April 8, 2020
Webinar Archive: The New Work from Home Environment
ACA Compliance's Mike Pappacena and Erik Olsen discussed the impact a total work from home environment has on investment advisers, funds, and their vendors. Mike and Erik will discuss the potential impact of this "new normal" on operation efficiency and cybersecurity.
March 27, 2020
Webinar Archive: Challenges for Fund Boards in Light of COVID-19
Dechert partners discussed the top issues facing fund directors during the COVID-19 pandemic. The topics included Liquidity, NAVs, SEC Filing Delays and In-Person Meeting Relief, and MMFs.
March 12, 2020
Webinar Archive: An Update on the SEC's Whistleblower Program
Goodwin lawyers Marco E. Adelfio and Andrew L. Zutz discussed the history and current landscape of the SEC's whistleblower program, considerations for mutual funds and their directors, and the potential direction of changes going forward.
March 5, 2020
Press Release: Forum Announces Wyderko's Successor
The Mutual Fund Directors Forum has announced that Carolyn McPhillips, Senior Counsel of the Forum, will succeed Susan Wyderko as President upon Susan's retirement in June 2020.
February 14, 2020
Webinar Archive: The SEC’s Derivatives Rule: What Fund Directors Should Know
During this webinar, partners from Shearman & Sterling walked through the SEC proposal, with a view toward understanding how the rule will affect you.
February 7, 2020
Webinar Archive: Benchmark(s): A Necessity, a Standard, or an Absolute?
During this webinar, Paul Ellenbogen with Broadridge Financial Solutions, Inc., discussed various questions fund directors should keep in mind when it comes to benchmarks.
January 24, 2020
Webinar Archive: What's New in the ETF Landscape
In this session, KPMG thought leaders reviewed key factors that explain why 2020 will be the year of actively managed ETFs, important considerations for active managers who are developing Active and Nontransparent ETFs, and recent SEC rulings that are changing the ETF landscape.
January 9, 2020
Webinar Archive: The Value of Active Management: What Fund Directors Need to Know
Members of the Active Managers Council presented the need for a more balanced narrative on the value of active management, the role that active management plays in the markets and the importance of a long-term perspective in evaluating active management's value-added.
June 14, 2019
Practical Guidance on Fund Mergers and Adviser Combinations
Mutual Fund Directors Forum released two companion publications, titled Practical Guidance for Fund Directors on Mutual Fund Mergers and Practical Guidance for Fund Directors on Adviser Mergers & Acquisitions.