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

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

Rating:Week In Preview, July 13 - July 19 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, July 13, 2020

Week In Preview, July 13 - July 19

Reported by Neil Anderson, Managing Editor

Tomorrow afternoon starting at 1pm eastern, the MFDF team will host the second issue of "In Focus: Compliance in the New Normal." The sold-out virtual program will feature Phillip Wellman, chief compliance officer of the MassMutual Funds.

Dalia Osman Blass
U.S. Securities and Exchange Commission
Director of the Division of Investment Management
On Wednesday afternoon starting at 2pm eastern, the NICSA team will host "The Future of Marketing and Regulatory Communications," a webinar sponsored by Broadridge. The event, moderated by Naissance Partners president Mike McLaughlin, will also feature John Closson (vice president at Broadridge); Ed Hrybenko (vice president at Broadridge), and Duane Mattson (vice president and senior compliance officer at Pimco).

Also on Wednesday, the Aite Group team will host their Wealth Management Roundtable and Networking Forum. The half-day, now-virtual event will start at 8:15am eastern, will feature several panels, including one honoring the winners of Aite's first Digital Wealth Management Impact Innovation Awards.

Also on Wednesday, the MMI team will continue their 2020 MMI Alternative Investments Forum. The weekly series started last Wednesday and will continue each Wednesday through August 5. This week's topic is, "The Importance of Advisor Education," and the event will feature : Brendan Conway, vice president of private wealth solutions at Blackstone; Aaron Filbeck, associate director of content development at CAIA; Tim Maurer, director of advisor development at Buckingham Strategic Wealth; and Andrew Smith Lewis, chief innovation officer at CAIS.

On Thursday, the SEC's Asset Management Advisory Committee will conduct a special meeting on "improving diversity and inclusion in the asset management industry." The virtual meeting, like their in-person ones, will be open to the public (for viewing and for commenting electronically or on paper).

Also on Thursday, starting at 3pm eastern, the MFDF team will host third issue of "In Focus: Effective Virtual Meetings." The online event will feature Carol McMullen, on the board of the AllianceBernstein Funds and managing director of Slalom.

On Friday morning, before the market opens, the BlackRock team will release their Q2 earnings report. Management will host an earnings call at 8:30am eastern.

Also on Friday morning, at 7:30am eastern, the team at SSGA parent State Street will release their Q2 earnings report. Management will host an earnings call at 10am eastern.

This week on the defined contribution side of the industry, the teams at Commonwealth, DCIIA, EBRI, Faegre Drinker, Fi360, NAPA, and Spark are all hosting virtual events. Our sister publication, 401kWire, has more details

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. IDC webinar - Distribution for Fund Directors: Evolution and Trends, September 15
  2. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  3. IMEA Content Management Roundtable, September 16
  4. IMEA 2025 Star Awards Celebration, September 16
  5. IMEA Marketing Summit, Sep 16-17
  6. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  7. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
  8. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  9. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  10. IMEA Portfolio Construction Roundtable, September 24
  11. IMEA Models Roundtable, September 25
  12. Expect Miracles Atlantic Coast Classic 2025, September 29
  13. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  14. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  15. 10th annual Fuse Forum, October 8
  16. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  17. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  18. 2025 MMI Annual Conference, Oct 15-17
  19. Samfund Soiree Manhattan 2025, October 23
  20. Tiburon CEO Summit XLIX, Oct 27-29
  21. Schwab Impact 2025, Nov 2-4
  22. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  23. MFDF In Focus webinar - Audit Committee Chair, November 5
  24. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
  25. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
  26. ALFI Roadshow to Houston, November 13




©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