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Rating:Week In Preview, September 16 - September 22 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, September 16, 2024

Week In Preview, September 16 - September 22

Reported by Neil Anderson, Managing Editor

Happy Mayflower Day!

Mehdi Asif Mahmud
First Eagle Investment Management, LLC
President, CEO
Today, starting at 1pm eastern, the team at the Independent Directors Council (IDC) will host a webinar, entitled "Core Responsibilities of Fund Directors."

Also today, starting at 5pm pacific, the team at the SoCal chapter of Women in ETFs (WE) will host a welcome mixer, at the Future Proof Festival, at the Hyatt Regency Huntingon Beach Lighthouse Courtyard."

Tomorrow, the First Eagle Investments team is hosting a media breakfast briefing at their headquarters in New York City. The theme is "The Election, the Fed and the Markets: Shaping the Investment Landscape."

Also tomorrow, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "MFDF Spotlight on New Product Development."

On Wednesday, the Nicsa team will host a webinar, entitled "The Pulse on Tailored Shareholde Reports Implementation: Impacts and Outlooks."

Also on Wednesday, the team at the Money Management Institute (MMI) will host their 2024 MMI Institutional Roundtable. The inaugural event will be held at Lazard's offices in New York City.

On Thursday, the team at the Investment Management Education Alliance (IMEA) will host their Portfolio Construction Roundtable at John Hancock's offices in Boston. The event will be preceeded by a networking dinner on Wednesday at the Banks Seafood and Steak.

On Sunday, the team at the Investment Company Institute (ICI) will kick off their 2024 Tax and Accounting Conference (TAC). The four-day event will be held at the Boca Raton in Boca Raton, Florida.

Also this week, on the defined contribution side of the industry, the teams at ARA, Broadridge, ERISApedia, LIMRA, NAPA, PlanSponsor, Spark, WEB, and WIPN 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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