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Rating:Week In Preview, June 20 - June 25 Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, June 20, 2023

Week In Preview, June 20 - June 25

Reported by Neil Anderson, Managing Editor

Happy World Refugee Day!

Today, the teams at the CFA Society New York and at Fordham's Gabelli School of Business will kick off their 10th annual Ben Graham Conference. The two-day event includes an in-person portion today at Fordham Law School in New York City, while tomorrow's portion of the event will be virtual.

Also today, starting at 12pm mountain, the team at the Mutual Fund Directors Forum (MFDF) will continue their Director Discussion Series with an open forum at the offices of PWC in Denver.

Tomorrow, the Crane Data team will kick off their Money Fund Symposium. The three-day event will be held at the Hyatt Regency Atlanta.

Also tomorrow, starting at 1pm eastern, the team at the Indepencent Directors Council (IDC) will host their June 2023 governance committee chairs industry segment call.

On Thursday, the team at the Money Management Institute (MMI) will kick off their 2023 Distribution Leadership Forum, a two-day, virtual event.

Also on Thursday, starting at 3pm eastern, the IDC team will host their June 2023 board leaders industry segment call.

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

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  1. IDC Foundations for Fund Directors, Dec 4-5
  2. WE Boston - Women's Initiative Joint Holiday Networking Reception, December 4
  3. WE South - Wine Wednesday Holiday Celebration, December 4
  4. Nicsa webinar - Post-Election Insights: Impact on Global Policies, Markets, and Regulations, December 4
  5. WE Denver - 2024 Annual Holiday Party, December 5
  6. WE Washington D.C. - 2024 Holiday Dinner Event, December 5
  7. MFDF webinar - BDC Board Service 101, December 10
  8. MFDF webinar - ETF Product Trends: Board Implications, December 11
  9. MFDF webinar - Visually Mapping Board Composition: Skills Matrices in Fund Board Rooms, December 18
  10. MFDF webinar - 2024 Fair Valuation Pricing Survey: Building and Strengthening the Valuation Operating Model, January 7, 2025
  11. MFDF webinar - 15(c) White Paper Webinar Series: Part 2 – Board Processes, January 9, 2025
  12. MFDF webinar - AI and Fund Compliance, January 21, 2025
  13. MFDF In Focus - In Focus: Small Boards' Use of Skills Matrices, January 22, 2025
  14. FSI OneVoice 2025, January 27 - 29, 2025
  15. MFDF 2025 Directors' Institute, January 27 - 29, 2025
  16. 2025 ICI Innovate, February 3 - 5, 2025
  17. MFDF Director Discussion Series - Open Forum, February 10, 2025
  18. MFDF Director Discussion Series - Open Forum, February 11, 2025
  19. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025
  20. MFDF Director Discussion Series - Open Forum, April 2, 2025
  21. MFDF Director Discussion Series - Open Forum, April 15, 2025
  22. The 36th Sub-Advised Funds Forum, April 29 - 30, 2025
  23. Morningstar Investment Conference 2025, June 25 - 26, 2025
  24. MFDF Director Discussion Series - Open Forum, July 9, 2025




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