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Rating:Week In Preview, April 17 - April 23 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, April 17, 2023

Week In Preview, April 17 - April 23

Reported by Neil Anderson, Managing Editor

Happy Herbalist Day!

Tomorrow, starting at 4pm pacific, the teams at the Southern California chapter of Women in ETFs (WE) and the San Diego CFA Society will host "Investing With Impact" at the Alexandria at Torrey Pines in San Diego.

Also tomorrow, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "Interval and Tender Offer Funds: An Introduction for Fund Boards."

On Wednesday, after the market closes in the afternoon, the team at Cohen & Steers, Inc. will release their earnings report for the first quarter of 2023. Management will host an earnings call at 10am eastern on Thursday.

Also on Wednesday, starting at 3:30pm pacific, the team at the San Francisco chapter of WE will host "Are E.S.G. Three Triggering Letters?", a panel discussion and networking event at MSCI's offices in San Francisco.

On Thursday, starting at 10am eastern, the MFDF team will host a webinar, entitled "Regulatory Impacts on Fund Boards."

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

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  1. 2024 ICI Leadership Summit, May 21-23
  2. MFDF webinar - Mutual Fund Director Compensation: the MPI Annual Survey (2024), May 21
  3. Schwab Institutional Investor Day, May 22
  4. IMEA webinar - Opportunities in the Evolving Wealth Management Market, May 22
  5. Raymond James 2024 Analyst & Investor Day, May 23
  6. WE SoCal - How to Lead With Impact: Fireside Chat With Lorraine Le, May 23
  7. MFDF Conference of Fund Leaders Forum, June 5
  8. MFDF in-person outreach: Continuing Regulatory Impacts on Fund Boards, June 11
  9. MFDF webinar - Digital Assets in the Fund Space (Part 1 of 2), June 12
  10. 2024 MMI Leadership Pathway Seminar, Jun 12-14
  11. 2024 Nicsa Fearless Leadership Symposium, June 12
  12. Expect Miracles East Coast Classic 2024, June 13
  13. MFDF webinar - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
  14. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20
  15. New York YPEM Cornhole Classic, June 25
  16. Morningstar Investment Conference Conference 2024, Jun 26-27
  17. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 16
  18. MFDF Director Discussion Series - Open Forum via Zoom, July 17
  19. MFDF Director Discussion Series - Open Forum (New York), July 23
  20. 2024 MMI Annual Conference, Oct 15-17
  21. 5th Annual ETFGI Global ETFs Insight Summit, October 29
  22. MFDF webinar - Digital Assets in the Fund Space (part 2 of 2), November 7
  23. MFDF 2025 Directors' Institute, January 27 - 29, 2025
  24. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025




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