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.

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 16, 2026

In September 2026, MFDF's Board Effectiveness Working Group will discuss interested directors in fund boardrooms.

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).

September 24, 2026

In September 2026, MFDF's Diversity Working Group will discuss neurodiversity and disability in the context of inclusion in the boardroom.

September 29, 2026

In September 2026, MFDF's Board Leadership Roundtable will meet to discuss having difficult conversations as a leader of a board or a committee.

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 13, 2026

As part of MFDF's AI for Fund Boards webinar series, KPMG will provide practical guidance on how audit committees of RICs should consider in their oversight responsibilities regarding the use of AI in fund audits. The webinar will broadcast live from 2 pm - 3 pm (ET).

October 14, 2026

In October 2026, MFDF will host a call of the Educational Content Advisory Group to invite member input into MFDF's educational offerings.

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.

October 19, 2026

In October 2026, MFDF will host town hall meetings with member independent directors to discuss policy goals and objectives for MFDF's advocacy efforts with the SEC. Higher AUM members will meet on October 19th.

October 20, 2026

In October 2026, MFDF will host the first of three calls with the Newer Directors Roundtable. This call will focus on acclimating to board culture and communication norms.

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).

October 30, 2026

In October 2026, MFDF will host town hall meetings with member independent directors to discuss policy goals and objectives for MFDF's advocacy efforts with the SEC. Lower AUM members will meet on October 30th.

November 2, 2026

As part of MFDF's ETF webinar series, 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 5, 2026

In November 2026, MFDF will host a call of the Directors of Color Roundtable focused on the success stories of fund directors of color.

November 5, 2026

Please join Dechert partners as they highlight recent developments of SEC's enforcements and examinations. Additionally, they will provide a preview of what to expect in regulatory enforcement. 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.

November 18, 2026

In November 2026, MFDF's Nom/Gov Committee Roundtable will discuss board refreshment mechanisms such as retirement ages, term limits, advisory and emeritus director roles, and others.