Resources
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November 8, 2021
Webinar Archive - ESG Fund Expenses and Performance: Differentiating Types of ESG Strategies and Pricing / Performance Trends
The second sessions of MFDF's ESG webinar series will provide some clarity around largely positive data on the performance, expenses, and pricing of ESG products. This webinar originally aired on November 3, 2021.
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October 29, 2021
Webinar Archive: ESG Taxonomy - Ratings, Benchmarks, and Other Board Challenges in an Uncertain Regulatory Environment
The first of the Forum's ESG webinar series began with an overview of the regulatory environment for ESG and how boards can approach their oversight role. This webinar originally aired on October 27, 2021.
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October 15, 2021
Webinar Archive: BDCs 101 - The Board Perspective
Christopher Healey and Jasmin Ali from Simpson Thacher provided an overview of BDCs from the board perspective. . This webinar originally aired on October 13, 2021.
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October 1, 2021
Webinar Archive: MPI's 2021 Mid-Year Survey of Investment Firm Profitability
Sara Yerkey, with Management Practice Inc, and Kelley Howes, Vice Chair of Investment Management at Morrison and Foerster LLP provided an overview of how the pandemic and global political influences in the last year has on a firm's profitability. This webinar originally aired on September 28, 2021.
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September 27, 2021
Webinar Archive: The Nuts & Bolts of SPACs
Steve Barry, CIO of Fundamental Equity at Goldman Sachs, and Jody Foster, independent director for Hussman Investment Trust, discussed topics relating to SPACs for mutual fund directors as part of the Forum's Investment Series. This webinar originally aired on September 22, 2021.
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September 10, 2021
Webinar Archive: Board Oversight: ETFs and Mutual Funds
Molly Moynihan and Gwen Williamson from Perkins Coie discussed the broad competencies by board to oversee ETFs and mutual Funds and the complex issues related to overseeing these two products. This webinar originally aired on September 9, 2021.
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July 20, 2021
Webinar Archive: Money Market Funds: Regulators Primed for Further Reforms
James Catano, Stephen Cohen, and Mary Anne Morgan from Dechert discussed the latest in potential reforms in money market funds as a response to the March 2020 market volatility caused by COVID-19 pandemic. This webinar originally aired on July 15, 2021.
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June 21, 2021
Webinar Archive: Proposed HSR Rule Changes: Impact on Asset Management
Deidre Johnson and Michael Doherty, partners with Ropes & Gray, discussed the latest FTC proposed changes to the Hart-Scott-Rodino Act regulations, and how it will impact mutual funds if enacted. This webinar originally aired on June 17, 2021.
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June 14, 2021
Web Event Archive: Diversity, Equity & Inclusion in Investment Management
MFDF partnered with EY center for Board Matters to present Diversity, Equity & Inclusion in Investment Management. EY team discussed how fund directors can encourage diversity of thoughts and talents in investment management, attract a wide range of talent to the industry through fund board diversity and ask better questions of advisors and their diversity initiatives. This event originally aired on Thursday, June 10 and Friday, June 11, 2021.
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May 27, 2021
Webinar Archive: The Use of Alternative Data Sources and Considerations for Fund Directors
Christopher Ray of ACA Global and Compliance provided an overview of the use of alternative data sources in asset management and what fund directors should know. This webinar originally aired on Wednesday, May 26, 2021.
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May 25, 2021
Webinar Archive: Board Oversight of a Fund’s Derivatives Risk Management and Fund Compliance With Rule 18f-4
Lance King, counsel at Seward & Kissel LLP, Victor Frye, CCO at ProShares Advisors LLC, discussed the board's role in overseeing a fund's derivatives risk management program and compliance with the new Rule 18-f-4. This webinar originally aired on Monday, May 24, 2021.
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May 21, 2021
Webinar Archive: Fund Director Compensation -The MPI Annual Survey (2021)
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 Thursday, May 20, 2021.
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May 10, 2021
Webinar Archive: Introduction to GIPS and New Pooled Fund Considerations
This session will provide an overview on Global Investment Performance Standards (GIPS) and the revised 2020 Edition of GIPS. This webinar originally aired on Thursday, May 6, 2021.
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May 4, 2021
In Focus Archive: Board Oversight of Securities Lending
This session focused on board oversight of securities lending with Marney McCabe, Co-head of Global Securities Lending at Brown Brothers Harriman (BBH), and Garrett Berkery, Head of Risk Management for Global Securities Lending at BBH. The presentation and discussion originally took place via Zoom on May 4, 2021.
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April 15, 2021
Webinar Archive: Gamification of Securities Trading: Fad or the Future?
Jack O'Brien and Amy Natterson Kroll, partners with Morgan Lewis, will discuss implications of the GameStop trading. This webinar originally aired on Wednesday, April 14, 2021.
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April 14, 2021
Webinar Archive: Registered Fund Tax: There’s Nothing to Be Afraid Of
During this webinar, Cohen & Company's team provided a board-level discussion on tax topics that are most impactful to registered funds. This webinar originally aired on Tuesday, April 13, 2021.
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April 6, 2021
Web Event Archive: Emerging Markets Equities
As part of the Forum's Investment Series webinars, Jan Hopkins, independent director of Franklin Templeton Investments, interviewed Stephen Dover, chief market strategist at Franklin Templeton Investments, on emerging markets vs. other investments and how to to evaluation the portfolio management, risks, and investment process of the funds. This event originally aired on Tuesday, April 6, 2021.
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April 1, 2021
Webinar Archive: Asset Management M&A for Fund Directors – Recent Trends and Governance Issues
Christopher Healey and Lucie Enns from Simpson Thacher will provide an overview of recent trends in asset management M&A transactions and discuss related board governance considerations. This webinar originally aired on Wednesday, March 31, 2021.
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March 31, 2021
Web Event Archive: Modernizing Board Oversight of Mutual Funds and Emerging Challenges from Other Pooled Investment Vehicles and Robo-Advisers
This presentation discussed the challenges of modernizing board oversight of mutual funds within the evolving landscapes in the fund industry. This event originally aired on Tuesday, March 30, 2021.
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March 29, 2021
Web Event Archive: Excelling in the Age of Data
MFDF partnered with EY center for Board Matters to present Excelling in the Age of Data program. The EY team discussed some of the innovative technologies that are disrupting the asset management industry. This event originally aired on Thursday, March 11, 2021.