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Rating:Week In Preview, June 26 - July 2 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, June 26, 2023

Week In Preview, June 26 - July 2

Reported by Neil Anderson, Managing Editor

Happy Forgiveness Day!

Carolyn McPhillips
Mutual Fund Directors Forum
President
Tomorrow, starting at 3pm eastern, the team at the Independent Directors Council (IDC) will host their June new director engagement call.

Also tomorrow, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "Closed-End Fund Litigation Overview and Update."

On Wednesday, starting at 12pm eastern, the MFDF team will continue their Director Discussion Series, this time with an open forum at PWC's offices in Atlanta. Then on Friday, starting at 12pm central, they'll host an open forum at PWC's offices in Kansas City.

This week, on the defined contribution side of the industry, the teams at Broadridge, DCIIA, ERIC, NAPA, Spark, and WIPN will host 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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