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Rating:Week In Preview, June 22 - June 28 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, June 22, 2020

Week In Preview, June 22 - June 28

Reported by Neil Anderson, Managing Editor

Today, the Expect Miracles Foundation team (tagline: "Financial Services Against Cancer") kicks off the second half of their (Social) Distance Challenge. This half, which is a running and walking challenge, runs through this coming Sunday, June 28. (The first half, which ended yesterday, was a biking challenge.)

Frank Heavey
Expect Miracles Foundation
Executive Director
Also today, Impact Shares' Ethan Powell will join the NAACP's Marvin Owens on a webinar for the Association of African American financial Advisors (AAAA).

Today is the due date for petitions of candidacy for the upcoming FINRA board of governors election. One large firm governor and one small firm governor will be elected at Finra's annual meeting of firms, scheduled for August 7.

As of March 9, the Principal Financial Group team (parent of Principal Global Investors) was scheduled to host their 2020 Investor Day tomorrow at the Nasdaq MarketSite in New York City.

Tomorrow, starting at 2pm eastern, the Advisor Perspectives team will host a webcast, titled "A Primer on Defined Outcome ETFs and How RIAs Implement Them in Client Portfolios." The online event, sponsored by Innovator ETFs, will feature remarks from Innovator's Bruce Bond and Graham Day, plus a pair of FAs.

On Wednesday, starting at 2pm eastern, the Broadridge team will host the latest installment in their ESG Webinar Series. This edition is titled "How to get started on your ESG journey."

This week, on the defined contribution side of the industry, the teams at 401JA(k)E, ABC, EBRI, Fi360, and LeafHouse are scheduled to host online events. Our sister publication, 401kWire, has more details

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  1. 2022 IDC Fund Directors Workshop, May 26
  2. Irish Funds Annual Global Funds Conference 2022, May 30-31
  3. WealthManagement Edge, May 31 - June 3
  4. MFDF 2022 Fund Governance and Regulatory Insights Conference, Jun 8-9
  5. 28th annual Expect Miracles East Coast Classic, June 9
  6. 2022 Sohn Investment Conference, June 9
  7. IDC webinar - Cybersecurity for Fund Boards: The Current Landscape, June 9
  8. MMI webinar - Driving Business Value with Artificial Intelligence & Data, June 15
  9. MFDF webinar - Key Takeaways From Morningstar's 2021 Annual Fund Fee Study, June 16
  10. MFDF Director Discussion Series - Open Forum (Chicago), June 21
  11. 2022 MMI Emerging Asset Managers Forum, June 23
  12. MFDF In Focus: Capitol Hill, A Conversation with Congressman Bryan Steil, June 28
  13. Financial Planning INVEST, Jun 28-29
  14. MFDF webinar - Differentiating Mutual-Fund-to-ETF Conversions, July 19
  15. MFDF Director Discussion Series - Open Forum (New York), July 20
  16. 2022 MMI Distribution Leadership Forum, Jul 20-21
  17. MFDF webinar - Fund Boards' Oversight of Investment Performance, July 28
  18. MFDF webinar - Performance, Perception and Manager Selection, September 14
  19. 2022 ICI Tax and Accounting Conference, Sep 18-21
  20. 5th annual Expect Miracles Atlantic Coast Classic, October 3
  21. Nicsa Fearless Leadership Symposium, Oct 6-7
  22. 2022 MMI Annual Conference, Oct 19-21
  23. 2022 IDC Fund Directors Conference, Oct 24-26
  24. 18th annual Expect Miracles Wine & Spirits Event, October 27
  25. Nicsa 2022 General Membership Meeting, October 31 - November 2
  26. Tiburon CEO Summit XLIII, Nov 7-9




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