Carolyn McPhillips
Mutual Fund Directors Forum
President

Today, the team at the Mutual Fund Directors Forum (MFDF) will kick off their 2023 Directors' Institute. The three-day conference is being held at the Four Seasons Hotel in Miami.

Also today, the team at the Expect Miracles Foundation (Financial Services Against Cancer) will host day two of their third annual "Peloton Corporate Showdown." The third (and final) day will be Friday.

Tomorrow, the team at the Investment Management Education Alliance (IMEA) will host a virtual all-council roundtable for their 2023 outlook.

Also tomorrow, at about 7am eastern, the Invesco Ltd. (IVZ) team will release their earnings report for the fourth quarter of 2022. Management will host an earnings call at 9am eastern.

Also tomorrow, starting at 5:30pm eastern, the team at SSGA will host a panel discussion at the Mandarin Oriental in New York City. The event is titled: "ETFs at 30: A panel discussion on the present and future of ETFs."

On Wednesday, after the market closes in the afternoon, the team at Ameriprise Financial, Inc. (AMP, parent of Columbia Threadneedle) will release their Q4 2022 earnings report. Management will host an earnings call on Thursday at 9am eastern.

Also on Wednesday afternoon after the market closes in the afternoon, the team at Cohen & Steers, Inc. (CNS) will release their Q4 2022 earnings report. Management will host an earnings call at 10am eastern on Thursday.

Also on Wednesday, starting at 5:30pm eastern, the team at MacMillan Sullivan will host a rebranding party at the Raines Law Room in Chelsea in New York City.

Also on Wednesday, the team at Raymond James Financial, Inc. (RJF) will release their earnings report for the first quarter of their fiscal 2023. Management will host an earnings call at 5pm eastern.

On Friday, starting at 8am central, the Charles Schwab Corporation (SCHW) team will host their winter business update for institutional investors.

This week, on the defined contribution side of the industry, the teams at Capital Group, Fi360, FIS, Georgetown University, Spark, That401kSite.com, and WIPN are hosting events. Our sister publication, 401kWire, has more details.

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