Resources
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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 17, 2023
Webinar Archive: Mutual Fund CCO Compensation: The MPI Annual Survey Update
Management Practice, Inc. returned to share the results of its 18th edition of their annual mutual fund CCO compensation sruvey. 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. -
November 13, 2023
Webinar Archive: Barrington’s 2023 Audit Survey Summary of Findings
Barrington Partners reviewed the findings from their 2023 Audit Survey, which included $20T in AUM, over 6200 funds, and data from 69 firms.
This webinar originally aired on October 25, 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. -
September 28, 2023
Webinar Archive: Introduction to Retail Private Markets Funds: Structures to Access Private Equity, Private Credit, Infrastructure and Real Estate Investments
During this webinar Ryan Brizek and Debra Wong Sutter from Simpson Thacher & Bartlett presented on different structures to access retail private market funds.
This webinar originally aired on September 27, 2023. -
September 25, 2023
Webinar Archive: Networking and Industry Thought-Leadership for Fund Directors
Carolyn McPhillips, MFDF President, will provide an overview of MFDF's members-only working groups. This webinar originally aired on September 13, 2023.
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September 14, 2023
Webinar Archive: Improving Equity Fund Alpha Estimates
During this webinar, Professor Stewart dived in to the key findings from his latest research Improving Equity Fund Alpha Estimates with a Second Size Factor. The webinar was aired on September 13, 2023.
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September 14, 2023
Webinar Archive: Navigating the New Money Market Fund Reforms
In this webinar, Dechert panelists reviewed the amendments and discuss the impact on money market funds and their advisers, boards of directors, compliance officers, service providers, intermediaries and investors. This webinar orginally broadcasted on September 12, 2023.
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September 8, 2023
Webinar Archive: RIC Tax Reporting – Year End Considerations
EY partners discussed Regulated Investment Company year-end shareholder reporting and provide an overview of areas of risk in RIC taxation, including investments in pass through entities, and BDCs. This webinar originally aired on September 7, 2023.
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July 24, 2023
Webinar Archive: Generative AI - It's Here
Perkins Coie partners provided an introduction to the technology from an expert in the field and discuss key opportunities and threats for the asset management industry. This webinar originally aired on July 20, 2023.
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July 14, 2023
Webinar Archive: Digital Assets: Trends, Opportunities, and Considerations in Asset Management
EY's digital assets and blockchain team will discuss digital asset trends in asset management, tokenization trends, opportunities and considerations for developing related offerings in the industry. This webinar originally aired on July 13, 2023.
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June 21, 2023
Webinar Archive: Self-Guided Director Education: MFDF's Online Resource Library
During this members-only mini webinar session, Carolyn McPhillips, MFDF President, will provide an overview of the written and recorded materials available on the MFDF website, how those materials are developed, and how to find and use them. Also, we will feature the newly published DEI Resources page. This webinar originally aired on June 21, 2023.
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June 13, 2023
Webinar Archive: Latest Updates in Mutual Fund Litigation and Enforcement
Dechert partners highlighted updates of mutual fund industry litigation from 2022 and provided a preview of what to expect in regulatory enforcement in 2023. This webinar originally aired on June 6, 2023.
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May 8, 2023
Webinar Archive: Leveraging MFDF Membership to Locate Future Directors
Leslie Beckbridge, Operations and Member Services Manager at MFDF, presented this session highlighting the Forum's Director Candidate Database, a service that provides curated candidate lists in response to board criteria. The webinar provided an overview of the Database, discussed how members can use it as part of succession planning efforts, and offered insights to get the best results from your inquiry.
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April 27, 2023
Webinar Archive: Overview of ETF Product Landscape
This webinar discussed how the ETF product landscape has evolved, from index strategies to a range of more complex product types that exist today including the growth active ETFs, levered, and inverse products, and issues facing boards supervising them. This webinar originally aired on April 27, 2023.
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April 27, 2023
Webinar Archive: Taking a Position: How MFDF Works with Members to Respond to Regulatory Changes and Director Needs
Carolyn McPhillips, MFDF President, provided an overview on how the MFDF staff partner with the Forum's Steering Committee to formulate positions in response to SEC rulemakings and to develop practical guidance papers for fund independent directors on critical oversight areas.
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April 7, 2023
Webinar Archive: Impact of Market Performance on 2022 Annual Investment Firm Profitability and Economies of Scale
This webinar discussed the results of MPI's annual Investment Firm Profitability and Economies of Scale survey, including the impact of market performance and increased SEC scrutiny and rulemaking, and considerations for independent directors during the contract renewal process. This webinar originally aired on April 5, 2023.