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Rating:Week In Preview, June 5 - June 11 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, June 5, 2023

Week In Preview, June 5 - June 11

Reported by Neil Anderson, Managing Editor

Happy Holy Spirit Monday!

Frank Heavey
Expect Miracles Foundation
Executive Director
Tomorrow, the team at BNY Mellon's Pershing will kick off their Insite 23 conference. The 25th anniversary conference, themed "Go Beyond," will be held at the Orlando World Center Marriott.

Also tomorrow, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "Latest Updates in Mutual Fund Litigation and Enforcement."

On Wednesday, starting at 2pm eastern, the Nicsa team will host a webinar, entitled "The Journey From Networking to Sponsorship."

On Thursday, the team at the Expect Miracles Foundation ("Financial Services Against Cancer") will host their 2023 East Coast Classic. The sold-out tournament, now in its 29th year, will be held at Pinehills Golf Course in Plymouth, Massachusetts.

Also on Thursday, starting at 2pm eastern, the MFDF team will host a webinar, entitled "IC Issues and Considerations for Fund Boards" and featuring a panel of staff from the SEC's division of examinations.

On Friday, starting at 10am central, the Morningstar team will host a press-only virtual meeting, entitled "A Lense on Sustainable-Related Data for your Next Story."

This week, on the defined contribution side of the industry, the teams at Altigro, Broadridge, DCIIA, EBRI, ERIC, Spark, and WIPN will host events. Our sister publication 401kWire has more details

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  1. Nicsa webinar - New research by Alex Edmans and the Diversity Project - The Power of diverse thinking: How the best teams make decisions, July 1
  2. MFDF Director Discussion Series - Open Forum, July 9
  3. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 10
  4. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
  5. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
  6. Nicsa webinar - How Trusted GenAI is Transforming Data Access in Asset Management, July 16
  7. MFDF webinar - M&A and Consolidation in Asset Management, July 16
  8. MFDF webinar - ETF Conversions, July 17
  9. MFDF Director Discussion Series - Open Forum (New York), July 22
  10. MFDF Ask Anything webinar - AI Edition, July 24
  11. MFDF webinar - Use of Derivatives by RICs, July 29
  12. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  13. Samfund Soiree Boston 2025, August 21
  14. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  15. ICI ETF Conference, Sep 8-10
  16. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  17. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  18. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  19. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  20. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  21. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  22. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  23. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  24. 10th annual Fuse Forum, October 8
  25. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  26. 2025 MMI Annual Conference, Oct 15-17




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