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Rating:Week In Preview, October 14 - October 20 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, October 14, 2024

Week In Preview, October 14 - October 20

Reported by Neil Anderson, Managing Editor

Happy Columbus Day and happy Indigenous Peoples' Day!

Tomorrow, the team at the Money Management Institute (MMI) will kick off their 2024 MMI Annual Conference. The sold-out, three-day event will be held at the Sheraton & Le Méridien Charlotte Hotel in Charlotte, North Carolina.

Also tomorrow, at the Hyatt Regency in San Francisco, the teams at the Sohn Conference Foundation and the Excellence in Investing for Children's Causes Foundation will host their 2024 Sohn San Francisco Investment Conference. This will be the 15th annual iteration of the event.

Also tomorrow, starting at 8:30am eastern, the Charles Schwab Corporation (SCHW) will host their fall business update via a public webcast.

Also tomorrow morning, at about 7:30am easten, the team at State Street Corporation (STT) will release their earnings report for the third quarter of 2024. Management will host an earnings call at 12pm.

On Wednesday, starting at 11am central, the team at the Mutual Fund Directors Forum (MFDF) will continue their Director Discussion Seies will an open forum at PWC's offices in Kansas City, Missouri.

Also on Wednesday, at 7:30am eastern, the Morgan Stanley (MS) team will release their Q3 2024 earnings report. Management will host an earnings call at 8:30am.

Also on Wednesday, starting at 2pm eastern, the team at the San Francisco chapter of Women in ETFs (WE) will host a networking event and panel discussion on wealth trends, challenges and opportunities, at Goldman Sachs' offices in the city.

On Thursday, starting at 3pm eastern, the team at the Investment Company Institute (ICI) will host their next Talent Connection webinar.

Also on Thursday, startinng at 5pm eastern, the team at the Washington, D.C. chapter of WE will host their inaugural Baltimore happy hour at World of Beer in Owings Mills, Maryland.

Also this week, on the defined contribution side of the industry, the teams at Advisor2X, ASPPA, P&I, Spark, and WIPN will host 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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