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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January 27, 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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January 28, 2021
Post-Election Insights on Regulations & Issues that Affects Mutual FundsJamila Abston and Marc Saidenberg from EY will discuss the key drivers of impact for the mutual fund industry in the new administration. The webinar will broadcast live from 2 pm - 3 pm (ET).
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February 3, 2021
A New Fair Valuation Framework for Fund DirectorsJoin Thoreau Bartmann, Senior Special Counsel, Rulemaking in SEC’s Division of Investment Management; Paul Kraft, a partner at Deloitte; and Paulita Pike, a partner at Ropes and Gray for an overview of the SEC’s recently adopted rule on Good Faith Determinations of Fair Value. The webinar will broadcast live from 2 pm - 3 pm (ET).
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February 10, 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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February 24, 2021
Director Discussion Series - Open Forum via Zoom (West Coast)This DDS meeting is for independent directors and CCOs based on the West Coast to discuss timely issues with peers and experts. This Zoom meeting will be from 8:15 am - 9:15 am (PT).
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February 25, 2021
ESG, Proxy Voting and Engagement – Where DOL and SEC Regulation has Been and Where it May be GoingGeorge Michael Gerstein and Sara Crovitz with Stradley Ronon will provide an update on the state of current DOL and SEC regulation around ESG and proxy voting/engagement and what may be coming from the regulators under new leadership. The webinar will broadcast live from 2 pm - 3 pm (ET).
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March 10, 2021
Director Discussion Series - Open Forum via Zoom (Midwest)This DDS meeting is for independent directors and CCOs based in the Midwest 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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March 23, 2021
SEC & DOL Standard of Conduct Rulemakings – Present & Future ConsiderationsGeorge Michael Gerstein and Lawrence Stadulis with Stradley Ronon will provide an update on the SEC and DOL Standard of Conduct rulemakings considerations. The webinar will broadcast live from 2 pm - 3 pm (ET).
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March 24, 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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April 7, 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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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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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 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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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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