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Rating:Week In Preview, September 11 - September 17 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, September 11, 2023

Week In Preview, September 11 - September 17

Reported by Neil Anderson, Managing Editor

Happy Patriot Day!

Eric Pan
Investment Company Institute
President, CEO
Tomorrow, starting at 1:30pm eastern, the team at the Independent Directors Council (IDC) will continue their virtual speaker series with a conversation with Ken Burns.

Also tomorrow, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "Navigating the Recent SEC Rulemakings: Money Market Fund Reforms."

Also tomorrow, the team at the Money Management Institute (MMI) will host a webinar, entitled "Personalization and Tax Management as a Source of Differentiation."

On Wednesday, starting at 2pm eastern, the MFDF team will host another webinar, entitled "Improving Equity Fund Alpha Estimates."

Also on Wednesday, starting at 11:30am eastern, the Stradley Ronon team will host a financial services regulatory workshop at the Penn Club of New York.

Also on Wednesday, the team at the Chicago chapter of Women in ETFs (WE), in partnership with Cboe, will host their annual "Give Back" event on the rootop of the Old Post Office building in Chicago. The event will feature a cocktail hour and a pickleball class.

On Sunday, the team at the Investment Company Institute (ICI) will kick off their 2023 Tax and Accounting Conference (TAC). The four-day event will be held at the Marriott San Antonio Hill Country.

This week, on the defined contribution side of the industry, the teams at Broadridge, ERIC, Faegre Drinker, Hub, PlanAdviser, PlanSponsor, RPAG, Spark, and WIPN will host events. Our sister publication 401kWire has more details

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  1. WE PNW Seattle - Holiday Party, December 3
  2. WE Boston - Women's Initiative Joint Holiday Networking Reception, December 4
  3. WE South - Wine Wednesday Holiday Celebration, December 4
  4. IDC Foundations for Fund Directors, Dec 4-5
  5. Nicsa webinar - Post-Election Insights: Impact on Global Policies, Markets, and Regulations, December 4
  6. WE Denver - 2024 Annual Holiday Party, December 5
  7. WE Washington D.C. - 2024 Holiday Dinner Event, December 5
  8. MFDF webinar - BDC Board Service 101, December 10
  9. MFDF webinar - ETF Product Trends: Board Implications, December 11
  10. MFDF webinar - Visually Mapping Board Composition: Skills Matrices in Fund Board Rooms, December 18
  11. MFDF webinar - 2024 Fair Valuation Pricing Survey: Building and Strengthening the Valuation Operating Model, January 7, 2025
  12. MFDF webinar - 15(c) White Paper Webinar Series: Part 2 – Board Processes, January 9, 2025
  13. MFDF webinar - AI and Fund Compliance, January 21, 2025
  14. MFDF In Focus - In Focus: Small Boards' Use of Skills Matrices, January 22, 2025
  15. FSI OneVoice 2025, January 27 - 29, 2025
  16. MFDF 2025 Directors' Institute, January 27 - 29, 2025
  17. 2025 ICI Innovate, February 3 - 5, 2025
  18. MFDF Director Discussion Series - Open Forum, February 10, 2025
  19. MFDF Director Discussion Series - Open Forum, February 11, 2025
  20. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025
  21. MFDF Director Discussion Series - Open Forum, April 2, 2025
  22. MFDF Director Discussion Series - Open Forum, April 15, 2025
  23. The 36th Sub-Advised Funds Forum, April 29 - 30, 2025
  24. Morningstar Investment Conference 2025, June 25 - 26, 2025
  25. MFDF Director Discussion Series - Open Forum, July 9, 2025




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