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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June 28, 2022
In Focus: Capitol Hill, A Conversation with Congressman Bryan SteilCongressman Bryan Steil of Wisconsin will discuss his work on the Financial Services Committee, a Congressional outlook for the remainder of 2022, and an overview of the issues House Republicans are likely to focus on in the next Congress if the House of Representatives flips in November 2022. This event is our first in a series of events covering updates from Capitol Hill. This meeting will be on Zoom on June 28 2022 from 3:00 pm to 3:30 pm (ET).
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Boston July 13, 2022
Director Discussion Series - Open Forum (Boston)The Forum will host an in-person Director Discussion Series lunch in Boston 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 Ropes & Gray LLP in Boston.
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July 14, 2022
Intro to Proposed ESG Rules ChangesGwen Williamson, partner at Perkins Coie, will share key takaways for fund boards from the SEC's recent ESG rules proposal on the names rule and fund/adviser disclosure related to ESG investment strategies. The webinar will broadcast live from 2 pm - 3 pm (ET).
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Newest Resources
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May 20, 2022
Webinar Archive - Mutual Fund Director Compensation
This webinar summarizes the findings from MPI's recent annual "Survey of Mutual Fund Director/Trustee Compensation and Organizational Practices." This webinar originally aired on May 19, 2022.
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April 27, 2022
Webinar Archive - Intermediary Fees Trends
Join speakers from Barrington Partners as they discuss the latest issues in intermediary fees, service provider updates, and securities lending. This webinar is part of MFDF's new 15(c) Contract Renewal webinar series. This webinar originally aired on April 26, 2022.
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April 26, 2022
Webinar Archive - Democratization of Alternatives: ’40 Act Interval and Tender Offer Funds
This webinar will discuss why interval and tender offer funds continue to attract attention from investors and advisors. The panel will take a deep dive into recent activity, highlighting the attraction of alternative strategies to the retail market. This webinar originally aired on April 19, 2022.
Board Doc: What is an appropriate timeline for recruiting a new director?
The MFDF’s Board Doc is an occasional feature of the Daily News Feed that features questions from our readers. The answers and commentary provided in our responses do not constitute legal advice and should not be treated as such. Please consult with your independent counsel on questions of compliance with the securities laws and director fiduciary duties. If you would like the Board Doc to consider your questions, please e-mail BoardDoc@mfdf.org
MFDF Webinar Archive: Observations from SEC Examinations of RICs
On March 1, the panel reviewed the recent risk alert issued by the SEC on October 26, 2021 entitled “Observations from Examinations in the Registered Investment Company Initiatives” identifying topics of interest and concern for boards of directors, outside counsel, internal legal staff, and compliance officers. Forum members can view the replay of the webinar archives by logging in to MFDF's website and clicking on the link below.
Watch Replay