Webinars

September 11, 2024

Join 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).

September 17, 2024

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 spotlight webinar will broadcast live from 2 pm - 2:30 pm (ET).

September 30, 2024

Join Morgan Lewis and MFDF for a deep dive into the requirements fund directors must assess when analyzing whether to approve a fund's advisory agreement. This webinar will broadcast live from 2 pm - 3 pm (ET).

October 1, 2024

The next webinar in 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).

October 2, 2024

Hubbard Garber and Jeffrey Christian with Barrington Partners will focus 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 and will broadcast live from 2 pm - 3 pm (ET).

October 8, 2024

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, 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).

November 7, 2024

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).

November 12, 2024

As part of MFDF's ETF webinar series, Mike Mundt, partner at Stradley Ronon, will discuss 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 will broadcast live from 2 pm - 3 pm (ET).

November 18, 2024

As part of MFDF's Board Oversight of AI webinar series, Kevin Gleason, Adam Aderton, and Carlo di Florio will discuss compliance considerations as well as the regulatory outlook for AI. The webinar will broadcast live from 2 pm - 3 pm (ET).

November 19, 2024

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 will broadcast live from 2 pm - 3 pm (ET).

December 11, 2024

As part of MFDF's ETF webinar series, K&L Gates partners Stacy Fuller and Kevin Gustafson will discuss ETF products and trends in the current landscape and how the product type and exposures can affect the board's oversight responsibilitites. This webinar will broadcast live from 2 pm - 3 pm (ET).