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Rating:Week In Preview, October 9 - October 15 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, October 9, 2023

Week In Preview, October 9 - October 15

Reported by Neil Anderson, Managing Editor

Happy Curious Events Day!

Craig Pfeiffer
Money Management Institute
President, CEO
Tomorrow, starting at 5pm eastern, the teams at the Greater Cincinnati Mutual Funds Association, Inc. (GCMFA) and the Investment Company Institute (ICI) will host a networking reception at the View in Cincinnati.

Also tomorrow, starting at 3pm eastern, the ICI team will continue their Financial Innovation Series with a third webinar, entitled "Blockchains: A Discussion on Types, Use Cases, and Other Considerations."

Also tomorrow, starting at 5pm eastern, the teams at the New York City and Philadelphia chapters of Women in ETFs (WE) will host a panel discussion and networking event at S&P Global's New York headquarters. The discussion will also be accessible virtually.

On Wednesday, the Money Management Institute (MMI) team will kick off their 2023 annual conference. The three-day event will be held at the Omni Barton Creek Resort & Spa in Austin.

Also on Wednesday, the team at the Independent Directors Council (IDC) will kick off their 2023 Fund Directors Conference. The three-day event will be held at the Fairmont Chicago Millennium Park.

Also on Wednesday, the Informa team will host their EMEX Americas: The Emerging Manager Exchange forum at Grant Thortnton's offices in New York City.

On Friday, at 7am eastern, the JPMorgan Chase & Co. (JPM) team will release their earnings report for the third quarter of 2023. Management will host an earnings call at 8:30am eastern.

This week, on the defined contribution side of the industry, the teams at Advisor2X, Broadridge, DCIIA, EBRI, Hub, LeafHouse, NAGDCA, NAPA, Spark, 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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