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Rating:Week In Preview, March 19-25 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, March 19, 2018

Week In Preview, March 19-25

Reported by Neil Anderson, Managing Editor

Last night the Investment Company Institute (ICI) kicked off the 2018 Mutual Funds and Investment Management Conference (MFIMC). This year for the first time the conference moved to the JW Marriott San Antonio Hill Country Resort and Spa in San Antonio, Texas. The four-day event will feature remarks from Dalia Blass, Director of the Division of Investment Management at the Securities and Exchange Commission (SEC), and Hester Pierce, Commissioner at the SEC. The sponsor list is a veritable who's who of mutual fund industry vendors, including: AST, BBH, BNY Mellon, Chapman and Cutler, Citi, Command Financial, CSS, Donnelly, Gunn Steers, IBD, J.P. Morgan, Kessler Topaz Meltzer Check, K&L Gates, Lieff Cabraser Heimann & Bernstein, MUFG, Multifonds, Perkins Coie, RBC, SimCorp, State Street, Stradley Ronon, Strategic Insight, U.S. Bancorp, and Workiva. The conference dates back to 1965 (then under CCH), and the ICI took over in 1996.

Tomorrow the Financial Research Associates (FRA) team will kick off their seventh annual OCIO and Investment Outsourcing Summit. The two-day event will be held at the Princeton Club in New York City.

Also tomorrow, the Money Management Institute (MMI) team will kick off their 2018 Sales & Marketing Leadership Summit. The two-day event will be held at the Marriott Tampa Waterside Hotel & Marina in Tampa, Florida, and is co-chaired by Kimberly LaPoint, executive vice president and head of global accounts at PGIM Investments, and Roddy Marino, executive vice president of national accounts and distribution at Brinker Capital. Keynote speakers scheduled to appear include: Jeff Bush of The Washington Update; chairman emeritus Thomas James of Raymond James; and retired U.S. Navy Vice Admiral Sean Pybus, former deputy Commander of the U.S. Special Operations Command. Big sponsors of the conference include BNY Mellon, Discovery Data, Eaton Vance, and Fiserv.

On Thursday Peter Crane and his Crane Data team will kick off their second annual Bond Fund Symposium. The two-day event will be held at the InterContinental in downtown Los Angeles. Sponsors include: Barclays, BofA Merrill Lynch, Dechert, DTCC, Federated, Fidelity, Fitch Ratings, Goldman Sachs, Invesco, Investortools, J.P. Morgan Asset Management, NTL FCStone, Payden & Rygel, Pimco, S&P Global Ratings and S&P Dow Jones Indices, and Wells Fargo Securities and Wells Fargo Asset Management.

Also on Thursday, Cboe Global Market's ETF.com team will host their fifth annual ETF.com Awards Dinner, again at the Lighthouse on Pier 61 in New York City.

Friday is the expected IPO date for DWS, the multinational asset management arm of Deutsche Bank.

In the defined contribution side of the industry, the teams at Fi360 and Pensions & Investments are both hosting events this week. Our sister publication 401kWire has more details

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  3. Schwab Institutional Investor Day, May 22
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  8. MFDF in-person outreach: Continuing Regulatory Impacts on Fund Boards, June 11
  9. MFDF webinar - Digital Assets in the Fund Space (Part 1 of 2), June 12
  10. 2024 MMI Leadership Pathway Seminar, Jun 12-14
  11. 2024 Nicsa Fearless Leadership Symposium, June 12
  12. Expect Miracles East Coast Classic 2024, June 13
  13. MFDF webinar - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
  14. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20
  15. New York YPEM Cornhole Classic, June 25
  16. Morningstar Investment Conference Conference 2024, Jun 26-27
  17. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 16
  18. MFDF Director Discussion Series - Open Forum via Zoom, July 17
  19. MFDF Director Discussion Series - Open Forum (New York), July 23
  20. 2024 MMI Annual Conference, Oct 15-17
  21. 5th Annual ETFGI Global ETFs Insight Summit, October 29
  22. MFDF webinar - Digital Assets in the Fund Space (part 2 of 2), November 7
  23. MFDF 2025 Directors' Institute, January 27 - 29, 2025
  24. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025




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