Kimber Lintz
Investment Management Education Alliance
Executive Director

Today (Monday, October 21), the team at the Independent Directors Council (IDC) is kicking off their 2024 Fund Directors Conference. The three-day event is being held at the Fairmont Chicago Millennium Park.

Tomorrow (Tuesday, October 22), the Informa team will kick off their UCITS & AIFMD for US Managers New York conference. The two-day event will be held at the Millennium Hilton in midtown Manhattan.

Also tomorrow, at about 7am eastern, the Invesco (IVZ) team will release their earnings report for the third quarter of 2024. Management will host an earnings call at 9am eastern.

Also tomorrow in New York City, starting at 8:30am eastern, the the team at the Investment Management Education Alliance (IMEA) will host their next IMEA National Accounts Council Roundtable. Then at 9am, the IMEA team will host their next IMEA Internal Sales Desk Council Roundtable. At 3pm, the IMEA team will host their IMEA Philanthropic Day. All three of those IMEA events will be held at Invesco's offices in lower Manhattan.

Tomorrow night, the IMEA team will host their IMEA Boutique Funds Reception, at P.J. Clarke's on the Hudson (near Invesco's aforementioned offices).

Then on Wednesday (October 23), again at Invesco's NYC offices, starting at 8:30am eastern, the IMEA team will host their IMEA Leadership Summit, followed by their 2024 IMEA STAR Awards Celebration.

Also on Wednesday, after the market closes in the afternoon, the team at Ameriprise (AMP, parent of Columbia Threadneedle) will release their Q3 2024 earnings report. Management will host an earnings call at 9am eastern on Thursday.

Also on Wednesday after the market closes, the Morningstar, Inc. (MORN) team will release their Q3 2024 earnings report. (M*'s management team does not host earnings calls, though.)

Also on Wednesday, starting at 5:30pm eastern, the team at Young Professionals Expect Miracles (YPEM, part of the Expect Miracles Foundation: tagline "financial services against cancer") will host their 2024 New York YPEM Battle of the Bartenders at Tailor Public House in midtown Manhattan.

Also on Wednesday, before the market opens in the morning, the Northern Trust Corporation (NTRS) team will release their Q3 2024 earnings report. Management will host an earnings call at 8:30am central.

On Thursday (October 24), before the market opens in the morning, the team at AllianceBernstein L.P. (AB) will release their Q3 2024 earnings report. Management will host an earnings call at 9am central.

Also on Thursday, after the market closes in the afternoon, the Federated Hermes, Inc. (FHI) team will release their Q3 2024 earnings report. Management will host an earnings call at 9am eastern on Friday (October 25).

Also on Thursday, starting at 8:30am eastern, the IMEA team will host their 2024 IMEA Marketing Summit, again at Invesco's New York City offices.

Also on Thursday, after the market closes in the afternoon, the Principal Financial Group (PFG) team will release their Q3 2024 earnings report. Management will host an earnings call at 10am eastern on Friday.

Also on Thursday, starting at 5pm pacific, the team at the Pacific NW chapter of Women in ETFs (WE) will host a networking mixer at Raven's Manor in Portland, Oregon.

Also on Thursday, starting at 5pm eastern, the team at the South chapter of WE will host a 10-year anniversary toast at Graft Wine Shop in Charleston, South Carolina.

On Friday, before the market opens in the morning, the Virtus Investment Partners, Inc. (VRTS) team will release their Q3 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 ASPPA, the DoL, ERISApedia, P&I, PlanAdviser, Spark, and WIPN will host events. Our sister publication 401kWire has more details.

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