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Rating:Week In Preview, February 24 - March 2 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, February 24, 2025

Week In Preview, February 24 - March 2

Reported by Selma Khenissi, Reporter

Happy World Bartender Day!

Tomorrow (February 25) at 1pm eastern, the team at the Investment Management Education Alliance (IMEA) will host a webinar entitled "Talent Dynamics Impacting Firms in 2025."

Also tomorrow, at 3pm eastern, the Money Management Institute MMI team will host a webinar entitled "Redefining Success on the Back Nine — Navigating Your Next Chapter in Asset & Wealth Management."

Also tomorrow, the Women in ETFs (WE) SoCal team will host a kickoff reception at Bistango Restaurant in Irvine, California.

On Wednesday (February 26), Morningstar (MORN) management will release their results for the fourth quarter of 2024 and the full year.

Also on Wednesday, at 2pm eastern, the Mutual Fund Directors Forum (MFDF) team will host a webinar entitled "AI and Portfolio Management."

Also on Wednesday, at 1pm eastern, the Nicsa team will host a webinar entitled "Legal and Regulatory Considerations of AI in Finance."

On Thursday (February 27), the CityWire team will kick off their RIA CIO summit, to be held at the Fairmont Scottsdale Princess in Scottsdale, Arizona through Friday, February 28.

Also on Thursday, the MMI team will host an RIA Forum, to be held at the Calamos Investment Offices in New York City.

Also on Thursday, the Expect Miracles Foundation team will host their 10th anniversary event Expect Miracles in Manhattan event at the Ziegfeld Ballroom.

Also on Thursday, at 1pm eastern, the Independent Directors Council (IDC) team will host a webinar entitled "Core Responsibilities of Fund Directors."

On Saturday (March 1), chief investment officer Eric Schoenstein is retiring from Jensen Investment Management [profile].

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

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