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 until further notice. Our webinars and web-based programs will broadcast live as scheduled. If you have any questions or concerns, please contact the Forum.
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April 21, 2021
Director Discussion Series - Open Forum via Zoom (Northeast)This DDS meeting is for independent directors and CCOs based in the Northeast region to discuss timely issues with peers and experts. This Zoom meeting will be from 11:15 am - 12:15 pm (ET).
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April 28, 2021
Case Studies in Fund Oversight – A Virtual Roundtable for DirectorsThis virtual session will use a case study will give fund directors an opportunity to discuss new approaches to critical boardroom issues with experts and their peers in the fund industry. The program will take place on April 28-29, 2021 from 11:00 am - 1:30 pm (ET) each day. Registration for this program will open in late March 2021.
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May 4, 2021
In Focus: Board Oversight of Securities LendingThis session will focus on board oversight of securities lending with Marney McCabe, Co-head of Global Securities Lending at Brown Brothers Harriman (BBH), and Garrett Berkery, Head of Risk Management for Global Securities Lending at BBH. This meeting will be on Zoom on Tuesday, May 4, 2021 from 2 pm to 3 pm (ET).
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May 5, 2021
Director Discussion Series - Open Forum via Zoom (Southeast)This DDS meeting is for independent directors and CCOs based in the Southeast region to discuss timely issues with peers and experts. This Zoom meeting will be from 11:15 am - 12:15 pm (ET).
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May 6, 2021
Introduction to GIPS and New Pooled Fund ConsiderationsThis session will provide an overview on Global Investment Performance Standards (GIPS) and the revised 2020 Edition of GIPS. This program will be broadcast live from 2:00pm to 3:00pm Eastern time on May 6, 2021.
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May 19, 2021
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 11:15 am to 12:15 pm (ET).
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May 20, 2021
Fund Director Compensation: The MPI Annual Survey (2021)This 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).
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May 24, 2021
Board Oversight of a Fund’s Derivatives Risk Management and Fund Compliance With Rule 18f-4Join Lance King, counsel at Seward & Kissel LLP, Victor Frye, CCO at ProShares Advisors LLC, as they discuss the board's role in overseeing a fund's derivatives risk management program and compliance with the new Rule 18-f-4. The webinar will broadcast live from 2 pm - 3 pm (ET).
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May 26, 2021
The Use of Alternative Data Sources and Considerations for Fund DirectorsChristopher Ray and Erik Olsen with ACA Global and Compliance will highlight the use of alternative data sources and what fund directors should consider. The webinar will broadcast live from 2 pm - 3 pm (ET).
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June 10, 2021
Diversity, Equity & Inclusion in Investment ManagementJoin the EY team as they lead a two-day virtual working sessions on fund directors' role in diversity, equity, and inclusion in investment management. The working sessions will be from 1 pm - 2:30 pm (ET) on June 10 and June 11, 2021.
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June 17, 2021
Proposed HSR Rule Changes: Impact on Asset ManagementJoin Deidre Johnson and Michael Doherty, partners with Ropes & Gray, discuss the latest FTC proposed changes to the Hart-Scott-Rodino Act regulations, and how it will impact mutual funds if enacted. The webinar will broadcast live from 2 pm - 3 pm (ET).
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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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