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Rating:Week In Preview, May 20 - May 27 Not Rated 1.0 Email Routing List Email & Route  Print Print
Monday, May 20, 2024

Week In Preview, May 20 - May 27

Reported by Neil Anderson, Managing Editor

Happy World Bee Day!

Eric Pan
Investment Company Institute
President, CEO
The 5th annual distance challenge of the Expect Miracles Foundation ("Financial Services Against Cancer") will wrap up tomorrow after beginning last week.

Tomorrow, the team at the Investment Company Institute (ICI) will kick off their 2024 ICI Leadership Summit. The three-day event is being held at the JW Marriott in Washington, D.C. The team at the Independent Directors Council (IDC) will host their 2024 IDC Fund Directors Workshop alongside the ICI Leadership Summit.

Also tomorrow, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar on the results of MPI's annual survey on mutual fund director compensation.

On Wednesday, the team at the Charles Schwab Corporation will host their inaugural institutional investor day.

Also on Wednesday, starting at 1pm eastern, the team at the Investment Management Education Alliance (IMEA) will host a webinar, entitled "Opportunities in the Evolving Wealth Management Market."

On Thursday, the team at Raymond James Financial, Inc. will host their annual analyst & investor day.

Also on Thursday, starting at 4:30pm eastern, the team at the SoCal chapter of Women in ETFs (WE) will host "How to Lead With Impact," a fireside chat with Lorraine Lee at DoubleLine's offices in Los Angeles.

MFWire will be closed next Monday for the Memorial Day market holiday.

Also this week, on the defined contribution side of the industry, the teams at Broadridge, ERIC, ERISApedia, Judy Diamond, Spark, and WIPN will host 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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