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.
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May 11, 2026
Somewhere Over the Product Rainbow: Interval Funds, Tender Offer Funds, and BDCs… Oh My!As part of MFDF's Board Oversight of Alternative Investments Series, this program will provide a deep dive on product structures for alternative investment strategies. The webinar will broadcast live from 2 pm - 3 pm (ET).
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May 13, 2026
Update on Fund Industry Claims Trends: An Insurer’s Perspective (2026)Join Julia Ulstrup and John Mulligan from ICI Mutual as they provide an update of fund industry claims trends and recent developments in the fund industry insurance market. The webinar will broadcast live from 2 pm - 3 pm (ET).
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May 18, 2026
Navigating the DOL's Proposed Rule on 401(k) Plan Exposure to Alternative InvestmentsNatasha Vij Greiner and Gretchen Passe Roin of WilmerHale will discuss the DOL's proposed rule "Fiduciary Duties in Selecting Designated Investment Alternatives" and walk through how the rule could impact the responsibilities of fund boards. This webinar will broadcast live from 2 pm - 3 pm (ET).
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May 21, 2026
Mutual Fund Director Compensation: The MPI Annual Survey (2026)This webinar will summarize the findings from MPI's recent annual "Survey of Mutual Fund Director/Trustee Compensation and Organizational Practices." The webinar will broadcast live from 2 pm - 3 pm (ET).
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June 2, 2026
MFDF Spotlight: APs and Market Makers - Helpful Takeaways for Fund BoardsAs part of MFDF's ongoing ETF oversight series, this MFDF Spotlight webinar will discuss how ETFs utilize APs and market makers, including how those relationships form initially and then may evolve over time. This will broadcast live from 2 pm - 2:30 pm (ET).
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June 17, 2026
Financial Statement Review for RIC Boards: What Independent Directors Need to KnowDeloitte's latest webinar for MFDF will provide RIC board independent directors with a practical overview of fund financial statements and the key areas that warrant heightened attention. The webinar will broadcast live from 2 pm - 3 pm (ET).
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June 25, 2026
Series Trust Funds - AuditsAs part of MFDF's Series Trust Funds program series, this session features a board‑focused overview of series trust fund audits, highlighting key risks, oversight responsibilities, and best practices for audit committee directors on series trust boards. The webinar will broadcast live from 2 pm - 3 pm (ET).
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July 14, 2026
An Introduction to RIC Taxation and Mid-Year UpdatesAmy Snyder, Principal at EY, and Roger Wise, Partner at Willkie, Farr & Gallagher will focus on tax basics for RICs and provide a mid-year update. The webinar will broadcast live from 2 pm - 3 pm (ET).
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July 21, 2026
Board Oversight of Subadvisers: Compliance and Regulatory IssuesThis webinar is the first to accompany MFDF's Practical Guidance on Board Oversight of Subadvisers white paper that published in April 2026. The webinar will broadcast live from 2 pm - 3 pm (ET).
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September 14, 2026
Intermediary Fees: What Today’s Trends Mean for Independent DirectorsBarrington Partners shares key insights from its latest Intermediary Fee Survey to help independent directors understand how current market trends may inform effective fee oversight. The webinar will broadcast live from 2 pm - 3 pm (ET).
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November 2, 2026
ETFs, Mutual Funds, and Taxes: A Structural Comparison for Fund BoardsBarrington Partners will present and explain the differences of how taxes are paid on ETFs and Open End Mutual Funds and how it impacts the fiduciary and oversight considerations for fund boards. The webinar will broadcast live from 2 pm - 3 pm (ET).
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