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Rating:Week In Preview, April 24 - April 30 Not Rated 1.0 Email Routing List Email & Route  Print Print
Monday, April 24, 2023

Week In Preview, April 24 - April 30

Reported by Neil Anderson, Managing Editor

Happy National Skipping Day!

Kunal Kapoor
Morningstar
CEO
This afternoon, after the market closes, the team at Ameriprise Financial, Inc. (AMP, parent of Columbia Threadneedle) will release their earnings report for the first quarter of 2023. Management will host an earnings call tomorrow at 9am eastern.

Tomorrow, the Morningstar team will kick off their 35th annual Morningstar Investment Conference. The three-day event will be held at McCormick Place Lakeside Center in Chicago.

Also tomorrow, at about 7am eastern, the team at Invesco Ltd. (IVZ) will release their Q1 2023 earnings report. Management will host an earnings call at 9am eastern.

Also tomorrow morning, the team at Northern Trust Corporation will release their Q1 2023 earnings report. Management will host an earnings call at 8am central.

Also tomorrow, starting at 7pm central, the team at the Chicago chapter of Woemn in ETFs (WE) will host a WE anniversary event at Porter in Chicago.

On Wednesday, the Envestnet team will kick off Elevate, their 2023 Envestnet summit. The two-day event will be held at the Colorado Convention Center in Denver.

Also on Wednesday, the team at the Investment Management Education Alliance (IMEA) will host their product council spring summit. The event will be held at Invesco's offices in New York City.

Also on Wednesday, after the market closes in the afternoon, the Morningstar, Inc. (MORN) team will release their Q1 2023 earnings report.

Also on Wednesday, after the market closes in the afternoon, the team at Raymond James Financial, Inc. (RJF) will release their fiscal Q2 2023 earnings report. Management will host an earnings call at 5pm eastern.

On Thursday, the IMEA team will host their distribution council spring summit. The event will be held at Invesco's offices in New York City.

Also on Thursday, after the market closes in the afternoon, the team at Principal Financial Group will release their Q1 2023 earnings report. Management will host an earnings call at 10am easter on Friday.

Also on Thursday, starting at 4pm mountain standard, the team at the Phoenix chapter of WE will host a membership and networking event at Fate Brewery in Scottsdale, Arizona.

Also on Thursday, at 2pm eastern, the Mutual Fund Directors Forum (MFDF) team will host a webinar, entitled "Overview of ETF Product Landscape."

On Friday morning, the team at Lazard Ltd. (LAZ) will release their Q1 2023 earnings report. Management will host an earnings call at 8am eastern.

Also on Friday morning, before the market opens, the team at Virtus Investment Partners, Inc. (VRTS) will release their Q1 2023 earnings report. Management will host an earnings call at 10am eastern.

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

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  1. MFDF webinar - Strategic ETF Launch and Listing Oversight for Independent Fund Boards, April 7
  2. MFDF webinar - MPI's Annual Survey of Investment Firm Profitability and Economies of Scale, April 8
  3. IDC Foundations For Fund Directors, Apr 8-9
  4. IMEA webinar - The Future of Sales in the Intermediary Channel and the Evolving Role of the Internal Salesperson, April 8
  5. IDC webinar - Alternative Investments Briefing For Fund Directors: Introduction to Interval Funds, April 13
  6. MFDF Director Discussion Series - Open Forum, April 14
  7. WE SoCal - DTLA Networking Lunch, April 15
  8. MFDF Director Discussion Series - Open Forum, April 16
  9. Tiburon CEO Summit L, Apr 20-22
  10. 2026 MMI Thrive Forum, Apr 21-22
  11. WE PNW - Wealth and Finance Career Conference, April 22
  12. IMEA Distribution Summit, April 22
  13. Nicsa webinar - From AI Hype to Business Impact: Asset Management Insights, Applications and Governance, April 22
  14. MFDF Spotlight webinar - Key Findings and Insights from MFDF's Fund Board Composition Survey, April 22
  15. IDC Fund Directors Workshop, April 29 - May 1
  16. ICI Leadership Summit, April 29 - May 1
  17. IMEA Alternatives Roundtable, April 30
  18. 7th Annual Expect Miracles Foundation Distance Challenge, May 12-19
  19. New York Sohn Investment Conference, May 12
  20. Nicsa webinar - Scaling Operations In a Data-Intensive World, May 13
  21. Envestnet Elevate 2026, May 19-20
  22. ICI ETF Conference, Jun 8-10
  23. Wealth Management EDGE, Jun 9-11
  24. Morningstar Investment Conference 2026, Jun 17-18
  25. ETF Breakthru Connect, Jun 23-24
  26. Crane Data's Money Fund Symposium, Jun 24-26




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