Calendar of Events

October 8, 2024

Fran Cashman, independent trustee on the Morgan Stanley Funds' board and former Portfolio CEO of Asset Management at Delinian, and John Krieg, retired UBS Head of Institutional Distribution in Americas Asset Management, will highlight the fundamentals of distribution that fund directors need to know to fulfil their oversight duties. The webinar will broadcast live from 2 pm - 3 pm (ET).

Kansas City October 16, 2024

MFDF will host an in-person Director Discussion Series lunch in Kansas City to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 12:00 pm to 2:00 pm at the offices of PwC located at 1100 Walnut St # 1300, Kansas City, MO 64106.

October 30, 2024

Speakers from Fierce Government Relations will discuss 2024 election preview and what that entails for the financial sector for 2025 and beyond. This virtual event will take place on Zoom at 2 pm (ET).

Denver November 6, 2024

MFDF will host an in-person Director Discussion Series breakfast in Denver to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 7:30 am to 9:30 am at the offices of Morrison Foerster LLP in Denver.

November 7, 2024

Leaders from EY will provide an update from part 1 of this 2-part series on digital asset trends in the fund industry and highlight what directors should know about these offerings. The webinar will broadcast live from 2 pm - 3 pm (ET).

November 12, 2024

As part of MFDF's ETF webinar series, Mike Mundt, partner at Stradley Ronon, will discuss key features of the ETF share class structure, the challenges that those features might present, and particularly the board responsibilities as they are currently conceived in the applications for relief. This webinar will broadcast live from 2 pm - 3 pm (ET).

Los Angeles November 13, 2024

MFDF 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 PwC located at 601 South Figueroa Street, Ste. 900 in Los Angeles, CA.

San Francisco November 14, 2024

MFDF 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 PwC located at 405 Howard Street, Ste. 600, San Francisco, CA.

November 18, 2024

As part of MFDF's Board Oversight of AI webinar series, Kevin Gleason, Adam Aderton, and Carlo di Florio will discuss compliance considerations as well as the regulatory outlook for AI. The webinar will broadcast live from 2 pm - 3 pm (ET).

November 19, 2024

As part of MFDF's ETF webinar series, seasoned Portfolio Manager Scott Weiner will walk you through the in-kind transactions, custom in-kind baskets and how ETF portfolio managers leverage these transactions to create the tax efficiencies that distinguish ETFs from their mutual fund counterparts. This webinar will broadcast live from 2 pm - 3 pm (ET).

November 21, 2024

Join 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).

December 10, 2024

Cindy Beyea, Harry Pangas, and Darius Ravangard of Dechert LLP will discuss key topics and considerations for BDC independent directors, including valuation, co-investment, and other affiliated transactions. This webinar will broadcast live from 2 pm - 3 pm (ET).

December 11, 2024

As part of MFDF's ETF webinar series, K&L Gates partners Stacy Fuller and Kevin Gustafson will discuss ETF products and trends in the current landscape and how the product type and exposures can affect the board's oversight responsibilitites. This webinar will broadcast live from 2 pm - 3 pm (ET).

December 18, 2024

Join MFDF's Leslie Beckbridge as she discusses with Gwen Williamson, Partner at Faegre Drinker, and James Polisson, Nominating and Governance Committee Chair on the Allspring Funds’ board, the applications of skills matrices in fund board rooms. This webinar will broadcast live from 2 pm - 3 pm (ET).

January 7, 2025

Join Deloitte's Paul Kraft, Michelle Coombs and Matt Morlock as they discuss the latest findings from Deloitte's 22nd edition Annual Fair Valuation Survey. The webinar will broadcast live from 2 pm - 3 pm (ET).

January 9, 2025

Join MFDF member independent directors as they discuss MFDF's 15(c) White Paper Part 2 on board processes. This webinar will broadcast live from 2 pm - 3 pm (ET).

Carlsbad January 27, 2025

The 2025 Directors' Institute is scheduled for January 27-29, 2025 in Carlsbad, CA.

Stuart February 10, 2025

MFDF will host an in-person Director Discussion Series lunch in Stuart, FL to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 11:30 am to 2:00 pm at Willoughby Golf Club located at 3001 SE Doubleton Drive in Stuart, FL.

Naples February 11, 2025

MFDF will host an in-person Director Discussion Series lunch in Naples, FL to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 11:30 am to 2:00 pm at Wyndemere Country Club located at 700 Wyndemere Way, Naples, FL.

Washington March 6, 2025

MFDF'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 6, 2025 and conclude at 12 pm on March 7, 2025.