Eric Pan
Investment Company Institute
President, CEO

Today, the team at the Investment Company Institute (ICI) will continue to host their 2023 Tax and Accounting Conference (ICI TAC). The four-day event, which kicked off yesterday, is being held at the JW Marriott San Antonio Hill Country.

Tomorrow, the team at the Investment Management Education Alliance (IMEA) will host an ESG roundtable at a WeWork location in Boston.

Also tomorrow, starting at 2pm eastern, the team at the Money Management Institute (MMI) will host a webinar, entitled "Credit, Inflation and Duration: Navigating the Changing Landscape."

On Wednesday, starting at 5:30pm eastern, the team at the Expect Miracles Foundation ("Financial Services Against Cancer") will host a "Battle of the Bartenders", for the New York chapter of Young Professionals Expect Miracles (YEPM), at Tailor Public House in New York City.

Also on Wednesday, starting at 4:30pm eastern, the team at the Philadelphia chapter of Women in ETFs (WE) will host a golf clinic and reception at the Applecross Country Club in Downingtown, Pennsylvania.

Also on Wednesday, starting at 5pm mountain standard, the team at the Phoenix chapter of WE will host a wine tasting and talent discussion at Cooper's Hawk in Scottsdale, Arizona.

Also on Wednesday, starting at 1pm eastern, the MMI team will host a webinar, entitled "The AI Revolution: How It's Transforming Marketing and Customer Experience."

On Thursday, the IMEA team will host their portfolio construction roundtable at Federated Hermes' offices in New York City.

Also on Thursday, starting at 1pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host their next In Focus webinar, entitled "Insights and Lessons Learned From a Retired Funds' CEO."

Friday is the deadline for submitting nominations for consideration for Nicsa' NOVA Awards. The winners will be honored at the trade group's GMM in November.

On Friday, starting at 5pm pacific, the team at the Pacific Northwest chapter of WE and the CFA Society Seattle will host a welcome mixer at the Hyatt Regency Seattle.

This week, on the defined contribution side of the business, the teams at Broadridge, DCIIA, ERIC, NAPA, Spark, and WIPN are hosting events. Our sister publication 401kWire has more details.

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