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Rating:Week In Preview, May 2 - May 8 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, May 2, 2022

Week In Preview, May 2 - May 8

Reported by Neil Anderson, Managing Editor

Happy National Brothers and Sisters Day!

Charles "Chip" Roame
Tiburon Strategic Advisors
Managing Partner
Today, at 5pm eastern, the Tiburon Strategic Advisors team will kick off their 42nd Tiburon CEO Summit with a welcome reception. The three-day event is being held at the Four Seasons Hotel in Boston.

This morning, the team at Affiliated Managers Group, Inc. (AMG) released their first quarter 2022 earnings report. Management started an earnings call at 8:30am eastern.

Tomorrow, starting at 3pm eastern, the team at the Independent Directors Council (IDC) will host a webinar, entitled "Litigation and Enforcement Update: What Fund Directors Need to Know."

Also tomorrow, after the market closes in the afternoon, the team at Voya Financial, Inc. (parent of Voya Investment Management) will release their Q1 2022 earnings report. Management will host an earnings call at 10am eastern on Wednesday.

Also on Wednesday, starting at 9am eastern, the team at the Investment Company Institute (ICI) will host a webinar, entitled "An Analysis of Bond Mutual Funds' Role in the U.S. Fixed-Income Markets During March 2020."

Also on Wednesday, the team at the Mutual Fund Directors Forum (MFDF) will host their Conference of Fund Leaders Roundtable at the University of Chicago Booth School of Business' Gleacher Center in Chicago. (The event was originally scheduled for April 15.)

This week, on the defined contribution side of the industry, the teams at ASPPA, DCIIA, Spark, and WIPN are hosting 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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