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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. WE Pacific NW - Year-End Holiday Social and Chapter Leadership Drive, December 5
  2. WE South - A Deep Dive Into the Offshore Ecosystem, December 6
  3. MFDF webinar - Unique Oversight Considerations For ETFs, December 6
  4. Stradley Ronon's Financial Services Regulatory Workshop, December 6
  5. MMI webinar - From an Idea to a Movement: Choosing Self-Confidence + Finding Our Strengths, December 7
  6. SEC Investor Advisory Committee Meeting, December 7
  7. MMI webinar - Make Your Money Work For You, December 12
  8. MFDF In Focus: Impacts of SCOTUS Affirmative Action Decision on Fund Boards and Industry Diversity Efforts, December 12
  9. P&I Best Places to Work In Money Management - The Future of Asset Management, December 12
  10. MFDF webinar - Investment Valuation and Governance: Deloitte's 21st Annual Fair Valuation Pricing Survey, December 13
  11. MFDF Director Discussion Series - Open Forum via Zoom, December 14
  12. MFDF 2024 Directors' Institute, January 22 - 24, 2024
  13. 2024 ICI Innovate, February 6 - 8, 2024
  14. The Advyzon Conference, February 20 - 22, 2024
  15. Raymond James 2024 Annual Shareholders Meeting, February 22, 2024
  16. MFDF 2024 Fund Governance & Regulatory Insights Conference, March 7 - 8, 2024
  17. Nicsa 2024 Strategic Leadership Forum, March 13 - 15, 2024
  18. 2024 MMI Summit, March 13 - 14, 2024
  19. Women In ETFs 10-Year Anniversary Celebration, March 14, 2024
  20. Wealth Management Edge 2024, May 13 - 16, 2024
  21. MFDF Conference of Fund Leaders Forum, June 5, 2024
  22. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20, 2024
  23. Morningstar Investment Conference Conference 2024, June 26 - 27, 2024
  24. 2024 MMI Annual Conference, October 15 - 17, 2024




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