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Rating:Week In Preview, June 24 - June 30 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, June 24, 2024

Week In Preview, June 24 - June 30

Reported by Neil Anderson, Managing Editor

Happy Holy Spirit Monday!

Kunal Kapoor
Morningstar
CEO
Today, the team at the Investment Management Education Alliance (IMEA) is opening up the submission process for their 2024 Star Awards.

Tomorrow, starting at 5:30pm eastern, the teams at the Investment Company Institute (ICI), the Philadelphia Fund Alliance, and Stradley Ronon will host a networking event celebrating the 100th anniversary of the first open-end mutual fund. The event will be held at Stradley Ronon's offices in Philadelphia.

Also tomorrow, starting at 5:30pm eastern, the team at the Young Professionals Expect Miracles chapter of Expect Miracles Foundation will host their 2024 New York YPEM Cornhole Classic. It will be held at the Chelsea Piers Field House in New York City.

Also tomorrow, the team at the Chicago chapter of Women in ETFs (WE) will host a pre-Morningstar Conference cocktail reception at Porter Kitchen & Deck in Chicago.

On Wednesday, the Morningstar team will kick off the 2024 Morningstar Investment Conference (MIC U.S.). The two-day event will be held at Navy Pier in Chicago.

Also on Wednesday, the team at the Money Management Institute (MMI) will host 2024 MMI Institutional Roundtable at Lazard's offices in New York City.

Also on Wednesday, starting at 5:30pm central, the Lowe Group team will host a financial media mixer at Cindy's Rooftop in Chicago.

Also on Wednesday, starting at 1:30pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will continue their In Focus series with a webinar featuring a conversation with House Financial Services Oversight Subcommittee Chairman Bill Huizenga.

On Thursday, starting at 2pm pacific, the team at WE's Pacific Northwest chapter will host a pickleball and networking event at Bellevue Club outside Seattle.

Also on Thursday, starting at 2pm eastern, the MFDF team will host a webinar on the results of Barrington Partners' 2024 intermediary fee survey.

Also this week, on the defined contribution side of the industry, the teams at Broadridge, DCIIA, EBRI, ERIC, ERISApedia, P&I, RAC, Spark, and WIPN will host events. Our sister publication 401kWire has more details

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  1. MFDF webinar - 2024 Fair Valuation Pricing Survey: Building and Strengthening the Valuation Operating Model, January 7
  2. WE - Trailblazing Leaderships: Insights From Los Angeles' Leading Women CEOs, January 8
  3. MFDF webinar - 15(c) White Paper Webinar Series: Part 2 – Board Processes, January 9
  4. MFDF webinar - AI and Fund Compliance, January 21
  5. MFDF In Focus - In Focus: Small Boards' Use of Skills Matrices, January 22
  6. FSI OneVoice 2025, Jan 27-29
  7. MFDF 2025 Directors' Institute, Jan 27-29
  8. Nicsa webinar - An Intro to Irish and Luxembourg Investment Platforms for US Asset Managers, January 29
  9. 2025 ICI Innovate, Feb 3-5
  10. Nicsa webinar - AI In Operations: Boosting Productivity for Wealth & Asset Management Firms, February 5
  11. MFDF Director Discussion Series - Open Forum, February 10
  12. MFDF Director Discussion Series - Open Forum, February 11
  13. Expect Miracles In Manhattan 2025, February 27
  14. Citywire Scottsdale CIO Summit 2025, Feb 27-28
  15. T3 Technology Conference 2025, Mar 3-6
  16. Nicsa 2025 Strategic Leadership Forum, Mar 5-7
  17. MFDF 2025 Fund Governance & Regulatory Insights Conference, Mar 6-7
  18. Citywire Pro Buyer New York Due Diligence Retreat 2025, Mar 6-7
  19. 2025 MMI Summit, Mar 27-28
  20. MFDF Director Discussion Series - Open Forum, April 2
  21. Envestnet Elevate 2025, Apr 9-10
  22. MFDF Director Discussion Series - Open Forum, April 15
  23. The 36th Sub-Advised Funds Forum, Apr 29-30
  24. Expect Miracles 6th Annual Distance Challenge, May 13-20
  25. Morningstar Investment Conference 2025, Jun 25-26
  26. MFDF Director Discussion Series - Open Forum, July 9




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