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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October 8, 2024
Distribution 101 for Fund BoardsFran 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, will highlight the fundamentals of distribution that fund directors need to know to fulfil their oversight duties. The webinar will broadcast live from 2 pm - 3 pm (ET).
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Kansas City October 16, 2024
Director Discussion Series - Open Forum (Kansas City)MFDF will host an in-person Director Discussion Series lunch in Kansas City 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 1100 Walnut St # 1300, Kansas City, MO 64106.
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October 30, 2024
In Focus - Election Preview and Implications for 2025 and BeyondSpeakers from Fierce Government Relations will discuss 2024 election preview and what that entails for the financial sector for 2025 and beyond. This virtual event will take place on Zoom at 2 pm (ET).
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Newest Resources
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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.
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October 1, 2024
Webinar Archive of MFDF 15(c) White Paper Webinar Series: Part 1 – Regulatory Requirements and Judicial Caselaw
As part of MFDF's 15(c) White Paper webinar series, partners from Morgan Lewis LLP provided a deep dive into what directors should keep in mind regarding state fiduciary law requirements and how courts view the business judgment of fund directors. This webinar aired live on September 30, 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.