Events

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.

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.

June 16, 2026

In June 2026, MFDF's Nom/Gov Chairs Roundtable and Board Effectiveness Working Group will meet jointly for a discussion of how fund board service/responsibilities differ from other types of board director roles.

June 24, 2026

In June 2026, MFDF's Directors of Color Roundtable will meet for a discussion of allyship.

July 23, 2026

On July 23rd, Leslie Beckbridge, MFDF's Manager of Operations and Member Services, will present a tour of new features for MFDF members on mfdf.org.

August 25, 2026

On August 25, Carolyn McPhillips, MFDF's President, will host an exclusive town hall for MFDF members to comment on MFDF's programs in 2026 and a look ahead to what's coming up in the next year.

September 2, 2026

As part of MFDF's AI for Fund Boards webinar series, K&L partners will provide practical guidance on how board members might use AI appropriately, while navigating the risks around quality concerns, confidentiality, legal privilege, and record keeping. The webinar will broadcast live from 2 pm - 3 pm (ET).

September 9, 2026

As part of MFDF's ETF webinar series, this webinar will provide an overview of Section 351 exchanges, which allow investors to contribute diversified assets into a newly formed ETF. The webinar will broadcast live from 2 pm - 3 pm (ET).

September 10, 2026

Stradley Ronon partners Jamie Gershkow and Jesse Kanach will outline practical frameworks to help independent fund directors understand the fundamentals of tokenization and key considerations related to oversight of tokenized products. The webinar will broadcast live from 2 pm - 3 pm (ET).

September 14, 2026

Barrington Partners shares key insights from its latest Intermediary Fee Survey to help independent directors understand how current market trends may inform effective fee oversight. The webinar will broadcast live from 2 pm - 3 pm (ET).

September 17, 2026

IAA President & CEO Karen Barr will moderate a webinar from a new academic study "How the SPIVA U.S. Scorecard Understates the Performance of Actively Managed Mutual Funds" conducted by K.J. Martijn Cremers, Jon Fulkerson, and Timothy B. Riley. This webinar will broadcast live from 2 pm - 3 pm (ET).

Denver September 23, 2026

MFDF and Morrison Foerster will host an in-person Director Discussion Series meeting 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 10 am to 12 pm (MT).

October 1, 2026

Mindset’s Senior Director, Cassandra Brzezinski and Principal, Heather Slavkin Corzo, will walk through potential outcomes of the mid-term elections and highlight the impact the results may have on Congress, the House Financial Services Committee and the Senate Banking Committee, as well as financial markets more broadly. This virtual discussion will take place on Zoom from 11:00 AM to 12:00 PM (ET). Spaces are limited.

October 15, 2026

MFDF is pleased to partner with Willkie to offer a 3-part In Focus series on Board Oversight and Usage of AI, a confidential virtual discussion specifically designed for current RIC independent directors and CCOs. This second discussion will focus on board oversight approaches for AI as part of independent directors' risk oversight duties. This virtual session will be on Zoom from 11:00 AM to 12:00 PM (ET). Spaces are limited.

Boston October 21, 2026

MFDF and EY will host an in-person Director Discussion Series meeting 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 11 am to 1 pm (ET) at EY's Boston office.

October 22, 2026

Skadden partners will outline core frameworks and practical considerations to help independent fund directors evaluate and update their board communication practices and policies. The webinar will broadcast live from 2 pm - 3 pm (ET).

November 2, 2026

Barrington Partners will present and explain the differences of how taxes are paid on ETFs and Open End Mutual Funds and how it impacts the fiduciary and oversight considerations for fund boards. The webinar will broadcast live from 2 pm - 3 pm (ET).

November 9, 2026

MFDF is pleased to partner with Willkie to offer a 3-part In Focus series on Board Oversight and Usage of AI, a confidential virtual discussion specifically designed for current RIC independent directors and CCOs. This last discussion will focus on the board's usage of AI in the boardroom. This virtual session will be on Zoom from 3:30 PM to 4:30 PM (ET). Spaces are limited.

Amelia Island February 1, 2027

The 2027 Directors' Institute is scheduled for February 1-3 in Amelia Island, FL.