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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February 1, 2022
Diversity and Investment Performance: A Summary of ResearchJoanne Skerrett, MFDF’s senior counsel, will lead a Q&A session with Theresa Hamacher, chair of Morningstar Funds, on the recent IAA report “Diversity and Investment Performance: A Summary of the Research.” The webinar will broadcast live from 2 pm - 3 pm (ET).
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February 3, 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 in-person meeting will be held from 3 pm to 4 pm (ET) via Zoom.
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February 15, 2022
Balance the Narrative II: Broadening the Discussion on Active ManagementSpeakers from the IAA's Active Managers Council will highlight the topics from its latest paper titled "Balance the Narrative II: Broadening the Discussion on Active Management." The webinar will broadcast live from 2 pm - 3 pm (ET).
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Newest Resources
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January 14, 2022
Webinar Archive - A Conversation with Steven Rogers on A Letter to My White Friends and Colleagues: What You can Do now to Help the Black Community
In this webinar, the Forum staff will talk with Steven Rogers, an independent director on the Oakmark Funds board and former Harvard Business School professor, about his book A Letter to My White Friends and Colleagues: What You can do Now to Help the Black Community. This webinar originally aired on January 13, 2022.
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January 11, 2022
Regulatory Resources: Rules, Regs Going Effective in 2022
As the 2022 calendar gets underway, fund complexes will implement requirements from several regulatory actions they have been preparing for over the last couple of years. This resource provides a list of Forum webinars on derivatives, valuation, and others, highlighting how these regulations will affect the oversight of funds in the coming year.
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December 16, 2021
Webinar Archive - Board Governance Update
Stacy Louizos with Blank and Rome's Investment Management Group discussed how boards can approach their governance practices, policies and documents - including bylaws and charters - in an evolving landscape of new regulation and SEC positions, diversity mandates and other ESG considerations, industry consolidation and COVID-19 considerations. This webinar originally aired on December 15, 2021.
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
Regulatory Resources: Rules, Regs Going Effective in 2022
As the 2022 calendar gets underway, fund complexes will implement requirements from several regulatory actions they have been preparing for over the last couple of years. This resource provides a list of Forum webinars on derivatives, valuation, and others, highlighting how these regulations will affect the oversight of funds in the coming year. As we update this list, we will post the updates via our Forum News Feed daily blog.
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