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Rating:Week In Preview, September 25 - October 1 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, September 25, 2023

Week In Preview, September 25 - October 1

Reported by Neil Anderson, Managing Editor

Have a good Yom Kippur!

Stacy Elaine Havener (Gudim)
Havener Capital Partners, LLC
Founder, CEO
Tomorrow, the team at Havener Capital Partners will kick off their 2023 Boutique Week. The four-day webinar series will feature speakers from six investment boutiques.

Also tomorrow, the team at the Sohn Conference Foundation will host their 14th annual Sohn San Francisco Investment Conference, this time at the Hyatt Regency.

On Wednesday, the Financial Times team will kick off their Future of Asset Management North America event. The two-day conference will be held in-person at etc.venues in New York City and will also be accessible online.

Also on Wednesday, starting at 11:30am eastern, the Artisan Partners Asset Management Inc. (APAM) team will host an investor day, accessible as a live webinar.

Also on Wednesday, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "Introduction to Retail Private Markets Funds: Structures to Access Private Equity, Private Credit, Infrastructure and Real Estate Investments."

Also on Wednesday, starting at 1pm eastern, the team at the Investment Management Education Alliance (IMEA) will host a virtual event, entitled "Digital Marketing Benchmarks: Top 10 Insights From Industry Insiders."

Also on Wednesday, starting at 2pm eastern, the Nicsa team will host a webinar, entitled "A Guide to DEI Metrics."

On Thursday, starting at 4pm pacific, the teams at the San Francisco chapter of Women in ETFs (WE), Financial Women of San Francisco, and the CFA Society will host a fall "mix n' mingle" happy hour at BlackRock's offices.

Also on Thursday, starting at 10:30am eastern, the team at the Investment Management Due Diligence Assocation (IMDDA) will host a webinar, entitled "The Convergence of Alternatives with Traditional Allocations and Why It Matters."

This week, on the defined contribution side of the industry, the teams at AmericanTCS, BPAS, Broadridge, DCIIA, EBSA, Institutional Investor, NAPA, P&I, TPABenchmark.com, and WIPN will host events. Our sister publication 401kWire has more details

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