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Rating:Week In Preview, July 8 - July 14 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, July 8, 2024

Week In Preview, July 8 - July 14

Reported by Neil Anderson, Managing Editor

Happy Math 2.0 Day!

Salim Ramji
Vanguard
CEO-Elect
Today, Salim Ramji is expected to take over as CEO of Vanguard, while Mark Loughridge will become the Low-Cost Leviathan's non-executive chairman. They succeed outgoing chairman and CEO Tim Buckley.

On Thursday, starting at 3pm central, the teams at the Investment Company Institute (ICI), Stradley Ronon, and Thrivent will host a regulatory roundtable and networking reception in celebration of the 100th anniversary of the first U.S. open-end mutual funds. The event will be held at Thrivent's offices in Minneapolis.

Also on Thursday, starting at 4pm pacific, the teams at the Pacific Northwest chapter of Women in ETFs (WE) and the CFA Society Women's Network will host a summer golf lessons event at Bellevue Golf Course in Bellevue, Washington.

On Friday, at 6:30am eastern, the Bank of New York Mellon Corporation (BK) team will release their earnings report for the second quarter of 2024. Management will host an earnings call at 9:30am eastern.

Also on Friday, at 7am eastern, the JPMorgan Chase & Co. (JPM) team will release their Q2 2024 earnings report. Management will host an earnings call at 8:30am eastern.

Also this week, on the defined contribution side of the industry, the teams at the DoL, EBRI, ERIC, ERISApedia, P&I, and Spark are hosting events. Our sister publication 401kWire has more details

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  1. WE South - Agentic AI for Financial Services: executive breakfast, workshop & roundtable, September 2
  2. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  3. IDC webinar - A Primer on Digital Assets, Tokenization, and Distributed Ledger Technology, September 3
  4. WE U.S. - Women in Finance brunch at Dallas Securities Traders Association conference, September 4
  5. FutureProof Festival, Sep 7-10
  6. WE SoCal - Welcome Mixer at FutureProof, September 8
  7. WE US - ICI conference luncheon, September 8
  8. ICI ETF Conference, Sep 8-10
  9. WE Chicago - Unstoppable: A Journey of Resilience and Redefining Limits, September 9
  10. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  11. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  12. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  13. WE San Francisco - Annual Networking Event, September 11
  14. 2025 MMI Institutional Forum, September 11
  15. IDC webinar - Distribution for Fund Directors: Evolution and Trends, September 15
  16. IMEA Content Management Roundtable, September 16
  17. IMEA 2025 Star Awards Celebration, September 16
  18. IMEA Marketing Summit, Sep 16-17
  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. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
  22. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  23. IMEA Portfolio Construction Roundtable, September 24
  24. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  25. IMEA Models Roundtable, September 25
  26. Expect Miracles Atlantic Coast Classic 2025, September 29




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