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Rating:Week In Preview, March 18-24 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, March 18, 2019

Week In Preview, March 18-24

Reported by Neil Anderson, Managing Editor

The Investment Company Institute's (ICI's) 2019 Mutual Funds and Investment Management Conference (MFIMC) continues today and tomorrow and wraps up Wednesday. The four-day event is being held at the Manchester Grand Hyatt in San Diego. Featured speakers expected to appear include: Dalia Blass, director of the SEC's division of investment management; Alison Levine, a polar explorer and mountaineer; Jack Marshall, president and founder of ProEthics; and Elad Roisman, one of the SEC's five commissioners. A host of fundster allies, including BBD and WilmerHale, are hosting parties at the conference.

Kristi Lynn Mitchem
BMO Global Asset Management
CEO
Also today, Kristi Mitchem is taking over as CEO of BMO Global Asset Management (BMO GAM).

On Wednesday afternoon, the Expect Miracles Foundation ("Financial Services Against Cancer") team will host their 10th West Coast Classic. The golf tournament will be held at the Torry Pines Golf Course in La Jolla, California, and the evening reception will be held at the Lodge at Torrey Pines.

This week on the defined contribution side of the industry, the team at ICMA-RC will be hosting an event. Our sister publication, 401kWire, has more details

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  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
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  24. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025




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