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.

Miami February 10, 2026

MFDF and EY 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.

February 23, 2026

As part of MFDF's AI for Fund Boards webinar series, Carlo di Florio, President of ACA Group, returns to highlight the latest findings from ACA's 2025 AI Benchmarking Report. The webinar will broadcast live from 2 pm - 3 pm (ET).

Washington March 5, 2026

MFDF's annual FGRI Conference bring independent directors together with legislators, regulators, and other industry experts to discuss governance and regulatory 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.

March 10, 2026

During MFDF's next In Focus session, Julie Zuraw, President & CEO of Invest Ahead, will pull from the Invest Ahead Board Diversity Language Toolkit to provide fresh ways to have challenging conversations in the boardroom about diversity. This virtual discussion is scheduled for 11 am to 12 pm (ET) on March 10, 2026.

April 7, 2026

As part of MFDF's ETF webinar series, this webinar offers independent directors a deep dive into the governance-critial elements of ETF product launch and listing. The webinar will broadcast live from 2 pm - 3 pm (ET).

April 8, 2026

Sara Yerkey, with Management Practice, and Kelley Howes, Partner and Co-Chair of the Investment Management Group at Morrison and Foerster LLP, will provide highlights from the latest MPI Annual Survey of Investment Firm Profitability and implications for fund director oversight. The webinar will broadcast live from 2 pm - 3 pm (ET).

Charlotte April 14, 2026

MFDF and EY 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.

Kansas City April 16, 2026

MFDF and KPMG will host an in-person Director Discussion Series lunch meeting 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 11 am to 1 pm (CT) at KPMG's Kansas City office.

May 13, 2026

Join Julia Ulstrup and John Mulligan from ICI Mutual as they provide an update of fund industry claims trends and recent developments in the fund industry insurance market. The webinar will broadcast live from 2 pm - 3 pm (ET).

May 21, 2026

This webinar will summarize the findings from MPI's recent annual "Survey of Mutual Fund Director/Trustee Compensation and Organizational Practices." The webinar will broadcast live from 2 pm - 3 pm (ET).

San Francisco May 27, 2026

MFDF and KPMG will host an in-person Director Discussion Series lunch meeting in San Francisco 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 (PT) at KPMG's San Francisco 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.