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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. IDC webinar - A Primer on Digital Assets, Tokenization, and Distributed Ledger Technology, September 3
  3. WE U.S. - Women in Finance brunch at Dallas Securities Traders Association conference, September 4
  4. FutureProof Festival, Sep 7-10
  5. WE SoCal - Welcome Mixer at FutureProof, September 8
  6. WE US - ICI conference luncheon, September 8
  7. ICI ETF Conference, Sep 8-10
  8. WE Chicago - Unstoppable: A Journey of Resilience and Redefining Limits, September 9
  9. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  10. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  11. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  12. WE San Francisco - Annual Networking Event, September 11
  13. 2025 MMI Institutional Forum, September 11
  14. IDC webinar - Distribution for Fund Directors: Evolution and Trends, September 15
  15. IMEA Content Management Roundtable, September 16
  16. IMEA 2025 Star Awards Celebration, September 16
  17. IMEA Marketing Summit, Sep 16-17
  18. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  19. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  20. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
  21. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  22. IMEA Portfolio Construction Roundtable, September 24
  23. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  24. IMEA Models Roundtable, September 25
  25. Expect Miracles Atlantic Coast Classic 2025, September 29
  26. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29




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