Resources
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December 12, 2024
Webinar Archive: BDC Board Service 101
Dechert LLP partners discussed key topics and considerations for BDC independent directors, including valuation, co-investment, and other affiliated transactions. This webinar originally aired on December 10, 2024.
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November 22, 2024
Webinar Archive: Mutual Fund CCO Compensation - The MPI Annual Survey 2024
This webinar provided highlights from MPI's most recent annual Survey of Mutual Fund Chief Compliance Office Compensation. The live broadcast of this webinar was on November 21, 2024.
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November 21, 2024
Webinar Archive: The Power of Custom In-Kind Baskets
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 aired live on November 19, 2024.
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October 1, 2024
Webinar Archive of MFDF 15(c) White Paper Webinar Series: Part 1 – Regulatory Requirements and Judicial Caselaw
As part of MFDF's 15(c) White Paper webinar series, partners from Morgan Lewis LLP provided a deep dive into what directors should keep in mind regarding state fiduciary law requirements and how courts view the business judgment of fund directors. This webinar aired live on September 30, 2024.
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July 25, 2024
Webinar Archive: GenAI and Fund Operations for Board
As part of MFDF's Board Oversight of AI webinar series. MFDF's board director Lloyd Wennlund, will discuss with Andy Konchan, Calamos Chief Technology Officer, on what boards should consider in overseeing GenAI usage in the firm's operational departments and overall complex's AI framework.This webinar originally aired on July 24, 2024.
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July 1, 2024
Webinar Archive: Barrington Partners 2024 Intermediary Fee Survey
Barrington Partners discusses the latest results from their 2024 Intermediary Fee Survey. This webinar originally aired on June 27, 2024.
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June 12, 2024
Webinar Archive: Digital Assets in the Fund Space (Part 1 of 2)
During this two-part series, leaders from EY will discuss the digital asset trends in the fund industry and highlight what directors should know about these offerings. The webinar originally aired on June 12, 2024.
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May 22, 2024
Webinar Archive - Mutual Fund Director Compensation: The MPI Annual Survey (2024)
This webinar will summarize the findings from MPI's recent annual "Survey of Mutual Fund Director/Trustee Compensation and Organizational Practices." This webinar originally aired on May 21, 2024.
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May 3, 2024
Webinar Archive: Conversation with Former SEC IM Division Director William Birdthistle
MFDF President Carolyn McPhillips and former SEC Investment Management Director William Birdthistle discussed his experience and lessons learned as he looks back on his tenure at the SEC. This webinar originally aired on April 30, 2024.
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April 18, 2024
Webinar Archive: MPI's Annual Survey on Investment Firm Profitability and Economies of Scale
Sara Yerkey, with Management Practice, and Kelley Howes, Partner and Co-Chair of the Investment Management Group at Morrison and Foerster LLP, highlighted results from the latest MPI Annual Survey of Investment Firm Profitability and implications for fund director oversight. This webinar originally aired on April 16, 2024.
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April 10, 2024
Webinar Archive: CEF Litigation Updates
Vanessa Richardson and Jay Spinola, partners at Willkie Farr & Gallagher LLP will highlight latest litigations and overview of the current CEF space. This webinar originally aired on April 9, 2024.
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March 14, 2024
Webinar Archive: Understanding Spot Bitcoin Exchange-Traded Products
EY's Kristy Von Ohlen and Brendan Maher, and Christopher Menconi with Morgan Lewis highlighted key points fund directors should know about the recently SEC approved Spot Bitcoin ETPs. This webinar originally aired on March 13, 2024.
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February 27, 2024
Webinar Archive: Potential Hurdles of Investment in China and other Emerging Markets
Ama A. Adams, managing partner at the Ropes & Gray Washington, DC office and Paulita A. Pike, managing partner of the Ropes & Gray Chicago office will examine recent Biden Administration action impacting outbound investment into China. This webinar originally aired on Feb. 22, 2024.
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February 27, 2024
Webinar Archive: Proxy Voting by Asset Managers: Current Trends and Issues
Join Christopher Trueax and Jack O'Brien, partners at Morgan Lewis, as they discuss the latest proxy voting trends and issues by asset managers during this webinar. This webinar originally aired on Feb. 15, 2024.
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December 7, 2023
Webinar Archive: Unique Oversight Considerations For ETFs
Partners from Cohen & Company discussed the unique complexities of Board oversight of ETFs. Topics discussed includes specific audit and tax nuances as well as offer insight related to trading, tracking errors, operational considerations, capital markets and interface with shareholders. This webinar originally aired on Dec. 6, 2023.
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November 29, 2023
Webinar Archive: Alternative Investments: Their Rise in Popularity, Trends, and Potential Pitfalls
As part of MFDF's Investment Series webinars, this webinar discussed the rise of alternative investments and the opportunities and risks associated with each class focusing on private credit and private equity. It originally aired on November 29, 2023.
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November 20, 2023
Webinar Archive: Looking Back and Forward at the SEC's Rule for Fair Value
In October 2023, MFDF and Stradley Ronon released an updated version of the 2012 Valuation Oversight white paper entitled, "Practical Guidance for Fund Directors on Valuation Oversight." This webinar features highlights from the report. It originally aired on November 14, 2023.
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November 13, 2023
Webinar Archive: What's in a Name (and What Does it Say About Your Fund)? - SEC's Amended Names Rule
Neesa Patel Sood and Jay Spinola, partners at Willkie Farr & Gallagher LLP, provided an overview of the amended names rules recently adopted by the SEC and its implications for registered funds and BDCs.
This webinar originally aired on November 9, 2023. -
October 24, 2023
Webinar Archive: ESG Data - Updates on an Evolving Regulatory and Product Landscape
ACA Group’s Head of ESG Data Luke Wilcox provided an overview of recent trends in ESG data for mutual fund directors.
This webinar originally aired on October 17, 2023. -
October 5, 2023
Webinar Archive: Exchange Traded Funds - A Market Update for Fund Directors
Brown Brothers Harriman’s ETF Product and Market Engagement Leads, John Hooson and Tim Huver, and Darlene DeRemer, ARK Investment Board Chairperson, discuss about the latest ETF market trends uncovered in BBH’s 2023 Global ETF Investor Survey.
This webinar originally aired on October 4, 2023.