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Rating:Week In Preview, September 20 - September 26 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, September 20, 2021

Week In Preview, September 20 - September 26

Reported by Neil Anderson, Managing Editor

Today, the FRA team is kicking off their 32nd Sub-Advised Funds Forum. The two-day event is being held in Boston at the Intercontinental.

Kunal Kapoor
Morningstar
CEO
Tomorrow, the Crane Data team is kicking off their Money Fund Symposium. The three-day event is being held at the Loews in Philadelphia.

Also tomorrow, the team at the Expect Miracles Foundation will host their fourth annual Atlantic Coast Classic golf tournament. It will be at the Fiddler's Elbow Country Club in Bedminster, New Jersey.

Also tomorrow, the team at the Investment Company Institute (ICI) will host day one of their 2021 virtual Tax and Accounting Conference (TAC). The conference will continue next week.

On Wednesday, the Morningstar team will kick off the 2021 Morningstar Investment Conference. The three-day event is a hybrid one, with in-person sessions at McCormick Place in Chicago and virtual attendance an option for those not making the trek.

Also on Wednesday, starting at 2pm eastern, the Nicsa team will host a webinar, entitled "Listen, Learn & Lead | Utilizing Beneficial Partnerships."

Also on Wednesday, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "The Nuts and Bolts of SPACs." Then on Thursday, starting at 3pm eastern, the MFDF team will continue their Director Discussion Series with another open forum via Zoom.

On Friday, the Money Management Institute (MMI) team will host day two of their Distribution Leadership Forum.

This week, on the defined contribution side of the industry, the teams at DCIIA, EACH Enterprise, EBRI, NAPA, NIPA, That401kSite.com, and WIPN are all hosting events. Our sister publication, 401kWire, has more details.

Happy National Pepperoni Pizza Day! 

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  1. IDC webinar - Distribution for Fund Directors: Evolution and Trends, September 15
  2. MMI webinar - The Case For Alts In UMAs: Why Incorporating Alternatives Into a UMA Structure Is Becoming a Strategic Imperative, September 16
  3. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  4. IMEA Content Management Roundtable, September 16
  5. IMEA 2025 Star Awards Celebration, September 16
  6. IMEA Marketing Summit, Sep 16-17
  7. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  8. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
  9. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  10. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  11. IMEA Portfolio Construction Roundtable, September 24
  12. IMEA Models Roundtable, September 25
  13. Expect Miracles Atlantic Coast Classic 2025, September 29
  14. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  15. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  16. 10th annual Fuse Forum, October 8
  17. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  18. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  19. 2025 MMI Annual Conference, Oct 15-17
  20. Samfund Soiree Manhattan 2025, October 23
  21. Tiburon CEO Summit XLIX, Oct 27-29
  22. 2025 Sohn San Francisco Investment Conference, October 28
  23. Schwab Impact 2025, Nov 2-4
  24. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  25. MFDF In Focus webinar - Audit Committee Chair, November 5
  26. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12




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