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Rating:Week In Preview, September 28 - October 4 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, September 28, 2020

Week In Preview, September 28 - October 4

Reported by Neil Anderson, Managing Editor

Today, the Investment Management Education Alliance (IMEA) team will post the individual award winners for this year's STAR Awards. Then on Wednesday, starting at 4pm eastern, they will host a live virtual STAR Awards Celebration, which will include a presentation of the overall and community investment awards.

Hanneke Smits
Newton Investment Management
CEO, Executive Director
Tomorrow, starting at 10am eastern, the Investment Company Institute (ICI) team will host week two of their 2020 virtual Tax and Accounting Conference (ICI TAC).

Also tomorrow, the Expect Miracles Foundation (tagline: "Financial Services Against Cancer") team will host their third annual Atlantic Coast Classic golf tournament, at Fiddler's Elbow Country Club in Bedminster Township, New Jersey. Though there will be no post-golf reception, there will be food and beverages available at the charity event.

Also tomorrow, starting at 2pm eastern, the Mutual Fund Directors Forum (MFDF) team will host a webinar on "Updates to SEC Fund Disclosures." Then on Wednesday, also starting at 2pm eastern, the MFDF team is hosting another webinar, on "Putting the Fund in Fund of Funds."

Also on Wednesday, the Financial Planning Association (FPA) team will kick off their 2020 FPA Annual Conference. The three-day event is online this time.

On Thursday, starting at 5pm eastern, the ETF Express readership will host their virtual ceremony and networking event for their annual ETF Express U.S. Awards.

Also on Thursday, starting at 10am eastern, the ICI team will host the week two sessions of their 2020 virtual Securities Law Developments Conference (ICI SECLAW).

Also on Thursday, Hanneke Smits will take over as CEO of BNY Mellon Investment Management, while outgoing CEO Mitch Harris will retire.

Also on Thursday, Shannon Hobbs will join American Century as chief human resources officer.

Also on Thursday, Mohamed El-Erian will take over as president of Cambridge's Queens' College.

Also on Thursday, Adam Spector will take over as executive vice president and head of global distribution for Franklin Templeton.

This week, on the defined contribution side of the industry, the teams at Advisor2X, ASPPA, Fi360, Grant Thornton, NAGDCA, NAPA, Nasdaq, Stradley Ronon, Wilmington Trust, and WiPN are hosting 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
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