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Rating:Week In Preview, September 25 - October 1 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, September 25, 2023

Week In Preview, September 25 - October 1

Reported by Neil Anderson, Managing Editor

Have a good Yom Kippur!

Stacy Elaine Havener (Gudim)
Havener Capital Partners, LLC
Founder, CEO
Tomorrow, the team at Havener Capital Partners will kick off their 2023 Boutique Week. The four-day webinar series will feature speakers from six investment boutiques.

Also tomorrow, the team at the Sohn Conference Foundation will host their 14th annual Sohn San Francisco Investment Conference, this time at the Hyatt Regency.

On Wednesday, the Financial Times team will kick off their Future of Asset Management North America event. The two-day conference will be held in-person at etc.venues in New York City and will also be accessible online.

Also on Wednesday, starting at 11:30am eastern, the Artisan Partners Asset Management Inc. (APAM) team will host an investor day, accessible as a live webinar.

Also on Wednesday, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "Introduction to Retail Private Markets Funds: Structures to Access Private Equity, Private Credit, Infrastructure and Real Estate Investments."

Also on Wednesday, starting at 1pm eastern, the team at the Investment Management Education Alliance (IMEA) will host a virtual event, entitled "Digital Marketing Benchmarks: Top 10 Insights From Industry Insiders."

Also on Wednesday, starting at 2pm eastern, the Nicsa team will host a webinar, entitled "A Guide to DEI Metrics."

On Thursday, starting at 4pm pacific, the teams at the San Francisco chapter of Women in ETFs (WE), Financial Women of San Francisco, and the CFA Society will host a fall "mix n' mingle" happy hour at BlackRock's offices.

Also on Thursday, starting at 10:30am eastern, the team at the Investment Management Due Diligence Assocation (IMDDA) will host a webinar, entitled "The Convergence of Alternatives with Traditional Allocations and Why It Matters."

This week, on the defined contribution side of the industry, the teams at AmericanTCS, BPAS, Broadridge, DCIIA, EBSA, Institutional Investor, NAPA, P&I, TPABenchmark.com, and WIPN will host events. Our sister publication 401kWire has more details

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  1. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  2. WE South - How to Trade an ETF, October 14
  3. 2025 MMI Annual Conference, Oct 15-17
  4. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  5. Nicsa webinar - Board Considerations: Fiduciary Duties and Decision-Making In ETF Dual Share Adoption, October 15
  6. IMEA webinar - Rethinking Audience, Access, and Impact In Advisor-Facing Content, October 16
  7. WealthManagement.com webinar - Exploring the Longevity of the Manulife John Hancock/Boston Partners Collaboration, October 16
  8. WE Philadelphia - Fall Networking Happy Hour, October 16
  9. MFDF webinar - From Awareness to Assets: Why Marketing Matters for Registered Funds, October 21
  10. Nicsa webinar - ETF Dual Share Classes: Preparing For Operational Success, October 22
  11. Citywire Pro Buyer Los Angeles Retreat 2025, Oct 22-23
  12. MFDF webinar - Latest in Closed-End Funds Litigations, October 23
  13. Samfund Soiree Manhattan 2025, October 23
  14. Tiburon CEO Summit XLIX, Oct 27-29
  15. IDC Fund Directors Conference, Oct 27-29
  16. IMEA Leadership Planning Meeting, October 28
  17. IMEA Leadership Summit, Oct 28-29
  18. IMEA Rising Star luncheon, October 28
  19. IMEA Boutique Managers luncheon, October 28
  20. IMEA Philanthropic Day, October 28
  21. 2025 Sohn San Francisco Investment Conference, October 28
  22. Nicsa ALFI webinar - The Proposed New Luxembourg Carried Interest Regime: Elixir of Life for Luxembourg Investment Funds?, October 29
  23. Schwab Impact 2025, Nov 2-4
  24. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  25. MFDF In Focus webinar - Audit Committee Chair, November 5
  26. IMEA Digital Marketing Roundtable, November 5




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