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Rating:Week In Preview, April 22-28 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, April 22, 2019

Week In Preview, April 22-28

Reported by Neil Anderson, Managing Editor

Today the Money Management Institute (MMI) team kicks off their 2019 MMI Women in Distribution Symposium. The two-day event is being held at Morningstar headquarters in Chicago and is co-chaired by Karen Lutomski, managing director and advisor consultant in private wealth advisory at Nuveen, and Anne Steer, head of distribution at Congress Asset Management.

Tomorrow morning, after the market opens, the State Street team will release their Q1 2019 earnings report.

On Wednesday afternoon, after the market closes, the Morningstar team will release their Q1 2019 earnings report, and the Raymond James team will release their Q1 2019 earnings report. RayJay leadership will host their Q1 earnings call on Thursday morning before the market opens.

On Thursday, chairman Brian Rogers will retire from T. Rowe Price, passing the reins to CEO Bill Stromberg.

Also on Thursday, the Invesco team will release their Q1 2019 earnings before the market opens in the morning. Also before the market opens, Invesco leadership will host their earnings call.

Also on Thursday, the teams at Federated and Principal will release their Q1 earnings after the market closes in the afternoon. Leadership with both companies will host earnings calls on Friday morning.

On Friday morning, before the market opens, the Franklin Resources team will release their fiscal Q2 2019 earnings. Leadership will host an earnings call later that morning.

Also on Friday morning, leadership at Charles Schwab will host their spring business update.

On Sunday, the Association of Investment Management Sales Executives (AIMSE) team will kick off their 42nd annual Marketing & Sales Conference. The three-day event will be held at the Arizona Biltmore in Phoenix.

This week on the defined contribution side of the industry, Sheri Fitts is co-hosting a workshop. Our sister publication, 401kWire, has more details

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  1. 2022 ICI Leadership Summit, May 25-26
  2. ALFI Roadshow to New York, May 25
  3. 2022 IDC Fund Directors Workshop, May 26
  4. Irish Funds Annual Global Funds Conference 2022, May 30-31
  5. WealthManagement Edge, May 31 - June 3
  6. MFDF 2022 Fund Governance and Regulatory Insights Conference, Jun 8-9
  7. 28th annual Expect Miracles East Coast Classic, June 9
  8. 2022 Sohn Investment Conference, June 9
  9. IDC webinar - Cybersecurity for Fund Boards: The Current Landscape, June 9
  10. MMI webinar - Driving Business Value with Artificial Intelligence & Data, June 15
  11. MFDF webinar - Key Takeaways From Morningstar's 2021 Annual Fund Fee Study, June 16
  12. MFDF Director Discussion Series - Open Forum (Chicago), June 21
  13. 2022 MMI Emerging Asset Managers Forum, June 23
  14. MFDF In Focus: Capitol Hill, A Conversation with Congressman Bryan Steil, June 28
  15. Financial Planning INVEST, Jun 28-29
  16. MFDF webinar - Differentiating Mutual-Fund-to-ETF Conversions, July 19
  17. MFDF Director Discussion Series - Open Forum (New York), July 20
  18. 2022 MMI Distribution Leadership Forum, Jul 20-21
  19. MFDF webinar - Fund Boards' Oversight of Investment Performance, July 28
  20. MFDF webinar - Performance, Perception and Manager Selection, September 14
  21. 2022 ICI Tax and Accounting Conference, Sep 18-21
  22. 5th annual Expect Miracles Atlantic Coast Classic, October 3
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  24. 2022 MMI Annual Conference, Oct 19-21
  25. 2022 IDC Fund Directors Conference, Oct 24-26
  26. 18th annual Expect Miracles Wine & Spirits Event, October 27




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