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: All Forum programs will be offered via various virtual platforms until further notice. In-person programs will be noted with location details in the specific event page. If you have any questions or concerns, please contact the Forum.
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February 1, 2022
Diversity and Investment Performance: A Summary of ResearchJoanne Skerrett, MFDF’s senior counsel, will lead a Q&A session with Theresa Hamacher, chair of Morningstar Funds, on the recent IAA report “Diversity and Investment Performance: A Summary of the Research.” The webinar will broadcast live from 2 pm - 3 pm (ET).
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February 3, 2022
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 in-person meeting will be held from 3 pm to 4 pm (ET) via Zoom.
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February 15, 2022
Balance the Narrative II: Broadening the Discussion on Active ManagementSpeakers from the IAA's Active Managers Council will highlight the topics from its latest paper titled "Balance the Narrative II: Broadening the Discussion on Active Management." The webinar will broadcast live from 2 pm - 3 pm (ET).
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February 22, 2022
LIBOR Transition: What Boards Need to Know and Do in the Final 18 MonthsAnne Beaumont from Friedman Kaplan’s LIBOR Transition Task Force will discuss how boards can make sure they have the information and tools necessary to assess the risks and challenges that LIBOR transition presents for funds. This webinar will broadcast live from 2 pm - 3 pm (ET).
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March 1, 2022
Observations from SEC Examinations of Registered Investment CompaniesThis webinar will focus on the SEC's recent risk alert, "Observations from Examinations in the Registered Investment Company Initiatives." The webinar will broadcast live from 2 pm - 3 pm (ET).
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March 2, 2022
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 in-person meeting will be held from 3 pm to 4 pm (ET) via Zoom.
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March 10, 2022
SEC Takes a Swing at New Money Market Fund ReformsJoin James Catano, Stephen Cohen, and Mary Anne Morgan from Dechert as they highlight the SEC's recent proposal on amending the rules that govern money market funds. The webinar will broadcast live from 2 pm - 3 pm (ET).
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March 23, 2022
Mutual Fund Litigation and Enforcement UpdatePlease join Dechert partners as they highlight mutual fund industry litigation from 2021 and provide a preview of what to expect in regulatory enforcement in 2022. The webinar will broadcast live from 2 pm - 3 pm (ET).
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April 6, 2022
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 in-person meeting will be held from 3 pm to 4 pm (ET) via Zoom.
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Chicago April 15, 2022
Conference of Fund Leaders RoundtableThe 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 April 15, 2022 from 9 am to 2 pm at The University of Chicago's Booth School of Business Gleacher Center.
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May 11, 2022
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 in-person meeting will be held from 3 pm to 4 pm (ET) via Zoom.
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Washington June 8, 2022
2022 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 June 8, 2022 and conclude at 12 pm on June, 9, 2022. Registrations will open in Spring 2022.
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June 16, 2022
Key Takeaways From Morningstar’s 2021 Annual Fund Fee StudyMorningstar’s Ben Johnson will share the key findings from Morningstar’s latest research on trends in fund fees. The webinar will broadcast live from 2 pm - 3 pm (ET).
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