Events
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Los Angeles November 13, 2024
Director Discussion Series - Open Forum (Los Angeles, CA)MFDF will host an in-person Director Discussion Series lunch in Los Angeles, CA to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 12:00 pm to 2:00 pm at the offices of PwC located at 601 South Figueroa Street, Ste. 900 in Los Angeles, CA.
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December 11, 2024
ETF Product Trends: Board ImplicationsAs 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).
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Naples February 11, 2025
Director Discussion Series - Open Forum (Naples, FL)MFDF will host an in-person Director Discussion Series lunch in Naples, FL to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 11:30 am to 2:00 pm at Wyndemere Country Club located at 700 Wyndemere Way, Naples, FL.
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Boston April 15, 2025
Director Discussion Series - Open Forum (Boston)MFDF will host an in-person Director Discussion Series lunch in Boston to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 12 pm - 2 pm at the offices of PwC in Boston.
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June 24, 2025
Director Discussion Series - Open Forum via ZoomMFDF's DDS meetings provide an opportunity for independent directors and CCOs to discuss timely issues with peers and experts. This Zoom meeting will be held from 11:00 am - 12:00 pm (ET).
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Chicago July 9, 2025
Director Discussion Series - Open Forum (Chicago)MFDF will host an in-person Director Discussion Series lunch in Chicago to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 12 pm - 2 pm at the offices of Ropes & Gray LLP in Chicago.
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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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Philadelphia July 15, 2025
Director Discussion Series - Open Forum (Philadelphia)MFDF will host an in-person Director Discussion Series lunch in Philadelphia to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 12 pm - 2 pm at the offices of Stradley Ronon in Philadelphia.
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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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New York July 22, 2025
Director Discussion Series - Open Forum (New York)MFDF will host an in-person Director Discussion Series lunch meeting in New York City to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 12 pm - 2 pm at the offices of Sidley Austin LLP in New York.
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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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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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September 11, 2025
In Focus: Board Oversight of DEI in Current LandscapeK&L partners Varu Chilakamarri and Craig Leen will facilitate a discussion among current RIC directors and CCOs on how boards should consider DEI programs under the current landscape. This virutal discussion will be from 1 pm to 2 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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