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Rating:Week In Preview, October 16 - October 22 Not Rated 5.0 Email Routing List Email & Route  Print Print
Monday, October 16, 2023

Week In Preview, October 16 - October 22

Reported by Neil Anderson, Managing Editor

Happy Dictionary Day!

Kimber Lintz
Investment Management Education Alliance
Executive Director
Today, management at the Charles Schwab Corporation will host their fall business update for institutional investors. They also released their third quarter 2023 earnings report.

Tomorrow, the team at the Investment Management Education Alliance (IMEA) will kick off their Marketing Summit. The two-day event will be held at Calamos' offices in Chicago, and night one will feature IMEA's 2023 STAR Awards Celebration.

Also tomorrow, starting at 2pm central, the team at the South chapter of Women in ETFs (WE) will host an "ETF Conversations" event at the Westin at the Domain in Austin, Texas.

On Wednesday, after the market closes in the afternoon, the team at Cohen & Steers, Inc. (CNS on the NYSE) will release their Q3 2023 earnings report. Management will host an earnings call at 10am eastern on Thursday.

Also on Wednesday, starting at 3pm eastern, the team at the Investment Company Institute (ICI) will host a Talent Connection webinar, entitled "Learn About Legal and Compliance Career Opportunities in the Asset Management Industry."

This week, on the defined contribution side of the industry, the teams at Advisor2X, ASPPA, Broadridge, DCIIA, ERIC, Limra, P&I, Schwab, Spark, Trucker Huss, 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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