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.
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September 27, 2023
Categories: WebinarRyan Brizek and Debbie Wong Sutter will present on structures to Access Private Equity, Private Credit, Infrastructure and Real Estate Investments. The webinar will broadcast live from 2 pm - 3 pm (ET).
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October 4, 2023
Categories: WebinarBrown Brothers Harriman’s ETF Product and Market Engagement Leads, John Hooson and Tim Huver, and Darlene DeRemer, Chair of ARK Investement Board will discuss the latest ETF market trends uncovered in BBH's 2023 Global ETF Investor Survey. The webinar will broadcast live from 2 pm - 3 pm (ET).
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October 23, 2023
Categories: VirtualDDS meetings provide a opportunity for independent directors and CCOs to discuss timely issues with peers and experts. This Zoom meeting will be held from 10:00 am to 11:00 am (ET).
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October 24, 2023
In Focus: A Conversation with House Financial Services Oversight Subcommittee Chairman Bill HuizengaCategories: VirtualPlease join Bill Huizenga, Chairman of the House Financial Services Oversight Committee, as he shares his thoughts on the SEC, congress and the future of the fund industry legislation. This event will take place on Zoom on October 24, 2023 from 3:00 pm to 4:00pm (ET).
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Los Angeles November 1, 2023
Categories: In-PersonThe Forum will host an in-person Director Discussion Series lunch in Los Angeles, CA 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 Kirkland & Ellis LLP, located at 555 South Flower Street, Suite 3700.
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San Francisco November 2, 2023
Categories: In-PersonThe Forum will host an in-person Director Discussion Series lunch in San Francisco, CA 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 Kirkland & Ellis LLP, located at 555 California St, 27th floor.
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Chicago November 8, 2023
Categories: In-PersonThe Forum will host an in-person Director Discussion Series lunch in Chicago 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 Ropes & Gray LLP in Chicago.
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November 16, 2023
Categories: WebinarThis webinar will summarize the findings from MPI's 18th annual survey of mutual fund Chief Compliance Officer compensation. The webinar will broadcast live from 2 pm - 3 pm (ET).
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December 6, 2023
Categories: WebinarPlease join Brett Eichenberger, Cohen & Company assurance partner and Market Leader for Registered Funds and Jay Laurila, Cohen & Company tax partner, for a discussion related to the unique complexities of Board oversight of ETFs. The webinar will broadcast live from 2 pm - 3 pm (ET).
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December 13, 2023
Categories: WebinarJoin Paul Kraft, , Pedro Beato, and Tom Wines as they discuss the latest findings from Deloitte's 21st edition Annual Fair Valuation Survey. The webinar will broadcast live from 2 pm - 3 pm (ET).
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December 14, 2023
Categories: VirtualDDS meetings provide a opportunity 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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Naples January 22, 2024
Categories: In-PersonThe 2024 Directors' Institute is scheduled for January 22-24, 2024 in Naples, Florida.
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Washington March 7, 2024
Categories: In-PersonThe 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 7, 2024 and conclude at 12 pm on March 8, 2024.
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Boston June 5, 2024
Categories: In-PersonThe 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 3 pm (ET).
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Philadelphia June 20, 2024
Categories: In-PersonThe 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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Carlsbad January 27, 2025
Categories: In-PersonThe 2025 Directors' Institute is scheduled for January 27-29, 2025 in Carlsbad, CA.
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Naples January 26, 2026
Categories: In-PersonThe 2026 Directors' Institute is scheduled for January 26-28, 2026 in Naples, FL.
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