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 6, 2025
Update on Fund Industry Claims Trends: An Insurer’s PerspectiveJoin Julie 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 7, 2025
MPI's Annual Survey of Investment Firm Profitability and Economies of ScaleSara Yerkey, with Management Practice, and Kelley Howes, Partner and Co-Chair of the Investment Management Group at Morrison and Foerster LLP, will provide highlights from the latest MPI Annual Survey of Investment Firm Profitability and implications for fund director oversight. The webinar will broadcast live from 2 pm - 3 pm (ET).
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May 20, 2025
Series Trust Funds - Board Oversight 101Cassandra Borchers with Squire Patton Boggs and Freddie Jacobs, Jr. CPA with Institutional Trust Services of BPAS, will kick off MFDF's Series Trust Funds program series with discussion on core responsibilities and best practices for effective series trust board oversight. The webinar will broadcast live from 2 pm - 3 pm (ET).
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May 22, 2025
Mutual Fund Director Compensation: The MPI Annual Survey (2025)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 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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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. The 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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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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