Events

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.

December 11, 2024

As 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).

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.

June 24, 2025

MFDF'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).

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.

December 3, 2025

This webinar will offer a timely deep dive into the latest developments shaping how digital assets are governed, integrated, and trends in tokenization, cryptocurrencies, and digital assets across the fund industry. The webinar will broadcast live from 2 pm - 3 pm (ET).

December 9, 2025

As part of MFDF's Investment Series webinars, this webinar will discuss the latest developments in the fixed income market. The webinar will broadcast live from 2 pm - 3 pm (ET). 

December 16, 2025

Dechert partners Julien Bourgeois and Paul Stevens will provide an overview of the co-investment relief provided by the SEC last spring, including review key changes from prior orders and an examination of the important considerations for fund directors to understand as the fund industry works to implement the updated relief. The webinar will broadcast live from 2 pm - 3 pm (ET).

December 18, 2025

Join Deloitte's Paul Kraft, Michelle Coombs and Matt Morlock as they discuss the latest findings from Deloitte's 23rd edition Annual Fair Valuation Survey. The webinar will broadcast live from 2 pm - 3 pm (ET).

January 21, 2026

Speakers from MFDF's ETF webinar series returns to host an in-depth Ask Anything on ETF session for current independent directors and CCOs. This virtual discussion will take place on Zoom at 2 pm (ET).

Naples January 26, 2026

The 2026 Directors' Institute is scheduled for January 26-28, 2026 in Naples, FL. The program will begin at 2 pm on January 26 and conclude by 12 pm on January 28.

Miami February 10, 2026

MFDF will host an in-person Director Discussion Series meeting in Miami, FL to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 9 am to 11 am at EY's Miami office.

Washington March 5, 2026

MFDF's annual FGRI Conference 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 5, 2026 and conclude at 12 pm on March 6, 2026.

Charlotte April 14, 2026

MFDF will host an in-person Director Discussion Series breakfast meeting in Charlotte, NC to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 9:30 am to 11:30 am at EY's Charlotte office.

Chicago June 4, 2026

MFDF's CFL Roundtable is a program designed specifically for mutual fund chairs and lead independent directors. This in-person meeting will take place on June 4, 2026 at the offices of Kirkland & Ellis' Chicago office from 10:00 am to 2:00 pm (CT).

Amelia Island February 1, 2027

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

Washington April 8, 2027

MFDF's annual FGRI Conference 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 on April 8-9, 2027 in Washington, DC.

Marana January 24, 2028

The 2028 Directors' Institute is scheduled for January 24-26 in Marana, AZ.

Washington April 4, 2028

MFDF's annual FGRI Conference 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 on April 4-5, 2028 in Washington, DC.