The Forum'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.
All of the Forum's webinar archives are available for free only to Forum members. The archives contain links to the written materials and the audio recording of each webinar. Please log in to view links to archives.
April 14, 2021
Webinar Archive: Registered Fund Tax: There’s Nothing to Be Afraid Of
During this webinar, Cohen & Company's team provided a board-level discussion on tax topics that are most impactful to registered funds. This webinar originally aired on Tuesday, April 13, 2021.
April 6, 2021
Web Event Archive: Emerging Markets Equities
As part of the Forum's Investment Series webinars, Jan Hopkins, independent director of Franklin Templeton Investments, interviewed Stephen Dover, chief market strategist at Franklin Templeton Investments, on emerging markets vs. other investments and how to to evaluation the portfolio management, risks, and investment process of the funds. This event originally aired on Tuesday, April 6, 2021.
April 1, 2021
Webinar Archive: Asset Management M&A for Fund Directors – Recent Trends and Governance Issues
Christopher Healey and Lucie Enns from Simpson Thacher will provide an overview of recent trends in asset management M&A transactions and discuss related board governance considerations. This webinar originally aired on Wednesday, March 31, 2021.
March 31, 2021
Web Event Archive: Modernizing Board Oversight of Mutual Funds and Emerging Challenges from Other Pooled Investment Vehicles and Robo-Advisers
This presentation discussed the challenges of modernizing board oversight of mutual funds within the evolving landscapes in the fund industry. This event originally aired on Tuesday, March 30, 2021.
March 29, 2021
Web Event Archive: Excelling in the Age of Data
MFDF partnered with EY center for Board Matters to present Excelling in the Age of Data program. The EY team discussed some of the innovative technologies that are disrupting the asset management industry. This event originally aired on Thursday, March 11, 2021.
March 25, 2021
Webinar Archive: Municipal and Taxable Fixed Income - A Multi-Speed Recovery
As part of the Forum's Investment Series webinars, Morningstar Funds' Chairwoman Theresa Hamacher discusses with Paul Reisz, executive vice president and head of the multi-sector fixed income team at PIMCO, on general economic views and the municipal market. This webinar originally aired on Friday, March 12, 2021.
March 10, 2021
Webinar Archive: Gender Bias in Investment Professional Evaluations
Professor Scott Stewart from Cornell University's SC Johnson College of Business will discuss gender biases in the investment industry that hinders firms from expanding diversity in their investment teams. This webinar originally aired on Tuesday, March 9, 2021.
March 4, 2021
Webinar Archive: Board Oversight of ETFs
Stephanie Capistron, Adam Teufel and Kaitlin McGrath from Dechert LLP will provide an overview of board oversight responsibilities for ETFs with a particular focus on semi-transparent ETFs. This webinar originally aired on Wednesday, March 3, 2021.
February 26, 2021
Webinar Archive: ESG, Proxy Voting and Engagement – Where DOL and SEC Regulation has Been and Where it May be Going
George Michael Gerstein and Sara Crovitz with Stradley Ronon will provide an update on the state of current DOL and SEC regulation around ESG and proxy voting/engagement and what may be coming from the regulators under new leadership. The webinar originally aired on Thursday, February 25, 2021.
February 4, 2021
Webinar Archive: A New Fair Valuation Framework for Fund Directors
Join Thoreau Bartmann, Senior Special Counsel, Rulemaking in SEC’s Division of Investment Management; Paul Kraft, a partner at Deloitte; and Paulita Pike, a partner at Ropes and Gray for an overview of the SEC’s recently adopted rule on Good Faith Determinations of Fair Value. This webinar originally aired on Wednesday, February 3, 2021.
January 29, 2021
Webinar Archive: Post-Election Insights on Regulations & Issues that Affects Mutual Funds
Jamila Abston and Marc Saidenberg from EY discussed the key drivers of impact for the mutual fund industry in the new administration. The webinar originally aired on Thursday, January 28, 2021.
January 22, 2021
Webinar Archive: What if Closed-End Fund Defenses Fail? Preparing for an Activist Board Member
Jennifer Gonzalez of K&L Gates LLP discussed the pros and cons of potential actions boards could consider now to prepare for the possibility that an activist candidate is nominated and elected. The webinar originally aired on Thursday, January 21, 2021.
January 21, 2021
Webinar Archive: Insights for Evolving with the New Distribution Trends
This webinar discussed the trends driving changes in the fund distribution and the implications for asset manager leadership and director oversight. The webinar originally aired on Tuesday, January 19, 2021.
January 15, 2021
Webinar Archive: Board's Responsibility of Derivatives
Ken Holston and Fatima Sulaiman, partners in the K&L Gates LLP's Asset Management and Investment Funds Practice, discussed the board's responsibilities under the new derivatives rule. The webinar originally aired on Thursday, January 14, 2021.
January 13, 2021
Webinar Archive: Impact of New US Sanctions on Publicly Traded Securities of Communist Chinese Military Companies
Darshak Dholakia, a partner in Dechert’s International Trade and Government Regulation group, gave an overview of the new US sanctions that impose restrictions on publicly traded securities of so-called Communist Chinese military companies and securities that are derivative of, or designed to provide investment exposure to, such publicly traded securities. The webinar originally aired on Wednesday, January 13, 2021.
January 11, 2021
Webinar Archive: Asset Allocation: Yesterday, Today and Tomorrow
Chris Graham, CIO at Nationwide Mutual Funds, kicked off the Forum's Investment Series webinars with a discussion on asset allocation. The webinar originally aired on Friday, January 8, 2021.
December 17, 2020
Webinar Archive: What Mutual Fund Directors Need to Know About AI and Quantitative Investing
This webinar provides a framework for directors to understand how to oversee funds that use AI and quantitative methods to manage investments. The webinar originally aired on Thursday, December 17, 2020.
December 14, 2020
Webinar Archive: Board Oversight of the Liquidity Risk Management Program
Join Erik Olsen of ACA Compliance Group as he highlights the results of ACA's 2020 liquidity risk management program rule survey. The webinar originally aired on Thursday, December 10, 2020.
December 10, 2020
Webinar Archive: Investment Valuation and Governance: Industry Trends and Benchmarking
Join Paul Kraft, Tom Wines, and Katie Yorra as they discuss the latest findings from Deloitte's 18th edition Annual Fair Valuation Survey. The webinar originally aired on Wednesday, December 9, 2020.
December 4, 2020
Webinar Archive: Considerations for Institutional Investors Seeking Exposure to Crypto Assets
Valerie Dahiya and Thomas Ahmadifar with Perkins Coie, LLP will discuss the latest developments in cryptocurrency and blockchain. The webinar originally aired on Thursday, December 3, 2020.