The Forum's webinars feature an hour long presentation on a discrete topic of interest to fund directors. The webinars cover a broad range of technical topics, regulatory issues, and governance-related items. Some webinars are aimed squarely at board oversight issues, and some take a broader view of industry trends. Every webinar features speakers who have particular knowledge about the subject-matter at issue.
All of the Forum's webinar archives are available for free only to Forum members. The archives contain links to the written materials and the audio recording of each webinar. Please log in to view links to archives.
December 16, 2021
Webinar Archive - Board Governance Update
Stacy Louizos with Blank and Rome's Investment Management Group discussed how boards can approach their governance practices, policies and documents - including bylaws and charters - in an evolving landscape of new regulation and SEC positions, diversity mandates and other ESG considerations, industry consolidation and COVID-19 considerations. This webinar originally aired on December 15, 2021.
December 9, 2021
Webinar Archive - Investment Valuation and Governance: Deloitte's 19th Annual Fair Valuation Survey
Join Paul Kraft, Tom Wines, and Katie Yorra as they discuss the latest findings from Deloitte's 19th edition Annual Fair Valuation Survey. This webinar originally aired on December 8, 2021.
December 3, 2021
Webinar Archive - Fund Industry Claims Trends: An Insurer's Perspective
This webinar, presented by Dan Steiner and Julia Ulstrup with ICI Mutual, provided an overview of fund industry claims trends and recent developments in the fund industry insurance market. This webinar originally aired on December 2, 2021.
November 24, 2021
Webinar Archive - Mutual Fund CCO Compensation: The MPI Annual Survey
This webinar summarized the findings from MPI's recent annual survey of mutual fund Chief Compliance Officer compensation. This webinar originally aired on November 16, 2021.
November 12, 2021
Webinar Archive - Proxy Voting: Voting Trends Over Time and Impact of the Evolving Regulatory Landscape
The third sessions of MFDF's ESG webinar series panelists focused on the policy and practical issues surrounding proxy voting and the regulatory issues. This webinar originally aired on November 10, 2021.
November 12, 2021
Webinar Archive: ISO Crypto Exposure: What Boards Need to Know
This webinar provided an overview of how funds can obtain exposure to cryptocurrency and the factors boards should consider in evaluating plans to enter this asset class. This webinar originally aired on November 9, 2021.
November 8, 2021
Webinar Archive - ESG Fund Expenses and Performance: Differentiating Types of ESG Strategies and Pricing / Performance Trends
The second sessions of MFDF's ESG webinar series will provide some clarity around largely positive data on the performance, expenses, and pricing of ESG products. This webinar originally aired on November 3, 2021.
October 29, 2021
Webinar Archive: ESG Taxonomy - Ratings, Benchmarks, and Other Board Challenges in an Uncertain Regulatory Environment
The first of the Forum's ESG webinar series began with an overview of the regulatory environment for ESG and how boards can approach their oversight role. This webinar originally aired on October 27, 2021.
October 15, 2021
Webinar Archive: BDCs 101 - The Board Perspective
Christopher Healey and Jasmin Ali from Simpson Thacher provided an overview of BDCs from the board perspective. . This webinar originally aired on October 13, 2021.
October 1, 2021
Webinar Archive: MPI's 2021 Mid-Year Survey of Investment Firm Profitability
Sara Yerkey, with Management Practice Inc, and Kelley Howes, Vice Chair of Investment Management at Morrison and Foerster LLP provided an overview of how the pandemic and global political influences in the last year has on a firm's profitability. This webinar originally aired on September 28, 2021.
September 27, 2021
Webinar Archive: The Nuts & Bolts of SPACs
Steve Barry, CIO of Fundamental Equity at Goldman Sachs, and Jody Foster, independent director for Hussman Investment Trust, discussed topics relating to SPACs for mutual fund directors as part of the Forum's Investment Series. This webinar originally aired on September 22, 2021.
September 15, 2021
In Focus Archive: Boards' Responsibilities
Molly Moynihan, partner and firmwide co-chair of investment management practice at Perkins Coie, reviewed the primary duties of a fund board and its independent directors. This is an ideal session for fund directors who recently joined their board or directors who would like a refresher on board responsibilities. The presentation and discussion originally took place via Zoom on September 14, 2021.
September 10, 2021
Webinar Archive: Board Oversight: ETFs and Mutual Funds
Molly Moynihan and Gwen Williamson from Perkins Coie discussed the broad competencies by board to oversee ETFs and mutual Funds and the complex issues related to overseeing these two products. This webinar originally aired on September 9, 2021.
July 20, 2021
Webinar Archive: Money Market Funds: Regulators Primed for Further Reforms
James Catano, Stephen Cohen, and Mary Anne Morgan from Dechert discussed the latest in potential reforms in money market funds as a response to the March 2020 market volatility caused by COVID-19 pandemic. This webinar originally aired on July 15, 2021.
June 21, 2021
Webinar Archive: Proposed HSR Rule Changes: Impact on Asset Management
Deidre Johnson and Michael Doherty, partners with Ropes & Gray, discussed the latest FTC proposed changes to the Hart-Scott-Rodino Act regulations, and how it will impact mutual funds if enacted. This webinar originally aired on June 17, 2021.
June 14, 2021
Web Event Archive: Diversity, Equity & Inclusion in Investment Management
MFDF partnered with EY center for Board Matters to present Diversity, Equity & Inclusion in Investment Management. EY team discussed how fund directors can encourage diversity of thoughts and talents in investment management, attract a wide range of talent to the industry through fund board diversity and ask better questions of advisors and their diversity initiatives. This event originally aired on Thursday, June 10 and Friday, June 11, 2021.
May 27, 2021
Webinar Archive: The Use of Alternative Data Sources and Considerations for Fund Directors
Christopher Ray of ACA Global and Compliance provided an overview of the use of alternative data sources in asset management and what fund directors should know. This webinar originally aired on Wednesday, May 26, 2021.
May 25, 2021
Webinar Archive: Board Oversight of a Fund’s Derivatives Risk Management and Fund Compliance With Rule 18f-4
Lance King, counsel at Seward & Kissel LLP, Victor Frye, CCO at ProShares Advisors LLC, discussed the board's role in overseeing a fund's derivatives risk management program and compliance with the new Rule 18-f-4. This webinar originally aired on Monday, May 24, 2021.
May 21, 2021
Webinar Archive: Fund Director Compensation -The MPI Annual Survey (2021)
This webinar will summarize the findings from MPI's recent annual "Survey of Mutual Fund Director/Trustee Compensation and Organizational Practices." This webinar originally aired on Thursday, May 20, 2021.
May 10, 2021
Webinar Archive: Introduction to GIPS and New Pooled Fund Considerations
This session will provide an overview on Global Investment Performance Standards (GIPS) and the revised 2020 Edition of GIPS. This webinar originally aired on Thursday, May 6, 2021.