Calendar of Events
MFDF regularly hosts educational programs on a wide variety of current topics of interest to 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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New York July 22, 2025
Categories: In-PersonMFDF will host an in-person Director Discussion Series lunch meeting 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 12 pm - 2 pm at the offices of Sidley Austin LLP in New York.
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July 24, 2025
Categories: WebinarSpeakers from MFDF's AI for Fund Board webinar series returns to host an in-depth Ask Anything on AI session for current independent directors and CCOs. This virtual discussion will take place on Zoom at 11 am (ET).
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July 29, 2025
Categories: WebinarDechert's Philip Hinkle and Katie Cognlan will update directors on the use of derivatives in RICs and what boards should know for their oversight responsibilities. The webinar will broadcast live from 2 pm - 3 pm (ET).
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Columbus August 20, 2025
Categories: In-PersonMFDF will host an in-person Director Discussion Series meeting 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 1:30 pm to 3:30 pm at the offices of Diamond Hill Investments in Columbus, Ohio.
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September 3, 2025
Categories: WebinarAs part of MFDF's The Audit Committee Chair's Guide program series, John Braun, partner at Cohen & Co. and David Roeber, partner at Stradley Ronon, will discuss best practices in balancing duties, skillsets, and emerging issues governed by audit committees. The webinar will broadcast live from 2 pm - 3 pm (ET).
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September 10, 2025
Categories: WebinarJoin Martin Dean, President of Northern Lights Compliance LLC, as he discusses key priorities and best practices of compliance and board reporting cruicial to series trust fund boards' oversight role. This webinar is the second in MFDF's Series Trust Fund webinar series. The webinar will broadcast live from 2 pm - 3 pm (ET).
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September 11, 2025
Categories: VirtualK&L partners Varu Chilakamarri and Craig Leen will facilitate a discussion among current RIC directors and CCOs on how boards should consider DEI programs under the current landscape. This virutal discussion will be from 1 pm to 2 pm (ET).
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September 16, 2025
Categories: WebinarJoin Morgan Lewis partners as they discuss MFDF's 15(c) White Paper: Part 4 – Enforcement Action Takeaways. This webinar will broadcast live from 2 pm - 3 pm (ET).
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September 23, 2025
Categories: WebinarVanessa Richardson and Jay Spinola, partners at Willkie Farr & Gallagher LLP will highlight latest in CEF litigations. The webinar will broadcast live from 2 pm - 3 pm (ET).
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September 24, 2025
Categories: WebinarAs part of MFDF's Investment Series webinars, this webinar will discuss the latest developments in the fixed income market. The webinar will broadcast live from 2 pm - 3 pm (ET).
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September 29, 2025
Categories: WebinarAs part of MFDF and Deloitte's Oversight of Risk Management webinar series, this webinar will focus on the elements of a risk management program in the investment management industry. The webinar will broadcast live from 2 pm - 3 pm (ET).
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October 1, 2025
Categories: WebinarDiligent will highlight the latest tools designed to help fund board directors with their oversight responsibilities. The webinar will broadcast live from 2 pm - 3 pm (ET).
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October 14, 2025
Categories: WebinarAs part of MFDF and Deloitte's Oversight of Risk Management webinar series, this webinar will focus on board oversight of operational risk management. The webinar will broadcast live from 2 pm - 3 pm (ET).
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October 15, 2025
Categories: WebinarLearn how series trust fund boards can create and maintain effective board relationships with advisers, This webinar is the third webinar in the Series Trust Funds program series. The webinar will broadcast live from 2 pm - 3 pm (ET).
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November 5, 2025
Categories: VirtualJohn Braun, partner at Cohen & Co. and David Roeber, partner at Stradley Ronon will facilitate a discussion on the top issues for audit committee chairs. This virutal discussion will be from 1:30 pm to 2:30 pm (ET).
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November 13, 2025
Categories: WebinarJoin MPI as they highlight the results from its latest annual survey of mutual fund Chief Compliance Officer compensation. The webinar will broadcast live from 2 pm - 3 pm (ET).
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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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Washington March 5, 2026
Categories: In-PersonMFDF'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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Amelia Island February 1, 2027
Categories: In-PersonThe 2027 Directors' Institute is scheduled for February 1-3 in Amelia Island, FL.
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Washington April 8, 2027
Categories: In-PersonMFDF'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 on April 8-9, 2027 in Washington, DC.
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