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Rating:Week In Preview, September 15 - September 21 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, September 15, 2025

Week In Preview, September 15 - September 21

Reported by Selma Khenissi, Reporter

Happy National Online Learning Day!

Today at 2pm eastern, the Independent Directors Council (IDC) team will host a webinar entitled "Distribution for Fund Directors: Evolution and Trends."

Today is the nomination deadline for the Nicsa NOVA Awards.

Tomorrow (September 16), the Investment Management Education Alliance (IMEA) team will kick off their marketing summit. The two-day conference will be held at Franklin Templeton's offices in Boston. Also tomorrow at Franklin's offices, the IMEA team will host their content management roundtable, then host their 2025 STAR Awards celebration, with a reception at 5pm eastern and a dinner and awards ceremony at 6pm.

Also tomorrow, at 2pm eastern, the MFDF team will host a webinar, as part four in a 15(c) white paper webinar series, entitled "Enforcement Action Takeaways."

Also tomorrow, at 11am eastern, the Money Management Institute (MMI) team will host a webinar entitled "The Case for Alts in UMAs: Why Incorporating Alternatives into a UMA Structure Is Becoming a Strategic Imperative."

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

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  1. IDC webinar - Distribution for Fund Directors: Evolution and Trends, September 15
  2. MMI webinar - The Case For Alts In UMAs: Why Incorporating Alternatives Into a UMA Structure Is Becoming a Strategic Imperative, September 16
  3. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  4. IMEA Content Management Roundtable, September 16
  5. IMEA 2025 Star Awards Celebration, September 16
  6. IMEA Marketing Summit, Sep 16-17
  7. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  8. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
  9. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  10. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  11. IMEA Portfolio Construction Roundtable, September 24
  12. IMEA Models Roundtable, September 25
  13. Expect Miracles Atlantic Coast Classic 2025, September 29
  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. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  19. 2025 MMI Annual Conference, Oct 15-17
  20. Samfund Soiree Manhattan 2025, October 23
  21. Tiburon CEO Summit XLIX, Oct 27-29
  22. 2025 Sohn San Francisco Investment Conference, October 28
  23. Schwab Impact 2025, Nov 2-4
  24. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  25. MFDF In Focus webinar - Audit Committee Chair, November 5
  26. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12




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