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 18, 2026
Navigating the DOL's Proposed Rule on 401(k) Plan Exposure to Alternative InvestmentsNatasha Vij Greiner and Gretchen Passe Roin of WilmerHale will discuss the DOL's proposed rule "Fiduciary Duties in Selecting Designated Investment Alternatives" and walk through how the rule could impact the responsibilities of fund boards. This webinar will broadcast live from 2 pm - 3 pm (ET).
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May 21, 2026
Mutual Fund Director Compensation: The MPI Annual Survey (2026)This webinar will summarize the findings from MPI's recent annual "Survey of Mutual Fund Director/Trustee Compensation and Organizational Practices." The webinar will broadcast live from 2 pm - 3 pm (ET).
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San Francisco May 27, 2026
Director Discussion Series - Open Forum (San Francisco)MFDF and KPMG will host an in-person Director Discussion Series lunch meeting in San Francisco to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 11 am to 1 pm (PT) at KPMG's San Francisco office.
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Newest Resources
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May 12, 2026
Webinar Archive: Somewhere Over the Product Rainbow: Interval Funds, Tender Offer Funds, and BDCs… Oh My!
This webinar is the first of MFDF's Board Oversight of Alternative Investments series. In this program, panelists will discuss the key features of various product structures and what fund boards should be focused on in their oversight of each fund structure. This webinar aired on May 11, 2026. -
April 23, 2026
MFDF Spotlight Archive: Key Findings and Insights from MFDF’s Fund Board Composition Survey
In this spotlight webinar, Leslie Beckbridge, Operations and Member Services Manager at MFDF, presented some of the key findings from the survey report, share additional insights regarding the survey’s design and objectives, and explore how directors may draw meaning from the data. This webinar aired on April 22, 2026. -
April 9, 2026
Webinar Archive: MPI's Annual Survey of 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, will provide highlights from the latest MPI Annual Survey of Investment Firm Profitability and implications for fund director oversight. This webinar aired on April 8, 2026.
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.