Michael C. "Mike" Gitlin
Capital Group
Incoming President and CEO, Chair of the Fixed Income Management Committee

Today, starting at 10am eastern, the team at the Mutual Fund Directors Forum (MFDF) will continue their Director Director Discussions with an open forum, via Zoom.

Tomorrow, the Charles Schwab team will kick off Impact 2023. The three-day event will be held at the Pennsylvania Convention Center in Philadelphia.

Also tomorrow, Mike Gitlin is expected to take over as president and CEO of Captial Group (home of American Funds), while Martin Romo is expected to become chairman and chief investment officer, and Jody Jonsson is expected to become vice chair.

Also tomorrow, the team at the Investment Company Institute (ICI) will host day one of their virtual 2023 Securities Law Developments Conference. Day two will be on Thursday.

Also tomorrow, starting at 3pm eastern, the MFDF team will continue their In Focus webinar series with a conversation with House Financial Services Oversight Subcommittee Chairman Bill Huizenga.

On Wednesday, starting at 3pm eastern, the ICI team will host their next "talent connection" webinar.

Also on Wednesday, after the market closes in the afternoon, the Morningstar, Inc. (MORN) team will release their earnings report for the third quarter of 2023.

Also on Wednesday, starting at 5pm eastern, the Stradley Ronon team will host "Internal Investigations in the Face of a Regulatory Inquiry: Practical Advice for In-House Counsel and Compliance Departments," a presentation and cocktail reception in Philadelphia.

Also on Wednesday, after the market closes in the afternoon, the Raymond James Financial, Inc. (RJF) team will release their earnings report for their fiscal Q4 2023. Management will host an earnings call at 5pm eastern.

Also on Wednesday, starting at 7pm eastern, the Women in ETFs (WE) and Schwab Asset Management teams will host a networking reception at El Vez in Philadelphia.

Also on Wednesday, starting at 2pm eastern, the MFDF team will host a webinar on Barrington's 2023 audit survey summary of findings.

On Thursday, the team at the Money Management Institute (MMI) will host their 2023 legal and compliance seminar at Morgan Lewis' offices in New York City.

Also on Thursday, the Lazard Ltd. (LAZ) team will release their Q3 2023 earnings report. Management will host an earnings call at 8am eastern.

Also on Thursday, after the market closes in the afternoon, the Principal Financial Group (PFG) team will release their Q3 2023 earnings report. Management will host an earnings call on Friday at 10am eastern.

Also on Thursday, starting at 3:30pm pacific, the team at the San Francisco chapter of WE will host a workshop and happy hour, entitled "Imposter Syndrome Among High Achievers," at S&P Global's San Francisco offices.

On Friday morning, before the market opens, the Virtus Investment Partners, Inc. (VRTS) team will release their Q3 2023 earnings report. Management will host an earnings call at 10am eastern.

This week, on the defined contribution side of the industry, the teams at ASPPA, EBRI, Limra, P&I, Spark, Viking Cove Institute, and WIPN will host events. Our sister publication 401kWire has more details.

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