Welcome to the Mutual Fund Directors Forum, a nonprofit membership organization for investment company directors. MFDF promotes vigilant, dedicated, and well-informed independent directors and serves as their voice and advocate on important policy matters.
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The Onset of CFTC Regulation of Mutual Funds: What Directors Need to Know
Forum Webinar Series
The CFTC recently amended its Rule 4.5 exemption from CFTC registration for registered investment companies and provided guidance on the treatment of commodity subsidiaries. In addition, the CFTC will soon regulate swap contracts. The amended regulatory scheme will affect the use of financial futures, options on futures and swaps by registered investment companies, as well as imposing new burdens on some managers and funds. The webinar is designed to discuss the new regulations and the implications for funds and directors. The event will be broadcast live from 2:00 to 3:00 Eastern time on Thursday, May 31.
Mutual Fund Distribution Channels and Share Class Sales: Perspectives on an Evolving Marketplace
Forum Webinar Series
Dennis Bowden and Avi Nachmany of Strategic Insight discuss the evolution of share class use and distribution channel developments. The event will be broadcast live from 2:00 to 3:00 Eastern time on Wednesday, June 6.
Allan Mostoff Retirement Reception
Washington, DC
Please join us on June 18, 2012 for a reception in honor of the retirement of Allan Mostoff, the founding President of the Mutual Fund Directors Forum.
Registration
Forum News Feed
Forum Report on Securities Lending
May 17, 2012
Today the Forum issued a report entitled Practical Guidance for Directors on the Oversight of Securities Lending. Given the significant role of securities lending in today's capital markets, the report provides an overview of securities lending in order to help directors make informed decisions about… read more
DOL Urged to Allow More Electronic Communications
May 16, 2012
A coalition of 15 trade associations representing the retirement plan community, including employers and retirement services firms, is urging the U.S. Department of Labor to permit broader use of electronic communications to deliver the disclosures to retirement plan participants required by new DOL regulations. In… read more
2012 Policy Conference
May 15, 2012
The Forum's annual Policy Conference, held in Washington DC on June 19-20, 2012, brings independent directors together with legislators, regulators, and other industry experts to discuss issues of critical concern to fund directors. Keynote speaker CFTC Commissioner Bart Chilton will speak over dinner the evening… read more