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.
December 7, 2023 Event of Interest: Brookings to Host “The Importance of Financial Data Collection and Standardization”
December 6, 2023 New York State Expands Cybersecurity Rules
December 5, 2023 MFDF Webinar: “Unique Oversight Considerations for ETFs”
December 4, 2023 House Financial Services Subcommittee Holds Hearing on Global Governance
November 30, 2023 IM Director Birdthistle Delivers Remarks on Private Funds, Balancing Financial Regulation
December 12, 2023In Focus: Impacts of SCOTUS Affirmative Action Decision on Fund Boards and Industry Diversity Efforts
Please join Jeremiah Williams, Partner at Ropes & Gray LLP, as he discusses how the latest Supreme Court university affirmative action decision might impact fund board and industry diversity efforts. This virtual event will take place on Zoom at 3 pm (ET).Learn more
December 13, 2023Investment Valuation and Governance: Deloitte's 21st Annual Fair Valuation Pricing Survey
Join Paul Kraft, , Pedro Beato, and Tom Wines as they discuss the latest findings from Deloitte's 21st edition Annual Fair Valuation Survey. The webinar will broadcast live from 2 pm - 3 pm (ET).Learn more
December 14, 2023Director Discussion Series - Open Forum via Zoom
DDS meetings provide a opportunity for independent directors and CCOs to discuss timely issues with peers and experts. This Zoom meeting will be held from 3:00 pm to 4:00 pm (ET).Learn more
December 7, 2023
Webinar Archive - Unique Oversight Considerations For ETFs
Partners from Cohen & Company discussed the unique complexities of Board oversight of ETFs. Topics discussed includes specific audit and tax nuances as well as offer insight related to trading, tracking errors, operational considerations, capital markets and interface with shareholders. This webinar originally aired on Dec. 6, 2023.
December 1, 2023
Webinar Archive - Fund Compliance: CCO vs. Trustee Perspective
This webinar discussed the perspectives of CCOs and fund independent directors on creating and maintaining a collaborative relationship to effectively govern and adhere to compliance practices. It originally aired on November 30, 2023.
November 29, 2023
Webinar Archive: Alternative Investments: Their Rise in Popularity, Trends, and Potential Pitfalls
As part of MFDF's Investment Series webinars, this webinar discussed the rise of alternative investments and the opportunities and risks associated with each class focusing on private credit and private equity. It originally aired on November 29, 2023.
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.