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Rating:Week In Preview, October 28 - November 3 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, October 28, 2024

Week In Preview, October 28 - November 3

Reported by Neil Anderson, Managing Editor

Happy National First Responders Day!

Ali Dibadj
Janus Henderson Investors
CEO, Board Member
Today, the Tiburon Strategic Advisors team will kick off their the Tiburon CEO Summit XLVII. The three-day conference will be held at the Four Seasons in San Francisco.

Tomorrow (Tuesday, October 29), the Nicsa team will kick off their inaugural Nicsa Asset & Wealth Management Summit. The two-day conference will be held at the Marriott Long Wharf in Boston.

Also tomorrow, the ETFGI team will host their U.S. ETFGI Global ETFs Insights Summit, at the Yale Club in New York City.

Also tomorrow, starting at 9:30am eastern, the Broadridge team will host a webinar, entitled "A Decade of Transformation: Exploration of U.S. & European Fund Industry Fees & Regulation."

Also tomorrow, starting at 1pm eastern, the team at the Independent Directors Council (IDC) will continue the IDC Speaker Series with a virtual conversation with astronaut Kathy Sullivan.

Also tomorrow, the team at the Money Management Institute (MMI) will host their 2024 MMI Annuity & Insurance Solutions Roundtable, at Allianz's offices in New York City.

On Wednesday (October 30), the team at the Mutual Fund Directors Forum (MFDF) will continue their In Focus series with a webinar entitled "Election Preview and Implications for 2025 and Beyond."

Also on Wednesday, after the market closes in the afternoon, the team at Prudential Financial, Inc. (PRU, parent of PGIM) will release their earnings report for the third quarter of 2024. Management will host an earnings call on Thursday (October 31) at 11am eastern.

Also on Wednesday, starting at 12:15pm pacific, the team at the SoCal chapter of Women in ETFs (WE, in conjunction with folks at FPA and the CFA Society of San Diego) will host a golf tournament at Oaks North Golf Course in San Diego.

On Thursday, at 7:30am eastern, the Janus Henderson Group plc (JHG) team will release their Q3 2024 earnings report. Management will host an earnings call at 9am eastern.

Also this week, on the defined contribution side of the industry, the teams at Alerus, Broadridge, DCIIA, ERIC, ERISApedia, Faegre Drinker, Lincoln, PlanSponsor, Spark, Sphere, and WP&BC will host events. Our sister publication 401kWire has more details

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  1. 5th Annual ETFGI Global ETFs Insight Summit, October 29
  2. IDC Speaker Series - A Conversation with Kathy Sullivan, October 29
  3. Nicsa 2024 Asset & Wealth Management Summitt, Oct 29-30
  4. Broadridge webinar - A Decade of Transformation: Exploration of US & European Fund Industry Fees & Regulation, October 29
  5. 2024 MMI Annuity & Insurance Solutions Roundtable, October 29
  6. WE SoCal - Industry Golf Tournament, October 30
  7. MFDF In Focus - Election Preview and Implications for 2025 and Beyond, October 30
  8. MFDF Director Discussion Series - Open Forum (Denver), November 6
  9. MFDF webinar - Digital Assets in the Fund Space (part 2 of 2), November 7
  10. WE South - Deep Dive Into U.S. Offshore, November 7
  11. 2024 Closed-End Fund Conference, November 12
  12. MFDF webinar - ETF Share Class, November 12
  13. MFDF Director Discussion Series - Open Forum (Los Angeles), November 13
  14. MFDF Director Discussion Series - Open Forum (San Francisco), November 14
  15. Expect Miracles In Boston 2024, November 14
  16. WE Philadelphia panel discussion - ETF multi-share class, November 14
  17. 31st Annual Baron Investment Conference, November 15
  18. MFDF webinar - AI and Fund Compliance, November 18
  19. MFDF webinar - The Power of Custom In-Kind Baskets, November 19
  20. Schwab Impact 2024, Nov 19-21
  21. MFDF webinar - Mutual Fund CCO Compensation: the MPI Annual Survey Update, November 21
  22. IDC Foundations for Fund Directors, Dec 4-5
  23. MFDF webinar - BDC Board Service 101, December 10
  24. MFDF webinar - ETF Product Trends: Board Implications, December 11
  25. MFDF webinar - Visually Mapping Board Composition: Skills Matrices in Fund Board Rooms, December 18
  26. MFDF 2025 Directors' Institute, January 27 - 29, 2025




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