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Rating:Week In Preview, June 3 - June 9 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, June 3, 2024

Week In Preview, June 3 - June 9

Reported by Neil Anderson, Managing Editor

Happy Love Conquers All Day!

Carolyn McPhillips
Mutual Fund Directors Forum
President
Today, the team at the Money Management Institute (MMI) is hosting Executive IQ cohort 4 for four days at the University of Virginia Darden School of Business in Charlottesville, Virginia. Also today at the UVA Darden School of Business, the MMI team is kicking off three-day, 2024 MMI Board of Governors retreat.

Tomorrow, starting at 1pm eastern, the team at the Investment Company Institute (ICI) will host a webinar, entitled "Improving Fund Proxy Campaigns — Viewpoints from the Proxy Service Firm."

On Wednesday, starting at 10:30am eastern, the team at the Mutual Fund Directors Forum (MFDF) will host their Conference of Fund Leaders Roundtable, at Ropes & Gray's offices in Boston.

On Thursday, the team at the U.S. Securities and Exchange Commission (SEC) will host the next meeting of their Investor Advisory Committee. The in-person and livestreamed event will cover the "new frontier for investment advice," AI, and more.

Also this week, on the defined contribution side of the industry, the teams at Broadridge, DCIIA, ERIC, ERISApedia, NAPA, PlanSponsor, Spark, That401kSite.com, and WIPN are hosting events. Our sister publication 401kWire has more details

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  1. MFDF webinar - Use of Derivatives by RICs, July 29
  2. MMI webinar - Active ETFs: How to Achieve Escape Velocity In a Crowded Market, July 29
  3. IMEA webinar - Catch the AI Wave: A Practical Guide to Moving From Experimentation to Impact, August 4
  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. IMEA Portfolio Construction Roundtable, September 24
  15. Expect Miracles Atlantic Coast Classic 2025, September 29
  16. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  17. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  18. 10th annual Fuse Forum, October 8
  19. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  20. 2025 MMI Annual Conference, Oct 15-17
  21. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  22. MFDF In Focus webinar - Audit Committee Chair, November 5
  23. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
  24. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
  25. MFDF 2026 Directors' Institute, January 26 - 28, 2026
  26. MFDF 2026 Fund Governance & Regulatory Insights Conference, March 5 - 6, 2026




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