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Rating:Week In Preview, September 21 - 27 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, September 21, 2020

Week In Preview, September 21 - 27

Reported by Neil Anderson, Managing Editor

Today, starting at 2pm eastern, the Independent Directors Council (IDC) team will host a webinar, entitled "Trends in Evaluating Active Management and Other Strategies."

Paul Schott Stevens
Investment Company Institute
President, CEO
Tomorrow the Nasdaq team will host their inaugural Nasdaq ESG Summit for the Americas and Europe. The online event will start at 11am eastern time.

Also tomorrow, the Investment Company Institute (ICI) team will kick off their 2020 Tax and Accounting Conference (ICI TAC). The fall conference, traditional held in-person over several consecutive days (and initially scheduled for this week in Palm Desert, California), will be a virtual event held one day a week for three weeks. Week one's sessions start tomorrow at 10am eastern.

Also tomorrow, the Investments and Wealth Institute (IWI) team will host "Long-term implications of COVID-19", a Women in Wealth Perspectives webinar.

Also tomorrow, the Mutual Fund Directors Forum (MFDF) team will continue their Director Discussion Series with another open forum via Zoom, starting at 11:30am eastern. Then on Thursday, the team will host webinar, entitled "Streamlining the Asset Management."

Also tomorrow, the NICSA team will host a webinar, entitled "sales and Asset Forecasting: Modeling in an Evolving Global Economy." The event is sponsored by Delta Data.

On Wednesday, the ICI team will host a webinar, entitled "Achieving Operations Excellence: The Power of Transformation."

On Thursday, the Securities and Exchange Commission's (SEC) Investor Advisory Committee will host a virtual public meeting, starting at 10am eastern.

Also on Thursday, Informa's WealthManagement.com team will host a digital forum for their Wealthies industry awards for 2020. The event will kick off a monthly 10-event series scheduled to continue through July 2021.

Also on Thursday, the ICI team will kick off their 2020 Securities Law Developments Conference. The now-virtual event will be held this Thursday and next Thursday.

This week, on the defined contribution side of the industry, the teams at ASPPA, EBRI, Fi360, NAPA, and That401kSite.com are hosting online events. Our sister publication, 401kWire, has more details

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  1. Nicsa webinar - New research by Alex Edmans and the Diversity Project - The Power of diverse thinking: How the best teams make decisions, July 1
  2. MFDF Director Discussion Series - Open Forum, July 9
  3. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 10
  4. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
  5. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
  6. Nicsa webinar - How Trusted GenAI is Transforming Data Access in Asset Management, July 16
  7. MFDF webinar - M&A and Consolidation in Asset Management, July 16
  8. MFDF webinar - ETF Conversions, July 17
  9. MFDF Director Discussion Series - Open Forum (New York), July 22
  10. MFDF Ask Anything webinar - AI Edition, July 24
  11. MFDF webinar - Use of Derivatives by RICs, July 29
  12. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  13. Samfund Soiree Boston 2025, August 21
  14. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  15. ICI ETF Conference, Sep 8-10
  16. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  17. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  18. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  19. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  20. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  21. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  22. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  23. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  24. 10th annual Fuse Forum, October 8
  25. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  26. 2025 MMI Annual Conference, Oct 15-17




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