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Rating:Week In Preview, April 14 - 20 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, April 14, 2025

Week In Preview, April 14 - 20

Reported by Selma Khenissi, Reporter

Happy National Look Up at the Sky Day!

Craig Pfeiffer
Money Management Institute
President, CEO
Tomorrow (April 15), the Mutual Fund Directors Forum (MFDF) team will continue their Director Discussion series with an open forum at the offices of PwC in Boston.

On Wednesday (April 16), the Money Management Institute (MMI) team will kick off their two-day Thrive Forum, at the Morgan Stanley offices in New York City.

On Thursday (April 17) at 7:30am eastern, State Street management will release the firm's earnings report for the second quarter of 2025. They'll host an earnings call at 11am. (State Street is parent of SSGA.)

Also on Thursday, at 2pm eastern, the MFDF team will host a webinar entitled "SEC-ing is Believing: The First 100 Days of the Trump Administration."

Also on Thursday, at 7:30am central, Charles Schwab management will hold their spring business update via webcast.

MFWire will be closed this Friday, April 18 for the Good Friday market holiday.

Also this week, on the defined contribution side of the industry, the teams at PriceKubecka, ASPPA, NAPA, Broadridge, Charles Schwab, ERISApedia, Spark, WIPN, and WP&BC will host events. Our sister publication 401kWire has more details.  

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  1. ALFI Roadshow to Miami, November 12
  2. IMEA webinar - The Evolving RIA Marketplace & Increasing Use of Active ETFs, November 12
  3. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
  4. ALFI Roadshow to Houston, November 13
  5. 2025 Expect Miracles In Boston Gala, November 13
  6. WE Washington DC - Fall Happy Hour, November 13
  7. 2025 MMI Legal & Compliance Virtual Forum, November 13
  8. Citywire Private Assets Retreat 2025, Nov 13-14
  9. IMEA Institutional Roundtable, November 18
  10. IDC Director Segment Meeting - Directors at Small Fund Complexes, November 19
  11. Nicsa ETF Share Classes Operational Considerations, November 19
  12. MFDF webinar - ETF Dual-Class Relief Impacts on Board Oversight, November 19
  13. WE South - Offshore 360: the Macro View, November 19
  14. ICI Securities Law Developments Conference, November 20
  15. ICI Retail Alternatives and Closed-End Funds Conference, November 20
  16. MFDF webinar - Essential Strategies in Board Oversight of AI, Cybersecurity, and Emerging Technology Risks, December 1
  17. MFDF In Focus - Gartenberg Factors, December 2
  18. MFDF webinar - Digital Assets Regulatory Updates & Trends in the Industry, December 3
  19. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, December 9
  20. MFDF webinar - Navigating Co-Investment Relief for Fund Boards, December 16
  21. MFDF webinar - 2025 Fair Valuation Pricing Survey Update, December 18
  22. MFDF 2026 Directors' Institute, January 26 - 28, 2026
  23. MFDF 2026 Fund Governance & Regulatory Insights Conference, March 5 - 6, 2026




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