Conference of Fund Leaders Roundtable via Zoom

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The Forum's Conference of Fund Leaders Roundtable program is designed to gather mutual fund chairs and lead independent directors for peer-to-peer education and networking focusing on topics critical to this group. These discussions are free of charge and open to all current mutual fund Chairs and Lead Independent Directors. 

This program will start a team from the SEC's Division of Investment Management as they give an overview of the new valuation rule proposal released on April 21, 2020. Sarah ten Siethoff, associate director for IM's Rulemaking Office, Paul Cellupica, IM's chief counsel, and Alison Staloch, IM's chief accountant will lead this discussion.

Additionally, Charles Rizzo, COO of John Hancock's Americas and EMEA

Chief Operations Officer, Americas and EMEA divisions, will discuss business continuity plans in the fund industry. 

This meeting will be on Zoom on Tuesday, June 23, 2020 from 11 am to 12:30 pm (ET).

Who Should Attend
This event is open ONLY to current chairs and lead independent directors of U.S. registered mutual funds.

Speakers