Eric Pan
Investment Company Institute
President, CEO

Today, the Tiburon Strategic Advisors team will kick off its 48th Tiburon CEO Summit. The three-day conference is being held at the InterContinental Boston Hotel in Boston.

Tomorrow (Tuesday, April 29) at 5:30pm eastern, the Investment Company Institute (ICI) team will host a PR and media happy hour, to be held at Proper 21 in Washington, D.C.

Also tomorrow, the MFDF team will host a program on developments in registered funds, to be held at the Clayton Hotel in Denver, Colorado.

On Wednesday (April 30) at 1pm eastern, the Artisan Partners Asset Management Inc. (APAM) team will hold an earnings call after releasing their earnings report for the first quarter of 2025. Also on Wednesday, the ICI team will kick off its 2025 ICI Leadership Summit. The three-day conference will be held at the JW Marriott in Washington, D.C..

Also on Wednesday, the Independent Directors Council (IDC) team will kick off its fund directors workshop, to be held at the JW Marriott in Washington, D.C. alongside the aforementioned ICI conference.

Also on Wednesday, at 2pm eastern, the Investment Management Education Alliance (IMEA) team will host a "Mainstreaming Alts" webinar entitled "A Discussion of Suitability, the Marketing Rule, and Other Implications."

Also on Wednesday at 1pm eastern, the Nicsa team will host a webinar entitled �Legal and Regulatory Considerations of AI in Finance.�

Also on Wednesday, the Morningstar (MORN) team will release their earnings report for Q1 2025.

On Thursday (May 1) at 9am eastern, the Janus Henderson Group plc (JHG) management will hold an earnings call following the release of their Q1 2025 earnings report.

Also on Thursday, at 11am eastern, Prudential (PRU, parent of PGIM) management will hold an earnings call following the release of their earnings report for Q1 2025.

On Friday (May 2) at approximately 11am eastern, Franklin Resources, Inc. (BEN, dba Franklin Templeton) management will hold an earnings call following the release of their earnings report for fiscal Q2 2025.

Also this week, on the defined contribution side of the industry, the teams at NAPA, ASPPA, PSCA, DCIIA, Spark, WP&BC, NAGDCA, WIPN, TPA Benchmark, and NIPA will host events. Our sister publication 401kWire has more details.

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