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.

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 16, 2026

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

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).

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.