Events & Webinars
MFDF regularly hosts educational programs on a wide variety of current topics of interest to 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.
-
May 22, 2025
Categories: WebinarThis 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).
Learn more -
May 29, 2025
Categories: WebinarThe 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).
Learn more -
June 4, 2025
Categories: WebinarK&L partners Varu Chilakamarri and Craig Leen will discuss most recent developments related to oversight of DEI programs in Trump’s second term and what boards should be considering. The webinar will broadcast live from 2 pm - 3 pm (ET).
Learn more -
June 17, 2025
Categories: WebinarJoin Lori Paris with Northern Trust Securities Finance as she provides the basics of security lending that fund boards should know in their oversight roles. The webinar will broadcast live from 2 pm - 3 pm (ET).
Learn more -
June 18, 2025
Categories: WebinarThe next MFDF Spotlight webinar will be led by Tom Westle, partner with BlankRome, as he discusses fund board directors' independence. This will broadcast live from 2 pm - 2:30 pm (ET).
Learn more -
June 24, 2025
Categories: VirtualMFDF's DDS meetings provide an opportunity for independent directors and CCOs to discuss timely issues with peers and experts. This Zoom meeting will be held from 11:00 am - 12:00 pm (ET).
Learn more -
June 26, 2025
Categories: VirtualIndependent chairs Eve Guernsey (Lord Abbett) and Joseph Obermeyer (Voya) will discuss strategic approaches to succession planning in the boardroom. This virtual event will take place on Zoom at 1 pm (ET).
Learn more -
Chicago July 9, 2025
Categories: In-PersonMFDF will host an in-person Director Discussion Series lunch in Chicago 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 Ropes & Gray LLP in Chicago.
Learn more -
July 10, 2025
Categories: WebinarEY's Amy Snyder and Lisa Wolski, will provide mid-year tax updates for boards of RICs to consider. The webinar will broadcast live from 2 pm - 3 pm (ET).
Learn more -
Philadelphia July 15, 2025
Categories: In-PersonMFDF 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 Stradley Ronon in Philadelphia.
Learn more -
July 16, 2025
Categories: WebinarRopes & Gray partner Brian McCabe will share updates and insights on key takeaways for boards to consider in M&A and consolidations in the asset management industry. The webinar will broadcast live from 2 pm - 3 pm (ET).
Learn more -
July 17, 2025
Categories: WebinarAs part of MFDF's ETF webinar series, Ropes & Gray partner Paulita Pike will highlight the top ETF conversion issues that fund boards should consider in their oversight roles. The webinar will broadcast live from 2 pm - 3 pm (ET).
Learn more -
New York July 22, 2025
Categories: In-PersonMFDF will host an in-person Director Discussion Series lunch meeting in New York City 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 Sidley Austin LLP in New York.
Learn more -
July 24, 2025
Categories: WebinarSpeakers from MFDF's AI for Fund Board webinar series returns to host an in-depth Ask Anything on AI session for current independent directors and CCOs. This virtual discussion will take place on Zoom at 11 am (ET).
Learn more -
July 29, 2025
Categories: WebinarDechert's Philip Hinkle and Katie Cognlan will update directors on the use of derivatives in RICs and what boards should know for their oversight responsibilities. The webinar will broadcast live from 2 pm - 3 pm (ET).
Learn more -
Columbus August 20, 2025
Categories: In-PersonMFDF will host an in-person Director Discussion Series meeting in Columbus, Ohio to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 1:30 pm to 3:30 pm at the offices of Diamond Hill Investments in Columbus, Ohio.
Learn more -
September 10, 2025
Categories: WebinarJoin Martin Dean, President of Northern Lights Compliance LLC, as he discusses key priorities and best practices of compliance and board reporting cruicial to series trust fund boards' oversight role. This webinar is the second in MFDF's Series Trust Fund webinar series. The webinar will broadcast live from 2 pm - 3 pm (ET).
Learn more -
September 11, 2025
Categories: VirtualK&L partners Varu Chilakamarri and Craig Leen will facilitate a discussion among current RIC directors and CCOs on how boards should consider DEI programs under the current landscape. This virutal discussion will be from 1 pm to 2 pm (ET).
Learn more -
September 23, 2025
Categories: WebinarVanessa Richardson and Jay Spinola, partners at Willkie Farr & Gallagher LLP will highlight latest in CEF litigations. The webinar will broadcast live from 2 pm - 3 pm (ET).
Learn more -
October 15, 2025
Categories: WebinarLearn how series trust fund boards can create and maintain effective board relationships with advisers, This webinar is the third webinar in the Series Trust Funds program series. The webinar will broadcast live from 2 pm - 3 pm (ET).
Learn more