Events
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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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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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September 16, 2026
Board Effectiveness Working GroupIn September 2026, MFDF's Board Effectiveness Working Group will discuss interested directors in fund boardrooms.
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September 24, 2026
Diversity Working GroupIn September 2026, MFDF's Diversity Working Group will discuss neurodiversity and disability in the context of inclusion in the boardroom.
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September 29, 2026
Board Leadership RoundtableIn September 2026, MFDF's Board Leadership Roundtable will meet to discuss having difficult conversations as a leader of a board or a committee.
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October 14, 2026
Educational Content Advisory GroupIn October 2026, MFDF will host a call of the Educational Content Advisory Group to invite member input into MFDF's educational offerings.
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October 19, 2026
MFDF Policy Development Town Hall (Higher AUM Members)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.
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October 19, 2026
MFDF No-Action Relief for Directed Voting Programs Decoded: What This Relief Means for Funds and Fund DirectorsJoin MFDF and Ropes & Gray for a deep dive on the no-action letter that the SEC’s Office of Chief Counsel, Division of Investment Management, issued to MFDF covering a “Directed Voting Program” under which fund shareholders may give standing instructions to vote with the board’s recommendation. The webinar will broadcast live from 2 pm - 3 pm (ET).
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October 20, 2026
Newer Directors RoundtableIn 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.
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Boston October 21, 2026
Director Discussion Series - Open Forum (Boston)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.
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October 22, 2026
Modernizing Fund Board Communications: Policies, Security, and RecordkeepingSkadden 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).
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October 30, 2026
MFDF Policy Development Town Hall (Lower AUM Members)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.
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November 2, 2026
ETF Market Analysis and Tax ConsiderationsAs part of MFDF's ETF webinar series, Barrington Partners will present its latest analysis of the U.S. ETF market and tax considerations, and how it impacts the fiduciary and oversight considerations for fund boards. The webinar will broadcast live from 2 pm - 3 pm (ET).
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November 4, 2026
Mutual Fund CCO Compensation: The MPI Annual Survey UpdateJoin MPI as they highlight the results from its latest annual survey of mutual fund Chief Compliance Officer compensation. The webinar will broadcast live from 2 pm - 3 pm (ET).
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November 5, 2026
Directors of Color RoundtableIn November 2026, MFDF will host a call of the Directors of Color Roundtable focused on the success stories of fund directors of color.
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November 5, 2026
SEC Enforcement and Exams UpdatePlease 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).
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November 9, 2026
In Focus - Usage of AI in the BoardroomMFDF 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.
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November 18, 2026
Nom/Gov Committee RoundtableIn 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.
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December 14, 2026
Are we in Kansas Anymore? Understanding Board Oversight of Liquidity, Leverage, and Derivatives in Alternative Investment ProductsAs part of MFDF's Board Oversight of Alternative Investments Series, this webinar will discuss use of leverage, liquidity constraints, and derivative exposure and how fund boards can navigate oversight of these key areas. The webinar will broadcast live from 2 pm - 3 pm (ET).
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December 16, 2026
2026 Fair Valuation Pricing Survey UpdateJoin Deloitte's Paul Kraft and Michelle Coombs as they highlight the latest findings from Deloitte's 24th edition Annual Fair Valuation Survey. The webinar will broadcast live from 2 pm - 3 pm (ET).
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