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Rating:Week In Preview, November 28 - December 4 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, November 28, 2022

Week In Preview, November 28 - December 4

Reported by Neil Anderson, Managing Editor

Tomorrow, Informa's WealthManagement.com team will kick off their InvestmentFuseUSA online conference's two days of live sessions. On-demand sessions are available starting today and through December 9.

Neil Joseph Hennessy
Hennessy Advisors, Inc. / Hennessy Funds
Chairman, CEO / Chairman, President, Chief Market Strategist, Portfolio Manager
On Wednesday, starting at 2pm eastern, the Nicsa team is hosting a webinar, entitled "At Your Service: The Future of the Contact Center."

Also on Wednesday, Bonhill Group's DiversityQ team will host the U.S.A. edition of the Women In Asset Management summit series. The virtual event will feature the U.S.A. edition of their Women In Asset Management award series.

Also on Wednesday, starting at 12pm eastern, the Hennessy Funds team will host their annual press luncheon at Mastro's steakhouse in New York City.

Also on Wednesday, starting at 5pm eastern, the team at the Washington, D.C. chapter of Women in ETFs (WE) will host a happy hour and headshots event at Black's Bar & Kitchen in Bethesda, Maryland.

On Thursday, the team at the Mutual Fund Directors Forum (MFDF) will continue their Director Discussion Series with an open forum at Faegre Drinke Biddle & Reath's offices in Philadelphia. (Meanwhile, the MFDF "Washington to Directors" program, previously scheduled for Wednesday at Seward & Kissel's offices in New York City, has been postponed.)

Also on Thursday, starting at 2pm eastern, the team at Ignites is hosting a webcast, entitled "What's Inside the SEC's New Tailored Shareholder Reporting Rules."

This week, on the defined contribution side of the industry, the teams at DCIIA, EBRI, ERISApedia.com, Fi360, Spark, WIPN, and WP&BC are hosting events. Our sister publication, 401kWire, has more details

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  1. Nicsa webinar - New research by Alex Edmans and the Diversity Project - The Power of diverse thinking: How the best teams make decisions, July 1
  2. MFDF Director Discussion Series - Open Forum, July 9
  3. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 10
  4. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
  5. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
  6. Nicsa webinar - How Trusted GenAI is Transforming Data Access in Asset Management, July 16
  7. MFDF webinar - M&A and Consolidation in Asset Management, July 16
  8. MFDF webinar - ETF Conversions, July 17
  9. MFDF Director Discussion Series - Open Forum (New York), July 22
  10. MFDF Ask Anything webinar - AI Edition, July 24
  11. MFDF webinar - Use of Derivatives by RICs, July 29
  12. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  13. Samfund Soiree Boston 2025, August 21
  14. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  15. ICI ETF Conference, Sep 8-10
  16. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  17. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  18. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  19. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  20. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  21. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  22. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  23. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  24. 10th annual Fuse Forum, October 8
  25. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  26. 2025 MMI Annual Conference, Oct 15-17




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