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Rating:Week In Preview, August 19 - August 25 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, August 19, 2024

Week In Preview, August 19 - August 25

Reported by Neil Anderson, Managing Editor

Happy National Aviation Week!

Frank Heavey
Expect Miracles Foundation
Executive Director
Today is the deadline for submitting entries for the 2024 STAR Awards from the Investment Management Education Alliance (IMEA). The winners will be revealed and honored at a celebration in October in New York City.

Tomorrow, the team at the Boston Young Professionals Expect Miracles (YPEM) arm of the Expect Miracles Foundation (tagline: "financial services against cancer") will host their 2024 Boston YPEM Cornhole Classic. The fundraising competition will be held at 9OFS at One Federal Street in Boston.

Also this week, on the defined contribution side of the industry, the teams at Broadridge, ERIC, ERISApedia, PlanSponsor, Spark, and WIPN will host events. Our sister publication 401kWire has more details

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  1. MFDF webinar - AI and Third-Party Oversight, November 10
  2. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
  3. IDC Director Segment Meeting - Directors of Alternative Investment Products, November 11
  4. IMEA webinar - The Evolving RIA Marketplace & Increasing Use of Active ETFs, November 12
  5. ALFI Roadshow to Miami, November 12
  6. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
  7. ALFI Roadshow to Houston, November 13
  8. 2025 Expect Miracles In Boston Gala, November 13
  9. WE Washington DC - Fall Happy Hour, November 13
  10. 2025 MMI Legal & Compliance Virtual Forum, November 13
  11. Citywire Private Assets Retreat 2025, Nov 13-14
  12. IMEA Institutional Roundtable, November 18
  13. WE South - Offshore 360: the Macro View, November 19
  14. IDC Director Segment Meeting - Directors at Small Fund Complexes, November 19
  15. Nicsa ETF Share Classes Operational Considerations, November 19
  16. MFDF webinar - ETF Dual-Class Relief Impacts on Board Oversight, November 19
  17. ICI Retail Alternatives and Closed-End Funds Conference, November 20
  18. ICI Securities Law Developments Conference, November 20
  19. MFDF webinar - Essential Strategies in Board Oversight of AI, Cybersecurity, and Emerging Technology Risks, December 1
  20. MFDF In Focus - Gartenberg Factors, December 2
  21. MFDF webinar - Digital Assets Regulatory Updates & Trends in the Industry, December 3
  22. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, December 9
  23. MFDF webinar - Navigating Co-Investment Relief for Fund Boards, December 16
  24. MFDF webinar - 2025 Fair Valuation Pricing Survey Update, December 18
  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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