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Rating:Week In Preview, September 12 - September 18 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, September 12, 2022

Week In Preview, September 12 - September 18

Reported by Neil Anderson, Managing Editor

Happy National Chocoloate Milkshake Day!

Kimber Lintz
Investment Management Education Alliance
Director
Today, the Advisor Circle team will continue their FutureProof conference. The four-day event began yesterday in Huntington Beach, California.

Also today, starting at 2pm eastern, the team at the Money Management Institute (MMI) will host a webinar, entitled "Thinking Beyond Equities: Diversification with Direct Indexing."

Tomorrow, starting at 9:30am mountain time, the team at the Mutual Fund Directors Forum (MFDF) will continue their Director Discussion Series with an open forum in Denver at the offices of Morrison Forester. Then on Wednesday, starting at 2pm eastern, the MFDF team will host a webinar, entitled "Performance, Perception and Manager Selection."

Also on Wednesday, the team at the Investment Management Education Alliance (IMEA) will host an ESG Roundtable at Abrdn's offices in Philadelphia.

On Friday, starting at 2pm eastern, the MFDF team will host a webinar, entitled "The Impact of Volatility on the Markets."

On Sunday, the team at the Investment Company Institute (ICI) will kick off their 2022 Tax and Accounting Conference (TAC). The four-day event will be held at the Gaylord Rockies Resort & Convention Center in Aurora, Colorado.

This week, on the defined contribution side of the industry, the teams at DCIIA, EBRI, Fi360, FIS, NAPA, PlanAdviser, RPAG, Spark, and WIPN will host events. Our sister publication, 401kWire, has more details

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  1. MMI webinar - Enhancing the Advisor Experience, January 16
  2. MFDF webinar - AI and Fund Compliance, January 21
  3. MFDF In Focus - In Focus: Small Boards' Use of Skills Matrices, January 22
  4. IDC webinar - SEC Enforcement Trends: What Fund Directors Should Know, January 23
  5. ICI webinar - Legal and Compliance Career Opportunities in the Asset Management Industry, January 24
  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. WE South - Dallas | Texas Stock Exchange, Politics, & Product Development, January 30
  10. 2025 ICI Innovate, Feb 3-5
  11. Nicsa webinar - AI In Operations: Boosting Productivity for Wealth & Asset Management Firms, February 5
  12. MFDF In Focus: Understanding Distribution - What the Data Can Tell You, February 6
  13. MFDF Director Discussion Series - Open Forum, February 10
  14. MFDF Director Discussion Series - Open Forum, February 11
  15. MMI Darden-in-Residence II, Feb 24-6
  16. 2025 MMI RIA Forum, February 27
  17. IDC Core Responsibilities of Fund Directors, February 27
  18. Citywire Scottsdale CIO Summit 2025, Feb 27-28
  19. Expect Miracles In Manhattan 2025, February 27
  20. T3 Technology Conference 2025, Mar 3-6
  21. IMEA Distribution Intelligence Summit, Mar 4-5
  22. Nicsa 2025 Strategic Leadership Forum, Mar 5-7
  23. Citywire Pro Buyer New York Due Diligence Retreat 2025, Mar 6-7
  24. MFDF 2025 Fund Governance & Regulatory Insights Conference, Mar 6-7
  25. MFDF 15(c) White Paper Webinar Series: Part 3 - Gartenberg Factors Analysis and Challenges, March 12
  26. ICI Investment Management Conference, Mar 16-19




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