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Rating:Week In Preview, October 14 - October 20 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, October 14, 2024

Week In Preview, October 14 - October 20

Reported by Neil Anderson, Managing Editor

Happy Columbus Day and happy Indigenous Peoples' Day!

Tomorrow, the team at the Money Management Institute (MMI) will kick off their 2024 MMI Annual Conference. The sold-out, three-day event will be held at the Sheraton & Le Méridien Charlotte Hotel in Charlotte, North Carolina.

Also tomorrow, at the Hyatt Regency in San Francisco, the teams at the Sohn Conference Foundation and the Excellence in Investing for Children's Causes Foundation will host their 2024 Sohn San Francisco Investment Conference. This will be the 15th annual iteration of the event.

Also tomorrow, starting at 8:30am eastern, the Charles Schwab Corporation (SCHW) will host their fall business update via a public webcast.

Also tomorrow morning, at about 7:30am easten, the team at State Street Corporation (STT) will release their earnings report for the third quarter of 2024. Management will host an earnings call at 12pm.

On Wednesday, starting at 11am central, the team at the Mutual Fund Directors Forum (MFDF) will continue their Director Discussion Seies will an open forum at PWC's offices in Kansas City, Missouri.

Also on Wednesday, at 7:30am eastern, the Morgan Stanley (MS) team will release their Q3 2024 earnings report. Management will host an earnings call at 8:30am.

Also on Wednesday, starting at 2pm eastern, the team at the San Francisco chapter of Women in ETFs (WE) will host a networking event and panel discussion on wealth trends, challenges and opportunities, at Goldman Sachs' offices in the city.

On Thursday, starting at 3pm eastern, the team at the Investment Company Institute (ICI) will host their next Talent Connection webinar.

Also on Thursday, startinng at 5pm eastern, the team at the Washington, D.C. chapter of WE will host their inaugural Baltimore happy hour at World of Beer in Owings Mills, Maryland.

Also this week, on the defined contribution side of the industry, the teams at Advisor2X, ASPPA, P&I, Spark, and WIPN will host 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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