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Rating:Week In Preview, March 24 - March 30  Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, March 24, 2025

Week In Preview, March 24 - March 30

Reported by Selma Khenissi, Reporter

Happy National Cheesesteak Day!

Craig Pfeiffer
Money Management Institute
President, CEO
Today (March 24), the Exchange team's Exchange ETF Conference will continue at Virgin Hotels in Las Vegas. The conference will wrap up on Wednesday (March 26).

Tomorrow (March 25) at 2pm eastern, the Investment Management Education Alliance (IMEA) team will host a webinar entitled "Catalyzing Content Marketing Productivity & Engagement with GenAI."

On Wednesday at 1pm eastern, the Nicsa team will host a webinar entitled "AI Behind the Scenes: Advancing Back-Office Operations."

Also on Wednesday, at 2pm eastern, the Independent Directors Council (IDC)'s Compliance Oversight Peer Group will host a meeting.

Also on Wednesday, at 12pm eastern, the IDC team will host a webinar entitled "Implementing the Names Rule Amendments: Practical Implications for Board Oversight."

On Thursday (March 27), the team at the Money Management Institute (MMI) will kick off its 2025 MMI Summit. The conference will be held at the Marriott Harbor Beach Resort and Spa, located in Fort Lauderdale, Florida, though Friday, March 28.

Also on Thursday, at 5:30pm eastern, the Expect Miracles New York Young Professional team will host a Battle of the Bartenders fundraising event, at Tailor Public House in New York City.

Also on Thursday, the Citywire team will kick off its 2025 Citywire Miami Retreat. The conference will be held at the Loews Coral Gables through Friday.

Also on Thursday, the Women in ETFs (WE) Pacific Northwest team will host a charcuterie experience, at K&L Gates in Seattle, Washington.

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

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  1. 2025 MMI Annual Conference, Oct 15-17
  2. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  3. Nicsa webinar - Board Considerations: Fiduciary Duties and Decision-Making In ETF Dual Share Adoption, October 15
  4. WE Philadelphia - Fall Networking Happy Hour, October 16
  5. IMEA webinar - Rethinking Audience, Access, and Impact In Advisor-Facing Content, October 16
  6. WealthManagement.com webinar - Exploring the Longevity of the Manulife John Hancock/Boston Partners Collaboration, October 16
  7. MFDF webinar - From Awareness to Assets: Why Marketing Matters for Registered Funds, October 21
  8. Nicsa webinar - ETF Dual Share Classes: Preparing For Operational Success, October 22
  9. Citywire Pro Buyer Los Angeles Retreat 2025, Oct 22-23
  10. MFDF webinar - Latest in Closed-End Funds Litigations, October 23
  11. Samfund Soiree Manhattan 2025, October 23
  12. Tiburon CEO Summit XLIX, Oct 27-29
  13. IDC Fund Directors Conference, Oct 27-29
  14. IMEA Leadership Planning Meeting, October 28
  15. IMEA Leadership Summit, Oct 28-29
  16. IMEA Rising Star luncheon, October 28
  17. IMEA Boutique Managers luncheon, October 28
  18. IMEA Philanthropic Day, October 28
  19. 2025 Sohn San Francisco Investment Conference, October 28
  20. Nicsa ALFI webinar - The Proposed New Luxembourg Carried Interest Regime: Elixir of Life for Luxembourg Investment Funds?, October 29
  21. Schwab Impact 2025, Nov 2-4
  22. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  23. MFDF In Focus webinar - Audit Committee Chair, November 5
  24. IMEA Digital Marketing Roundtable, November 5
  25. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
  26. 2025 Expect Miracles In Boston Gala, November 13




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