Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Week In Preview, 9/23-29 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, September 23, 2019

Week In Preview, 9/23-29

Reported by Neil Anderson, Managing Editor

The Investment Company Institute's (ICI's) 2019 Tax and Accounting Conference (TAC) continues today in Marco Island, Florida. The four-day event started yesterday.

Kimber Lintz
Mutual Fund Education Alliance
Director
Today the team at the Investments and Wealth Institute (IWI) will kick off their first annual Behavioral Advisor Forum. The two-day event is being held at the Palace Hotel in San Francisco.

Also today, the Opal Group team will kick off their 2019 Impact Investing Forum North. The event will be held at the Crowne Plaza Times Square in New York City.

Also today at the Crowne Plaza Times Square, the Opal Group team will kick off their two-day, 2019 Emerging Managers Summit.

Also today, the Strategic Insight and PlanAdviser teams will kick off their 529 Conference. The three-day event will be held at the Ritz Carlton in Amelia Island, Florida.

Tomorrow the team at the Expect Miracles Foundation (tagline: "Financial Services Against Cancer") will host their 2nd annual Expect Miracles Atlantic Coast Classic golf tournament. The event will be held at Fiddler's Elbow Country Club in Bedminster Township, New Jersey.

Also tomorrow, the team at the Investment Management Education Alliance (IMEA) will host their Marketing Summit. Then tomorrow night, they will host their annual STAR Awards Celebration. Both events will be held at the Mid-America Club in Chicago.

Also tomorrow, the InvestmentNews team will host their Excellence in Diversity & Inclusion Awards luncheon. The event will be held at the Edison Ballroom in New York City.

Also tomorrow at the Edison Ballroom, the Informa team will host their Finnovate Awards dinner.

On Wednesday, the team at the Independent Directors Council (IDC) will kick off their Foundations for Fund Directors event. The two-day program will be held at KPMG's offices in Boston.

Also on Wednesday, the team at the Fixed Income Analysts Society, Inc. (FIASI) will host a Breakfast Networking Event. The members-only event will be held at Comfort Diner in New York City.

Also on Wednesday morning in New York City, the CFRA team will host a press meet and greet breakfast and deep dive discussion at their offices in New York City. The event, titled Who & What Have Been the Biggeset Winners & Losers During the ETF Boom?, will feature Todd Rosenbluth, head of ETF and mutual fund research, and Aniket Ullal, vice president of ETF data and analytics.

Also on Wednesday, the team at the National Investment Company Service Association (NICSA) will host their 2019 West Coast Regional Event. The meeting, titled "ESG Product Trends & Regulatory Practices," will be held at Ropes & Gray's offices in San Francisco.

On Thursday, the FIASI team will host "Running Out Of Ammo?", the latest installment of their monthly speaker series. The event will be held at the Cornell Club in New York City.

This week on the defined contribution side of the industry, the teams at Chepenik Financial and DCIIA are hosting events. Our sister publication, 401kWire, has more details

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q3Q2Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


    Sorry, no records in the database matched your search parameters. Clich back and try again.



  1. Nicsa webinar - New research by Alex Edmans and the Diversity Project - The Power of diverse thinking: How the best teams make decisions, July 1
  2. MFDF Director Discussion Series - Open Forum, July 9
  3. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 10
  4. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
  5. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
  6. Nicsa webinar - How Trusted GenAI is Transforming Data Access in Asset Management, July 16
  7. MFDF webinar - M&A and Consolidation in Asset Management, July 16
  8. MFDF webinar - ETF Conversions, July 17
  9. MFDF Director Discussion Series - Open Forum (New York), July 22
  10. MFDF Ask Anything webinar - AI Edition, July 24
  11. MFDF webinar - Use of Derivatives by RICs, July 29
  12. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  13. Samfund Soiree Boston 2025, August 21
  14. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  15. ICI ETF Conference, Sep 8-10
  16. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  17. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  18. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  19. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  20. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  21. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  22. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  23. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  24. 10th annual Fuse Forum, October 8
  25. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  26. 2025 MMI Annual Conference, Oct 15-17




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use