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Rating:Week In Preview, November 7 - November 13 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, November 7, 2022

Week In Preview, November 7 - November 13

Reported by Neil Anderson, Managing Editor

Happy Color the World Orange Day!

Jonathan Laurence "Jono" Steinberg
WisdomTree Investments, Inc.
CEO
Today, the Tiburon Strategic Advisors team will kick off the Tiburon CEO Summit XLIII. The three-day event is being held at the Four Seasons Hotel Chicago.

Also today, the team at Affiliated Managers Group, Inc. (AMG) have released their third quarter earnings report. Management will host an earnings call at 8:30am eastern.

Also today, the team at WisdomTree is ringing the opening bell at the NYSE, in celebration of the company transferring its primary listing to the exchange today under a new ticker, "WT," as planned. (The ETF shop has listed on the Nasdaq under the symbol "WETF" since 2011.)

Tomorrow, the team at the Investment Company Institute (ICI) will kick off their 2022 ICI Tech Summit. The two-day conference is being held at the Renaissance in Dallas.

Also tomorrow, the Informa team will kick off their UCITs & AIFMD for US Managers event in New York. The two-day event is being held at the Convene in Rockefeller Plaza.

On Wednesday, the team at the Money Management Institute (MMI) will kick off their 2022 MMI Distribution Leadership Forum. The two-day event is being held at DFA's offices in Charlotte and was rescheduled from July.

Also tomorrow, the Aite-Novarica team will host their Wealth & Asset Management Forum at the Hilton in Midtown Manhanttan. The event's theme is "Transform or Be Disrupted."

On Thursday, starting at 9am eastern, the team at the Mutual Fund Directors Forum (MFDF) will host "Asset Management Industry Update and Director Governance Trends," an in-person event at PwC's offices in Boston.

Also on Thursday, starting at 1pm eastern, the team at US SIF (the Forum for Sustainable and Responsible Investment) will host a media webinar reflecting on the results of the U.S. midterm elections.

This week, on the defined contribution side of the industry, the teams at Definiti, DCIIA, Fi360, Hub, P&I, PSCA, Spark, and WIPN are hosting events. Our sister publication, 401kWire, has more details

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  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




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