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Rating:Week In Preview, July 14 - 20 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, July 14, 2025

Week In Preview, July 14 - 20

Reported by Selma Khenissi, Reporter

Happy National Mac and Cheese Day!

Craig Pfeiffer
Money Management Institute
President, CEO
Tomorrow (July 15), the Money Management Institute (MMI) team will kick off the 2025 MMI Women in Advisory Solutions Forum. The two-day event will be held at BNY's offices in New York City.

Also tomorrow, at 7:30am eastern, BlackRock management will host an earnings call following the the release of their earnings report for the second quarter of 2025.

Also tomorrow at 8:30am eastern, JPMorgan Chase management will host an earnings call following the release of their Q2 2025 earnings report.

Also tomorrow, the MFDF team will continue their Director Discussion Series with an open forum in-person lunch meeting at the offices of Stradley Ronon in Philadelphia.

On Wednesday (July 16) at 2pm eastern, the MFDF team will host a webinar entitled "M&A and Consolidation in Asset Management."

On Thursday (July 17) at 1pm eastern, the Nicsa team will host a webinar entitled "How Trusted GenAI is Transforming Data Access in Asset Management."

Also on Thursday, at 2pm eastern, the MFDF team will host a webinar entitled "ETF Conversions."

Thursday is also the new deadline for entry submissions for the 2025 IMEA STAR Awards.

Also on Thursday, the Women in ETFs (WE) Denver team will host a pickleball social entitled "Dinks & Drinks," at The Sporty Pickle in Englewood, Colorado.

On Friday (July 18) at 8:30am eastern, Charles Schwab management will host a Summer Business Update.

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

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  1. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
  2. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
  3. MFDF webinar - M&A and Consolidation in Asset Management, July 16
  4. Nicsa webinar - How Trusted GenAI is Transforming Data Access in Asset Management, July 16
  5. WE Denver - Dinks & Drinks, July 17
  6. MFDF webinar - ETF Conversions, July 17
  7. MFDF Director Discussion Series - Open Forum (New York), July 22
  8. MFDF Ask Anything webinar - AI Edition, July 24
  9. MFDF webinar - Use of Derivatives by RICs, July 29
  10. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  11. Samfund Soiree Boston 2025, August 21
  12. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  13. ICI ETF Conference, Sep 8-10
  14. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  15. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  16. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  17. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  18. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  19. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  20. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  21. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  22. 10th annual Fuse Forum, October 8
  23. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  24. 2025 MMI Annual Conference, Oct 15-17
  25. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  26. MFDF In Focus webinar - Audit Committee Chair, November 5




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