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. MFDF's webinars are recorded and archived for MFDF members and registered participants. Our virtual and in-person events are discussion based and are not recorded.


  • Boston June 5, 2024

    The 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 June 5, 2024 at the offices of Ropes & Gray, LLP from 10:30 am to 2 pm (ET).

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  • June 12, 2024

    During this two-part series, leaders from EY will discuss the digital asset trends in the fund industry and highlight what directors should know about these offerings. The webinar will broadcast live from 2 pm - 3 pm (ET).

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  • June 18, 2024

    Megan Johnson and Corey Rose, Partners at Dechert LLP will dive into the regional banking volatility of 2023 and discuss the regulatory response and overall impact on investment management. The webinar will broadcast live from 2 pm - 3 pm (ET).

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  • Philadelphia June 20, 2024

    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 pm - 2 pm at the offices of Cohen & Company in Philadelphia.

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  • July 16, 2024

    EY's Amy Snyder and Ray Beeman, will provide mid-year tax updates for boards of RICs to consider. The webinar will broadcast live from 2 pm - 3 pm (ET).

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  • July 17, 2024

    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 11:00 am - 12:00 pm (ET).

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  • New York July 23, 2024

    MFDF will host an in-person Director Discussion Series breakfast in New York City to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 10 am - 12 pm at the offices of Sidley Austin LLP in New York.

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  • October 15, 2024

    Join MFDF and Seward & Kissel at the in-person outreach program that focuses on continuing impacts of new and proposed SEC rules on fund director and CCO responsibilities. This program is scheduled for 10 am to 11:30 am in Naples, FL.

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  • Denver November 6, 2024

    MFDF 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.

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  • November 7, 2024

    Leaders from EY will provide an update from part 1 of this 2-part series on digital asset trends in the fund industry and highlight what directors should know about these offerings. The webinar will broadcast live from 2 pm - 3 pm (ET).

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  • Carlsbad January 27, 2025

    Categories: In-Person

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

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  • Washington March 6, 2025

    MFDF'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 6, 2025 and conclude at 12 pm on March 7, 2025.

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  • Naples January 26, 2026

    Categories: In-Person

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

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  • Washington March 5, 2026

    MFDF's annual FGRI Conference 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 5, 2026 and conclude at 12 pm on March 6, 2026.

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