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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April 18, 2025
Webinar Archive - SEC-ing is Believing: The First 100 Days of the Trump Administration
Sara Crovitz and Miranda Sturgis, partners at Stradley Ronon, highlighted the legal and regulatory issues from the opening months of the new administration and implications for fund directors. This webinar originally aired on April 17, 2025.
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April 11, 2025
Webinar Archive - Exploring a Decade of Transformation in US & European Fund Fee Trends
Broadridge's Jeff Tjornehoj highlights the findings from the 2024 Broadridge white paper on key factors affecting the fund fees across the US, UK, Ireland, and Luxembourg. This webinar aired on April 10, 2025.
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April 4, 2025
Webinar Archive - Protectors & Partners: The Purpose and Best Practices of Director Oversight of Fund Management and Other Selected Fund Service Providers
Paul Felsch of Helios offers fund directors a refresher on their role in overseeing fund management and other fund service providers. This webinar aired on April 3, 2025.
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March 14, 2025
Webinar Archive - MFDF 15(c) White Paper Webinar Series: Part 3 - Gartenberg Factors Analysis and Challenges
Part 3 of MFDF's 15(c) White Paper Webinar discusses Gartenberg factors analysis and challenges with Steve Byers and Jeff Keil. This webinar aired on March 12, 2025.
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March 11, 2025
Webinar Archive - AI and Fund Compliance
As part of MFDF's AI for Fund Boards webinar series, Kevin Gleason, Adam Aderton, and Carlo di Florio discussed compliance considerations as well as the regulatory outlook for AI. This webinar aired live on January 21, 2025.
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March 11, 2025
Webinar Archive - MFDF 15(c) White Paper Webinar Series: Part 2 - Board Processes
Part 2 of MFDF's 15(c) White Paper Webinar discusses board processes MFDF member directors Buddy Donohue, BNY Mellon Family of Funds and Keith Hartstein, Prudential Retail. This webinar aired on January 9, 2025.
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March 11, 2025
MFDF Spotlight Archive: New Product Development
As part of MFDF's ETF webinar series, seasoned Portfolio Manager Scott Weiner will highlight the new product development process through the eyes of a portfolio manager. Hear about the behind-the-scenes process that occurs behind the launch of virtually every product out there, from idea generation to product construction and exposure to testing and launch. This webinar originally aired on September 17, 2024.
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March 11, 2025
Webinar Archive: ETF Product Trends: Board Implications
As part of MFDF's ETF webinar series, Stacy Fuller and Kevin Gustafson, partners at K&L Gates, highlighted the ETF products, trends in the current landscape, and the differences of oversight responsibilities for boards based on the various ETF product structures and exposures. This webinar aired live on December 11, 2024.
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March 11, 2025
Webinar Archive - AI and Portfolio Management
As part of MFDF's AI for Fund Boards webinar series, Karen Aspinall, Doug Clinton, Jan Hopkins, and Joyce Li will highlight case studies of AI usage in investment strategies and questions boards should consider during the 15(c) process as part of their risk oversight responsibilities. This webinar aired live on February 26, 2025.
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March 11, 2025
MFDF Spotlight Archive - Onboarding AI: Do’s and Don’ts in the Boardroom
As part of MFDF's AI for Fund Boards webinar series, Sidley Austin's Nathan J. Greene & Carla G. Teodoro highlights how board members might begin to appropriately leverage AI while remaining mindful of its limitations. This Spotlight session discusses of trends, Do's and Don’ts, industry tales, and best practices. This Spotlight webinar aired live on January 14, 2025.
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January 9, 2025
Webinar Archive - 2024 Fair Valuation Pricing Survey: Building and Strengthening the Valuation Operating Model
Deloitte's Paul Kraft, Michelle Coombs and Matt Morlock discussed the latest findings from Deloitte's 22nd edition Annual Fair Valuation Survey. This webinar aired live on January 7, 2025.
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December 19, 2024
Webinar Archive - Visually Mapping Board Composition: Skills Matrices in Fund Board Rooms
MFDF's Leslie Beckbridge discussed 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 aired live on December 18, 2024.
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December 12, 2024
Webinar Archive: BDC Board Service 101
Dechert LLP partners discussed key topics and considerations for BDC independent directors, including valuation, co-investment, and other affiliated transactions. This webinar originally aired on December 10, 2024.
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November 22, 2024
Webinar Archive: Mutual Fund CCO Compensation - The MPI Annual Survey 2024
This webinar provided highlights from MPI's most recent annual Survey of Mutual Fund Chief Compliance Office Compensation. The live broadcast of this webinar was on November 21, 2024.
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November 21, 2024
Webinar Archive: The Power of Custom In-Kind Baskets
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 aired live on November 19, 2024.
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November 13, 2024
Webinar Archive: ETF Share Classes
As part of MFDF's ETF webinar series, Mike Mundt, partner at Stradley Ronon, discussed 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 aired live on November 12, 2024.
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October 9, 2024
Webinar Archive: Distribution 101 for Fund Boards
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, highlighted the fundamentals of distribution that fund directors need to know to fulfil their oversight duties. This webinar aired live on October 8, 2024.
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October 2, 2024
Webinar Archive: 15(c) for ETFs
Hubbard Garber and Jeffrey Christian with Barrington Partners focused their insights for ETF board directors on a range of new products, drivers of strategy, and how to best think about peers. This webinar is part of MFDF's 15(c) and ETF webinar series. It aired live on October 2, 2024.
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October 1, 2024
Webinar Archive: ABCs of ETF
The next webinar in MFDF's ETF series, featured Ward Bortz, Head of ETFs and US Wealth Distribution at Angel oak Capital Advisors, and Ira Cohen, Angel Oak Fund Board Chair and mutual fund expert. They provide a deep dive into key considerations for asset managers and boards considering ETFs, including differences between ETFs and mutual funds. This webinar aired live on October 1, 2024.
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October 1, 2024
Webinar Archive of MFDF 15(c) White Paper Webinar Series: Part 1 – Regulatory Requirements and Judicial Caselaw
As part of MFDF's 15(c) White Paper webinar series, partners from Morgan Lewis LLP provided a deep dive into what directors should keep in mind regarding state fiduciary law requirements and how courts view the business judgment of fund directors. This webinar aired live on September 30, 2024.