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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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