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Rating:Week In Preview, April 7 - 13 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, April 7, 2025

Week In Preview, April 7 - 13

Reported by Selma Khenissi, Reporter

Happy International Beaver Day!

Tomorrow (April 7) at 8:30 am eastern, the Investment Management Education Alliance (IMEA) team will host a distribution summit at John Hancock Investment Management's offices in Boston.

Also tomorrow, the IMEA team will kick off their two-day product summit, also at John Hancock Investment Management.

On Wednesday (April 8) at 10am eastern, the Independent Directors Council (IDC) New York team will host its next chapter meeting, at K&L Gates' offices in New York City.

Also on Wednesday, at 1pm eastern, the Nicsa team will host a webinar entitled "Employee Resource Groups — Reflect and Strengthen Company Culture."

Also on Wednesday, the Envestnet team will kick off its Elevate conference. The three-day event is being held at the Venetian Resort in Las Vegas.

On Thursday (April 10) at 2pm eastern, the Mutual Fund Directors Forum (MFDF) team will host a webinar entitled "Exploring a Decade of Transformation in US & European Fund Fee Trends."

Also this week, on the defined contribution side of the industry, the teams at WP&BC, DCIIA, EBRI, ERIC, Spark, Envestnet, NAGDCA, and Broadridge, will host events. Our sister publication 401kWire has more details

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  1. IDC webinar - Distribution for Fund Directors: Evolution and Trends, September 15
  2. MMI webinar - The Case For Alts In UMAs: Why Incorporating Alternatives Into a UMA Structure Is Becoming a Strategic Imperative, September 16
  3. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  4. IMEA Content Management Roundtable, September 16
  5. IMEA 2025 Star Awards Celebration, September 16
  6. IMEA Marketing Summit, Sep 16-17
  7. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  8. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
  9. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  10. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  11. IMEA Portfolio Construction Roundtable, September 24
  12. IMEA Models Roundtable, September 25
  13. Expect Miracles Atlantic Coast Classic 2025, September 29
  14. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  15. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  16. 10th annual Fuse Forum, October 8
  17. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  18. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  19. 2025 MMI Annual Conference, Oct 15-17
  20. Samfund Soiree Manhattan 2025, October 23
  21. Tiburon CEO Summit XLIX, Oct 27-29
  22. 2025 Sohn San Francisco Investment Conference, October 28
  23. Schwab Impact 2025, Nov 2-4
  24. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  25. MFDF In Focus webinar - Audit Committee Chair, November 5
  26. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12




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