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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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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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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May 29, 2025
MFDF Spotlight - The State of Fund Board Recruiting (2025)The next MFDF Spotlight webinar will feature Leslie Beckbridge with MFDF as she highlights the key observations and trends for MFDF's Fund Board Recruitment Practices Report 2 pm - 2:30 pm (ET).
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June 4, 2025
Board Oversight of DEI Under Second Trump AdministrationK&L partners Varu Chilakamarri and Craig Leen will discuss most recent developments related to oversight of DEI programs in Trump’s second term and what boards should be considering. The webinar will broadcast live from 2 pm - 3 pm (ET).
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June 17, 2025
Current Landscape of Securities LendingJoin Lori Paris with Northern Trust Securities Finance as she provides the basics of security lending that fund boards should know in their oversight roles. The webinar will broadcast live from 2 pm - 3 pm (ET).
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June 18, 2025
MFDF Spotlight - Fund Director IndependenceThe next MFDF Spotlight webinar will be led by Tom Westle, partner with BlankRome, as he discusses fund board directors' independence. This will broadcast live from 2 pm - 2:30 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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June 26, 2025
In Focus: Strategic Preparation for Director TurnoverIndependent chairs Eve Guernsey (Lord Abbett) and Joseph Obermeyer (Voya) will discuss strategic approaches to succession planning in the boardroom. This virtual event will take place on Zoom at 1 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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