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Rating:Week In Preview, July 6 - July 12 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, July 06, 2020

Week In Preview, July 6 - July 12

Reported by Neil Anderson, Managing Editor

Tomorrow afternoon, starting at 2pm eastern, the Mutual Fund Directors Forum (MFDF) team will host a webinar, entitled "ESG: How Mutual Funds Can Address the Risks and Capture the Opportunities." Speakers expected to appear include Dan Bender, Chris Hagler, and Christine Morath, all from EY.

Patrick Newcomb
Fuse Research Network
Director of Benchmark Research
Also tomorrow afternoon, starting at 3pm eastern, the Financial Services Institute (FSI) team will host their first-ever Ask the Experts virtual interview. The online event (the beginning of the trade group's new, virtual educational series) will feature Robert Cook, president and CEO of Finra, and Dale Brown, president and CEO of FSI.

On Wednesday, the Money Management Institute (MMI) team will kick off their MMI Alternative Investments Forum virtual event series. The online event will include an opening executive roundtable (featuring: Sheila Rapple, managing director and global head of investor services, private wealth solutions at Blackstone; Jerry Pascucci, managing director and head of global alternative investment solutions for UBS Financial Services; and Joan Solotar, senior managing director and global head of private wealth solutions and external relations at Blackstone) and a session on "surveying the alternatives landscape" (featuring Pat Newcomb, director of benchmark research at Fuse Research Network). The weekly series will continue until early August.

This week on the defined contribution side of the industry, the That401kSite.com team is hosting an event. Our sister publication, 401kWire, has more details

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




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