Events & Webinars

New York April 25, 2024

Please join MFDF and IDC for a half-day program focused on board composition and identifying diverse board candidates.

April 30, 2024

Former SEC IM Director William Birdthistle looks back on his tenure at the SEC. The webinar will broadcast live from 2 pm - 3 pm (ET).

May 14, 2024

This Improvisational Leader session will build on the skills from the recent in-person workshop and apply them to real-world situations. It explores techniques to build resilience and improvisational mindset with skills such as active listening and the power of open-ended questions. This virtual event will take place on Zoom at 2 pm (ET).

May 21, 2024

This webinar will summarize the findings from MPI's recent annual "Survey of Mutual Fund Director/Trustee Compensation and Organizational Practices." The webinar will broadcast live from 2 pm - 3 pm (ET).

Boston June 5, 2024

The Forum's CFL Roundtable is a program designed specifically for mutual fund chairs and lead independent directors. This in-person meeting will take place on June 5, 2024 at the offices of Ropes & Gray, LLP from 10:30 am to 3 pm (ET).

June 11, 2024

Join MFDF and Seward & Kissel at the in-person outreach program that focuses on continuing impacts of new and proposed SEC rules on fund director and CCO responsibilities. This program is scheduled for June 11, 2024 from 10 am to 11:30 am at the offices of Seward & Kissel in NYC.

June 12, 2024

During this two-part series, leaders from EY will discuss the digital asset trends in the fund industry and highlight what directors should know about these offerings. The webinar will broadcast live from 2 pm - 3 pm (ET).

June 18, 2024

Megan Johnson and Corey Rose, Partners at Dechert LLP will dive into the regional banking volatility of 2023 and discuss the regulatory response and overall impact on investment management. The webinar will broadcast live from 2 pm - 3 pm (ET).

Philadelphia June 20, 2024

The Forum will host an in-person Director Discussion Series lunch in Philadelphia to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 12 pm - 2 pm at the offices of Cohen & Company in Philadelphia.

July 16, 2024

EY's Amy Snyder and Ray Beeman, will provide mid-year tax updates for boards of RICs to consider. The webinar will broadcast live from 2 pm - 3 pm (ET).

July 17, 2024

DDS meetings provide a opportunity for independent directors and CCOs to discuss timely issues with peers and experts. This Zoom meeting will be held from 11:00 am - 12:00 pm (ET).

New York July 25, 2024

MFDF will host an in-person Director Discussion Series breakfast in New York City to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 10 am - 12 pm at the offices of Sidley Austin LLP in New York.

November 7, 2024

Leaders from EY will provide an update from part 1 of this 2-part series on digital asset trends in the fund industry and highlight what directors should know about these offerings. The webinar will broadcast live from 2 pm - 3 pm (ET).

Carlsbad January 27, 2025

The 2025 Directors' Institute is scheduled for January 27-29, 2025 in Carlsbad, CA.

Washington March 6, 2025

MFDF's annual FGRI Conference will bring independent directors together with legislators, regulators, and other industry experts to discuss issues of critical concern to fund directors. This program is scheduled to be in-person starting at 8 am on March 6, 2025 and conclude at 12 pm on March 7, 2025.

Naples January 26, 2026

The 2026 Directors' Institute is scheduled for January 26-28, 2026 in Naples, FL.

Washington March 5, 2026

MFDF's annual FGRI Conference bring independent directors together with legislators, regulators, and other industry experts to discuss issues of critical concern to fund directors. This program is scheduled to be in-person starting at 8 am on March 5, 2026 and conclude at 12 pm on March 6, 2026.