MFDF Enhances the Governance of Mutual Funds
The Mutual Fund Directors Forum is an independent, non-profit organization that serves independent directors of mutual funds and other U.S. registered investment companies. The Forum seeks to enhance fund governance by building a strong community among independent directors through educational and networking opportunities and by providing directors with a strong voice in the key policy debates impacting directors’ effectiveness and the future of the fund industry.
Upcoming Events
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April 30, 2024
Conversation with Former SEC IM Director William BirdthistleFormer SEC IM Director William Birdthistle looks back on his tenure at the SEC. The webinar will broadcast live from 2 pm - 3 pm (ET).
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May 14, 2024
The Improvisational Leader Callback SessionThis 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).
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May 16, 2024
In Focus - Making Sense of ESG: A Morningstar GuideMorningstar ESG experts will provide directors with background on how ESG factors typically are incorporated in funds’ investment processes, how that process is presented in disclosure, and how regulators, financial advisors, and individual investors view the funds’ approaches to ESG. This virtual event will take place on Zoom at 1 pm (ET).
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Newest Resources
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April 18, 2024
Webinar Archive: MPI's Annual Survey on Investment Firm Profitability and Economies of Scale
Sara Yerkey, with Management Practice, and Kelley Howes, Partner and Co-Chair of the Investment Management Group at Morrison and Foerster LLP, highlighted results from the latest MPI Annual Survey of Investment Firm Profitability and implications for fund director oversight. This webinar originally aired on April 16, 2024.
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April 10, 2024
Webinar Archive: CEF Litigation Updates
Vanessa Richardson and Jay Spinola, partners at Willkie Farr & Gallagher LLP will highlight latest litigations and overview of the current CEF space. This webinar originally aired on April 9, 2024.
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March 14, 2024
Webinar Archive: Understanding Spot Bitcoin Exchange-Traded Products
EY's Kristy Von Ohlen and Brendan Maher, and Christopher Menconi with Morgan Lewis highlighted key points fund directors should know about the recently SEC approved Spot Bitcoin ETPs. This webinar originally aired on March 13, 2024.
MFDF Member Series - Leveraging MFDF Membership to Locate Future Directors
Leslie Beckbridge, MFDF's Operations and Member Services Manager, highlighted MFDF's Director Candidate Database, a service that provides curated candidate lists in response to member boards' requirements. The webinar provided an overview of the Database, discussed how members can use it as part of succession planning efforts, and shared insights to get the best results from your inquiry.