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Rating:Week In Preview, January 17 - 22 Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, January 17, 2023

Week In Preview, January 17 - 22

Reported by Neil Anderson, Managing Editor

Happy National Lose the Jet Lag Day!

Eric Pan
Investment Company Institute
President, CEO
Today, starting at 11am eastern, the team at the Investment Company Institute (ICI) will host the first part of their "Blockchain and Digital Assets" webinar from their Financial Innovation Series. The second part will begin at 11am tomorrow.

Tomorrow, starting at 2pm eastern, the team at Nicsa will host a webinar, entitled "New Tailored Shareholder Reports: The SEC Perspective & Operational Implications."

On Thursday, starting at 4pm eastern, the team at the Money Management Institute (MMI) will host a webinar, entitled "The Future of Billing Solutions for the Modern Investment Manager."

On Friday, at 7:30am eastern, the team at State Street Corporation (parent of SSGA) will release their earnings report for the fourth quarter of 2022. Management will host an earnings call at 11am.

On Saturday, the team at the Expect Miracles Foundation (Financial Services Against Cancer) will host day one of their third annual Peloton Corporate Showdown. Day two will be next Monday, January 23, and day three will be Friday, January 27.

This week, on the defined contribution side of the industry, the teams at DCIIA and Fi360 are hosting events. Our sister publication, 401kWire, has more details

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  1. MMI webinar - Enhancing the Advisor Experience, January 16
  2. MFDF webinar - AI and Fund Compliance, January 21
  3. MFDF In Focus - In Focus: Small Boards' Use of Skills Matrices, January 22
  4. IDC webinar - SEC Enforcement Trends: What Fund Directors Should Know, January 23
  5. ICI webinar - Legal and Compliance Career Opportunities in the Asset Management Industry, January 24
  6. FSI OneVoice 2025, Jan 27-29
  7. MFDF 2025 Directors' Institute, Jan 27-29
  8. Nicsa webinar - An Intro to Irish and Luxembourg Investment Platforms for US Asset Managers, January 29
  9. WE South - Dallas | Texas Stock Exchange, Politics, & Product Development, January 30
  10. 2025 ICI Innovate, Feb 3-5
  11. Nicsa webinar - AI In Operations: Boosting Productivity for Wealth & Asset Management Firms, February 5
  12. MFDF In Focus: Understanding Distribution - What the Data Can Tell You, February 6
  13. MFDF Director Discussion Series - Open Forum, February 10
  14. MFDF Director Discussion Series - Open Forum, February 11
  15. MMI Darden-in-Residence II, Feb 24-6
  16. 2025 MMI RIA Forum, February 27
  17. IDC Core Responsibilities of Fund Directors, February 27
  18. Citywire Scottsdale CIO Summit 2025, Feb 27-28
  19. Expect Miracles In Manhattan 2025, February 27
  20. T3 Technology Conference 2025, Mar 3-6
  21. IMEA Distribution Intelligence Summit, Mar 4-5
  22. Nicsa 2025 Strategic Leadership Forum, Mar 5-7
  23. Citywire Pro Buyer New York Due Diligence Retreat 2025, Mar 6-7
  24. MFDF 2025 Fund Governance & Regulatory Insights Conference, Mar 6-7
  25. MFDF 15(c) White Paper Webinar Series: Part 3 - Gartenberg Factors Analysis and Challenges, March 12
  26. ICI Investment Management Conference, Mar 16-19




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