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.
All MFDF webinars are free to its members, both live and archived versions. The MFDF webinar archives contain links to the presentation materials and the video recording of each webinar.
-
July 30, 2024
ETF 101 for Fund BoardsTo kick off MFDF's ETF webinar series, Brett Eichenberger, partner at Cohen & Co., Kevin Gustafson, partner at K&L Gates, and Laura Morrison, ETF expert, will discuss fundamentals of ETFs for fund board oversight. This webinar will broadcast live from 2 pm - 3 pm (ET).
Learn more -
September 11, 2024
SCOTUS Decision on Agency Administrative ProceedingsJoin Jeremiah Williams, Partner at Ropes & Gray LLP, as he discusses how the latest Supreme Court decisions to Chevron and ALJ/agency administrative proceedings may impact the fund industry and government agencies. This webinar will broadcast live from 2 pm - 3 pm (ET).
Learn more -
September 17, 2024
MFDF Spotlight on New Product DevelopmentJoin seasoned Portfolio Manager Scott Weiner as he highlights 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 will broadcast live from 2 pm - 2:30 pm (ET).
Learn more -
October 1, 2024
ABCs of ETFs for Fund BoardsThe second webinar of MFDF's ETF series, will feature 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, will provide a deep dive into key considerations for asset managers and boards considering ETFs, including differences between ETFs and mutual funds. This webinar will broadcast live from 2 pm - 3 pm (ET).
Learn more -
October 8, 2024
Distribution 101 for Fund BoardsFran 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).
Learn more -
November 7, 2024
Digital Assets in the Fund Space (Part 2 of 2)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).
Learn more -
November 19, 2024
The Power of Custom In-Kind BasketsJoin seasoned Portfolio Manager Scott Weiner as he walks 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).
Learn more