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Rating:Week In Preview, August 14 - August 20 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, August 14, 2023

Week In Preview, August 14 - August 20

Reported by Neil Anderson, Managing Editor

Happy National Spirit of '45 Day!

Frank Heavey
Expect Miracles Foundation
Executive Director
Tomorrow, starting at 5:30pm eastern, the Young Professionals Expect Miracles (YPEM) team within the Expect Miracles Foundation ("Financial Services Against Cancer") will host their 2023 Boston YPEM Cornhole Classic. The fundraising event will be held at 90FS - an Urban Rooftop Oasis.

Also tomorrow, starting at 5pm central, the team at the Chicago chapter of Women in ETFs (WE) will host "Chicago Sips," a cocktail hour at Porter.

On Wednesday, starting at 4pm pacific, the team at WE's SoCal chapter will host "Why Advisors are Choosing ETFs over Mutual Funds and How SMAs Compare." The interactive presentation, which will be followed by a networking event, will be held at Capital Group's offices in Irvine, California.

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

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




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