Calendar of Events

March 29, 2023

DDS 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).

April 5, 2023

Join 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).

Washington April 12, 2023

During this hybrid, one-day program, academics and industry practitioners will tackle the major questions and issues related to ESG issues that affect fund boards. The program is scheduled for 9:15 am to 4:45 pm on April 12, 2023 in Washington, DC. This program will be followed by a networking cocktail event from 5 pm - 7 pm.

April 18, 2023

Jay Spinola, partner at Willkie Farr & Gallaher LLP, will provide an overview of interval and tender offer funds, including a discussion of the regulatory framework governing their operations. The webinar will broadcast live from 2 pm - 3 pm (ET).

April 20, 2023

Join 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.

May 9, 2023

Join 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).

May 17, 2023

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).

Columbus June 1, 2023

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.

June 6, 2023

Please join Dechert partners as they highlight mutual fund industry litigation from 2022 and provide a preview of what to expect in regulatory enforcement in 2023. The webinar will broadcast live from 2 pm - 3 pm (ET).

Denver June 20, 2023

The Forum will host an in-person Director Discussion Series lunch in Denver, CO 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 PwC located at 1900 16th Street Mall, Ste. 1600, Denver, CO.

Atlanta June 28, 2023

The Forum will host an in-person Director Discussion Series lunch in Atlanta, GA 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 PwC located at 1075 Peachtree St NE #2600, Atlanta, GA.

Kansas City June 30, 2023

The Forum will host an in-person Director Discussion Series lunch in Kansas City 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 PwC located at 1100 Walnut St # 1300, Kansas City, MO 64106.

July 27, 2023

DDS 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).

Milwaukee August 8, 2023

The Forum will host an in-person Director Discussion Series meeting in Milwaukee, WI to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 4:00 pm to 6:00 pm, followed by cocktails, at the offices of Godfrey & Kahn SC, located at 833 E Michigan St Suite 1800, Milwaukee, WI 53202.

September 13, 2023

During this webinar, Professor Scott D. Stewart from SC Johnson College of Business at Cornell University will dive in to the key findings from his latest research Improving Equity Fund Alpha Estimates with a Second Size Factor. The webinar will broadcast live from 2 pm - 3 pm (ET).

Naples January 22, 2024

The 2024 Directors' Institute is scheduled for January 22-24, 2024 in Naples, Florida.

Carlsbad January 27, 2025

The 2025 Directors' Institute is scheduled for January 27-29, 2025 in Carlsbad, CA.

Naples January 26, 2026

The 2026 Directors' Institute is scheduled for January 26-28, 2026 in Naples, FL.