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Rating:Week In Preview, October 9 - October 15 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, October 9, 2023

Week In Preview, October 9 - October 15

Reported by Neil Anderson, Managing Editor

Happy Curious Events Day!

Craig Pfeiffer
Money Management Institute
President, CEO
Tomorrow, starting at 5pm eastern, the teams at the Greater Cincinnati Mutual Funds Association, Inc. (GCMFA) and the Investment Company Institute (ICI) will host a networking reception at the View in Cincinnati.

Also tomorrow, starting at 3pm eastern, the ICI team will continue their Financial Innovation Series with a third webinar, entitled "Blockchains: A Discussion on Types, Use Cases, and Other Considerations."

Also tomorrow, starting at 5pm eastern, the teams at the New York City and Philadelphia chapters of Women in ETFs (WE) will host a panel discussion and networking event at S&P Global's New York headquarters. The discussion will also be accessible virtually.

On Wednesday, the Money Management Institute (MMI) team will kick off their 2023 annual conference. The three-day event will be held at the Omni Barton Creek Resort & Spa in Austin.

Also on Wednesday, the team at the Independent Directors Council (IDC) will kick off their 2023 Fund Directors Conference. The three-day event will be held at the Fairmont Chicago Millennium Park.

Also on Wednesday, the Informa team will host their EMEX Americas: The Emerging Manager Exchange forum at Grant Thortnton's offices in New York City.

On Friday, at 7am eastern, the JPMorgan Chase & Co. (JPM) team will release their earnings report for the third quarter of 2023. Management will host an earnings call at 8:30am eastern.

This week, on the defined contribution side of the industry, the teams at Advisor2X, Broadridge, DCIIA, EBRI, Hub, LeafHouse, NAGDCA, NAPA, Spark, and WIPN 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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