The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:What Does Coronavirus Mean For Conference Season? Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, March 11, 2020

What Does Coronavirus Mean For Conference Season?

Reported by Neil Anderson, Managing Editor

With coronavirus, and the resulting panic, both spreading, some fundsters' travel plans are up in the air, and word is that some mutual fund firms are officially restricting travel. Industry conference organizers are adapting as the spring conference season kicks into high gear, and some events are already being postponed or cancelled.


Paul Schott Stevens
Investment Company Institute
President, CEO
The Investment Company Institute's (ICI's) ICI Mutual Funds and Investment Management Conference (MFIMC) had been scheduled for March 22-25 in Palm Desert, California. Yet the conference has been postponed "in light of public health concerns around the spread of COVID-19," confirms Paul Schott Stevens, the ICI chief who will retire at the end of the year.

"We felt the postponement to be necessary to protect the health and well-being of ICI's members, staff, guests, and other attendees, as well as their families," Stevens states. "The decision also reflects the desire of many ICI member firms to limit their staff's travel and participation in group meetings. In a survey sent to members earlier this week, we found widespread and growing restrictions on non-essential travel and conference attendance."

"We are working with our host hotel to reschedule the meeting for a date later in 2020," Stevens adds.

Meanwhile, the ICI's General Membership Meeting (GMM) is still on for May 6-8 in Washington, D.C., an ICI spokeswoman confirms.


The Money Management Institute's (MMI's) 2020 MMI Sales and Marketing Leadership Summit, the trade group's second largest event of the year, had been scheduled for March 26-27 in Orlando. Yet the MMI team has cancelled the event, confirms Craig Pfeiffer, CEO of MMI.

"We are evaluating and working with all the parties," Pfeiffer tells MFWire, hinting that both rescheduling the event and converting it to a virtual conference are both on the table. "Postponement is obviously your first choice, but the calendar starts to back up."


The ETFGI team is scheduled to bring their 2020 ETFGI Global ETFs Insights Summit to New York City on April 2.

"We are still planning on holding our upcoming events," Debbie Fuhr, managing partner and founder of ETFGI, tells MFWire. "We are monitoring the situation."


The Morningstar team is scheduled to host their Morningstar Investment Conference on June 3-5 in Chicago.

"The investment conference is still on as planned," Sarah Wirth, a Morningstar spokeswoman, tells MFWire. "We're monitoring the situation."


The team at BNY Mellon's Pershing arm is scheduled to host their 2020 Pershing Insite conference on June 10-12 in Chicago.

"We're constantly evaluating the situation," Sanuber Grohe, a Pershing spokeswoman, tells MFWire. "As of today, Insite is not cancelled or rescheduled. It's still on."

Other Events

Stay tuned for updates on other spring conferences.

The 28th Tiburon CEO Summit is scheduled for April 6-8 in New York City. Chip Roame, managing partner of Tiburon Strategic Advisors, did not immediately return a call for comment.

The Envestnet team is scheduled to host their Envestnet Advisor Summit on April 29-30 in Austin, Texas. An Envestnet spokesperson did not immediately respond to a request for comment.

The team at Wilmington's FRA is scheduled to host their 29th Sub-Advised Funds Forum on April 30-May 1 in New York City. An FRA staffer did not immediately return a call for comment.

The Association of Investment Management Sales Executives' (AIMSE's) 43rd annual meeting and sales conference is scheduled for May 3-5 in Boca Raton, Florida. An AIMSE staffer did not immediately return a call for comment.

The 25th annual Sohn Investment Conference is scheduled for May 13 in New York City. A Sohn Conference Foundation spokesperson did not immediately respond to a request for comment. 

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2024: Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

  1. 2024 ICI Leadership Summit, May 21-23
  2. MFDF webinar - Mutual Fund Director Compensation: the MPI Annual Survey (2024), May 21
  3. Schwab Institutional Investor Day, May 22
  4. IMEA webinar - Opportunities in the Evolving Wealth Management Market, May 22
  5. Raymond James 2024 Analyst & Investor Day, May 23
  6. WE SoCal - How to Lead With Impact: Fireside Chat With Lorraine Le, May 23
  7. MFDF Conference of Fund Leaders Forum, June 5
  8. MFDF in-person outreach: Continuing Regulatory Impacts on Fund Boards, June 11
  9. MFDF webinar - Digital Assets in the Fund Space (Part 1 of 2), June 12
  10. 2024 MMI Leadership Pathway Seminar, Jun 12-14
  11. 2024 Nicsa Fearless Leadership Symposium, June 12
  12. Expect Miracles East Coast Classic 2024, June 13
  13. MFDF webinar - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
  14. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20
  15. New York YPEM Cornhole Classic, June 25
  16. Morningstar Investment Conference Conference 2024, Jun 26-27
  17. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 16
  18. MFDF Director Discussion Series - Open Forum via Zoom, July 17
  19. MFDF Director Discussion Series - Open Forum (New York), July 23
  20. 2024 MMI Annual Conference, Oct 15-17
  21. 5th Annual ETFGI Global ETFs Insight Summit, October 29
  22. MFDF webinar - Digital Assets in the Fund Space (part 2 of 2), November 7
  23. MFDF 2025 Directors' Institute, January 27 - 29, 2025
  24. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025

©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use