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.
-
September 8, 2022
In Focus: ESG ComplianceGwen Williamson, partner at Perkins Coie, will lead a session on how fund complexes can comply with the SEC's April 2021 ESG Risk Alert. This meeting will be on Zoom on September 8, 2022 from 2:00 pm to 3:00 pm (ET).
Learn more -
Denver September 13, 2022
Director Discussion Series - Open Forum (Denver)The Forum will host an in-person Director Discussion Series breakfast in Denver to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 7:30 am to 9:30 am at the offices of Morrison Foerster LLP in Denver.
Learn more -
September 14, 2022
Performance, Perception and Manager SelectionDuring 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 Performance, Perception, and Manager Selection. The webinar will broadcast live from 2 pm - 3 pm (ET).
Learn more -
September 16, 2022
The Impact of Volatility on the MarketsJoin Paul Reisz, executive vice president and head of the multi-sector fixed income team at PIMCO, as he discusses the impacts of rising rates, inflation, global volatility and more. The webinar will broadcast live from 2 pm - 3 pm (ET).
Learn more -
September 22, 2022
What the Mutual Fund Industry Should Understand About Digital AssetsPerkins Coie partners Valerie Dahiya and Michael Didiuk will discuss what fund boards should know about blockchain, fintech, and digital assets. The webinar will broadcast live from 2 pm - 3 pm (ET).
Learn more -
September 29, 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 Zoom meeting will be held from 3:00 pm to 4:00 pm.
Learn more -
San Francisco October 12, 2022
Director Discussion Series - Open Forum (San Francisco)The Forum will host an in-person Director Discussion Series lunch in San Francisco to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 12 pm - 2 pm (PT) at the offices of Dechert LLP in San Francisco.
Learn more -
November 16, 2022
Mutual Fund CCO Compensation: The MPI Annual Survey UpdateThis webinar will summarize the findings from MPI's recent annual survey of mutual fund Chief Compliance Officer compensation. The webinar will broadcast live from 2 pm - 3 pm (ET).
Learn more -
Philadelphia December 1, 2022
Director Discussion Series - Open Forum (Philadelphia)The Forum will host an in-person Director Discussion Series lunch in Philadelphia 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 Faegre Drinker Biddle & Reath LLP in Philadelphia.
Learn more -
December 7, 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 Zoom meeting will be held from 3:00 pm to 4:00 pm.
Learn more -
Miami January 23, 2023
2023 Directors' InstituteThe 2023 Directors' Institute is scheduled for January 23-25, 2023 in Miami, Florida.
Learn more -
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.
Learn more