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Rating:Week In Preview, September 19 - 25 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, September 19, 2022

Week In Preview, September 19 - 25

Reported by Neil Anderson, Managing Editor

Happy National Butterscotch Pudding Day!

Eric Pan
Investment Company Institute
President, CEO
Today, the team at the Investment Company Institute (ICI) will continue their 2022 Tax and Accounting Conference (TAC). The four-day conference, ICI's first in-person TAC since 2019, began yesterday at the Gaylord Rockies Resort & Convention Center in Aurora, Colorado.

Tomorrow, starting at 11am eastern, the team at Kleinberg Kaplan will host a webinar, entitled "New SEC Marketing Rule, What Asset Managers Need to Know to Be Ready For November 2022."

On Wednesday evening, the team at the Investment Management Education Alliance (IMEA) will kick off their alternatives roundtable. The two-day event will be held at MFS' offices in Boston.

Also on Wednesday, starting at 2pm eastern, the Nicsa team will host a webinar, entitled "Trends in the Advisor Landscape 2022."

On Thursday, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "What the Mutual Fund Industry Should Understand About Digital Assets."

On Friday, starting at 2pm eastern, the team at the Money Management Institute (MMI) will host a webinar, entitled "Generational Differences: The Keys to Unlocking Americans' Complicated Financial Relationships."

Friday is the deadline for voting on the shortlist for the 2022 ETF Express US ETF Awards. Winners will be revealed at an event on October 26 at the Metropolitan Club in New York City.

The Nicsa team has also extended the 2022 Nicsa NOVA Awards nomination deadline to Friday.

This week, on the defined contribution side of the industry, the teams at DCIIA, Fi360, NAPA, R Street Institute, Spark, and WIPN will host events. Our sister publication, 401kWire, has more details

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  3. MFDF In Focus - In Focus: Small Boards' Use of Skills Matrices, January 22
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  12. MFDF In Focus: Understanding Distribution - What the Data Can Tell You, February 6
  13. MFDF Director Discussion Series - Open Forum, February 10
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  17. IDC Core Responsibilities of Fund Directors, February 27
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  24. MFDF 2025 Fund Governance & Regulatory Insights Conference, Mar 6-7
  25. MFDF 15(c) White Paper Webinar Series: Part 3 - Gartenberg Factors Analysis and Challenges, March 12
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