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COVID-19 Resources

In light of the current COVID-19 pandemic, we are postponing all in-person programs until later in the year. However,  we have increased our webinars and released new web-based programs for the fund industry. To register for our virtual programs, please visit our Calendar of Events page. 

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. 

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.

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MFDF Enhances the Governance of Mutual Funds | MFDF

Educational Events

Upcoming programs, including webinars, single day in-person seminars, multi-day conferences, and informal networking discussions.

Forum Insights

Latest news, Practical Guidance white papers, SEC comment letters, and other viewpoints.

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MFDF membership offers independent fund directors tools to strengthen the governance of funds and information essential to fulfilling their fiduciary duties. 

July 2, 2020 Updates on Pandemic-Related SEC Relief

Lawyers from Stradley Ronon provide an update on the status of key relief granted by regulators during the covid-19 pandemic.
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July 1, 2020 Perspectives on Virtual Onboarding

Many boards have continued to hire and recruit even during the pandemic, finding creative ways to interview and get to know new and potential board members.
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June 30, 2020 Supreme Court Upholds SEC’s Authority to Collect Disgorgement

The Court held 8-1, with Justice Thomas dissenting, that a disgorgement award not in excess of a wrongdoer’s net profits and awarded for the benefit of victims is permissible under federal law.
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June 29, 2020 MFDF Webinar: Moving Towards the “Now” Normal Work Environment

Mike Pappacena, Nicole Morton, and Erik Olsen of ACA Compliance Group will discuss the “then” and the potential “now” and how firms’ compliance monitoring, information security, and continuity planning may look as firms move toward returning employees to the office. The webinar will broadcast live from 2 pm - 3 pm (ET).
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June 25, 2020 Diversity and Recruiting Amid Pandemic

Board diversity is under increased scrutiny and is an area of focus for many boards. Consultant studies have shown that when boards rely exclusively on their personal networks to identify candidates, the result is less likely to be diverse.
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Upcoming Events

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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.

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Fair Valuation Resources Center

The SEC recently proposed a new rule, Good Faith Determinations of Fair Value,  that would establish a framework for mutual fund fair valuation practices.  MFDF is reviewing the proposed rule and its implications for the role of fund directors. The Forum has also collected various commentary and resources on the rule proposal that may be helpful to fund directors and industry partners. The Forum’s Fair Valuation Resources Center will be updated frequently.  

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