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Rating:Week In Preview, September 16-22 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, September 16, 2019

Week In Preview, September 16-22

Reported by Neil Anderson, Managing Editor

Today the FRA team kicks off their 28th Sub-Advised Funds Forum. The two-day event is being held at the Omni Parker House in Boston.

Susan Ferris Wyderko
Mutual Fund Directors Forum
President, CEO
On Thursday, the U.S. Securities and Exchange Commission's (SEC's) Investor Advisory Committee (which includes MFDF chief Susan Wyderko, pictured to the right) will host a public meeting at the regulatory agency's headquarters in Washington, D.C. Disclosures and leverage are two discussion topics on the agenda.

Also on Thursday, the National Investment Company Service Association (NICSA) team will host their 2019 Midwest Regional Event. The meeting will be held that afternoon at Chapman and Cutler's offices in Chicago.

On Sunday, the Investment Company Institute (ICI) team will kick off their 2019 Tax and Accounting Conference (TAC). The four-day event will be held at the JW Marriott Marco Island Beach Resort in Marco Island, Florida.

This week on the defined contribution side of the industry, the teams at ABC Detroit, NAPA, PlanAdviser, Retirement Clearinghouse, That401kSite.com, Wilmington Trust, and WiPN are all hosting events. Our sister publication, 401kWire, has more details

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  2. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
  3. MFDF webinar - M&A and Consolidation in Asset Management, July 16
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  10. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
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  24. 2025 MMI Annual Conference, Oct 15-17
  25. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
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