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Monday, March 29, 2021

Week In Preview, March 29 - April 4

Reported by Neil Anderson, Managing Editor

Bob Dorsey, vice chairman and co-founder of Ultimus Fund Solutions, is scheduled to retire from the firm on Wednesday.

Robert George "Bob" Dorsey
Ultimus Fund Solutions
Co-Founder, Vice Chairman
Tomorrow, starting at 3pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "Modernizing Board Oversight of Mutual Funds and Emerging Challenges from Other Pooled Investment Vehicles and Robo-Advisers."

Also on Wednesday, David Waldman is scheduled to succeed the retiring Jae Park as chief investment officer of Loomis Sayles.

Also on Wednesday, starting at 11am eastern, the team at the Investment Management Education Alliance (IMEA) will host an interactive "ESG roundtable" via Zoom.

Also on Wednesday, starting at 2pm eastern, the MFDF team will host a webinar, entitled "Asset Management M&A for Fund Directors — Recent Trends and Governance Issues."

Also on Wednesday, starting at 2pm eastern, the Nicsa team will host a webinar, entitled "A Tech Transformation."

On Thursday, Steven Voorhis is scheduled to succeed the retiring Bryan Cameron as director of research at Dodge & Cox.

On Friday, PM Marc Pinto is scheduled to retire from Janus Henderson.

This week, on the defined contribution side of the industry, the teams at InvestmentNews and LeafHouse are hosting online events. Our sister publication, 401kWire, has more details.

MFWire will be closed on Friday for the Good Friday market holiday. In the meantime, happy Passover, and happy Easter! 

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