Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Week In Preview, March 19-25 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, March 19, 2018

Week In Preview, March 19-25

Reported by Neil Anderson, Managing Editor

Last night the Investment Company Institute (ICI) kicked off the 2018 Mutual Funds and Investment Management Conference (MFIMC). This year for the first time the conference moved to the JW Marriott San Antonio Hill Country Resort and Spa in San Antonio, Texas. The four-day event will feature remarks from Dalia Blass, Director of the Division of Investment Management at the Securities and Exchange Commission (SEC), and Hester Pierce, Commissioner at the SEC. The sponsor list is a veritable who's who of mutual fund industry vendors, including: AST, BBH, BNY Mellon, Chapman and Cutler, Citi, Command Financial, CSS, Donnelly, Gunn Steers, IBD, J.P. Morgan, Kessler Topaz Meltzer Check, K&L Gates, Lieff Cabraser Heimann & Bernstein, MUFG, Multifonds, Perkins Coie, RBC, SimCorp, State Street, Stradley Ronon, Strategic Insight, U.S. Bancorp, and Workiva. The conference dates back to 1965 (then under CCH), and the ICI took over in 1996.

Tomorrow the Financial Research Associates (FRA) team will kick off their seventh annual OCIO and Investment Outsourcing Summit. The two-day event will be held at the Princeton Club in New York City.

Also tomorrow, the Money Management Institute (MMI) team will kick off their 2018 Sales & Marketing Leadership Summit. The two-day event will be held at the Marriott Tampa Waterside Hotel & Marina in Tampa, Florida, and is co-chaired by Kimberly LaPoint, executive vice president and head of global accounts at PGIM Investments, and Roddy Marino, executive vice president of national accounts and distribution at Brinker Capital. Keynote speakers scheduled to appear include: Jeff Bush of The Washington Update; chairman emeritus Thomas James of Raymond James; and retired U.S. Navy Vice Admiral Sean Pybus, former deputy Commander of the U.S. Special Operations Command. Big sponsors of the conference include BNY Mellon, Discovery Data, Eaton Vance, and Fiserv.

On Thursday Peter Crane and his Crane Data team will kick off their second annual Bond Fund Symposium. The two-day event will be held at the InterContinental in downtown Los Angeles. Sponsors include: Barclays, BofA Merrill Lynch, Dechert, DTCC, Federated, Fidelity, Fitch Ratings, Goldman Sachs, Invesco, Investortools, J.P. Morgan Asset Management, NTL FCStone, Payden & Rygel, Pimco, S&P Global Ratings and S&P Dow Jones Indices, and Wells Fargo Securities and Wells Fargo Asset Management.

Also on Thursday, Cboe Global Market's ETF.com team will host their fifth annual ETF.com Awards Dinner, again at the Lighthouse on Pier 61 in New York City.

Friday is the expected IPO date for DWS, the multinational asset management arm of Deutsche Bank.

In the defined contribution side of the industry, the teams at Fi360 and Pensions & Investments are both hosting events this week. Our sister publication 401kWire has more details

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q4Q3Q2Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


    Sorry, no records in the database matched your search parameters. Clich back and try again.



  1. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  2. WE South - How to Trade an ETF, October 14
  3. 2025 MMI Annual Conference, Oct 15-17
  4. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  5. Nicsa webinar - Board Considerations: Fiduciary Duties and Decision-Making In ETF Dual Share Adoption, October 15
  6. IMEA webinar - Rethinking Audience, Access, and Impact In Advisor-Facing Content, October 16
  7. WealthManagement.com webinar - Exploring the Longevity of the Manulife John Hancock/Boston Partners Collaboration, October 16
  8. WE Philadelphia - Fall Networking Happy Hour, October 16
  9. MFDF webinar - From Awareness to Assets: Why Marketing Matters for Registered Funds, October 21
  10. Nicsa webinar - ETF Dual Share Classes: Preparing For Operational Success, October 22
  11. Citywire Pro Buyer Los Angeles Retreat 2025, Oct 22-23
  12. MFDF webinar - Latest in Closed-End Funds Litigations, October 23
  13. Samfund Soiree Manhattan 2025, October 23
  14. Tiburon CEO Summit XLIX, Oct 27-29
  15. IDC Fund Directors Conference, Oct 27-29
  16. IMEA Leadership Planning Meeting, October 28
  17. IMEA Leadership Summit, Oct 28-29
  18. IMEA Rising Star luncheon, October 28
  19. IMEA Boutique Managers luncheon, October 28
  20. IMEA Philanthropic Day, October 28
  21. 2025 Sohn San Francisco Investment Conference, October 28
  22. Nicsa ALFI webinar - The Proposed New Luxembourg Carried Interest Regime: Elixir of Life for Luxembourg Investment Funds?, October 29
  23. Schwab Impact 2025, Nov 2-4
  24. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  25. MFDF In Focus webinar - Audit Committee Chair, November 5
  26. IMEA Digital Marketing Roundtable, November 5




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use