Events

Miami January 23, 2023

The 2023 Directors' Institute is scheduled for January 23-25, 2023 in Miami, Florida.

September 21, 2023

Please join Julian F. Sluyters as he reflects on the insights and lessons learned during his tenure as CEO of various fund firms that will help fund directors build and maintain positive working relationships with management. This event will take place on Zoom on September 21, 2023 from 1:00 pm to 2:00pm (ET).

October 4, 2023

Brown Brothers Harriman’s ETF Product and Market Engagement Leads, John Hooson and Tim Huver, and Darlene DeRemer, Chair of ARK Investement Board will discuss the latest ETF market trends uncovered in BBH's 2023 Global ETF Investor Survey. The webinar will broadcast live from 2 pm - 3 pm (ET).

October 17, 2023

ACA Group’s Head of ESG Data Luke Wilcox will provide an overview of recent trends in ESG data for mutual fund directors. The webinar will broadcast live from 2 pm - 3 pm (ET).

October 23, 2023

DDS meetings provide a opportunity for independent directors and CCOs to discuss timely issues with peers and experts. This Zoom meeting will be held from 10:00 am to 11:00 am (ET).

October 24, 2023

Please join Bill Huizenga, Chairman of the House Financial Services Oversight Committee, as he shares his thoughts on the SEC, congress and the future of the fund industry legislation. This event will take place on Zoom on October 24, 2023 from 3:00 pm to 4:00pm (ET).

October 25, 2023

Join speakers from Barrington Partners as they discuss their latest Audit Survey results. The webinar will broadcast live from 2 pm - 3 pm (ET).

Los Angeles November 1, 2023

The Forum 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 Kirkland & Ellis LLP, located at 555 South Flower Street, Suite 3700.

San Francisco November 2, 2023

The Forum will host an in-person Director Discussion Series lunch in San Francisco, 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 Kirkland & Ellis LLP, located at 555 California St, 27th floor.

Chicago November 8, 2023

The Forum 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.

November 9, 2023

Neesa Patel Sood and Jay Spinola, partners at Willkie Farr & Gallagher LLP, will provide an overview of the amended names rules recently adopted by the SEC and its implications for registered funds and BDCs. The webinar will broadcast live from 2 pm - 3 pm (ET).

November 16, 2023

This webinar will summarize the findings from MPI's 18th annual survey of mutual fund Chief Compliance Officer compensation. The webinar will broadcast live from 2 pm - 3 pm (ET).

November 29, 2023

As part of MFDF's Investment Series webinars, this webinar will discuss the rise of alternative investments and the opportunities and risks associated with each class focusing on private credit and private equity. The webinar will broadcast live from 2 pm - 3 pm (ET).

December 6, 2023

Please join Brett Eichenberger, Cohen & Company assurance partner and Market Leader for Registered Funds and Jay Laurila, Cohen & Company tax partner, for a discussion related to the unique complexities of Board oversight of ETFs. The webinar will broadcast live from 2 pm - 3 pm (ET).

December 12, 2023

Please join Jeremiah Williams, Partner at Ropes & Gray LLP, as he discusses how the latest Supreme Court university affirmative action decision might impact fund board and industry diversity efforts. This virtual event will take place on Zoom at 3 pm (ET).

December 13, 2023

Join Paul Kraft, , Pedro Beato, and Tom Wines as they discuss the latest findings from Deloitte's 21st edition Annual Fair Valuation Survey. The webinar will broadcast live from 2 pm - 3 pm (ET).

December 14, 2023

DDS meetings provide a opportunity for independent directors and CCOs to discuss timely issues with peers and experts. This Zoom meeting will be held from 3:00 pm to 4:00 pm (ET).

Naples January 22, 2024

The 2024 Directors' Institute is scheduled for January 22-24, 2024 in Naples, Florida.

Washington March 7, 2024

The Forum's annual FGRI Conference will 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 7, 2024 and conclude at 12 pm on March 8, 2024.

Boston June 5, 2024

The Forum'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 5, 2024 at the offices of Ropes & Gray, LLP from 10:30 am to 3 pm (ET).