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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. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  2. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
  3. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  4. IMEA Portfolio Construction Roundtable, September 24
  5. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  6. IMEA Models Roundtable, September 25
  7. Expect Miracles Atlantic Coast Classic 2025, September 29
  8. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  9. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  10. 10th annual Fuse Forum, October 8
  11. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  12. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  13. 2025 MMI Annual Conference, Oct 15-17
  14. Samfund Soiree Manhattan 2025, October 23
  15. Tiburon CEO Summit XLIX, Oct 27-29
  16. 2025 Sohn San Francisco Investment Conference, October 28
  17. Schwab Impact 2025, Nov 2-4
  18. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  19. MFDF In Focus webinar - Audit Committee Chair, November 5
  20. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
  21. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
  22. ALFI Roadshow to Houston, November 13
  23. MFDF 2026 Directors' Institute, January 26 - 28, 2026
  24. MFDF 2026 Fund Governance & Regulatory Insights Conference, March 5 - 6, 2026




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