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Rating:Week In Preview, May 6-12 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, May 06, 2019

Week In Preview, May 6-12

Reported by Neil Anderson, Managing Editor

The Investments and Wealth Institute's (IWI's) 2019 Annual Conference Experience (ACE) continues today at the ARIA Resort and Casino in Las Vegas. The four-day event started yesterday.

Jeffrey E. Gundlach
DoubleLine Capital
CEO
Today the teams at the Sohn Conference Foundation and CNBC will host the 24th annual Sohn Investment Conference, again at Lincoln Center in New York City. Most of the speakers are prominent hedge fundsters, but DoubleLine CEO Jeffrey Gundlach will return to speak late this afternoon.

Tomorrow afternoon, Gundlach and his team will host a DoubleLine media and client event at the Rainbow Room in New York City. Gundlach himself, president Ron Redell, deputy chief investment officer Jeffrey Sherman, and several other DoubleLine PMs will speak at the event.

Also tomorrow afternoon, after the market closes, the Voya Financial team will release their Q1 2019 earnings. Management will host an earnings call on Wednesday morning, after the market opens.

On Wednesday, the Morningstar team will kick off their 2019 Morningstar Investment Conference (MIC). The three-day event will again be held at McCormick Place in M*'s hometown, Chicago. Speakers scheduled to appear include: Cliff Asness managing principal of AQR; Sonal Desai, executive vice president and CIO of Franklin Templeton's fixed income group; David Giroux, PM in T. Rowe Price's U.S. equity division; Doris Kearns Goodwin, historian; Morgan Housel, partner at the Collaborative Fund; Jean Hynes, senior managing director and global industry analyst at Wellington Management; Kunal Kapoor, CEO of M*; Daniel Needham, president and CIO of M*'s investment management group; Manny Roman, CEO of Pimco; and Boyd Varty, life coach.

On Thursday, the Irish Funds team will host their 2019 Annual General Meeting at the Spencer Hotel in Dublin.

On Friday, Impact Shares CEO Ethan Powell will be honored at the YWCA White Plains & Central Westchester's annual benefit luncheon. Powell will receive the Ally for Women award.

Also on Friday, the U.S. Global Investors team will release their fiscal Q3 2019 earnings.

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

Happy almost Mother's Day

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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
  23. Nicsa Fearless Leadership Symposium, Oct 6-7
  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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