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Rating:Week In Preview, September 3-8 Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, September 03, 2019

Week In Preview, September 3-8

Reported by Neil Anderson, Managing Editor

Today the Echelon Partners team kicks off the eighth edition of their Deals & Dealmakers Summit. The two-day conference is being held at the Island Hotel in Newport Beach, California.

Susan Ferris Wyderko
Mutual Fund Directors Forum
President, CEO
On Thursday, the Mutual Fund Directors Forum (MFDF) team will hold an open forum in their Director Discussion Series. The lunch meeting, which is only for U.S. mutual funds' independent directors and chief compliance officers, will be held at the Indian Harbor Yacht Club in Greenwich, Connecticut.

Also on Thursday, the U.S. Securities and Exchange Commission's (SEC's) Investor Advisory Committee will meet via a phone call, which the public can listen in on. The subject of the meeting is the proxy process.

On Sunday, the informa team is kicking off their inaugural Wealth/Stack conference on investing and technology. The three-day event is being held in Scottsdale, Arizona, at the Scottsdale Plaza Resort.

This week on the defined contribution side of the industry, the teams at NAGDCA, Relius, RPAG, and WiPN are all hosting events. Our sister publication, 401kWire, has more details

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