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Rating:Week In Preview, November 1 - November 7 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, November 1, 2021

Week In Preview, November 1 - November 7

Reported by Neil Anderson, Managing Editor

Today, the Tiburon Strategic Advisors team will kick off their 41st Tiburon CEO Summit. The three-day summit is being held at a new location: the Four Seasons Resort and Club Dallas at Los Colinas, in Dallas, Texas.

Charles "Chip" Roame
Tiburon Strategic Advisors
Managing Partner
Also today, the Ark Investment Management LLC team is moving into their new headquarters in St. Petersburg, Florida. (Ark had previously been based in New York City.)

Also today, at 11am eastern, management at Franklin Resources, Inc. (dba Franklin Templeton) will host a fiscal Q4 2021 earnings call, after releasing their fiscal Q4 earnings report earlier this morning.

Tomorrow, after the market closes, the team at Prudential Financial, Inc. will release their third quarter 2021 earnings report. Management will host an earnings call at 11am on Wednesday. (Pru has an asset management business, PGIM.)

Also tomorrow, after the market closes, the Voya Financial, Inc. team will release their Q3 2021 earnings report. Management will host an earnings call at 10am on Wednesday. (Voya, too, has an asset management business, Voya Investment Management.

Also on Wednesday, starting at 2pm eastern, the Nicsa team will host a webinar, entitled On the Clock. The event will focus on the release of the group's 2021 annual perceptions study on diversity, equity, and inclusion (DEI).

Also on Wednesday, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "ESG Fund Expenses and Performance: Differentiating Types of ESG Strategies and Pricing/Performance Trends."

This week, on the defined contribution side of the industry, the teams at Fi360, FIS, NAPA, Spark, Vestwell, and WIPN are hosting events, and several providers' parents are releasing earnings reports. Our sister publication, 401kWire, has more details.

In the meantime, happy All Saints' Day! 

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