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Rating:Week In Preview, September 19 - 25 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, September 19, 2022

Week In Preview, September 19 - 25

Reported by Neil Anderson, Managing Editor

Happy National Butterscotch Pudding Day!

Eric Pan
Investment Company Institute
President, CEO
Today, the team at the Investment Company Institute (ICI) will continue their 2022 Tax and Accounting Conference (TAC). The four-day conference, ICI's first in-person TAC since 2019, began yesterday at the Gaylord Rockies Resort & Convention Center in Aurora, Colorado.

Tomorrow, starting at 11am eastern, the team at Kleinberg Kaplan will host a webinar, entitled "New SEC Marketing Rule, What Asset Managers Need to Know to Be Ready For November 2022."

On Wednesday evening, the team at the Investment Management Education Alliance (IMEA) will kick off their alternatives roundtable. The two-day event will be held at MFS' offices in Boston.

Also on Wednesday, starting at 2pm eastern, the Nicsa team will host a webinar, entitled "Trends in the Advisor Landscape 2022."

On Thursday, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "What the Mutual Fund Industry Should Understand About Digital Assets."

On Friday, starting at 2pm eastern, the team at the Money Management Institute (MMI) will host a webinar, entitled "Generational Differences: The Keys to Unlocking Americans' Complicated Financial Relationships."

Friday is the deadline for voting on the shortlist for the 2022 ETF Express US ETF Awards. Winners will be revealed at an event on October 26 at the Metropolitan Club in New York City.

The Nicsa team has also extended the 2022 Nicsa NOVA Awards nomination deadline to Friday.

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

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  1. Director Discussion Series - Open Forum via Zoom, September 29
  2. IMEA roundtable - Portfolio Construction, September 29
  3. MMI webinar - The Future of Marketing is Changing ... Are You Ready?, September 29
  4. IDC Speaker Series - A Conversation with Roger Ferguson, October 3
  5. IDC webinar - A Conversation with Roger Ferguson, Jr., October 3
  6. 5th annual Expect Miracles Atlantic Coast Classic, October 3
  7. Nicsa Fearless Leadership Symposium, Oct 6-7
  8. 7th Annual FUSE Forum, October 6
  9. 2022 ICI Securities Law Developments Conference - day 1, October 11
  10. MFDF Director Discussion Series - Open Forum (San Francisco), October 12
  11. 2022 ICI Securities Law Developments Conference - day 2, October 13
  12. MFDF In Focus: ESG Data Requirements - What Directors Need to Know, October 19
  13. 2022 MMI Annual Conference, Oct 19-21
  14. 2022 IDC Fund Directors Conference, Oct 24-26
  15. 18th annual Expect Miracles Wine & Spirits Event, October 27
  16. Buford Capital Securities Litigation Symposium, November 1
  17. IMEA All-Council Fall Summit, Nov 2-3
  18. Nicsa 2022 General Membership Meeting, Nov 2-3
  19. Tiburon CEO Summit XLIII, Nov 7-9
  20. 2022 ICI Tech Summit, Nov 8-9
  21. UCITS & AIFMD for U.S. Managers - New York, Nov 8-9
  22. 2022 MMI Distribution Leadership Forum, Nov 9-10
  23. MFDF Asset Management Industry Update and Director Governance Trends, November 10
  24. 3rd Annual ETFGI Global ETFs Insights Summit - United States, Nov 15-16
  25. 2022 MMI Alternative Investments Forum, November 16
  26. MFDF webinar - Mutual Fund CCO Compensation: The MPI Annual Survey Update, November 16




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