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Rating:Week In Preview, March 13 - March 19 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, March 13, 2023

Week In Preview, March 13 - March 19

Reported by Neil Anderson, Managing Editor

Happy National K9 Veterans Day!

Eric Pan
Investment Company Institute
President, CEO
On Wednesday, starting at 8am eastern, the team at Irish Funds will host their Boston breakfast seminar at the Convene at One Boston Place.

Also on Wednesday, starting at 10am eastern, the Nicsa team will host a webinar, entitled "VaR Rules in Europe and the US: Compliance and Beyond."

On Thursday, starting at 2:30pm eastern, the Irish Funds team will host their New York Seminar at the Convene at 237 Park Avenue.

Also on Thursday, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "Fallout from the SEC's Swing Pricing and Hard Close Proposals: Operational Hurdles Boards Need to Know About."

On Sunday, the team at the Investment Company Institute (ICI) will kick off their 2023 Investment Management Conference (IMC). The four-day event will be held at the JW Marriott Desert Springs in Palm Desert, California.

This week, on the defined contribution side of the industry, the teams at Altigro, Fi360, Janus Henderson, Nationwide, P&I, Spark Institute, Trinity, and WIPN 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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