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 20, 2025
Series Trust Funds - Board Oversight 101Cassandra Borchers with Squire Patton Boggs and Freddie Jacobs, Jr. CPA with Institutional Trust Services of BPAS, will kick off MFDF's Series Trust Funds program series with discussion on core responsibilities and best practices for effective series trust board oversight. The webinar will broadcast live from 2 pm - 3 pm (ET).
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May 22, 2025
Mutual Fund Director Compensation: The MPI Annual Survey (2025)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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May 29, 2025
MFDF Spotlight - The State of Fund Board Recruiting (2025)The next MFDF Spotlight webinar will feature Leslie Beckbridge with MFDF as she highlights the key observations and trends for MFDF's Fund Board Recruitment Practices Report 2 pm - 2:30 pm (ET).
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Newest Resources
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May 8, 2025
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, shared highlights from the latest MPI Annual Survey of Investment Firm Profitability and implications for fund director oversight. This webinar aired on May 7, 2025. -
May 7, 2025
Webinar Archive - Update on Fund Industry Claims Trends: An Insurer’s Perspective
Julia Ulstrup and John Mulligan from ICI Mutual provided an update of fund industry claims trends and recent developments in the fund industry insurance market. This webinar aired on May 6, 2025. -
April 18, 2025
Webinar Archive - SEC-ing is Believing: The First 100 Days of the Trump Administration
Sara Crovitz and Miranda Sturgis, partners at Stradley Ronon, highlighted the legal and regulatory issues from the opening months of the new administration and implications for fund directors. This webinar originally aired on April 17, 2025.
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.