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Rating:Week In Preview, November 28 - December 3 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, November 27, 2023

Week In Preview, November 28 - December 3

Reported by Neil Anderson, Managing Editor

Happy Cyber Monday!

Tomorrow, the team at the Independent Directors Council (IDC) will kick off their November 2023 Foundations for Fund Directors. The two-day event is a virtual one.

On Wednesday, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "Alternative Investments: Their Rise in Popularity, Trends, and Potential Pitfalls."

Also on Wednesday, starting at 5:30pm eastern, the folks at the Boston chapter of Women in ETFs (WE) will team up with other women in financial services organizations to host a networking holiday reception at Elephant & Castle.

Also on Wednesday, starting at 4pm pacific, the team at the San Francisco chapter of WE will host their year-end celebration at Pied Piper at the Palace Hotel.

Also on Wednesday, starting at 12pm eastern, the Hennessy Funds team will host their 16th annual press luncheon. As per usual the event will be held at Mastro's Steakhouse in New York City.

On Thursday, starting at 2pm eastern, the MFDF team will host another webinar, entitled "Fund Compliance: CCO vs. Trustee Perspectives."

Also on Thursday, starting at 5pm mountain, the team at the Denver chapter of WE will host their end of year celebration at TARRA Work.

This week, the teams at Broadridge, DCIIA, and WIPN are hosting events. Our sister publication 401kWire has more details

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  1. Nicsa webinar - New research by Alex Edmans and the Diversity Project - The Power of diverse thinking: How the best teams make decisions, July 1
  2. MFDF Director Discussion Series - Open Forum, July 9
  3. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 10
  4. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
  5. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
  6. Nicsa webinar - How Trusted GenAI is Transforming Data Access in Asset Management, July 16
  7. MFDF webinar - M&A and Consolidation in Asset Management, July 16
  8. MFDF webinar - ETF Conversions, July 17
  9. MFDF Director Discussion Series - Open Forum (New York), July 22
  10. MFDF Ask Anything webinar - AI Edition, July 24
  11. MFDF webinar - Use of Derivatives by RICs, July 29
  12. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  13. Samfund Soiree Boston 2025, August 21
  14. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  15. ICI ETF Conference, Sep 8-10
  16. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  17. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  18. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  19. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  20. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  21. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  22. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  23. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  24. 10th annual Fuse Forum, October 8
  25. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  26. 2025 MMI Annual Conference, Oct 15-17




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