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Rating:Week In Preview, February 20 - February 25 Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, February 20, 2024

Week In Preview, February 20 - February 25

Reported by Neil Anderson, Managing Editor

Happy World Day of Social Justice!

Kunal Kapoor
Morningstar
CEO
Today, the Advyzon team kicks off the inaugural Advyzon Conference. The three-day event is being held at the Sheraton Downtown Phoenix.

Also today, starting at 11am eastern, the team at the Investment Management Due Diligence Association (IMDDA) will continue their 12-part investment strategy webinar series. This session, number two, will focus on digital assets.

Tomorrow, starting at 2pm central, the team at the Investment Company Institute (ICI) will host a webinar, entitled "The Asset Management Industry: An Introduction to Career Opportunities."

Also tomorrow, starting at 2pm eastern, the Stradley Ronon team will host a webcast, entitled "SEC Enforcement and Investment Advisors: 2023 Is in the Books. How Will 2024 Look?"

On Thursday, after the market closes in the afternoon, the Morningstar, Inc. (MORN) team will release their earnings report for the fourth quarter of 2023. (Management at Morningstar does not host earnings calls.)

Also on Thursday, starting at 4:30pm eastern, the team at Raymond James Financial, Inc. (RJF) will host their virtual 2024 annual meeting of shareholders.

Also on Thursday, starting at 2pm eastern, the team at the Independent Directors Council (IDC) will host their next online governance committee chairs industry segment meeting.

Also on Thursday, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "Potential Hurdles of Investment in China and other Emerging Markets."

This week, on the defined contribution side of the industry, the teams at Broadridge, EBRI, ERIC, Faegre Drinker, Spark, and WIPN will host 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
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  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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