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Rating:Week In Preview, September 16 - September 22 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, September 16, 2024

Week In Preview, September 16 - September 22

Reported by Neil Anderson, Managing Editor

Happy Mayflower Day!

Mehdi Asif Mahmud
First Eagle Investment Management, LLC
President, CEO
Today, starting at 1pm eastern, the team at the Independent Directors Council (IDC) will host a webinar, entitled "Core Responsibilities of Fund Directors."

Also today, starting at 5pm pacific, the team at the SoCal chapter of Women in ETFs (WE) will host a welcome mixer, at the Future Proof Festival, at the Hyatt Regency Huntingon Beach Lighthouse Courtyard."

Tomorrow, the First Eagle Investments team is hosting a media breakfast briefing at their headquarters in New York City. The theme is "The Election, the Fed and the Markets: Shaping the Investment Landscape."

Also tomorrow, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "MFDF Spotlight on New Product Development."

On Wednesday, the Nicsa team will host a webinar, entitled "The Pulse on Tailored Shareholde Reports Implementation: Impacts and Outlooks."

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

On Thursday, the team at the Investment Management Education Alliance (IMEA) will host their Portfolio Construction Roundtable at John Hancock's offices in Boston. The event will be preceeded by a networking dinner on Wednesday at the Banks Seafood and Steak.

On Sunday, the team at the Investment Company Institute (ICI) will kick off their 2024 Tax and Accounting Conference (TAC). The four-day event will be held at the Boca Raton in Boca Raton, Florida.

Also this week, on the defined contribution side of the industry, the teams at ARA, Broadridge, ERISApedia, LIMRA, NAPA, PlanSponsor, Spark, WEB, and WIPN are hosting events. Our sister publication 401kWire has more details

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




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