Calendar of Events
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: In light of the current COVID-19 pandemic, we are cancelling all in-person programs in 2020. Our webinars and web-based programs will broadcast live as scheduled. The rescheduled in-person events will be posted on this website and a Forum staff member will reach out via email with the new dates. If you have any questions or concerns, please contact the Forum.
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September 9, 2020
Marking Two Decades of Falling Fund Fees: Key Takeaways From Morningstar’s Annual Fund Fee StudyBen Johnson and Gabrielle DiBenedetto from Morningstar will share key findings from its latest research on trends in fund fees. The webinar will broadcast live from 2 pm - 3 pm (ET).
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September 10, 2020
Director Discussion Series - Open Forum via ZoomDDS Meetings provide a venue 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.
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September 16, 2020
Fund Industry Claims Trends: An Insurer’s PerspectiveThis webinar will survey current fund industry claims trends and providing historical context. The panelists from ICI Mutual will offer thoughts on how the COVID-19 pandemic, cyber risk, and other new and evolving risks may impact the claims environment in the years ahead. The webinar will broadcast live from 2 pm - 3 pm (ET).
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September 22, 2020
Director Discussion Series - Open Forum via ZoomDDS Meetings provide a venue 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.
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September 24, 2020
Streamlining the Asset ManagerDuring this webinar, EY will focus on how the asset management industry is evolving to address current and future opportunities and challenges. The webinar will broadcast live from 2 pm - 3 pm (ET).
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October 14, 2020
Director Discussion Series - Open Forum via ZoomDDS Meetings provide a venue 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.
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October 28, 2020
Director Discussion Series - Open Forum via ZoomDDS Meetings provide a venue 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.
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November 20, 2020
Conference of Fund Leaders Roundtable via ZoomThe Forum's CFL Roundtable is a program designed specifically for mutual fund chairs and lead independent directors. This virtual meeting will be on November 20, 2020 at 11:00 am (ET).
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Miami January 25, 2021
2021 Directors' InstituteNote: We are monitoring the COVID-19 pandemic and guidelines for Miami, FL. The registration for this event will open when confirmed that this event is eligible to proceed.
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Washington June 10, 2021
2021 Fund Governance & Regulatory Insights ConferenceThe 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.
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Scottsdale January 19, 2022
2022 Directors' InstituteThe Directors' Institute offers independent directors an unique opportunity, using a case study format, to discuss new approaches to critical boardroom issues with experts and their peers in the fund industry.
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