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Rating:Week In Preview, October 28 - November 3 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, October 28, 2024

Week In Preview, October 28 - November 3

Reported by Neil Anderson, Managing Editor

Happy National First Responders Day!

Ali Dibadj
Janus Henderson Investors
CEO, Board Member
Today, the Tiburon Strategic Advisors team will kick off their the Tiburon CEO Summit XLVII. The three-day conference will be held at the Four Seasons in San Francisco.

Tomorrow (Tuesday, October 29), the Nicsa team will kick off their inaugural Nicsa Asset & Wealth Management Summit. The two-day conference will be held at the Marriott Long Wharf in Boston.

Also tomorrow, the ETFGI team will host their U.S. ETFGI Global ETFs Insights Summit, at the Yale Club in New York City.

Also tomorrow, starting at 9:30am eastern, the Broadridge team will host a webinar, entitled "A Decade of Transformation: Exploration of U.S. & European Fund Industry Fees & Regulation."

Also tomorrow, starting at 1pm eastern, the team at the Independent Directors Council (IDC) will continue the IDC Speaker Series with a virtual conversation with astronaut Kathy Sullivan.

Also tomorrow, the team at the Money Management Institute (MMI) will host their 2024 MMI Annuity & Insurance Solutions Roundtable, at Allianz's offices in New York City.

On Wednesday (October 30), the team at the Mutual Fund Directors Forum (MFDF) will continue their In Focus series with a webinar entitled "Election Preview and Implications for 2025 and Beyond."

Also on Wednesday, after the market closes in the afternoon, the team at Prudential Financial, Inc. (PRU, parent of PGIM) will release their earnings report for the third quarter of 2024. Management will host an earnings call on Thursday (October 31) at 11am eastern.

Also on Wednesday, starting at 12:15pm pacific, the team at the SoCal chapter of Women in ETFs (WE, in conjunction with folks at FPA and the CFA Society of San Diego) will host a golf tournament at Oaks North Golf Course in San Diego.

On Thursday, at 7:30am eastern, the Janus Henderson Group plc (JHG) team will release their Q3 2024 earnings report. Management will host an earnings call at 9am eastern.

Also this week, on the defined contribution side of the industry, the teams at Alerus, Broadridge, DCIIA, ERIC, ERISApedia, Faegre Drinker, Lincoln, PlanSponsor, Spark, Sphere, and WP&BC 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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