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




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