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 Fall 2021. 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.


  • December 2, 2021

    Fund Industry Claims Trends: An Insurer’s Perspective

    Join Julie Ulstrup and Daniel Steiner from ICI Mutual as they provide an overview of the fund industry claims trends and recent developments in the fund industry insurance market. The webinar will broadcast live from 2 pm - 3 pm (ET).

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  • December 8, 2021

    Investment Valuation and Governance: Deloitte's 19th Annual Fair Valuation Survey

    Join Paul Kraft, Tom Wines, and Katie Yorra as they discuss the latest findings from Deloitte's 19th edition Annual Fair Valuation Survey. The webinar will broadcast live from 2 pm - 3 pm (ET).

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  • December 15, 2021

    Board Governance Update

    Stacy Louizos with Blank and Rome's Investment Management Group will discuss how boards can approach their governance practices, policies and documents - including bylaws and charters - in an evolving landscape of new regulation and SEC positions, diversity mandates and other ESG considerations, industry consolidation and COVID-19 considerations. This webinar will broadcast live from 2 pm - 3 pm (ET).

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  • December 16, 2021

    Director Discussion Series - Open Forum via Zoom

    DDS 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 (ET).

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  • January 13, 2022

    A Conversation with Steven Rogers on A Letter to My White Friends and Colleagues: What You can Do now to Help the Black Community

    In this webinar, the Forum staff will talk with Steven Rogers, an independent director on the Oakmark Funds board and former Harvard Business School professor, about his book A Letter to My White Friends and Colleagues: What You can do Now to Help the Black Community. This webinar will broadcast live from 2 pm - 3 pm (ET).

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  • Scottsdale January 19, 2022

    2022 Directors' Institute

    The 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. This in-person program will be held from 2 pm on January 19, 2022 through 12 pm on January 21, 2022 in Scottsdale, AZ.

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  • February 22, 2022

    LIBOR Transition: What Boards Need to Know and Do in the Final 18 Months

    Anne 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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  • Washington June 8, 2022

    2022 Fund Governance & Regulatory Insights Conference

    The 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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