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Rating:Week In Preview, February 12 - February 19 Not Rated 1.0 Email Routing List Email & Route  Print Print
Monday, February 12, 2024

Week In Preview, February 12 - February 19

Reported by Neil Anderson, Managing Editor

Happy Carnival Monday!

Today, VettaFi's Exchange conference ("an ETF Experience") will continue, at the Fontainebleau in Miami Beach. The four-day event kicked off yesterday, and the Women in ETFs (WE) U.S. team will host a poolside networking event there starting at 5:30pm eastern.

Also today, after the market closes in the afternoon, the Principal Financial Group (PFG) team will release their earnings report for the fourth quarter of 2023. Management will host an earnings call tomorrow at 10am eastern.

Also tomorrow, starting at 2pm eastern, the team at the Independent Directors Council (IDC) will host an industry segment meeting for board leaders.

On Wednesday, starting at 10am eastern, the Nicsa team will host a webinar, entitled "Global FinReg Outlook 2024."

On Thursday, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "Proxy Voting by Asset Managers: Current Trends and Issues."

MFWire will be closed next Monday, February 19 in observance of the Washington's Birthday market holiday.

This week, on the defined contribution side of the industry, the teams at ARC, Broadridge, DCIIA, EBRI, ERIC, Spark, and WIPN are hosting events. Our sister publication 401kWire has more details

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  1. WE South - TopGolf Showdown (Nashvile), April 1
  2. WE South - TopGolf Showdown (Fort Myers), April 1
  3. WE South - TopGolf Showdown (Atlanta), April 1
  4. WE South - TopGolf Showdown (Charlotte), April 1
  5. MFDF webinar - Strategic ETF Launch and Listing Oversight for Independent Fund Boards, April 7
  6. MFDF webinar - MPI's Annual Survey of Investment Firm Profitability and Economies of Scale, April 8
  7. IDC Foundations For Fund Directors, Apr 8-9
  8. IMEA webinar - The Future of Sales in the Intermediary Channel and the Evolving Role of the Internal Salesperson, April 8
  9. IDC webinar - Alternative Investments Briefing For Fund Directors: Introduction to Interval Funds, April 13
  10. MFDF Director Discussion Series - Open Forum, April 14
  11. WE SoCal - DTLA Networking Lunch, April 15
  12. MFDF Director Discussion Series - Open Forum, April 16
  13. Tiburon CEO Summit L, Apr 20-22
  14. 2026 MMI Thrive Forum, Apr 21-22
  15. WE PNW - Wealth and Finance Career Conference, April 22
  16. IMEA Distribution Summit, April 22
  17. Nicsa webinar - From AI Hype to Business Impact: Asset Management Insights, Applications and Governance, April 22
  18. MFDF Spotlight webinar - Key Findings and Insights from MFDF's Fund Board Composition Survey, April 22
  19. IDC Fund Directors Workshop, April 29 - May 1
  20. ICI Leadership Summit, April 29 - May 1
  21. IMEA Alternatives Roundtable, April 30
  22. 7th Annual Expect Miracles Foundation Distance Challenge, May 12-19
  23. New York Sohn Investment Conference, May 12
  24. Nicsa webinar - Scaling Operations In a Data-Intensive World, May 13
  25. Envestnet Elevate 2026, May 19-20
  26. ICI ETF Conference, Jun 8-10




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