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 further notice. 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.
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December 7, 2022
Director Discussion Series - Open Forum via ZoomDDS Meetings provide a venue for independent directors and CCOs to discuss timely issues with peers and experts. This Zoom meeting will be held from 11:00 am to 12:00 pm.
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December 8, 2022
Investment Valuation and Governance: Deloitte's 20th Annual Fair Valuation Pricing SurveyJoin Paul Kraft, , Pedro Beato, and Tom Wines as they discuss the latest findings from Deloitte's 20th edition Annual Fair Valuation Survey. The webinar will broadcast live from 2 pm - 3 pm (ET).
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December 14, 2022
In Focus: Closed-End Fund ActivismJoin Jay Spinola, Partner with Willkie Farr & Gallagher LLP, as he discusses the latest in Closed-Fund Activism and how it affects directors who oversee Closed-End Funds. This event will take place on Zoom on December 14, 2022 from 1:00 pm to 2:00pm (ET).
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January 10, 2023
Impact of 2022 Mid-Term Elections on the Financial IndustryMahlet Makonnen, Principal at Williams & Jensen, PLLC, w., will analyze the outcome of the November 2022 mid-term election and discuss how the results will shape the congressional landscape for the financial services sector going forward. The webinar will broadcast live from 2 pm - 3 pm (ET).
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Miami January 23, 2023
2023 Directors' InstituteThe 2023 Directors' Institute is scheduled for January 23-25, 2023 in Miami, Florida.
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March 1, 2023
Fund Industry Claims Trends: An Insurer’s PerspectiveJoin 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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Washington March 9, 2023
2023 Fund Governance & Regulatory Insights ConferenceThe 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 9, 2023 and conclude at 12 pm on March 10, 2023.
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May 17, 2023
Mutual Fund Director Compensation: The MPI Annual Survey (2023)This webinar will summarize the findings from MPI's recent annual "Survey of Mutual Fund Director/Trustee Compensation and Organizational Practices." The webinar will broadcast live from 2 pm - 3 pm (ET).
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Columbus June 1, 2023
Director Discussion Series - Open Forum (Columbus, OH)The Forum will host an in-person Director Discussion Series lunch 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 12:00 pm to 2:00 pm at the offices of Thompson Hine LLP in Columbus, Ohio.
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Naples January 22, 2024
2024 Directors' InstituteThe 2024 Directors' Institute is scheduled for January 22-24, 2024 in Naples, Florida.
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Carlsbad January 27, 2025
2025 Directors' InstituteThe 2025 Directors' Institute is scheduled for January 27-29, 2025 in Carlsbad, CA.
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Naples January 26, 2026
2026 Directors' InstituteThe 2026 Directors' Institute is scheduled for January 26-28, 2026 in Naples, FL.
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