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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May 6, 2025
Update on Fund Industry Claims Trends: An Insurer’s PerspectiveJoin Julie Ulstrup and John Mulligan from ICI Mutual as they provide an update of fund industry claims trends and recent developments in the fund industry insurance market. The webinar will broadcast live from 2 pm - 3 pm (ET).
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May 7, 2025
MPI's Annual Survey of Investment Firm Profitability and Economies of ScaleSara Yerkey, with Management Practice, and Kelley Howes, Partner and Co-Chair of the Investment Management Group at Morrison and Foerster LLP, will provide highlights from the latest MPI Annual Survey of Investment Firm Profitability and implications for fund director oversight. The webinar will broadcast live from 2 pm - 3 pm (ET).
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May 20, 2025
Series Trust Funds - Board Oversight 101Cassandra Borchers with Squire Patton Boggs and Freddie Jacobs, Jr. CPA with Institutional Trust Services of BPAS, will kick off MFDF's Series Trust Funds program series with discussion on core responsibilities and best practices for effective series trust board oversight. The webinar will broadcast live from 2 pm - 3 pm (ET).
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Newest Resources
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April 18, 2025
Webinar Archive - SEC-ing is Believing: The First 100 Days of the Trump Administration
Sara Crovitz and Miranda Sturgis, partners at Stradley Ronon, highlighted the legal and regulatory issues from the opening months of the new administration and implications for fund directors. This webinar originally aired on April 17, 2025.
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April 11, 2025
Webinar Archive - Exploring a Decade of Transformation in US & European Fund Fee Trends
Broadridge's Jeff Tjornehoj highlights the findings from the 2024 Broadridge white paper on key factors affecting the fund fees across the US, UK, Ireland, and Luxembourg. This webinar aired on April 10, 2025.
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April 4, 2025
Webinar Archive - Protectors & Partners: The Purpose and Best Practices of Director Oversight of Fund Management and Other Selected Fund Service Providers
Paul Felsch of Helios offers fund directors a refresher on their role in overseeing fund management and other fund service providers. This webinar aired on April 3, 2025.
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.