundations For Fund Directors, Apr 8-9
  4. IMEA webinar - The Future of Sales in the Intermediary Channel and the Evolving Role of the Internal Salesperson, April 8
  5. IDC webinar - Alternative Investments Briefing For Fund Directors: Introduction to Interval Funds, April 13
  6. MFDF Director Discussion Series - Open Forum, April 14
  7. WE SoCal - DTLA Networking Lunch, April 15
  8. MFDF Director Discussion Series - Open Forum, April 16
  9. Tiburon CEO Summit L, Apr 20-22
  10. 2026 MMI Thrive Forum, Apr 21-22
  11. WE PNW - Wealth and Finance Career Conference, April 22
  12. IMEA Distribution Summit, April 22
  13. Nicsa webinar - From AI Hype to Business Impact: Asset Management Insights, Applications and Governance, April 22
  14. MFDF Spotlight webinar - Key Findings and Insights from MFDF's Fund Board Composition Survey, April 22
  15. IDC Fund Directors Workshop, April 29 - May 1
  16. ICI Leadership Summit, April 29 - May 1
  17. IMEA Alternatives Roundtable, April 30
  18. 7th Annual Expect Miracles Foundation Distance Challenge, May 12-19
  19. New York Sohn Investment Conference, May 12
  20. Nicsa webinar - Scaling Operations In a Data-Intensive World, May 13
  21. Envestnet Elevate 2026, May 19-20
  22. ICI ETF Conference, Jun 8-10
  23. Wealth Management EDGE, Jun 9-11
  24. Morningstar Investment Conference 2026, Jun 17-18
  25. ETF Breakthru Connect, Jun 23-24
  26. Crane Data's Money Fund Symposium, Jun 24-26




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