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.

June 16, 2026

In June 2026, MFDF's Nom/Gov Chairs Roundtable and Board Effectiveness Working Group will meet jointly for a discussion of how fund board service/responsibilities differ from other types of board director roles.

June 17, 2026

Deloitte's latest webinar for MFDF will provide RIC board independent directors with a practical overview of fund financial statements and the key areas that warrant heightened attention. The webinar will broadcast live from 2 pm - 3 pm (ET).

June 23, 2026

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).

June 24, 2026

In June 2026, MFDF's Directors of Color Roundtable will meet for a discussion of allyship.

June 25, 2026

As part of MFDF's Series Trust Funds program series, this session features a board‑focused overview of series trust fund audits, highlighting key risks, oversight responsibilities, and best practices for audit committee directors on series trust boards. The webinar will broadcast live from 2 pm - 3 pm (ET).

July 7, 2026

As part of MFDF's Board Oversight of Alternative Investments Series, this webinar will outline key considerations for independent fund directors related to valuation, concentration, and diversification issues for registered funds holding alternative assets. The webinar will broadcast live from 2 pm - 3 pm (ET).

July 14, 2026

Amy Snyder, Principal at EY, and Roger Wise, Partner at Willkie, Farr & Gallagher will focus on tax basics for RICs and provide a mid-year update. The webinar will broadcast live from 2 pm - 3 pm (ET).

July 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 first discussion will focus on the two main AI oversight priority issues for independent RIC boards. This virtual session will be on Zoom from 1:30 PM to 2:30 PM (ET). Spaces are limited.

Chicago July 16, 2026

MFDF and Ropes & Gray will host an in-person Director Discussion Series lunch meeting 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 to 2 pm (CT) at Ropes & Gray's Chicago office.

Philadelphia July 21, 2026

MFDF and Cohen & Co. will host an in-person Director Discussion Series meeting in Philadelphia 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 Cohen & Co. Philadelphia office.

July 21, 2026

This webinar is the first to accompany MFDF's Practical Guidance on Board Oversight of Subadvisers white paper that published in April 2026. The webinar will broadcast live from 2 pm - 3 pm (ET).

New York July 28, 2026

MFDF and Sidley Austin LLP will host an in-person Director Discussion Series meeting in New York City to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 3 pm to 5 pm (ET) followed by a networking happy hour at Sidley Austin's NYC office.

New York July 29, 2026

KPMG and MFDF are pleased to host an in-person gathering of MFDF's Closed-End Roundtable group where industry experts will gather to discuss important issues facing boards of CEF. This in-person program will take place at KPMG's NYC office from 8:30 am to 2:30 pm (ET).

August 6, 2026

On August 6, Carolyn McPhillips, MFDF's President, will host an exclusive town hall for MFDF members to comment on MFDF's programs in 2026 and a look ahead to what's coming up in the next year.

August 25, 2026

On August 25, Carolyn McPhillips, MFDF's President, will host an exclusive town hall for MFDF members to comment on MFDF's programs in 2026 and a look ahead to what's coming up in the next year.

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 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).