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Events & Webinars

MFDF regularly hosts educational programs on a wide variety of current topics of interest to mutual fund independent directors. These programs include single day in-person seminars, multi-day conferences, web-based programs, and informal networking discussions. 

NOTE: All Forum programs will be offered via various virtual platforms until further notice. In-person programs will be noted with location details in the specific event page. If you have any questions or concerns, please contact the Forum.

 

  • June 28, 2022

    In Focus: Capitol Hill, A Conversation with Congressman Bryan Steil

    Congressman Bryan Steil of Wisconsin will discuss his work on the Financial Services Committee, a Congressional outlook for the remainder of 2022, and an overview of the issues House Republicans are likely to focus on in the next Congress if the House of Representatives flips in November 2022. This event is our first in a series of events covering updates from Capitol Hill. This meeting will be on Zoom on June 28 2022 from 3:00 pm to 3:30 pm (ET).

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  • Boston July 13, 2022

    Director Discussion Series - Open Forum (Boston)

    The Forum will host an in-person Director Discussion Series lunch in Boston 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 Ropes & Gray LLP in Boston.

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  • July 14, 2022

    Intro to Proposed ESG Rules Changes

    Gwen Williamson, partner at Perkins Coie, will share key takaways for fund boards from the SEC's recent ESG rules proposal on the names rule and fund/adviser disclosure related to ESG investment strategies. The webinar will broadcast live from 2 pm - 3 pm (ET).

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  • July 19, 2022

    Differentiating Mutual-Fund-to-ETF Conversions

    This webinar is designed to point out the key differences between mutual-fund-to-ETF conversions and more traditional reorganizations of registered funds. The webinar will broadcast live from 2 pm - 3 pm (ET).

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  • New York July 20, 2022

    Director Discussion Series - Open Forum (New York)

    The Forum 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.

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  • July 28, 2022

    Fund Boards' Oversight of Investment Performance

    As part of MFDF's webinar series on the 15c process, this webinar will focus on indices, benchmarks, and other ways to measure relative results for fund performance. The webinar will broadcast live from 2 pm - 3 pm (ET).

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  • September 8, 2022

    In Focus: ESG Compliance

    Gwen Williamson, partner at Perkins Coie, will lead a session on how fund complexes can comply with the SEC's April 2021 ESG Risk Alert. This meeting will be on Zoom on March 16, 2022 from 11:00 am to 12:00 pm (ET).

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  • Denver September 13, 2022

    Director Discussion Series - Open Forum (Denver)

    The Forum will host an in-person Director Discussion Series lunch in Denver 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 Morrison Foerster LLP in Denver.

    Learn more
  • September 14, 2022

    Performance, Perception and Manager Selection

    During this webinar, Professor Scott D. Stewart from SC Johnson College of Business at Cornell University will dive in to the key findings from his latest research Performance, Perception, and Manager Selection. The webinar will broadcast live from 2 pm - 3 pm (ET).

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  • September 16, 2022

    The Impact of Volatility on the Markets

    Join Paul Reisz, executive vice president and head of the multi-sector fixed income team at PIMCO, as he discusses the impacts of rising rates, inflation, global volatility and more. The webinar will broadcast live from 2 pm - 3 pm (ET).

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  • Miami January 23, 2023

    2023 Directors' Institute

    The 2023 Directors' Institute is scheduled for January 23-25, 2023 in Miami, Florida.

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  • Washington March 9, 2023

    2023 Fund Governance & Regulatory Insights Conference

    The Forum'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 9, 2023 and conclude at 12 pm on March 10, 2023.

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