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Rating:Week In Preview January 21 - 26 Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, January 21, 2025

Week In Preview January 21 - 26

Reported by Selma Khenissi, Reporter

Happy One-Liners Day!

Richard A. "Rick" Wurster
The Charles Schwab Corporation
President, CEO
Today (January 21) at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF), will host a rescheduled AI in Investment Compliance webinar.

Also today, at 8:30am eastern, the Charles Schwab (SCHW) team will host a Winter Business Update webcast.

Tomorrow (January 22), after the market closes, the Cohen & Steers, Inc. (CNS) team will release their earnings report for Q4 2024 and for the entire fiscal year 2024. Management will host a conference call on Thursday, January 23 at 10am eastern.

Also tomorrow, at 1pm eastern, the MFDF team will host a virtual discussion entitled "In Focus: Small Boards' Use of Skills Matrices."

On Thursday (January 23) at 1pm eastern, the Independent Directors Council (IDC) team will host a webinar entitled "SEC Enforcement Trends: What Fund Directors Should Know."

Also on Thursday, at 8am central, the Northern Trust Corporation (NTRS) management will host a conference call following the release of Q4 2024 results.

On Friday (January 24) at 2pm eastern, the Investment Company Institute (ICI) team will host a Talent Connection webinar about legal and compliance opportunities in the asset management industry.

Also this week, on the defined contribution side of the industry, the teams at Broadridge, WP&BC, RAC, ERISApedia, NAGDCA, the Spark Institute, and WIPN will host events. Our sister publication 401kWire has more details

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  1. IDC webinar - SEC Enforcement Trends: What Fund Directors Should Know, January 23
  2. ICI webinar - Legal and Compliance Career Opportunities in the Asset Management Industry, January 24
  3. FSI OneVoice 2025, Jan 27-29
  4. MFDF 2025 Directors' Institute, Jan 27-29
  5. IMEA webinar - 2025 Outlook, January 28
  6. Nicsa webinar - An Intro to Irish and Luxembourg Investment Platforms for US Asset Managers, January 29
  7. WE South - Dallas | Texas Stock Exchange, Politics, & Product Development, January 30
  8. 2025 ICI Innovate, Feb 3-5
  9. Nicsa webinar - AI In Operations: Boosting Productivity for Wealth & Asset Management Firms, February 5
  10. MFDF In Focus: Understanding Distribution - What the Data Can Tell You, February 6
  11. MFDF Director Discussion Series - Open Forum, February 10
  12. MFDF Director Discussion Series - Open Forum, February 11
  13. MMI Darden-in-Residence II, Feb 24-6
  14. 2025 MMI RIA Forum, February 27
  15. IDC Core Responsibilities of Fund Directors, February 27
  16. Citywire Scottsdale CIO Summit 2025, Feb 27-28
  17. Expect Miracles In Manhattan 2025, February 27
  18. T3 Technology Conference 2025, Mar 3-6
  19. IMEA Distribution Intelligence Summit, Mar 4-5
  20. Nicsa 2025 Strategic Leadership Forum, Mar 5-7
  21. Citywire Pro Buyer New York Due Diligence Retreat 2025, Mar 6-7
  22. MFDF 2025 Fund Governance & Regulatory Insights Conference, Mar 6-7
  23. MFDF 15(c) White Paper Webinar Series: Part 3 - Gartenberg Factors Analysis and Challenges, March 12
  24. ICI Investment Management Conference, Mar 16-19
  25. 2025 MMI Summit, Mar 27-28
  26. MFDF Director Discussion Series - Open Forum, April 2




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