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Rating:Week In Preview, October 28 - November 3 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, October 28, 2024

Week In Preview, October 28 - November 3

Reported by Neil Anderson, Managing Editor

Happy National First Responders Day!

Ali Dibadj
Janus Henderson Investors
CEO, Board Member
Today, the Tiburon Strategic Advisors team will kick off their the Tiburon CEO Summit XLVII. The three-day conference will be held at the Four Seasons in San Francisco.

Tomorrow (Tuesday, October 29), the Nicsa team will kick off their inaugural Nicsa Asset & Wealth Management Summit. The two-day conference will be held at the Marriott Long Wharf in Boston.

Also tomorrow, the ETFGI team will host their U.S. ETFGI Global ETFs Insights Summit, at the Yale Club in New York City.

Also tomorrow, starting at 9:30am eastern, the Broadridge team will host a webinar, entitled "A Decade of Transformation: Exploration of U.S. & European Fund Industry Fees & Regulation."

Also tomorrow, starting at 1pm eastern, the team at the Independent Directors Council (IDC) will continue the IDC Speaker Series with a virtual conversation with astronaut Kathy Sullivan.

Also tomorrow, the team at the Money Management Institute (MMI) will host their 2024 MMI Annuity & Insurance Solutions Roundtable, at Allianz's offices in New York City.

On Wednesday (October 30), the team at the Mutual Fund Directors Forum (MFDF) will continue their In Focus series with a webinar entitled "Election Preview and Implications for 2025 and Beyond."

Also on Wednesday, after the market closes in the afternoon, the team at Prudential Financial, Inc. (PRU, parent of PGIM) will release their earnings report for the third quarter of 2024. Management will host an earnings call on Thursday (October 31) at 11am eastern.

Also on Wednesday, starting at 12:15pm pacific, the team at the SoCal chapter of Women in ETFs (WE, in conjunction with folks at FPA and the CFA Society of San Diego) will host a golf tournament at Oaks North Golf Course in San Diego.

On Thursday, at 7:30am eastern, the Janus Henderson Group plc (JHG) team will release their Q3 2024 earnings report. Management will host an earnings call at 9am eastern.

Also this week, on the defined contribution side of the industry, the teams at Alerus, Broadridge, DCIIA, ERIC, ERISApedia, Faegre Drinker, Lincoln, PlanSponsor, Spark, Sphere, and WP&BC 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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