Events
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Miami January 23, 2023
2023 Directors' InstituteThe 2023 Directors' Institute is scheduled for January 23-25, 2023 in Miami, Florida.
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New York April 25, 2024
Diversity and the Board of the FuturePlease join MFDF and IDC for a half-day program focused on board composition and identifying diverse board candidates.
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July 16, 2024
Mid-Year Tax Update for Registered Investment CompaniesEY's Amy Snyder and Ray Beeman, 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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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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February 20, 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 2:00 pm - 3:00 pm (ET).
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February 26, 2025
AI and Portfolio ManagementAs part of MFDF's AI for Fund Boards webinar series, Karen Aspinall, Doug Clinton, Jan Hopkins, and Joyce Li will highlight case studies of AI usage in investment strategies and questions boards should consider during the 15(c) process as part of their risk oversight responsibilities. The webinar will broadcast live from 2 pm - 3 pm (ET).
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Washington March 6, 2025
2025 Fund Governance & Regulatory Insights ConferenceMFDF's annual Fund Governance & Regulatory Insights Conference will bring independent directors together with legislators, regulators, and other industry experts to discuss issues of critical concern to fund directors. This program is scheduled to be in-person starting at 8 am on March 6, 2025 and conclude at 12 pm on March 7, 2025.
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March 12, 2025
MFDF 15(c) White Paper Webinar Series: Part 3 - Gartenberg Factors Analysis and ChallengesJoin MFDF member independent directors as they discuss MFDF's 15(c) White Paper: Part 3 - Gartenberg Factors Analysis and Challenges. This webinar will broadcast live from 2 pm - 3 pm (ET).
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Atlanta April 2, 2025
Director Discussion Series - Open Forum (Atlanta)MFDF will host an in-person Director Discussion Series lunch in Atlant 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 Voya Investment Management in Atlanta.
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April 10, 2025
Exploring a Decade of Transformation in US & European Fund Fee TrendsJoin Broadridge's Jeff Tjornehoj as he highlights the findings from the 2024 Broadridge white paper on key factors affecting the fund fees across the US, UK, Ireland, and Luxembourg.. The webinar will broadcast live from 2 pm - 3 pm (ET).
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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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April 17, 2025
SEC-ing is Believing: The First 100 Days of the Trump AdministrationJoin Sara Crovitz and Miranda Sturgis, partners at Stradley Ronon, in a discussion of the opening months of the new administration and implications for fund directors. The webinar will broadcast live from 2 pm - 3 pm (ET).
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April 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 1:00 pm - 2:00 pm (ET).
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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 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 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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