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Rating:Week In Preview, April 8 - April 14 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, April 8, 2024

Week In Preview, April 8 - April 14

Reported by Neil Anderson, Managing Editor

Happy National Zoo Lovers Day!

Laurence D. "Larry" Fink
BlackRock
Chairman, CEO
Today, the FRA team is kicking off their 35th Sub-Advised Funds Forum. The two-day conference is being held at the Harvard Club of New York City.

Tomorrow, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a CEF litigation update webinar.

Also tomorrow, starting at 11am eastern, the IMDDA team will host a webinar, entitled "The Changing Regulatory Landscape — Issues Affecting Institutional Investors (Sovereign Wealth Funds, State Plans, Endowments)".

Also tomorrow, starting at 8pm pacific, the team at the PNW chapter of Women in ETFs (WE) will host their inaugural mixer in Portland, Oregon at the Paramount Hotel's Taylor Street Tavern. The event will be immediately following the 2024 CFA Society Portland Investment Strategy Dinner. (Both events were previously scheduled for back in January.)

On Wednesday, starting at 1pm eastern, the MFDF team will continue their In Focus series with a virtual discussion on audit committees.

On Friday, before the market opens in the morning, the team at BlackRock, Inc. (BLK) will release their earnings report for the first quarter of 2024. Management will host an earnings call at 7:30am eastern.

Also on Friday morning, at 7am eastern, the team at JPMorgan Chase & Co. (JPM) will release their Q1 2024 earnings report. Management will host an earnings call at 8:30am eastern.

Also on Friday morning, at 7:30am eastern, the team at State Street Corporation (STT, parent of SSGA) will release their Q1 2024 earnings report. Management will host a rescheduled earnings call at 10am eastern. (The call was previously planned for later in the day.)

This week, on the defined contribution side of the industry, the teams at ERIC, NAPA, Spark, and WIPN are hosting events. Our sister publication 401kWire has more details

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  1. 2024 ICI Leadership Summit, May 21-23
  2. MFDF webinar - Mutual Fund Director Compensation: the MPI Annual Survey (2024), May 21
  3. Schwab Institutional Investor Day, May 22
  4. IMEA webinar - Opportunities in the Evolving Wealth Management Market, May 22
  5. Raymond James 2024 Analyst & Investor Day, May 23
  6. WE SoCal - How to Lead With Impact: Fireside Chat With Lorraine Le, May 23
  7. MFDF Conference of Fund Leaders Forum, June 5
  8. MFDF in-person outreach: Continuing Regulatory Impacts on Fund Boards, June 11
  9. MFDF webinar - Digital Assets in the Fund Space (Part 1 of 2), June 12
  10. 2024 MMI Leadership Pathway Seminar, Jun 12-14
  11. 2024 Nicsa Fearless Leadership Symposium, June 12
  12. Expect Miracles East Coast Classic 2024, June 13
  13. MFDF webinar - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
  14. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20
  15. New York YPEM Cornhole Classic, June 25
  16. Morningstar Investment Conference Conference 2024, Jun 26-27
  17. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 16
  18. MFDF Director Discussion Series - Open Forum via Zoom, July 17
  19. MFDF Director Discussion Series - Open Forum (New York), July 23
  20. 2024 MMI Annual Conference, Oct 15-17
  21. 5th Annual ETFGI Global ETFs Insight Summit, October 29
  22. MFDF webinar - Digital Assets in the Fund Space (part 2 of 2), November 7
  23. MFDF 2025 Directors' Institute, January 27 - 29, 2025
  24. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025




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