Trusted Insight for Independent Oversight
MFDF is an independent association for independent directors of mutual funds, ETFs, closed-end funds, and other registered investment companies.
MFDF helps independent directors navigate an evolving regulatory environment and steward shareholders’ investments. MFDF provides tailored educational resources and facilitates peer-to-peer networking, with offerings that include webinars, white papers, and interactive conferences. As an independent association, MFDF’s membership includes a wide range of fund boards and represents a diverse community of directors.

Upcoming Events
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Columbus August 20, 2025
Director Discussion Series - Open Forum (Columbus, Ohio)MFDF will host an in-person Director Discussion Series meeting in Columbus, Ohio to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 1:30 pm to 3:30 pm at the offices of Diamond Hill Investments in Columbus, Ohio.
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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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Newest Resources
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July 30, 2025
Webinar Archive: Use of Derivatives by RICs
Dechert's Philip Hinkle and Katie Cognlan updated directors on the use of derivatives in RICs and what boards should know for their oversight responsibilities. This webinar originally aired on July 29, 2025. -
July 18, 2025
Webinar Archive: ETF Conversions
As part of MFDF's ETF webinar series, Ropes & Gray partner Paulita Pike highlighted the top ETF conversion issues that fund boards should consider in their oversight roles. This webinar originally aired on July 17, 2025. -
July 17, 2025
Webinar Archive: M&A and Consolidation in Asset Management
Ropes & Gray partner Brian McCabe shared updates and insights on key takeaways for boards to consider in M&A and consolidations in the asset management industry. This webinar originally aired on July 16, 2025.
MFDF Member Series - Leveraging MFDF Membership to Locate Future Directors
Leslie Beckbridge, MFDF's Operations and Member Services Manager, highlighted MFDF's Director Candidate Database, a service that provides curated candidate lists in response to member boards' requirements. The webinar provided an overview of the Database, discussed how members can use it as part of succession planning efforts, and shared insights to get the best results from your inquiry.