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.


  • September 22, 2021

    The Nuts and Bolts of SPACs

    Steve Barry, CIO of Fundamental Equity at Goldman Sachs, and Jody Foster, independent director for Hussman Investment Trust, will discuss topics relating to SPACs for mutual fund directors as part of the Forum's Investment Series. The webinar will broadcast live from 2 pm - 3 pm (ET).

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  • September 23, 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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  • September 28, 2021

    MPI's 2021 Mid-Year Survey of Investment Firm Profitability

    Join Sara Yerkey, with Management Practice Inc, and Kelley Howes, Vice Chair of Investment Management at Morrison and Foerster LLP as they provide an overview of how the pandemic and global political influences in the last year has on a firm's profitability. The webinar will broadcast live from 2 pm - 3 pm (ET).

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  • October 13, 2021

    BDCs 101: The Board Perspective

    Christopher Healey and Jasmin Ali from Simpson Thacher will provide an overview of BDCs from the board perspective. The webinar will broadcast live from 2 pm - 3 pm (ET).

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  • October 14, 2021

    Director Discussion Series - Open Forum via Zoom - Updated

    DDS meetings provide a venue for independent directors and CCOs to discuss timely issues with peers and experts. This in-person meeting will be held from 11:00 am to 12:00 pm via Zoom.

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  • November 9, 2021

    ISO Crypto Exposure: What Boards Need to Know

    This webinar will provide an overview of how funds can obtain exposure to cryptocurrency and the factors boards should consider in evaluating plans to enter this asset class. The webinar will broadcast live from 2 pm - 3 pm (ET).

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  • November 18, 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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  • 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 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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  • 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.

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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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