Trusted Insight for Independent Oversight
MFDF is an independent association for independent directors of mutual funds, ETFs, closed-end funds, and other registered investment companies.
MFDF helps independent directors navigate an evolving regulatory environment and steward shareholders’ investments. MFDF provides tailored educational resources and facilitates peer-to-peer networking, with offerings that include webinars, white papers, and interactive conferences. As an independent association, MFDF’s membership includes a wide range of fund boards and represents a diverse community of directors.
Upcoming Events
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November 12, 2024
ETF Share ClassAs part of MFDF's ETF webinar series, Mike Mundt, partner at Stradley Ronon, will discuss key features of the ETF share class structure, the challenges that those features might present, and particularly the board responsibilities as they are currently conceived in the applications for relief. This webinar will broadcast live from 2 pm - 3 pm (ET).
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Los Angeles November 13, 2024
Director Discussion Series - Open Forum (Los Angeles, CA)MFDF will host an in-person Director Discussion Series lunch in Los Angeles, CA to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 12:00 pm to 2:00 pm at the offices of PwC located at 601 South Figueroa Street, Ste. 900 in Los Angeles, CA.
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San Francisco November 14, 2024
Director Discussion Series - Open Forum (San Francisco, CA)MFDF will host an in-person Director Discussion Series lunch in Los Angeles, CA to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 12:00 pm to 2:00 pm at the offices of PwC located at 405 Howard Street, Ste. 600, San Francisco, CA.
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Newest Resources
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October 9, 2024
Webinar Archive: Distribution 101 for Fund Boards
Fran Cashman, independent trustee on the Morgan Stanley Funds' board and former Portfolio CEO of Asset Management at Delinian, and John Krieg, retired UBS Head of Institutional Distribution in Americas Asset Management, highlighted the fundamentals of distribution that fund directors need to know to fulfil their oversight duties. This webinar aired live on October 8, 2024.
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October 2, 2024
Webinar Archive: 15(c) for ETFs
Hubbard Garber and Jeffrey Christian with Barrington Partners focused their insights for ETF board directors on a range of new products, drivers of strategy, and how to best think about peers. This webinar is part of MFDF's 15(c) and ETF webinar series. It aired live on October 2, 2024.
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October 1, 2024
Webinar Archive: ABCs of ETF
The next webinar in MFDF's ETF series, featured Ward Bortz, Head of ETFs and US Wealth Distribution at Angel oak Capital Advisors, and Ira Cohen, Angel Oak Fund Board Chair and mutual fund expert. They provide a deep dive into key considerations for asset managers and boards considering ETFs, including differences between ETFs and mutual funds. This webinar aired live on October 1, 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.
DEI Resources for Fund Boards
Explore news and resources relating to diversity, equity and inclusion on fund boards.