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Rating:Week In Preview, June 11-17 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, June 11, 2018

Week In Preview, June 11-17

Reported by Neil Anderson, Managing Editor

The Financial Planning Association's (FPA's) June 2018 FPA Residency Program at the Hilton Denver Iverness in Englewood, Colorado, which started on Friday, will continue through Wednesday.

Today Kunal Kapoor and his team will kick off the 2018 Morningstar Investment Conference. Held at the McCormick Place convention center in Chicago, this is the 30th annual MIC, and more than 2,100 attendees are registered. Pre-conference sessions begin this morning and early afternoon. Speakers scheduled to take the main stage include: Walt Bettinger, CEO of Charles Schwab; Jeremy Grantham, co-founder of GMO; Mellody Hobson, president of Ariel; Daniel Kahneman, psychologist and Noble-Prize-winning behavioral economist; and Kevin Kelly, founding executive editor of Wired. Sponsors of the three-day event include: AB; Aberdeen Standard; Capital Group's American Funds; Baird; BlackRock; BNY Mellon; Charles Schwab Investment Management; Columbia Threadneedle; Davis; DWS; Federated; First Trust; Glenmede; Guggenheim; Hartford Funds; Invesco; J.P. Morgan Asset Management; Jensen; John Hancock Investments; Legg Mason; MFS; Nationwide; Nuveen; NYLIM; PGIM Investments; Pimco; Principal; ProShares; SSgA; Stoxx; TCW; Thompson IM; Touchstone; Vanguard; and William Blair.

Financial Research Associates' (FRA's) fourth annual Responsible Investing Summit, initially scheduled for tomorrow and Wednesday at the Harvard Club in Boston, has been postponed.

Tomorrow and Wednesday investment bankers at Morgan Stanley are hosting their Morgan Stanley Financial Services Conference at the InterContinental New York Barclay Hotel in New York City. Among other speakers, Victory Capital's David Brown (chairman and CEO) and Terence Sullivan (chief financial officer and head of strategy) will speak at the event tomorrow morning.

On Wednesday the Osney Media team will host The Summit for Asset Management (TSAM) New York at the New York Marriott at the Brooklyn Bridge. Speakers scheduled to appear include: Radiance Chapman, senior vice president of marketing and communication at Fiera Capital; Kevin Erdman, vice president and head of sales analytics at First Eagle; Brian Firstman, director and senior RM at DWS; Marcia Glass, vice president of marketing at CenterSquare; Sylvia Jablonski, managing director at Direxion; Farnaz Maters, chief marketing officer at Principal Global Investors; Daniel McGrath, executive director of marketing at UBS; Colleen Nichols, head of client engagement at Fiera; Cheryl Pipia, head of USI client engagement at T. Rowe Price; Steve Radis, head of investment management marketing at William Blair; William Shaw, managing director of marketing and communications at Windhaven; and many more. Sponsors include: ACA Technology; Accenture; Adeptyx; Appatura; Archer; Arria; ClearWater; Factbook; Fractal Analytics' Customer Genomics; Dassault; Factset; Fidelity Corporate Actions Solutions; Hidden Levers; Idio; Indus Valley Partners; Nasdaq; On24; OTCFin; Pramata; Quark; Quartal; ReformIS; RiskFirst; SEI; Seismic; SS&C; State Street; StatPro; and STP.

On Thursday Victory Capital's Brown will present at William Blair's 38th annual Growth Stock Conference at the Four Seasons Hotel in Chicago.

Also on Thursday, Frank Heavey and the Expect Miracles Foundation team are hosting the cancer-fighting charity's 24th annual East Coast Classic golf tournament. The sold out event is being held at Pinehills Golf Club in Plymouth, Massachusetts and will also feature a helicopter ball drop, a post-golf reception, and a live auction.

Also on Thursday, Susan Wyderko and the Mutual Fund Directors Forum (MFDF) team will continue their "director discussion series" with an open forum in Greenwich, Connecticut at the Indian Harbor Yacht Club.

Also on Thursday, the Fixed Income Analysts Society, Inc. (FIASI) team will host their 23rd annual Hall of Fame Induction Ceremony & Dinner. The event will be held at the Roosevelt Hotel in New York City and will honor three inductees: John "Mac" McQuown, co-founder of Diversified Credit Investments; Mary Miller, former T. Rowe Price fixed income director and former Under Secretary for Domestic Finance at the U.S. Treasury; and Mark Shenkman, founder and president of Shenkman Capital Management.

Exchangetradedfunds.com's 14th annual Global ETF Awards Conference & Dinner, initially scheduled for Thursday, has been postponed to July 19. The event will again be held in New York City.

Eid Mubarak, and happy father's day!

This week on the defined contribution side of the industry, the teams at BPAS, PlanSponsor, and Spark are all hosting events. Our sister publication, 401kWire, has more details

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