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Rating:Week In Preview, November 18 - 24 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, November 18, 2024

Week In Preview, November 18 - 24

Reported by Neil Anderson, Managing Editor

Happy birthday to Mickey and Minnie!

The Mutual Fund Directors Forum (MFDF) team has postponed a webinar on "AI and Fund Compliance" that was planned for today. The online event has been rescheduled for January 21.

Tomorrow (Tuesday, November 19), the Schwab Advisor Services team will kick off Schwab IMPACT 2024. The three-day event is in its 34th year and will be held at the Moscone Center in the company's former hometown of San Francisco.

Also tomorrow, starting at 9:30am eastern, the T. Rowe Price team will host a 2025 global market outlook virtual press briefing, covering the firm's 42nd annual global market outlook.

Also tomorrow, starting at 2pm eastern, the MFDF team will host a webinar, entitled "The Power of Custom In-Kind Baskets."

On Wednesday (November 20), starting at 12pm eastern, the Hennessy team will host their 176thg annual market outlook press luncheon, again at Mastro's Steakhouse in New York City.

Also on Wednesday, starting at 7pm pacific, the team at Women in ETFs (WE) will host an IMPACT 2024 networking reception at OZUMO in San Francisco.

On Thursday (November 21), starting at 2pm eastern, the MFDF team will host a webinar, entitled "Mutual Fund CCO Compensation: The MPI Annual Survey Update."

Also on Thursday, starting at 2pm eastern, the team at the Investment Management Education Alliance (IMEA) will host a webinar on "Leveraging AI for Video and Event Marketing in Asset Management."

Also this week, on the defined contribution side of the industry, the teams at ASPPA, Broadridge, ERIC, ERISApedia, NAPA, PlanSponsor, Spark, WEB, WIPN, and WP&BC will host 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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