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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. MFDF's webinars are recorded and archived for MFDF members and registered participants. Our virtual and in-person events are discussion based and are not recorded.

 

  • February 28, 2024

    Join Julie Ulstrup and John Mulligan from ICI Mutual as they provide an update of fund industry claims trends and recent developments in the fund industry insurance market. The webinar will broadcast live from 2 pm - 3 pm (ET).

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  • Washington March 7, 2024

    MFDF'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 7, 2024 and conclude at 12 pm on March 8, 2024.

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  • April 9, 2024

    Categories: Webinar

    Vanessa Richardson and Jay Spinola, partners at Willkie Farr & Gallagher LLP will highlight latest CEF litigations. The webinar will broadcast live from 2 pm - 3 pm (ET).

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  • April 16, 2024

    Sara Yerkey, with Management Practice, and Kelley Howes, Partner and Co-Chair of the Investment Management Group at Morrison and Foerster LLP, will provide highlights from the latest MPI Annual Survey of Investment Firm Profitability and implications for fund director oversight. The webinar will broadcast live from 2 pm - 3 pm (ET).

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  • April 17, 2024

    Morningstar ESG experts will provide directors with background on how ESG factors typically are incorporated in funds’ investment processes, how that process is presented in disclosure, and how regulators, financial advisors, and individual investors view the funds’ approaches to ESG. This virtual event will take place on Zoom at 1 pm (ET).

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  • New York April 25, 2024

    Please join MFDF and IDC for a half-day program focused on board composition and identifying diverse board candidates.

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  • May 21, 2024

    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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  • Boston June 5, 2024

    The Forum's CFL Roundtable is a program designed specifically for mutual fund chairs and lead independent directors. This in-person meeting will take place on June 5, 2024 at the offices of Ropes & Gray, LLP from 10:30 am to 3 pm (ET).

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  • Philadelphia June 20, 2024

    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 pm - 2 pm at the offices of Cohen & Company in Philadelphia.

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  • Carlsbad January 27, 2025

    Categories: In-Person

    The 2025 Directors' Institute is scheduled for January 27-29, 2025 in Carlsbad, CA.

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  • Washington March 6, 2025

    MFDF'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 6, 2025 and conclude at 12 pm on March 7, 2025.

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  • Naples January 26, 2026

    Categories: In-Person

    The 2026 Directors' Institute is scheduled for January 26-28, 2026 in Naples, FL.

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