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Rating:Week In Preview, September 5 - September 10 Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, September 5, 2023

Week In Preview, September 5 - September 10

Reported by Neil Anderson, Managing Editor

Happy International Day of Charity!

Carolyn McPhillips
Mutual Fund Directors Forum
President
Tomorrow, starting at 12pm eastern, the teams at the Investment Company Institute (ICI) and Stradley Ronon will host a webinar, entitled "Swing Pricing Strikes Out in SEC's Money Market Fund Reforms."

On Thursday, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "Regulated Investment Company Tax Reporting — Year End Considerations."

Also on Thursday, in New York City, the Informa team will host their 2023 WealthManagement.com industry awards, aka the ninth annual "Wealthies." Afternoon executive sessions at the Westin Times Square will be followed by an evening awards ceremony at the Ziegfield Ballroom, also in midtown Manhattan.

This week, on the defined contribution side of the industry, the teams at Broadridge, DCIIA, ERISApedia, RPAG, Spark, T. Rowe Price, and WIPN will host 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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