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Rating:Week In Preview, May 19 - 26 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, May 19, 2025

Week In Preview, May 19 - 26

Reported by Selma Khenissi, Reporter

Happy Plant Something Day!

The Expect Miracles team will continue its 6th annual distance challenge today and wrap it up tomorrow (May 20).

Also tomorrow, at 2pm eastern, the Investment Company Institute (ICI) team will host a webinar entitled "EDGAR Next and Amended Form ID: What It Is, What You Need to Know and Next Steps."

Also tomorrow, at 8am eastern, the Investment Management Education Alliance (IMEA) team will host a National Accounts Summit, at 101 Park Avenue in New York City.

Also tomorrow, at 2pm eastern, the MFDF team will host a Series Trust Funds webinar entitled "Board Oversight 101."

Also tomorrow, the Women in ETFs (WE) Pacific Northwest team will host a mentorship program meeting, at Pacific Portfolio Consulting, LLC in Seattle.

On Wednesday (May 21), the IMEA team will open nominations for their annual STAR Awards.

On Thursday (May 22) at 2pm, the MFDF team will host a webinar entitled "Mutual Fund Director Compensation: The MPI Annual Survey (2025)."

MFWire will be closed next Monday, May 26 for the Memorial Day market holiday.

Also this week, on the defined contribution side of the industry, the teams at DCIIA, Spark, WIPN, Broadridge, and Trucker Huss, will host events. Our sister publication 401kWire has more details

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  1. Nicsa webinar - New research by Alex Edmans and the Diversity Project - The Power of diverse thinking: How the best teams make decisions, July 1
  2. MFDF Director Discussion Series - Open Forum, July 9
  3. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 10
  4. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
  5. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
  6. Nicsa webinar - How Trusted GenAI is Transforming Data Access in Asset Management, July 16
  7. MFDF webinar - M&A and Consolidation in Asset Management, July 16
  8. MFDF webinar - ETF Conversions, July 17
  9. MFDF Director Discussion Series - Open Forum (New York), July 22
  10. MFDF Ask Anything webinar - AI Edition, July 24
  11. MFDF webinar - Use of Derivatives by RICs, July 29
  12. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  13. Samfund Soiree Boston 2025, August 21
  14. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  15. ICI ETF Conference, Sep 8-10
  16. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  17. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  18. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  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. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  22. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  23. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  24. 10th annual Fuse Forum, October 8
  25. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  26. 2025 MMI Annual Conference, Oct 15-17




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