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Rating:Week In Preview, February 20 - February 25 Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, February 20, 2024

Week In Preview, February 20 - February 25

Reported by Neil Anderson, Managing Editor

Happy World Day of Social Justice!

Kunal Kapoor
Morningstar
CEO
Today, the Advyzon team kicks off the inaugural Advyzon Conference. The three-day event is being held at the Sheraton Downtown Phoenix.

Also today, starting at 11am eastern, the team at the Investment Management Due Diligence Association (IMDDA) will continue their 12-part investment strategy webinar series. This session, number two, will focus on digital assets.

Tomorrow, starting at 2pm central, the team at the Investment Company Institute (ICI) will host a webinar, entitled "The Asset Management Industry: An Introduction to Career Opportunities."

Also tomorrow, starting at 2pm eastern, the Stradley Ronon team will host a webcast, entitled "SEC Enforcement and Investment Advisors: 2023 Is in the Books. How Will 2024 Look?"

On Thursday, after the market closes in the afternoon, the Morningstar, Inc. (MORN) team will release their earnings report for the fourth quarter of 2023. (Management at Morningstar does not host earnings calls.)

Also on Thursday, starting at 4:30pm eastern, the team at Raymond James Financial, Inc. (RJF) will host their virtual 2024 annual meeting of shareholders.

Also on Thursday, starting at 2pm eastern, the team at the Independent Directors Council (IDC) will host their next online governance committee chairs industry segment meeting.

Also on Thursday, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "Potential Hurdles of Investment in China and other Emerging Markets."

This week, on the defined contribution side of the industry, the teams at Broadridge, EBRI, ERIC, Faegre Drinker, Spark, and WIPN will host events. Our sister publication 401kWire has more details

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