Events

Los Angeles November 13, 2024

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.

December 11, 2024

As 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).

Naples February 11, 2025

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.

Boston April 15, 2025

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.

June 24, 2025

MFDF'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).

Chicago July 9, 2025

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.

September 29, 2025

As 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).

October 14, 2025

As 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).

October 15, 2025

Learn 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).

October 21, 2025

This webinar will highlight the importance of product marketing, understanding the “Client Investing Journey,” identifying metrics to measure success, working within compliance and regulatory requirements, and how board oversight of distribution intersects with overall marketing strategy. The webinar will broadcast live from 2 pm - 3 pm (ET).

October 23, 2025

Vanessa 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).

November 5, 2025

John Braun, partner at Cohen & Co. and David Roeber, partner at Stradley Ronon will facilitate a discussion on the top issues for audit committee chairs. This virutal discussion will be from 1:30 pm to 2:30 pm (ET).

November 10, 2025

As part of MFDF's AI for Fund Boards webinar series, EY's Bill Hobbs and Phil Payad explores how AI is being integrated into third-party service providers, from fund administration to compliance, and what board members need to know to fulfill their fiduciary responsibilities.The webinar will broadcast live from 2 pm - 3 pm (ET).

November 13, 2025

Join 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).

December 3, 2025

This webinar will offer a timely deep dive into the latest developments shaping how digital assets are governed, integrated, and trends in tokenization, cryptocurrencies, and digital assets across the fund industry. The webinar will broadcast live from 2 pm - 3 pm (ET).

December 9, 2025

As 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). 

December 18, 2025

Join Deloitte's Paul Kraft, Michelle Coombs and Matt Morlock as they discuss the latest findings from Deloitte's 23rd edition Annual Fair Valuation Survey. The webinar will broadcast live from 2 pm - 3 pm (ET).

January 21, 2026

Speakers from MFDF's ETF webinar series returns to host an in-depth Ask Anything on ETF session for current independent directors and CCOs. This virtual discussion will take place on Zoom at 2 pm (ET).

Naples January 26, 2026

The 2026 Directors' Institute is scheduled for January 26-28, 2026 in Naples, FL.

Washington March 5, 2026

MFDF's annual FGRI Conference 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 5, 2026 and conclude at 12 pm on March 6, 2026.