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Events & Webinars

MFDF regularly hosts educational programs on a wide variety of current topics of interest to mutual fund independent directors. These programs include single day in-person seminars, multi-day conferences, web-based programs, and informal networking discussions. 

NOTE: All Forum programs will be offered via various virtual platforms until further notice. In-person programs will be noted with location details in the specific event page. If you have any questions or concerns, please contact the Forum.

 

  • September 8, 2022

    In Focus: ESG Compliance

    Gwen Williamson, partner at Perkins Coie, will lead a session on how fund complexes can comply with the SEC's April 2021 ESG Risk Alert. This meeting will be on Zoom on September 8, 2022 from 2:00 pm to 3:00 pm (ET).

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  • Denver September 13, 2022

    Director Discussion Series - Open Forum (Denver)

    The Forum will host an in-person Director Discussion Series breakfast in Denver to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 7:30 am to 9:30 am at the offices of Morrison Foerster LLP in Denver.

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  • September 14, 2022

    Performance, Perception and Manager Selection

    During this webinar, Professor Scott D. Stewart from SC Johnson College of Business at Cornell University will dive in to the key findings from his latest research Performance, Perception, and Manager Selection. The webinar will broadcast live from 2 pm - 3 pm (ET).

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  • September 16, 2022

    The Impact of Volatility on the Markets

    Join Paul Reisz, executive vice president and head of the multi-sector fixed income team at PIMCO, as he discusses the impacts of rising rates, inflation, global volatility and more. The webinar will broadcast live from 2 pm - 3 pm (ET).

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  • September 22, 2022

    What the Mutual Fund Industry Should Understand About Digital Assets

    Perkins Coie partners Valerie Dahiya and Michael Didiuk will discuss what fund boards should know about blockchain, fintech, and digital assets. The webinar will broadcast live from 2 pm - 3 pm (ET).

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  • September 29, 2022

    Director Discussion Series - Open Forum via Zoom

    DDS 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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  • November 16, 2022

    Mutual Fund CCO Compensation: The MPI Annual Survey Update

    This webinar will summarize the findings from MPI's recent annual survey of mutual fund Chief Compliance Officer compensation. The webinar will broadcast live from 2 pm - 3 pm (ET).

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  • Philadelphia December 1, 2022

    Director Discussion Series - Open Forum (Philadelphia)

    The Forum will host an in-person Director Discussion Series lunch in Philadelphia to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 12:00 pm to 2:00 pm at the offices of Faegre Drinker Biddle & Reath LLP in Philadelphia.

    Learn more
  • December 7, 2022

    Director Discussion Series - Open Forum via Zoom

    DDS 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.

    Learn more
  • Miami January 23, 2023

    2023 Directors' Institute

    The 2023 Directors' Institute is scheduled for January 23-25, 2023 in Miami, Florida.

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  • Washington March 9, 2023

    2023 Fund Governance & Regulatory Insights Conference

    The Forum's annual FGRI Conference will bring independent directors together with legislators, regulators, and other industry experts to discuss issues of critical concern to fund directors. This program is scheduled to be in-person starting at 8 am on March 9, 2023 and conclude at 12 pm on March 10, 2023.

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