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Rating:Week In Preview January 21 - 26 Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, January 21, 2025

Week In Preview January 21 - 26

Reported by Selma Khenissi, Reporter

Happy One-Liners Day!

Richard A. "Rick" Wurster
The Charles Schwab Corporation
President, CEO
Today (January 21) at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF), will host a rescheduled AI in Investment Compliance webinar.

Also today, at 8:30am eastern, the Charles Schwab (SCHW) team will host a Winter Business Update webcast.

Tomorrow (January 22), after the market closes, the Cohen & Steers, Inc. (CNS) team will release their earnings report for Q4 2024 and for the entire fiscal year 2024. Management will host a conference call on Thursday, January 23 at 10am eastern.

Also tomorrow, at 1pm eastern, the MFDF team will host a virtual discussion entitled "In Focus: Small Boards' Use of Skills Matrices."

On Thursday (January 23) at 1pm eastern, the Independent Directors Council (IDC) team will host a webinar entitled "SEC Enforcement Trends: What Fund Directors Should Know."

Also on Thursday, at 8am central, the Northern Trust Corporation (NTRS) management will host a conference call following the release of Q4 2024 results.

On Friday (January 24) at 2pm eastern, the Investment Company Institute (ICI) team will host a Talent Connection webinar about legal and compliance opportunities in the asset management industry.

Also this week, on the defined contribution side of the industry, the teams at Broadridge, WP&BC, RAC, ERISApedia, NAGDCA, the Spark Institute, and WIPN will host 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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