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Rating:Week In Preview, November 7 - November 13 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, November 7, 2022

Week In Preview, November 7 - November 13

Reported by Neil Anderson, Managing Editor

Happy Color the World Orange Day!

Jonathan Laurence "Jono" Steinberg
WisdomTree Investments, Inc.
CEO
Today, the Tiburon Strategic Advisors team will kick off the Tiburon CEO Summit XLIII. The three-day event is being held at the Four Seasons Hotel Chicago.

Also today, the team at Affiliated Managers Group, Inc. (AMG) have released their third quarter earnings report. Management will host an earnings call at 8:30am eastern.

Also today, the team at WisdomTree is ringing the opening bell at the NYSE, in celebration of the company transferring its primary listing to the exchange today under a new ticker, "WT," as planned. (The ETF shop has listed on the Nasdaq under the symbol "WETF" since 2011.)

Tomorrow, the team at the Investment Company Institute (ICI) will kick off their 2022 ICI Tech Summit. The two-day conference is being held at the Renaissance in Dallas.

Also tomorrow, the Informa team will kick off their UCITs & AIFMD for US Managers event in New York. The two-day event is being held at the Convene in Rockefeller Plaza.

On Wednesday, the team at the Money Management Institute (MMI) will kick off their 2022 MMI Distribution Leadership Forum. The two-day event is being held at DFA's offices in Charlotte and was rescheduled from July.

Also tomorrow, the Aite-Novarica team will host their Wealth & Asset Management Forum at the Hilton in Midtown Manhanttan. The event's theme is "Transform or Be Disrupted."

On Thursday, starting at 9am eastern, the team at the Mutual Fund Directors Forum (MFDF) will host "Asset Management Industry Update and Director Governance Trends," an in-person event at PwC's offices in Boston.

Also on Thursday, starting at 1pm eastern, the team at US SIF (the Forum for Sustainable and Responsible Investment) will host a media webinar reflecting on the results of the U.S. midterm elections.

This week, on the defined contribution side of the industry, the teams at Definiti, DCIIA, Fi360, Hub, P&I, PSCA, Spark, and WIPN are hosting events. Our sister publication, 401kWire, has more details

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  1. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  2. WE South - How to Trade an ETF, October 14
  3. 2025 MMI Annual Conference, Oct 15-17
  4. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  5. Nicsa webinar - Board Considerations: Fiduciary Duties and Decision-Making In ETF Dual Share Adoption, October 15
  6. IMEA webinar - Rethinking Audience, Access, and Impact In Advisor-Facing Content, October 16
  7. WealthManagement.com webinar - Exploring the Longevity of the Manulife John Hancock/Boston Partners Collaboration, October 16
  8. WE Philadelphia - Fall Networking Happy Hour, October 16
  9. MFDF webinar - From Awareness to Assets: Why Marketing Matters for Registered Funds, October 21
  10. Nicsa webinar - ETF Dual Share Classes: Preparing For Operational Success, October 22
  11. Citywire Pro Buyer Los Angeles Retreat 2025, Oct 22-23
  12. MFDF webinar - Latest in Closed-End Funds Litigations, October 23
  13. Samfund Soiree Manhattan 2025, October 23
  14. Tiburon CEO Summit XLIX, Oct 27-29
  15. IDC Fund Directors Conference, Oct 27-29
  16. IMEA Leadership Planning Meeting, October 28
  17. IMEA Leadership Summit, Oct 28-29
  18. IMEA Rising Star luncheon, October 28
  19. IMEA Boutique Managers luncheon, October 28
  20. IMEA Philanthropic Day, October 28
  21. 2025 Sohn San Francisco Investment Conference, October 28
  22. Nicsa ALFI webinar - The Proposed New Luxembourg Carried Interest Regime: Elixir of Life for Luxembourg Investment Funds?, October 29
  23. Schwab Impact 2025, Nov 2-4
  24. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  25. MFDF In Focus webinar - Audit Committee Chair, November 5
  26. IMEA Digital Marketing Roundtable, November 5




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