Calendar of Events

Chicago July 9, 2025

MFDF 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.

July 10, 2025

EY'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).

Philadelphia July 15, 2025

MFDF 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.

July 16, 2025

Ropes & 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).

July 17, 2025

As 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).

New York July 22, 2025

MFDF 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.

July 24, 2025

Speakers 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).

July 29, 2025

Dechert'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).

Columbus August 20, 2025

MFDF 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.

September 3, 2025

As part of MFDF's The Audit Committee Chair's Guide program series, John Braun, partner at Cohen & Co. and David Roeber, partner at Stradley Ronon, will discuss best practices in balancing duties, skillsets, and emerging issues governed by audit committees. The webinar will broadcast live from 2 pm - 3 pm (ET).

September 10, 2025

Join 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).

September 11, 2025

K&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).

September 16, 2025

Join Morgan Lewis partners as they discuss MFDF's 15(c) White Paper: Part 4 – Enforcement Action Takeaways. This webinar will broadcast live from 2 pm - 3 pm (ET).

September 23, 2025

Vanessa 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).

September 24, 2025

As part of MFDF's Investment Series webinars, this webinar will discuss the latest developments in the fixed income market. The webinar will broadcast live from 2 pm - 3 pm (ET). 

September 29, 2025

As part of MFDF and Deloitte's Oversight of Risk Management webinar series, this webinar will focus on the elements of a risk management program in the investment management industry. The webinar will broadcast live from 2 pm - 3 pm (ET).

October 1, 2025

Diligent will highlight the latest tools designed to help fund board directors with their oversight responsibilities. The webinar will broadcast live from 2 pm - 3 pm (ET). 

October 14, 2025

As part of MFDF and Deloitte's Oversight of Risk Management webinar series, this webinar will focus on board oversight of operational risk management. The webinar will broadcast live from 2 pm - 3 pm (ET).

October 15, 2025

Learn 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).

November 5, 2025

John Braun, partner at Cohen & Co. and David Roeber, partner at Stradley Ronon will facilitate a discussion on the top issues for audit committee chairs. This virutal discussion will be from 1:30 pm to 2:30 pm (ET).