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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 - Visually Mapping Board Composition: Skills Matrices in Fund Board Rooms, December 18
  2. IMEA webinar - Driving Equity: The FARE Journey and Its Impact on Financial Services, December 19
  3. MFDF webinar - 2024 Fair Valuation Pricing Survey: Building and Strengthening the Valuation Operating Model, January 7, 2025
  4. MFDF webinar - 15(c) White Paper Webinar Series: Part 2 – Board Processes, January 9, 2025
  5. MFDF webinar - AI and Fund Compliance, January 21, 2025
  6. MFDF In Focus - In Focus: Small Boards' Use of Skills Matrices, January 22, 2025
  7. FSI OneVoice 2025, January 27 - 29, 2025
  8. MFDF 2025 Directors' Institute, January 27 - 29, 2025
  9. 2025 ICI Innovate, February 3 - 5, 2025
  10. MFDF Director Discussion Series - Open Forum, February 10, 2025
  11. MFDF Director Discussion Series - Open Forum, February 11, 2025
  12. Expect Miracles In Manhattan 2025, February 27, 2025
  13. Citywire Scottsdale CIO Summit 2025, February 27 - 28, 2025
  14. Nicsa 2025 Strategic Leadership Forum, March 5 - 7, 2025
  15. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025
  16. Citywire Pro Buyer New York Due Diligence Retreat 2025, March 6 - 7, 2025
  17. 2025 MMI Summit, March 27 - 28, 2025
  18. MFDF Director Discussion Series - Open Forum, April 2, 2025
  19. Envestnet Elevate 2025, April 9 - 10, 2025
  20. MFDF Director Discussion Series - Open Forum, April 15, 2025
  21. The 36th Sub-Advised Funds Forum, April 29 - 30, 2025
  22. Expect Miracles 6th Annual Distance Challenge, May 13 - 20, 2025
  23. Morningstar Investment Conference 2025, June 25 - 26, 2025
  24. MFDF Director Discussion Series - Open Forum, July 9, 2025




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