Events

Miami January 23, 2023

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

November 21, 2023

Join MPI as they highlight the results from its 19th annual survey of mutual fund Chief Compliance Officer compensation. The webinar will broadcast live from 2 pm - 3 pm (ET).

New York April 25, 2024

Please join MFDF and IDC for a half-day program focused on board composition and identifying diverse board candidates.

July 16, 2024

EY's Amy Snyder and Ray Beeman, will provide mid-year tax updates for boards of RICs to consider. The webinar will broadcast live from 2 pm - 3 pm (ET).

September 17, 2024

As part of MFDF's ETF webinar series, seasoned Portfolio Manager Scott Weiner will highlight the new product development process through the eyes of a portfolio manager. Hear about the behind-the-scenes process that occurs behind the launch of virtually every product out there, from idea generation to product construction and exposure to testing and launch. This spotlight webinar will broadcast live from 2 pm - 2:30 pm (ET).

September 26, 2024

David R. Koenig, President and Chief Executive Officer of the DCRO Risk Governance Institute, and Lorraine Hendrickson, Independent Trustee of Lord Abbett Alternative Funds Board, will lead a discussion of how boards can better understand their individual and collective risk personalities, the role that perceived risk plays in determining whether clients and other capital providers will engage our organizations and steps boards can take to improve their performance and reduce the overall cost of acquiring capital with this knowledge. This virtual event will take place on Zoom at 11 am (ET).

September 30, 2024

Join Morgan Lewis and MFDF for a deep dive into the requirements fund directors must assess when analyzing whether to approve a fund's advisory agreement. This webinar will broadcast live from 2 pm - 3 pm (ET).

October 1, 2024

The next webinar in MFDF's ETF series, will feature Ward Bortz, Head of ETFs and US Wealth Distribution at Angel oak Capital Advisors, and Ira Cohen, Angel Oak Fund Board Chair and mutual fund expert, will provide a deep dive into key considerations for asset managers and boards considering ETFs, including differences between ETFs and mutual funds. This webinar will broadcast live from 2 pm - 3 pm (ET).

October 2, 2024

Hubbard Garber and Jeffrey Christian with Barrington Partners will focus their insights for ETF board directors on a range of new products, drivers of strategy, and how to best think about peers. This webinar is part of MFDF's 15(c) and ETF webinar series and will broadcast live from 2 pm - 3 pm (ET).

October 8, 2024

Fran Cashman, independent trustee on the Morgan Stanley Funds' board and former Portfolio CEO of Asset Management at Delinian, and John Krieg, retired UBS Head of Institutional Distribution in Americas Asset Management, will highlight the fundamentals of distribution that fund directors need to know to fulfil their oversight duties. The webinar will broadcast live from 2 pm - 3 pm (ET).

Kansas City October 16, 2024

MFDF will host an in-person Director Discussion Series lunch in Kansas City 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 1100 Walnut St # 1300, Kansas City, MO 64106.

October 30, 2024

Speakers from Fierce Government Relations will discuss 2024 election preview and what that entails for the financial sector for 2025 and beyond. This virtual event will take place on Zoom at 2 pm (ET).

Denver November 6, 2024

MFDF will host an in-person Director Discussion Series breakfast 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 7:30 am to 9:30 am at the offices of Morrison Foerster LLP in Denver.

November 7, 2024

Leaders from EY will provide an update from part 1 of this 2-part series on digital asset trends in the fund industry and highlight what directors should know about these offerings. The webinar will broadcast live from 2 pm - 3 pm (ET).

November 12, 2024

As part of MFDF's ETF webinar series, Mike Mundt, partner at Stradley Ronon, will discuss key features of the ETF share class structure, the challenges that those features might present, and particularly the board responsibilities as they are currently conceived in the applications for relief. This webinar will broadcast live from 2 pm - 3 pm (ET).

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.

San Francisco November 14, 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 405 Howard Street, Ste. 600, San Francisco, CA.

November 18, 2024

As part of MFDF's Board Oversight of AI webinar series, Kevin Gleason, Adam Aderton, and Carlo di Florio will discuss compliance considerations as well as the regulatory outlook for AI. The webinar will broadcast live from 2 pm - 3 pm (ET).

November 19, 2024

As part of MFDF's ETF webinar series, seasoned Portfolio Manager Scott Weiner will walk you through the in-kind transactions, custom in-kind baskets and how ETF portfolio managers leverage these transactions to create the tax efficiencies that distinguish ETFs from their mutual fund counterparts. This webinar will broadcast live from 2 pm - 3 pm (ET).

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).