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. MFDF's webinars are recorded and archived for MFDF members and registered participants. Our virtual and in-person events are discussion based and are not recorded.
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December 6, 2023
Categories: WebinarPlease join Rich Wagner, Cohen & Company assurance partner and Jay Laurila, Cohen & Company tax partner, for a discussion related to the unique complexities of Board oversight of ETFs. Rich and Jay will discuss specific audit and tax nuances as well as offer insight related to trading, tracking errors, operational considerations, capital markets and interface with shareholders. The webinar will broadcast live from 2 pm - 3 pm (ET).
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December 12, 2023
Categories: VirtualPlease join Jeremiah Williams, Partner at Ropes & Gray LLP, as he discusses how the latest Supreme Court university affirmative action decision might impact fund board and industry diversity efforts. This virtual event will take place on Zoom at 3 pm (ET).
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December 13, 2023
Categories: WebinarJoin Paul Kraft, , Pedro Beato, and Tom Wines as they discuss the latest findings from Deloitte's 21st edition Annual Fair Valuation Survey. The webinar will broadcast live from 2 pm - 3 pm (ET).
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December 14, 2023
Categories: VirtualDDS meetings provide a opportunity for independent directors and CCOs to discuss timely issues with peers and experts. This Zoom meeting will be held from 3:00 pm to 4:00 pm (ET).
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Naples January 22, 2024
Categories: In-PersonThe 2024 Directors' Institute is scheduled for January 22-24, 2024 in Naples, Florida.
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February 15, 2024
Categories: WebinarPlease join Amy McDonald and Jack O'Brien, partners at Morgan Lewis, as they discuss the latest proxy voting trends and issues by asset managers. The webinar will broadcast live from 2 pm - 3 pm (ET).
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Washington March 7, 2024
Categories: In-PersonThe 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 7, 2024 and conclude at 12 pm on March 8, 2024.
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Boston June 5, 2024
Categories: In-PersonThe 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).
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Philadelphia June 20, 2024
Categories: In-PersonThe 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.
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Carlsbad January 27, 2025
Categories: In-PersonThe 2025 Directors' Institute is scheduled for January 27-29, 2025 in Carlsbad, CA.
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Naples January 26, 2026
Categories: In-PersonThe 2026 Directors' Institute is scheduled for January 26-28, 2026 in Naples, FL.
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