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.
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Stuart February 7, 2023
Director Discussion Series - Open Forum (Stuart, FL)The Forum will host an in-person Director Discussion Series lunch in Stuart, FL to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 11:30 am to 2:00 pm at The Elliott Museum in Stuart, FL.
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March 1, 2023
Fund Industry Claims Trends: An Insurer’s PerspectiveJoin Julie Ulstrup and Daniel Steiner from ICI Mutual as they provide an overview of the 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 9, 2023
2023 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. This program is scheduled to be in-person starting at 8 am on March 9, 2023 and conclude at 12 pm on March 10, 2023.
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March 29, 2023
Director Discussion Series - Open Forum via ZoomDDS 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).
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April 5, 2023
Impact of Market Performance on 2022 Annual Investment Firm Profitability and Economies of ScaleJoin Sara Yerkey, with Management Practice Inc, and Kelley Howes, Vice Chair of Investment Management at Morrison and Foerster LLP as they provide highlights from the latest MPI Annual Investment Firm Profitability and Economies of Scale survey. The webinar will broadcast live from 2 pm - 3 pm (ET).
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April 20, 2023
Regulatory Impacts on Fund BoardsJoin MFDF and Seward & Kissel at the new in-person outreach program that focuses on the impacts of new and proposed SEC rules on fund director and CCO responsibilities. This program is scheduled for April 20, 2023 from 10 am to 11:30 am at the offices of Seward & Kissel in NYC.
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May 9, 2023
In Focus: Board Oversight Lessons from Former Fund DirectorsJoin Chris Wilson, former Chair of Invesco Funds, and Faith Colish, former independent director of Neuberger Berman Funds, as they share the lessons they wished they knew as new fund directors. This event will take place on Zoom on May 9, 2023 from 1:00 pm to 2:00pm (ET).
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Columbus June 1, 2023
Director Discussion Series - Open Forum (Columbus, OH)The Forum will host an in-person Director Discussion Series lunch 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 12:00 pm to 2:00 pm at the offices of Thompson Hine LLP in Columbus, Ohio.
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July 27, 2023
Director Discussion Series - Open Forum via ZoomDDS 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).
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Naples January 22, 2024
2024 Directors' InstituteThe 2024 Directors' Institute is scheduled for January 22-24, 2024 in Naples, Florida.
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Carlsbad January 27, 2025
2025 Directors' InstituteThe 2025 Directors' Institute is scheduled for January 27-29, 2025 in Carlsbad, CA.
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Naples January 26, 2026
2026 Directors' InstituteThe 2026 Directors' Institute is scheduled for January 26-28, 2026 in Naples, FL.
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