Calendar of Events

June 6, 2023

Please join Dechert partners as they highlight mutual fund industry litigation from 2022 and provide a preview of what to expect in regulatory enforcement in 2023. The webinar will broadcast live from 2 pm - 3 pm (ET).

June 8, 2023

The SEC Division of Examinations staff will discuss topical issues related to investment companies and their advisers, and considerations for independent fund directors and CCOs. The webinar will broadcast live from 2 pm - 3 pm (ET).

Denver June 20, 2023

The Forum will host an in-person Director Discussion Series lunch in Denver, CO 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 PwC located at 1900 16th Street Mall, Ste. 1600, Denver, CO.

June 27, 2023

Ryan Brizek and Alan Turner, partners at Simpson Thacher & Bartlett LLP will highlight latest litigations and overview of the current CEF space. The webinar will broadcast live from 2 pm - 3 pm (ET).

Atlanta June 28, 2023

The Forum will host an in-person Director Discussion Series lunch in Atlanta, GA 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 PwC located at 1075 Peachtree St NE #2600, Atlanta, GA.

Kansas City June 30, 2023

The Forum will host an in-person Director Discussion Series lunch in Kansas City to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 12:00 pm to 2:00 pm at the offices of PwC located at 1100 Walnut St # 1300, Kansas City, MO 64106.

New York July 18, 2023

The Forum will host an in-person Director Discussion Series breakfast 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 10 am - 12 pm at the offices of Sidley Austin LLP in New York.

July 20, 2023

Join Perkins Coie partners Sumedha Ahuja and Molly Moynihan as they provide an introduction to AI and discuss key opportunities and threats for the asset management industry. The webinar will broadcast live from 2 pm - 3 pm (ET).

July 27, 2023

DDS meetings provide a opportunity for independent directors and CCOs to discuss timely issues with peers and experts. This Zoom meeting will be held from 11:30 am to 12:30 pm (ET).

Milwaukee August 8, 2023

The Forum will host an in-person Director Discussion Series meeting in Milwaukee, WI to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 4:00 pm to 6:00 pm, followed by cocktails, at the offices of Godfrey & Kahn SC, located at 833 E Michigan St Suite 1800, Milwaukee, WI 53202.

September 13, 2023

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 Improving Equity Fund Alpha Estimates with a Second Size Factor. The webinar will broadcast live from 2 pm - 3 pm (ET).

September 27, 2023

Ryan Brizek and Debbie Wong Sutter will present on structures to Access Private Equity, Private Credit, Infrastructure and Real Estate Investments. The webinar will broadcast live from 2 pm - 3 pm (ET).

Los Angeles November 1, 2023

The Forum will host an in-person Director Discussion Series lunch in Los Angeles, CA 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 Kirkland & Ellis LLP, located at 555 South Flower Street, Suite 3700.

San Francisco November 2, 2023

The Forum will host an in-person Director Discussion Series lunch in San Francisco, CA 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 Kirkland & Ellis LLP, located at 555 California St, 27th floor.

Chicago November 8, 2023

The Forum 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.

Naples January 22, 2024

The 2024 Directors' Institute is scheduled for January 22-24, 2024 in Naples, Florida.

Washington March 7, 2024

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

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).

Carlsbad January 27, 2025

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

Naples January 26, 2026

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