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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September 29, 2022
Director Discussion Series - Open Forum via ZoomDDS Meetings provide a venue 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.
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San Francisco October 12, 2022
Director Discussion Series - Open Forum (San Francisco)The Forum will host an in-person Director Discussion Series lunch 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 12 pm - 2 pm (PT) at the offices of Dechert LLP in San Francisco.
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October 19, 2022
In Focus: ESG Data Requirements: What Directors Need to KnowAdrian Whelan, Global Head of Regulatory Intelligence for Brown Brothers Harriman (BBH) Investor Services, will lead a session focused on board oversight of ESG data and reporting. This meeting will be on Zoom on October 19, 2022 from 11:00 am to 12:00pm (ET).
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Newest Resources
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September 28, 2022
Webinar Archive: What the Mutual Fund Industry Should Understand About Digital Assets
Perkins Coie partners Valerie Dahiya and Michael Didiuk discussed what fund boards should know about blockchain, fintech, and digital assets affect the fund industry. The webinar was aired on September 22, 2022.
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September 19, 2022
Webinar Archive: The Impact of Volatility on the Markets
During this webinar, Paul Reisz, executive vice president and head of the multi-sector fixed income team at PIMCO, and Sanjeev Handa, Independent Director of the Carlyle Tactical Private Credit Fund, discussed the impacts of rising rates, inflation, global volatility and more. The webinar was aired on September 16, 2022.
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September 15, 2022
Webinar Archive: Performance, Perception and Manager Selection
During this webinar, Professor Scott D. Stewart from SC Johnson College of Business at Cornell University highlighted the key findings from his latest research Performance, Perception, and Manager Selection. The webinar was aired on September 14, 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