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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. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  2. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
  3. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  4. IMEA Portfolio Construction Roundtable, September 24
  5. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  6. IMEA Models Roundtable, September 25
  7. Expect Miracles Atlantic Coast Classic 2025, September 29
  8. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  9. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  10. 10th annual Fuse Forum, October 8
  11. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  12. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  13. 2025 MMI Annual Conference, Oct 15-17
  14. Samfund Soiree Manhattan 2025, October 23
  15. Tiburon CEO Summit XLIX, Oct 27-29
  16. 2025 Sohn San Francisco Investment Conference, October 28
  17. Schwab Impact 2025, Nov 2-4
  18. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  19. MFDF In Focus webinar - Audit Committee Chair, November 5
  20. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
  21. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
  22. ALFI Roadshow to Houston, November 13
  23. MFDF 2026 Directors' Institute, January 26 - 28, 2026
  24. MFDF 2026 Fund Governance & Regulatory Insights Conference, March 5 - 6, 2026




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