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Rating:Week In Preview, December 6 - December 12 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, December 6, 2021

Week In Preview, December 6 - December 12

Reported by Neil Anderson, Managing Editor

Today, the MarketCounsel team will kick off their 2022 MarketCounsel Summit. The four-day, in-person event will be held at the Fontainbleau in Miami Beach.

Tomorrow, starting at 4pm eastern, the Money Management Institute (MMI) team will host a webinar, entitled "New Rules for a New World." Then on Wednesday, starting at 1pm eastern, the MMI team will host their online Inclusive Marketing Symposium, teaming up with the Insured Retirement Institute (IRI).

Also on Wednesday, starting at 2pm eastern, the Mutual Fund Directors Forum (MFDF) team will host a webinar, entitled "Investment Valuation and Governance: Deloitte's 19th Annual Fair Valuation Survey."

Also on Wednesday, starting at 11:30am eastern, the Natixis Investment Managers team will host their 2022 outlook and annual media luncheon at Daniel in New York City.

Also on Wednesday, starting at 1pm eastern, the Investment Management Education Alliance (IMEA) team will host their virtual "Data Council." Then on Thursday, starting at 1pm eastern, they'll host their virtual 25th Star Awards event.

Also on Thursday, the Expect Miracles Foundation team will host their Virtual Silent Auction.

Also on Thursday, starting at 4pm eastern, the Women in ETFs (WE) team will host "Build a Strong Social Media Profile," via Zoom.

This week, on the defined contribution side of the industry, the teams at ABC Northwest, ASPPA, DCIIA, EBRI, Fi360, NAPA, OneAmerica, SS/RBA, and Trucker Huss are hosting events. Our sister publication, 401kWire, has more details.

Happy National Gazpacho Day! 

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  1. MFDF webinar - 2024 Fair Valuation Pricing Survey: Building and Strengthening the Valuation Operating Model, January 7
  2. WE - Trailblazing Leaderships: Insights From Los Angeles' Leading Women CEOs, January 8
  3. MFDF webinar - 15(c) White Paper Webinar Series: Part 2 – Board Processes, January 9
  4. MFDF webinar - AI and Fund Compliance, January 21
  5. MFDF In Focus - In Focus: Small Boards' Use of Skills Matrices, January 22
  6. FSI OneVoice 2025, Jan 27-29
  7. MFDF 2025 Directors' Institute, Jan 27-29
  8. Nicsa webinar - An Intro to Irish and Luxembourg Investment Platforms for US Asset Managers, January 29
  9. 2025 ICI Innovate, Feb 3-5
  10. Nicsa webinar - AI In Operations: Boosting Productivity for Wealth & Asset Management Firms, February 5
  11. MFDF Director Discussion Series - Open Forum, February 10
  12. MFDF Director Discussion Series - Open Forum, February 11
  13. Expect Miracles In Manhattan 2025, February 27
  14. Citywire Scottsdale CIO Summit 2025, Feb 27-28
  15. T3 Technology Conference 2025, Mar 3-6
  16. Nicsa 2025 Strategic Leadership Forum, Mar 5-7
  17. MFDF 2025 Fund Governance & Regulatory Insights Conference, Mar 6-7
  18. Citywire Pro Buyer New York Due Diligence Retreat 2025, Mar 6-7
  19. 2025 MMI Summit, Mar 27-28
  20. MFDF Director Discussion Series - Open Forum, April 2
  21. Envestnet Elevate 2025, Apr 9-10
  22. MFDF Director Discussion Series - Open Forum, April 15
  23. The 36th Sub-Advised Funds Forum, Apr 29-30
  24. Expect Miracles 6th Annual Distance Challenge, May 13-20
  25. Morningstar Investment Conference 2025, Jun 25-26
  26. MFDF Director Discussion Series - Open Forum, July 9




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