Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:PwC and Northern Trust Help Fundsters Say Goodbye to Palm Desert Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, March 15, 2017

PwC and Northern Trust Help Fundsters Say Goodbye to Palm Desert

Reported by Neil Anderson, Managing Editor

Last night, fundsters enjoyed their final night of networking events at what will be their final ICI MFIM night for years to come. And this morning they will gather one last time for two final sessions.

Joseph Carrier
Legg Mason
Chief Risk Officer
After years of spending alternating years here in Palm Desert, California (at the JW Marriott Desert Springs) and in Orlando, Florida (at the JW Marriott Grand Lakes), for the next four years the ICI's giant legal conference will switch back and forth between San Antonio, Texas (starting in 2018) and San Diego, California. That means that the 2017 ICI MFIM, wrapping up later this morning, will be the conference's last time in Palm Desert until 2022 at the earliest.

Fundsters' final networking events yesterday included: an exclusive afternoon pool party; Donnelly's indoor/outdoor patio party next to the hotel's lake; Wilmer Hale's outdoor party featuring a live guitarist; Northern Trust's wine tasting party on a practice putting green; and PwC's traditional giant party, featuring a big tent with a live band, a candy and dessert bar, and fundsters on a dance floor.

This morning features two final general sessions. First up, "Building Successful and Ethical Teams" features UNLV business law and ethics professor Nancy Rapoport. Second, "Alert Level Red, Yellow or Green: Where to Focus in the Current Environment" features: Kathleen Barr, independent director for the William Blair Funds; Joseph Carrier, chief risk officer at Legg Mason; Buddy Donohue, former SEC chief of staff and investment management division director; Thomas Fuccillo, managing director and chief regulatory counsel, head of funds and retail legal for Allianz Global Investors in the U.S.; Philip Kirstein, senior officer and independent compliance officer at AB; Nancy Morris, managing director and chief compliance officer at Wellington Management Company; Robert Scales, principal of Robert P. Scales, LLC and former CCO and general counsel for Columbia Acorn Funds; and Tamara Salmon, ICI's associate general counsel for securities regulation and moderator of the panel. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q4Q3Q2Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  2. IDC webinar - A Primer on Digital Assets, Tokenization, and Distributed Ledger Technology, September 3
  3. WE U.S. - Women in Finance brunch at Dallas Securities Traders Association conference, September 4
  4. FutureProof Festival, Sep 7-10
  5. WE SoCal - Welcome Mixer at FutureProof, September 8
  6. WE US - ICI conference luncheon, September 8
  7. ICI ETF Conference, Sep 8-10
  8. WE Chicago - Unstoppable: A Journey of Resilience and Redefining Limits, September 9
  9. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  10. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  11. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  12. WE San Francisco - Annual Networking Event, September 11
  13. 2025 MMI Institutional Forum, September 11
  14. IDC webinar - Distribution for Fund Directors: Evolution and Trends, September 15
  15. IMEA Content Management Roundtable, September 16
  16. IMEA 2025 Star Awards Celebration, September 16
  17. IMEA Marketing Summit, Sep 16-17
  18. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  19. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  20. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
  21. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  22. IMEA Portfolio Construction Roundtable, September 24
  23. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  24. IMEA Models Roundtable, September 25
  25. Expect Miracles Atlantic Coast Classic 2025, September 29
  26. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use