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Rating:Week In Preview, December 5 - December 11 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, December 5, 2022

Week In Preview, December 5 - December 11

Reported by Neil Anderson, Managing Editor

Happy International Volunteer Day!

Frank Heavey
Expect Miracles Foundation
Executive Director
On Wednesday, the team at the Money Management Institute (MMI) will host their 2022 MMI Leadership Pathway Seminar at John Hancock's offices in Boston.

Also on Wednesday, starting at 11am eastern, the team at the Mutual Fund Directors Forum (MFDF) will continue their Director Discussion Series with an open forum via Zoom.

Also on Wednesday, starting at 8pm eastern, the team at the Expect Miracles Foundation (Financial Services Against Cancer) will host the 2022 Samfund Annual Celebration. The event will be held virtually and will be preceded by a pre-event VIP Room virtual wine tasting and book club discussion.

Also on Wednesday, starting at 2pm eastern, the VanEck team will host a media-only Zoom briefing focused on crypto and digital assets.

On Thursday, starting at 2pm eastern, the MFDF team will host a webinar, entitled "Investment Valuation and Governance: Deloitte's 20th Annual Fair Valuation Pricing Survey."

Also on Thursday, starting at 5:30pm eastern, the team at the Philadelphia chapter of Women in ETFs (WE) will host a holiday happy hour in partnership with Project HOME. The event will be held at Alpha Architect's offices in Havertown, Pennsylvania.

Also on Thursday, starting at 1pm eastern, the team at the Investment Management Education Alliance (IMEA) will host a virtual event on "cyber security trends."

Also on Thursday, starting at 10am eastern, the team at the U.S. Securities and Exchange Commission (SEC) will host a virtual public meeting of their investor advisory committee. The committee is expected to discuss single-stock ETFs, among other subjects.

On Friday, starting at 11am eastern, the MMI team will host a webinar, entitled "Defining & Stimulating the Client Experience."

This week, on the defined contribution side of the industry, the teams at ASPPA, DCIIA, Faegre Drinker, and WIPN will host 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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