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Rating:Week In Preview, March 21 - March 27 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, March 21, 2022

Week In Preview, March 21 - March 27

Reported by Neil Anderson, Managing Editor

Happy World Poetry Day!

Frank Heavey
Expect Miracles Foundation
Executive Director
Tomorrow night, the Expect Miracles Foundation team (tagline: "Financial Services Against Cancer") will host their seventh Expect Miracles in Manhattan gala, two years after their last one shortly before the COVID-19 shutdowns began in the U.S. The sold out charity fundraiser will be held at the Ziegfield ballroom in midtown Manhattan, with a VIP reception starting at 6pm and a main reception starting at 6:30pm.

Also tomorrow, starting at 2pm eastern, the Mutual Fund Directors Forum (MFDF) team will host a webinar, entitled "MPI's Annual Survey of Investment Firm Profitability and Economics of Scale." Then on Wednesday, also starting at 2pm eastern, the MFDF team will host a "Mutual Fund Litigation and Enforcement Update" webinar.

On Wednesday, the ETFGI team will kick off their second annual ETFGI Global ETFs Insights Summit - ESG & Active ETF Trends, a two-day, virtual event.

On Thursday, the team at the Money Management Institute (MMI) will kick off their 2022 MMI Summit. The two-day, marquee event will be held at the Marriott Harbor Beach in Fort Lauderdale, Florida, and the theme is "Forward."

Also on Thursday, starting at 10:30am eastern, the teams at Diversio and the Investor Leadership Network (ILN) will host their virtual 2022 Inclusion Summit: Closing the Diversity Gap.

On Sunday, the team at the Investment Company Institute (ICI will kick off their 2022 Investment Management Conference (IMC, fka the Mutual Funds and Investment Management Conference). The four-day event will be held at the JW Marriott Desert Springs in Palm Desert, California.

This week, on the defined contribution side of the industry, the teams at Fi360, EBSA, and WIPN will host events. Our sister publication, 401kWire, has more details

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  1. 2024 ICI Leadership Summit, May 21-23
  2. MFDF webinar - Mutual Fund Director Compensation: the MPI Annual Survey (2024), May 21
  3. Schwab Institutional Investor Day, May 22
  4. IMEA webinar - Opportunities in the Evolving Wealth Management Market, May 22
  5. Raymond James 2024 Analyst & Investor Day, May 23
  6. WE SoCal - How to Lead With Impact: Fireside Chat With Lorraine Le, May 23
  7. MFDF Conference of Fund Leaders Forum, June 5
  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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