Final Valuation Rule Resources
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.
April 15, 2021 PwC Experts Explore Psychology Underlying Board Group Dynamics
April 14, 2021 Gary Gensler Confirmed as SEC Chair
April 14, 2021 Fidelity, Coinbase, Square, Form Cryptocurrency Trade Group
April 12, 2021 MFDF Webinar: Registered Fund Tax: There’s Nothing to Be Afraid Of
April 8, 2021 Preparing Audit Committee for Challenges; CAQ Updates External Auditor Assessments Tool
April 21, 2021Director Discussion Series - Open Forum via Zoom (Northeast)
This DDS meeting is for independent directors and CCOs based in the Northeast region to discuss timely issues with peers and experts. This Zoom meeting will be from 11:15 am - 12:15 pm (ET).Learn more
April 28, 2021Case Studies in Fund Oversight – A Virtual Roundtable for Directors
This virtual session will use a case study will give fund directors an opportunity to discuss new approaches to critical boardroom issues with experts and their peers in the fund industry. The program will take place on April 28-29, 2021 from 11:00 am - 1:30 pm (ET) each day. Registration for this program will open in late March 2021.Learn more
May 4, 2021In Focus: Board Oversight of Securities Lending
This session will focus on board oversight of securities lending with Marney McCabe, Co-head of Global Securities Lending at Brown Brothers Harriman (BBH), and Garrett Berkery, Head of Risk Management for Global Securities Lending at BBH. This meeting will be on Zoom on Tuesday, May 4, 2021 from 2 pm to 3 pm (ET).Learn more
April 15, 2021
Webinar Archive: Gamification of Securities Trading: Fad or the Future?
Jack O'Brien and Amy Natterson Kroll, partners with Morgan Lewis, will discuss implications of the GameStop trading. This webinar originally aired on Wednesday, April 14, 2021.
April 14, 2021
Web Event Archive: Emerging Markets Equities
As part of the Forum's Investment Series webinars, Jan Hopkins, independent director of Franklin Templeton Investments, interviewed Stephen Dover, chief market strategist at Franklin Templeton Investments, on emerging markets vs. other investments and how to to evaluation the portfolio management, risks, and investment process of the funds. This event originally aired on Tuesday, April 6, 2021.
April 14, 2021
Webinar Archive: Registered Fund Tax: There’s Nothing to Be Afraid Of
During this webinar, Cohen & Company's team provided a board-level discussion on tax topics that are most impactful to registered funds. This webinar originally aired on Tuesday, April 13, 2021.
COVID-19 Resources for Fund Directors
MFDF aims to keep fund directors up to date on relevant regulatory and business topics during the global health crisis. This list of resources provides information on regulatory relief and guidance, commentary on legal, strategic and governance matters, as well as asset management industry news. As we update this list, we will post the updates via our Forum News Feed daily blog.
What Fund Directors Need to Know about AI and Quantitative Investing
In March 2020, Brian Bruce, CEO & CIO of Hillcrest Asset Management, and Korok Ray, Ph.D., Associate Professor and Director of the Mays Innovation Research Center at Texas A&M University, published their paper titled "Fund Board Oversight of Artificial Intelligence and Quantitative Investments" to address mutual fund directors as they are increasingly asked to oversee funds that use artificial intelligence and quantitative methods to manage investments. With the growth of artificial intelligence and quantitative strategies such as smart beta, fund directors must understand the basis of these technologies to properly govern the funds they oversee.Read Here