Events

Miami January 23, 2023

The 2023 Directors' Institute is scheduled for January 23-25, 2023 in Miami, Florida.

New York April 25, 2024

Please join MFDF and IDC for a half-day program focused on board composition and identifying diverse board candidates.

July 16, 2024

EY'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).

New York July 23, 2024

MFDF will host an in-person Director Discussion Series breakfast 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 10 am - 12 pm at the offices of Sidley Austin LLP in New York.

July 30, 2024

To kick off MFDF's ETF webinar series, Brett Eichenberger, partner at Cohen & Co., Kevin Gustafson, partner at K&L Gates, and Laura Morrison, ETF expert, will discuss fundamentals of ETFs for fund board oversight. This webinar will broadcast live from 2 pm - 3 pm (ET).

September 11, 2024

Join Jeremiah Williams, Partner at Ropes & Gray LLP, as he discusses how the latest Supreme Court decisions to Chevron and ALJ/agency administrative proceedings may impact the fund industry and government agencies. This webinar will broadcast live from 2 pm - 3 pm (ET).

September 17, 2024

Join seasoned Portfolio Manager Scott Weiner as he highlights the new product development process through the eyes of a portfolio manager. Hear about the behind-the-scenes process that occurs behind the launch of virtually every product out there, from idea generation to product construction and exposure to testing and launch. This webinar will broadcast live from 2 pm - 2:30 pm (ET).

September 26, 2024

David R. Koenig, President and Chief Executive Officer of the DCRO Risk Governance Institute, and Lorraine Hendrickson, Independent Trustee of Lord Abbett Alternative Funds Board, will lead a discussion of how boards can better understand their individual and collective risk personalities, the role that perceived risk plays in determining whether clients and other capital providers will engage our organizations and steps boards can take to improve their performance and reduce the overall cost of acquiring capital with this knowledge. This virtual event will take place on Zoom at 11 am (ET).

October 1, 2024

The second webinar of MFDF's ETF series, will feature Ward Bortz, Head of ETFs and US Wealth Distribution at Angel oak Capital Advisors, and Ira Cohen, Angel Oak Fund Board Chair and mutual fund expert, will provide a deep dive into key considerations for asset managers and boards considering ETFs, including differences between ETFs and mutual funds. This webinar will broadcast live from 2 pm - 3 pm (ET).

October 8, 2024

Fran Cashman, independent trustee on the Morgan Stanley Funds' board and former Portfolio CEO of Asset Management at Delinian, and John Krieg, retired UBS Head of Institutional Distribution in Americas Asset Management, will highlight the fundamentals of distribution that fund directors need to know to fulfil their oversight duties. The webinar will broadcast live from 2 pm - 3 pm (ET).

October 15, 2024

Join MFDF and Seward & Kissel at the in-person outreach program that focuses on continuing impacts of new and proposed SEC rules on fund director and CCO responsibilities. This program is scheduled for 10 am to 11:30 am in Naples, FL.

Kansas City October 16, 2024

MFDF will host an in-person Director Discussion Series lunch in Kansas City to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 12:00 pm to 2:00 pm at the offices of PwC located at 1100 Walnut St # 1300, Kansas City, MO 64106.

Denver November 6, 2024

MFDF will host an in-person Director Discussion Series breakfast in Denver to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 7:30 am to 9:30 am at the offices of Morrison Foerster LLP in Denver.

November 7, 2024

Leaders from EY will provide an update from part 1 of this 2-part series on digital asset trends in the fund industry and highlight what directors should know about these offerings. The webinar will broadcast live from 2 pm - 3 pm (ET).

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.

San Francisco November 14, 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 405 Howard Street, Ste. 600, San Francisco, CA.

November 19, 2024

Join seasoned Portfolio Manager Scott Weiner as he walks through the in-kind transactions, custom in-kind baskets and how ETF portfolio managers leverage these transactions to create the tax efficiencies that distinguish ETFs from their mutual fund counterparts. This webinar will broadcast live from 2 pm - 3 pm (ET).

Carlsbad January 27, 2025

The 2025 Directors' Institute is scheduled for January 27-29, 2025 in Carlsbad, CA.

Washington March 6, 2025

MFDF's annual FGRI 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.

Naples January 26, 2026

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