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Rating:Week In Preview, April 15 - April 21 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, April 15, 2024

Week In Preview, April 15 - April 21

Reported by Neil Anderson, Managing Editor

Happy Jackie Robinson Day!

Joseph M. "Joe" Harvey
Cohen & Steers, Inc.
President, CEO Board Member
Tomorrow, the team at the Investment Management Education Alliance (IMEA) will kick off the IMEA Distribution Summit. The two-day event is being held at FS Investments' offices in Philadelphia.

Also tomorrow, at about 6:30am eastern, the team at BNY Mellon (BK) will release their earnings report for the first quarter of 2024. Management will host an earnings call at 11am eastern.

Also tomorrow, starting at 2pm eastern, the Mutual Fund Directors Forum (MFDF) team will host a webinar about MPI's annual survey of investment firm profitability and economies of scale.

Also tomorrow, the team at Gateway Foundation by the Money Management Institute (MMI) will host their 2024 Opening Doors Impact Night at City Winery in New York City.

On Wednesday, the MMI team will kick off their 2024 MMI Emerging Asset Managers Forum. The two-day event will be held at the Moody's offices in New York City.

Also on Wednesday, the team at the Independent Directors Council (IDC) will kick off their April 2024 Foundations for Fund Directors event, a two-day program in Washington, D.C.

Also on Wednesday, the team at ETF.com will host the 2024 ETF.com Awards at Tribeca Rooftop in New York City.

Also on Wednesday, after the market closes in the afternoon, the Cohen & Steers, Inc. (CNS) team will release their Q1 2024 earnings report. Management will host an earnings call at 10am eastern on Thursday.

Also on Wednesday, starting at 1pm eastern, the MFDF team will continue their In Focus series with a virtual discussion, entitled "Making Sense of ESG: A Morningstar Guide."

On Thursday, starting at 5pm eastern, the team at the New York chapter of Women in ETFs (WE) will host an education panel on digital asset ETFs. The will be followed by a cocktail party and will be held a K&L Gates' New York City offices.

Also on Thursday, starting at 5:30pm eastern, the team at the Chicago chapter of WE will host a panel discussion on "Shaping Our Sustainable Future," at Cohen & Company's Chicago offices.

This week, on the defined contribution side of the industry, the teams at DCIIA, EBRI, ERIC, Spark, and WIPN will host 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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