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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. MFDF Director Discussion Series - Open Forum (New York), July 22
  2. MFDF Ask Anything webinar - AI Edition, July 24
  3. MFDF webinar - Use of Derivatives by RICs, July 29
  4. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  5. Samfund Soiree Boston 2025, August 21
  6. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  7. ICI ETF Conference, Sep 8-10
  8. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  9. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  10. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  11. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  12. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  13. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  14. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  15. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  16. 10th annual Fuse Forum, October 8
  17. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  18. 2025 MMI Annual Conference, Oct 15-17
  19. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  20. MFDF In Focus webinar - Audit Committee Chair, November 5
  21. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
  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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