Resources
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April 18, 2025
Webinar Archive - SEC-ing is Believing: The First 100 Days of the Trump Administration
Sara Crovitz and Miranda Sturgis, partners at Stradley Ronon, highlighted the legal and regulatory issues from the opening months of the new administration and implications for fund directors. This webinar originally aired on April 17, 2025.
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April 11, 2025
Webinar Archive - Exploring a Decade of Transformation in US & European Fund Fee Trends
Broadridge's Jeff Tjornehoj highlights the findings from the 2024 Broadridge white paper on key factors affecting the fund fees across the US, UK, Ireland, and Luxembourg. This webinar aired on April 10, 2025.
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April 4, 2025
Webinar Archive - Protectors & Partners: The Purpose and Best Practices of Director Oversight of Fund Management and Other Selected Fund Service Providers
Paul Felsch of Helios offers fund directors a refresher on their role in overseeing fund management and other fund service providers. This webinar aired on April 3, 2025.
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March 14, 2025
Webinar Archive - MFDF 15(c) White Paper Webinar Series: Part 3 - Gartenberg Factors Analysis and Challenges
Part 3 of MFDF's 15(c) White Paper Webinar discusses Gartenberg factors analysis and challenges with Steve Byers and Jeff Keil. This webinar aired on March 12, 2025.
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February 28, 2025
Webinar Archive - AI and Portfolio Management
As part of MFDF's AI for Fund Boards webinar series, Karen Aspinall, Doug Clinton, Jan Hopkins, and Joyce Li will highlight case studies of AI usage in investment strategies and questions boards should consider during the 15(c) process as part of their risk oversight responsibilities. This webinar aired live on February 26, 2025.
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February 27, 2025
Webinar Archive - AI and Fund Compliance
As part of MFDF's AI for Fund Boards webinar series, Kevin Gleason, Adam Aderton, and Carlo di Florio discussed compliance considerations as well as the regulatory outlook for AI. This webinar aired live on January 21, 2025.
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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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October 1, 2024
Webinar Archive: Distribution 101 for Fund Boards
Fran Cashman, independent trustee on the Morgan Stanley Funds' board and former Portfolio CEO of Asset Management at Delinian, and John Krieg, retired UBS Head of Institutional Distribution in Americas Asset Management, highlighted the fundamentals of distribution that fund directors need to know to fulfil their oversight duties. This webinar aired live on October 8, 2024.
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July 26, 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 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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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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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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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.