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

Week In Preview, July 8 - July 14

Reported by Neil Anderson, Managing Editor

Happy Math 2.0 Day!

Salim Ramji
Vanguard
CEO-Elect
Today, Salim Ramji is expected to take over as CEO of Vanguard, while Mark Loughridge will become the Low-Cost Leviathan's non-executive chairman. They succeed outgoing chairman and CEO Tim Buckley.

On Thursday, starting at 3pm central, the teams at the Investment Company Institute (ICI), Stradley Ronon, and Thrivent will host a regulatory roundtable and networking reception in celebration of the 100th anniversary of the first U.S. open-end mutual funds. The event will be held at Thrivent's offices in Minneapolis.

Also on Thursday, starting at 4pm pacific, the teams at the Pacific Northwest chapter of Women in ETFs (WE) and the CFA Society Women's Network will host a summer golf lessons event at Bellevue Golf Course in Bellevue, Washington.

On Friday, at 6:30am eastern, the Bank of New York Mellon Corporation (BK) team will release their earnings report for the second quarter of 2024. Management will host an earnings call at 9:30am eastern.

Also on Friday, at 7am eastern, the JPMorgan Chase & Co. (JPM) team will release their Q2 2024 earnings report. Management will host an earnings call at 8:30am eastern.

Also this week, on the defined contribution side of the industry, the teams at the DoL, EBRI, ERIC, ERISApedia, P&I, and Spark are hosting events. Our sister publication 401kWire has more details

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  1. WE PNW Seattle - Holiday Party, December 3
  2. WE Boston - Women's Initiative Joint Holiday Networking Reception, December 4
  3. WE South - Wine Wednesday Holiday Celebration, December 4
  4. IDC Foundations for Fund Directors, Dec 4-5
  5. Nicsa webinar - Post-Election Insights: Impact on Global Policies, Markets, and Regulations, December 4
  6. WE Denver - 2024 Annual Holiday Party, December 5
  7. WE Washington D.C. - 2024 Holiday Dinner Event, December 5
  8. MFDF webinar - BDC Board Service 101, December 10
  9. MFDF webinar - ETF Product Trends: Board Implications, December 11
  10. MFDF webinar - Visually Mapping Board Composition: Skills Matrices in Fund Board Rooms, December 18
  11. MFDF webinar - 2024 Fair Valuation Pricing Survey: Building and Strengthening the Valuation Operating Model, January 7, 2025
  12. MFDF webinar - 15(c) White Paper Webinar Series: Part 2 – Board Processes, January 9, 2025
  13. MFDF webinar - AI and Fund Compliance, January 21, 2025
  14. MFDF In Focus - In Focus: Small Boards' Use of Skills Matrices, January 22, 2025
  15. FSI OneVoice 2025, January 27 - 29, 2025
  16. MFDF 2025 Directors' Institute, January 27 - 29, 2025
  17. 2025 ICI Innovate, February 3 - 5, 2025
  18. MFDF Director Discussion Series - Open Forum, February 10, 2025
  19. MFDF Director Discussion Series - Open Forum, February 11, 2025
  20. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025
  21. MFDF Director Discussion Series - Open Forum, April 2, 2025
  22. MFDF Director Discussion Series - Open Forum, April 15, 2025
  23. The 36th Sub-Advised Funds Forum, April 29 - 30, 2025
  24. Morningstar Investment Conference 2025, June 25 - 26, 2025
  25. MFDF Director Discussion Series - Open Forum, July 9, 2025




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