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Rating:Week In Preview, May 24 - May 31 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, May 24, 2021

Week In Preview, May 24 - May 31

Reported by Neil Anderson, Managing Editor

Happy National Brother's Day!

Stacy Elaine Havener (Gudim)
Havener Capital Partners, LLC
Founder, CEO
Today, starting at 2pm eastern, the Mutual Fund Directors Forum (MFDF) team will host a webinar, entitled "Board Oversight of a Fund's Derivatives Risk Management and Fund Compliance With Rule 18f-4." Then on Wednesday, starting at 2pm eastern, the MFDF team will host another webinar, this one entitled "The Use of Alternative Data Sources and Considerations for Fund Directors."

Tomorrow, starting at 1pm eastern, the team at the Investment Management Education Alliance (IMEA) will host their live, interactive Product Council Roundtable.

Also tomorrow, starting at 7:30am eastern, the team at the Investment Company Institute (ICI) will host a roundtable with the Organisation for Economic Co-operation and Development (OECD). The event is titled, "Effect of March 2020 on Fixed-Income Markets and Open-End Funds: Holistic Review and Policy Implications."

Also tomorrow, the Havener Capital Partners team will kick off their 2021 Boutique Week. The three-day event will feature discussions with senior leaders or PMs from each of nine boutique asset managers.

Also on Wednesday, starting at 2pm eastern, the Nicsa team will continue their Listen, Learn & Lead series with a webinar entitled "Who We Are: The AAPI Community."

On Thursday, starting at 11am eastern, the team at Voya Investment Management's parent, Voya Financial, Inc., will host their annual meeting of stockholders.

Also on Thursday, starting at 10am eastern, the team at Carillon Tower Advisers' parent, Raymond James Financial, Inc., will host their virtual analyst and investor day.

This week, on the defined contribution side of the industry, the teams at EBRI and Faegre Drinker will host online events. Our sister publication, 401kWire, has more details.

Next Monday, May 31, MFWire will be closed in observance of the Memorial Day market holiday. 

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  1. MFDF webinar - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
  2. IMEA webinar - Snapshot on the Talent Landscape, June 18
  3. 2024 MMI National Accounts Roundable, June 18
  4. MMI webinar - RIA Consolidators: The New Key Accounts?, June 20
  5. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20
  6. MMI webinar - DoL Fiduciary Rule Update: What Are the Implications?, June 21
  7. WE Chicago - Pre-Morningstar Conference reception, June 25
  8. Celebrating 100 Years of the Mutual Fund, June 25
  9. New York YPEM Cornhole Classic, June 25
  10. Morningstar Investment Conference Conference 2024, Jun 26-27
  11. 2024 MMI Institutional Roundtable, June 26
  12. WE PNW Seattle - Pickleball and Networking, June 27
  13. Celebrating 100 Years of the Mutual Fund, July 11
  14. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 16
  15. MFDF Director Discussion Series - Open Forum via Zoom, July 17
  16. MFDF Director Discussion Series - Open Forum (New York), July 23
  17. IMEA Portfolio Construction Roundtable, September 19
  18. MFDF Continuing Regulatory Impacts on Fund Boards program, October 15
  19. 2024 MMI Annual Conference, Oct 15-17
  20. IMEA Philanthropic Day, October 22
  21. IMEA Leadership Summit, October 23
  22. IMEA Star Awards Celebration, October 23
  23. IMEA Marketing Summit, October 24
  24. 5th Annual ETFGI Global ETFs Insight Summit, October 29
  25. MFDF Director Discussion Series - Open Forum (Denver), November 6
  26. MFDF webinar - Digital Assets in the Fund Space (part 2 of 2), November 7




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