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Rating:Week In Preview, June 23 - 29 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, June 23, 2025

Week In Preview, June 23 - 29

Reported by Selma Khenissi, Reporter

Happy National Pecan Sandies Day!

Kunal Kapoor
Morningstar
CEO
Tomorrow (June 24), the InvestmentNews team will host their awards events, at the Edison Ballroom in New York City.

Also tomorrow, at 11am eastern, the MFDF team will continue their Director Discussion Series with an open forum via Zoom.

Also tomorrow, the Women in ETFs (WE) Chicago team will host a pre-Morningstar conference happy hour, at Monarch & Lion in Chicago.

Also tomorrow, the WE SoCal team will host an event entitled "Tariffs, Taxes & Tapas," at Cucina Enoteca in Irvine, California.

On Wednesday (June 25), the Morningstar team will kick off their 2025 Morningstar Investment Conference. The two-day event will be held at the Navy Pier in Chicago.

Also on Wednesday, the Independent Directors Council (IDC) team will host a Director Segment Meeting, with a focus on compliance oversight.

On Thursday (June 26) at 1pm eastern, the Investment Management Education Alliance (IMEA) team will host a webinar entitled "Global Branding: The Appeal and the Challenges."

Also on Thursday at 1pm eastern, the MFDF team will host an In Focus virtual meeting entitled "Strategic Preparation for Director Turnover."

Also on Thursday, the WE South team will host several Topgolf showdowns: one in Fort Myers, Florida; one in midtown Atlanta, Georgia; one in Ridgeland, Mississippi; and one in in Nashville, Tennessee.

Also this week, on the defined contribution side of the industry, the teams at DCIIA, PlanSponsor, WIPN, Spark, Waivz, WP&BC, ASEA, Broadridge, ERIC, ERISApedia, and ASPPA will host events. Our sister publication 401kWire has more details

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  1. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  2. ICI ETF Conference, Sep 8-10
  3. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  4. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  5. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  6. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  7. IMEA Content Management Roundtable, September 16
  8. IMEA 2025 Star Awards Celebration, September 16
  9. IMEA Marketing Summit, Sep 16-17
  10. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  11. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  12. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  13. IMEA Portfolio Construction Roundtable, September 24
  14. Expect Miracles Atlantic Coast Classic 2025, September 29
  15. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  16. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  17. 10th annual Fuse Forum, October 8
  18. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  19. 2025 MMI Annual Conference, Oct 15-17
  20. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  21. Tiburon CEO Summit XLIX, Oct 27-29
  22. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  23. MFDF In Focus webinar - Audit Committee Chair, November 5
  24. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
  25. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
  26. ALFI Roadshow to Houston, November 13




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