Past Webinars
MFDF's webinars feature an hour long presentation on a discrete topic of interest to fund directors. The webinars cover a broad range of technical topics, regulatory issues, and governance-related items. Some webinars are aimed squarely at board oversight issues, and some take a broader view of industry trends. Every webinar features speakers who have particular knowledge about the subject-matter at issue.
MFDF webinar archives are available for free only to MFDF members. The archives contain links to the written materials and the audio recording of each webinar. Please log in to view links to archives.
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July 31, 2024
Webinar Archive: ETF 101 for Fund Boards
MFDF's ETFs webinar series kicked off with Brett Eichenberger, partner at Cohen & Co., Kevin Gustafson, partner at K&L Gates, and Laura Morrison, ETF expert, as they provided the fundamentals of ETFs for fund board oversight. This webinar originally aired on July 30, 2024.
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July 26, 2024
Webinar Archive: Basics and Evolution of Indexing and its Future for Investors
Leading experts from the industry will cover some of the basics with indexing construction, methodology and innovation.
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July 24, 2024
Webinar Archive: GenAI and Fund Operations for Board
As part of MFDF's Board Oversight of AI webinar series. MFDF's board director Lloyd Wennlund, will discuss with Andy Konchan, Calamos Chief Technology Officer, on what boards should consider in overseeing GenAI usage in the firm's operational departments and overall complex's AI framework.This webinar originally aired on July 24, 2024.
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July 1, 2024
Webinar Archive: Barrington Partners 2024 Intermediary Fee Survey
Barrington Partners discusses the latest results from their 2024 Intermediary Fee Survey. This webinar originally aired on June 27, 2024.
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June 25, 2024
Webinar Archive: Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds
Dechert partners discussed the regional banking volatility of 2023 and regulatory response and overall impact on investment management. The webinar highlighted questions boards may want to consider while serving in their oversight role. The webinar originally aired on June 18, 2024.
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June 12, 2024
Webinar Archive: Digital Assets in the Fund Space (Part 1 of 2)
During this two-part series, leaders from EY will discuss the digital asset trends in the fund industry and highlight what directors should know about these offerings. The webinar originally aired on June 12, 2024.
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May 22, 2024
Webinar Archive - Mutual Fund Director Compensation: The MPI Annual Survey (2024)
This webinar will summarize the findings from MPI's recent annual "Survey of Mutual Fund Director/Trustee Compensation and Organizational Practices." This webinar originally aired on May 21, 2024.
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May 3, 2024
Webinar Archive: Conversation with Former SEC IM Division Director William Birdthistle
MFDF President Carolyn McPhillips and former SEC Investment Management Director William Birdthistle discussed his experience and lessons learned as he looks back on his tenure at the SEC. This webinar originally aired on April 30, 2024.
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April 18, 2024
Webinar Archive: MPI's Annual Survey on Investment Firm Profitability and Economies of Scale
Sara Yerkey, with Management Practice, and Kelley Howes, Partner and Co-Chair of the Investment Management Group at Morrison and Foerster LLP, highlighted results from the latest MPI Annual Survey of Investment Firm Profitability and implications for fund director oversight. This webinar originally aired on April 16, 2024.
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April 10, 2024
Webinar Archive: CEF Litigation Updates
Vanessa Richardson and Jay Spinola, partners at Willkie Farr & Gallagher LLP will highlight latest litigations and overview of the current CEF space. This webinar originally aired on April 9, 2024.
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March 14, 2024
Webinar Archive: Understanding Spot Bitcoin Exchange-Traded Products
EY's Kristy Von Ohlen and Brendan Maher, and Christopher Menconi with Morgan Lewis highlighted key points fund directors should know about the recently SEC approved Spot Bitcoin ETPs. This webinar originally aired on March 13, 2024.
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March 4, 2024
Webinar Archive: Fund Industry Claims Trends: An Insurer’s Perspective
ICI Mutual provided historical context, discussed current fund industry claims, and offered observations on the state of the market for directors and officers/errors and omissions and independent director liability insurance for funds and fund independent directors.
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February 27, 2024
Webinar Archive: Potential Hurdles of Investment in China and other Emerging Markets
Ama A. Adams, managing partner at the Ropes & Gray Washington, DC office and Paulita A. Pike, managing partner of the Ropes & Gray Chicago office will examine recent Biden Administration action impacting outbound investment into China. This webinar originally aired on Feb. 22, 2024.
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February 27, 2024
Webinar Archive: Proxy Voting by Asset Managers: Current Trends and Issues
Join Christopher Trueax and Jack O'Brien, partners at Morgan Lewis, as they discuss the latest proxy voting trends and issues by asset managers during this webinar. This webinar originally aired on Feb. 15, 2024.
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December 15, 2023
Webinar Archive: Investment Valuation and Governance: Deloitte's 21st Annual Fair Valuation Pricing Survey
Deloitte's Paul Kraft, Tom Wines, and Rajan Chari discusses the latest findings from Deloitte's 21st edition Annual Fair Valuation Survey. This webinar originally aired on Dec. 13, 2023.
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December 7, 2023
Webinar Archive: Unique Oversight Considerations For ETFs
Partners from Cohen & Company discussed the unique complexities of Board oversight of ETFs. Topics discussed includes specific audit and tax nuances as well as offer insight related to trading, tracking errors, operational considerations, capital markets and interface with shareholders. This webinar originally aired on Dec. 6, 2023.
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December 1, 2023
Webinar Archive - Fund Compliance: CCO vs. Trustee Perspective
This webinar discussed the perspectives of CCOs and fund independent directors on creating and maintaining a collaborative relationship to effectively govern and adhere to compliance practices. It originally aired on November 30, 2023.
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November 29, 2023
Webinar Archive: Alternative Investments: Their Rise in Popularity, Trends, and Potential Pitfalls
As part of MFDF's Investment Series webinars, this webinar discussed the rise of alternative investments and the opportunities and risks associated with each class focusing on private credit and private equity. It originally aired on November 29, 2023.
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November 20, 2023
Webinar Archive: Looking Back and Forward at the SEC's Rule for Fair Value
In October 2023, MFDF and Stradley Ronon released an updated version of the 2012 Valuation Oversight white paper entitled, "Practical Guidance for Fund Directors on Valuation Oversight." This webinar features highlights from the report. It originally aired on November 14, 2023.
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November 17, 2023
Webinar Archive: Mutual Fund CCO Compensation: The MPI Annual Survey Update
Management Practice, Inc. returned to share the results of its 18th edition of their annual mutual fund CCO compensation sruvey. It originally aired on November 14, 2023.