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Rating:Week In Preview, September 19 - 25 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, September 19, 2022

Week In Preview, September 19 - 25

Reported by Neil Anderson, Managing Editor

Happy National Butterscotch Pudding Day!

Eric Pan
Investment Company Institute
President, CEO
Today, the team at the Investment Company Institute (ICI) will continue their 2022 Tax and Accounting Conference (TAC). The four-day conference, ICI's first in-person TAC since 2019, began yesterday at the Gaylord Rockies Resort & Convention Center in Aurora, Colorado.

Tomorrow, starting at 11am eastern, the team at Kleinberg Kaplan will host a webinar, entitled "New SEC Marketing Rule, What Asset Managers Need to Know to Be Ready For November 2022."

On Wednesday evening, the team at the Investment Management Education Alliance (IMEA) will kick off their alternatives roundtable. The two-day event will be held at MFS' offices in Boston.

Also on Wednesday, starting at 2pm eastern, the Nicsa team will host a webinar, entitled "Trends in the Advisor Landscape 2022."

On Thursday, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "What the Mutual Fund Industry Should Understand About Digital Assets."

On Friday, starting at 2pm eastern, the team at the Money Management Institute (MMI) will host a webinar, entitled "Generational Differences: The Keys to Unlocking Americans' Complicated Financial Relationships."

Friday is the deadline for voting on the shortlist for the 2022 ETF Express US ETF Awards. Winners will be revealed at an event on October 26 at the Metropolitan Club in New York City.

The Nicsa team has also extended the 2022 Nicsa NOVA Awards nomination deadline to Friday.

This week, on the defined contribution side of the industry, the teams at DCIIA, Fi360, NAPA, R Street Institute, Spark, 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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