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Rating:Week In Preview, July 22 - July 28 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, July 22, 2024

Week In Preview, July 22 - July 28

Reported by Neil Anderson, Managing Editor

Happy Mango Day!

Tomorrow afternoon, at 4:30pm eastern, the Artisan Partners Asset Management, Inc. (APAM) team will release their earnings report for the second quarter of 2024. Management will host an earnings call at 1pm eastern on Wednesday.

Also tomorrow, at 7am eastern, the Invesco Ltd. (IVZ) team will release their Q2 2024 earnings report. Management will host an earnings call at 9am.

Also tomorrow, starting at 10am eastern, the team at the Mutual Fund Directors Forum (MFDF) will continue their Director Discussion Series with an open forum at Sidley Austin LLP's offices in New York City.

Also tomorrow, starting at 2pm eastern, the team at the Independent Directors Council (IDC) will host a webinar, entitled "Recent Litigation Shaping Regulatory Agencies: What Boards Should Know."

On Wednesday, after the market closes in the afternoon, the Morningstar, Inc. (MORN) team will release their Q2 2024 earnings report. (M*'s management team does not host earnings calls, though.)

Also on Wednesday, after the market closes in the afternoon, the Raymond James Financial, Inc. (RJF) team will release their earnings report for their fiscal Q3. Management will host an earnings call at 5pm eastern.

Also on Wednesday, starting at 10am eastern, the Nicsa team will host a webinar in the "Digital Operational Resilience Act" (DORA).

Also on Wednesday, starting at 2pm eastern, the MFDF team will host a webinar, entitled "GenAI and Fund Operations for Fund Boards."

Wednesday is the nomination deadline for the Luminaries Awards program from ALM's ThinkAdvisor.

On Thursday, the Citywire team will host their ETF Forum at the Delamar Greenwich Harbor Hotel in Greenwich, Connecticut.

Also on Thursday, after the market closes in the afternoon, the Federated Hermes, Inc. (FHI) team will release their Q2 2024 earnings report. Management will host an earnings call at 9am eastern on Friday.

Also on Thursday, at 4:15pm eastern, the Hartford team will release their Q2 2024 earnings report. Management will host an earnings call at 9am eastern on Friday.

Also on Thursday, starting at 2pm eastern, the MFDF team will host a webinar, entitled "Basics and Evolution of Indexing and its Future for Investors."

Also on Friday, at 8:30am eastern, the Franklin Resources, Inc. (dba Franklin Templeton) team will release their earnings report for their fiscal third quarter. Management will host an earnings call at 11am eastern.

Also on Friday, before the market opens in the morning, the Virtus Investment Partners, Inc. (VRTS) team will release their Q2 2024 earnings report. Management will host an earnings call at 10am eastern.

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

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  1. Nicsa webinar - New research by Alex Edmans and the Diversity Project - The Power of diverse thinking: How the best teams make decisions, July 1
  2. MFDF Director Discussion Series - Open Forum, July 9
  3. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 10
  4. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
  5. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
  6. Nicsa webinar - How Trusted GenAI is Transforming Data Access in Asset Management, July 16
  7. MFDF webinar - M&A and Consolidation in Asset Management, July 16
  8. MFDF webinar - ETF Conversions, July 17
  9. MFDF Director Discussion Series - Open Forum (New York), July 22
  10. MFDF Ask Anything webinar - AI Edition, July 24
  11. MFDF webinar - Use of Derivatives by RICs, July 29
  12. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  13. Samfund Soiree Boston 2025, August 21
  14. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  15. ICI ETF Conference, Sep 8-10
  16. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  17. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  18. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  19. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  20. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  21. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  22. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  23. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  24. 10th annual Fuse Forum, October 8
  25. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  26. 2025 MMI Annual Conference, Oct 15-17




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