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Monday, September 23, 2019

Week In Preview, 9/23-29

Reported by Neil Anderson, Managing Editor

The Investment Company Institute's (ICI's) 2019 Tax and Accounting Conference (TAC) continues today in Marco Island, Florida. The four-day event started yesterday.

Kimber Lintz
Mutual Fund Education Alliance
Director
Today the team at the Investments and Wealth Institute (IWI) will kick off their first annual Behavioral Advisor Forum. The two-day event is being held at the Palace Hotel in San Francisco.

Also today, the Opal Group team will kick off their 2019 Impact Investing Forum North. The event will be held at the Crowne Plaza Times Square in New York City.

Also today at the Crowne Plaza Times Square, the Opal Group team will kick off their two-day, 2019 Emerging Managers Summit.

Also today, the Strategic Insight and PlanAdviser teams will kick off their 529 Conference. The three-day event will be held at the Ritz Carlton in Amelia Island, Florida.

Tomorrow the team at the Expect Miracles Foundation (tagline: "Financial Services Against Cancer") will host their 2nd annual Expect Miracles Atlantic Coast Classic golf tournament. The event will be held at Fiddler's Elbow Country Club in Bedminster Township, New Jersey.

Also tomorrow, the team at the Investment Management Education Alliance (IMEA) will host their Marketing Summit. Then tomorrow night, they will host their annual STAR Awards Celebration. Both events will be held at the Mid-America Club in Chicago.

Also tomorrow, the InvestmentNews team will host their Excellence in Diversity & Inclusion Awards luncheon. The event will be held at the Edison Ballroom in New York City.

Also tomorrow at the Edison Ballroom, the Informa team will host their Finnovate Awards dinner.

On Wednesday, the team at the Independent Directors Council (IDC) will kick off their Foundations for Fund Directors event. The two-day program will be held at KPMG's offices in Boston.

Also on Wednesday, the team at the Fixed Income Analysts Society, Inc. (FIASI) will host a Breakfast Networking Event. The members-only event will be held at Comfort Diner in New York City.

Also on Wednesday morning in New York City, the CFRA team will host a press meet and greet breakfast and deep dive discussion at their offices in New York City. The event, titled Who & What Have Been the Biggeset Winners & Losers During the ETF Boom?, will feature Todd Rosenbluth, head of ETF and mutual fund research, and Aniket Ullal, vice president of ETF data and analytics.

Also on Wednesday, the team at the National Investment Company Service Association (NICSA) will host their 2019 West Coast Regional Event. The meeting, titled "ESG Product Trends & Regulatory Practices," will be held at Ropes & Gray's offices in San Francisco.

On Thursday, the FIASI team will host "Running Out Of Ammo?", the latest installment of their monthly speaker series. The event will be held at the Cornell Club in New York City.

This week on the defined contribution side of the industry, the teams at Chepenik Financial and DCIIA are hosting events. Our sister publication, 401kWire, has more details

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