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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June 17, 2025
Current Landscape of Securities LendingJoin Lori Paris with Northern Trust Securities Finance as she provides the basics of security lending that fund boards should know in their oversight roles. The webinar will broadcast live from 2 pm - 3 pm (ET).
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June 18, 2025
MFDF Spotlight - Fund Director IndependenceThe next MFDF Spotlight webinar will be led by Tom Westle, partner with BlankRome, as he discusses fund board directors' independence. This will broadcast live from 2 pm - 2:30 pm (ET).
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July 10, 2025
Mid-Year Tax Update for Registered Investment CompaniesEY's Amy Snyder and Lisa Wolski, will provide mid-year tax updates for boards of RICs to consider. The webinar will broadcast live from 2 pm - 3 pm (ET).
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July 16, 2025
M&A and Consolidation in Asset ManagementRopes & Gray partner Brian McCabe will share updates and insights on key takeaways for boards to consider in M&A and consolidations in the asset management industry. The webinar will broadcast live from 2 pm - 3 pm (ET).
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July 17, 2025
ETF ConversionsAs part of MFDF's ETF webinar series, Ropes & Gray partner Paulita Pike will highlight the top ETF conversion issues that fund boards should consider in their oversight roles. The webinar will broadcast live from 2 pm - 3 pm (ET).
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July 24, 2025
Ask Anything - AI EditionSpeakers from MFDF's AI for Fund Board webinar series returns to host an in-depth Ask Anything on AI session for current independent directors and CCOs. This virtual discussion will take place on Zoom at 11 am (ET).
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July 29, 2025
Use of Derivatives by RICsDechert's Philip Hinkle and Katie Cognlan will update directors on the use of derivatives in RICs and what boards should know for their oversight responsibilities. The webinar will broadcast live from 2 pm - 3 pm (ET).
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September 3, 2025
The Audit Committee Chair's Guide to Balancing Duties and Emerging IssuesAs part of MFDF's The Audit Committee Chair's Guide program series, John Braun, partner at Cohen & Co. and David Roeber, partner at Stradley Ronon, will discuss best practices in balancing duties, skillsets, and emerging issues governed by audit committees. The webinar will broadcast live from 2 pm - 3 pm (ET).
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September 10, 2025
Series Trust Funds - Compliance and Board ReportingJoin Martin Dean, President of Northern Lights Compliance LLC, as he discusses key priorities and best practices of compliance and board reporting cruicial to series trust fund boards' oversight role. This webinar is the second in MFDF's Series Trust Fund webinar series. The webinar will broadcast live from 2 pm - 3 pm (ET).
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September 16, 2025
MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action TakeawaysJoin Morgan Lewis partners as they discuss MFDF's 15(c) White Paper: Part 4 – Enforcement Action Takeaways. This webinar will broadcast live from 2 pm - 3 pm (ET).
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September 23, 2025
Latest in Closed-End Funds LitigationsVanessa Richardson and Jay Spinola, partners at Willkie Farr & Gallagher LLP will highlight latest in CEF litigations. The webinar will broadcast live from 2 pm - 3 pm (ET).
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September 24, 2025
Fixed Income Insights: Navigating Market Trends & OpportunitiesAs part of MFDF's Investment Series webinars, this webinar will discuss the latest developments in the fixed income market. The webinar will broadcast live from 2 pm - 3 pm (ET).
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September 29, 2025
Risk Management Essentials for RICs and BoardsAs part of MFDF and Deloitte's Oversight of Risk Management webinar series, this webinar will focus on the elements of a risk management program in the investment management industry. The webinar will broadcast live from 2 pm - 3 pm (ET).
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October 1, 2025
Diligent - Tools for Fund Board BookDiligent will highlight the latest tools designed to help fund board directors with their oversight responsibilities. The webinar will broadcast live from 2 pm - 3 pm (ET).
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October 14, 2025
Essential Stratgies in Board Oversight of Operational Risk ManagementAs part of MFDF and Deloitte's Oversight of Risk Management webinar series, this webinar will focus on board oversight of operational risk management. The webinar will broadcast live from 2 pm - 3 pm (ET).
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October 15, 2025
Series Trust Funds - Effective Board Relationship with AdvisersLearn how series trust fund boards can create and maintain effective board relationships with advisers, This webinar is the third webinar in the Series Trust Funds program series. The webinar will broadcast live from 2 pm - 3 pm (ET).
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November 13, 2025
Mutual Fund CCO Compensation: The MPI Annual Survey UpdateJoin MPI as they highlight the results from its latest annual survey of mutual fund Chief Compliance Officer compensation. The webinar will broadcast live from 2 pm - 3 pm (ET).
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