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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 07, 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 Director Discussion Series - Open Forum via Zoom, December 7
  2. 2022 MMI Leadership Pathway Seminar, December 7
  3. 2022 Samfund Annual Celebration, December 7
  4. IMEA In Session - Cyber Security Trends, December 8
  5. U.S. Securities and Exchange Commission Investor Advisory Committee meeting, December 8
  6. MFDF webinar - Investment Valuation and Governance: Deloitte's 20th Annual Fair Valuation Pricing Survey, December 8
  7. Women in ETFs Philadelphia - Holiday Happy Hour With Project Home, December 8
  8. MMI webinar - Defining & Stimulating the Client Experience, December 9
  9. US SIF media webinar: US Sustainable Investing Trends 2022, December 12
  10. Vett Fi Advisor Perspectives Investment Insights Summit 2022, December 13
  11. IDC webinar - Spotlight on the SEC's Swing Pricing and Hard Close Proposals, December 14
  12. 2022 MMI Webinar Sponsored by the MMI Blockchain Finance Forum: Digital Asset Classification, December 14
  13. WE Boston: Annual Give Back Event 2022, December 14
  14. MFDF In Focus: Closed-End Fund Activism, December 14
  15. Crane Data's Money Fund University, Dec 15-16
  16. Crane Data's Holiday Cocktail Party, December 15
  17. MFDF webinar - Impact of 2022 Mid-Term Elections on the Financial Industry, January 10, 2023
  18. IDC's Foundations for Fund Directors, January 11 - 12, 2023
  19. MFDF 2023 Directors' Institute, January 23 - 25, 2023
  20. Exchange: an ETF Experience, February 5 - 8, 2023
  21. 8th Annual Expect Miracles in Manhattan, February 16, 2023
  22. MFDF webinar - Fund Industry Claims Trends: An Insurer's Perspective, March 1, 2023
  23. MFDF 2023 Fund Governance & Regulatory Insights Conference, March 9 - 10, 2023
  24. Crane Data's Bond Fund Symposium, March 23 - 24, 2023
  25. 2023 MMI Summit, March 29 - 30, 2023
  26. 34th Sub-Advised Funds Forum, April 3 - 4, 2023




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