Resources
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July 19, 2022
Webinar Archive: Differentiating Mutual-Fund-to-ETF Conversions
K&L Gates partners Stacy Fuller and Fatima Sulaiman explained the key differences between mutual-fund-to-ETF conversions and more traditional reorganizations of registered funds. This webinar originally aired on July 19, 2022.
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September 16, 2021
In Focus Archive: Boards' Responsibilities
Molly Moynihan, partner and firmwide co-chair of investment management practice at Perkins Coie, reviewed the primary duties of a fund board and its independent directors. This is an ideal session for fund directors who recently joined their board or directors who would like a refresher on board responsibilities. The presentation and discussion originally took place via Zoom on September 14, 2021.
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April 9, 2020
Forum Comment Letter on Use of Derivatives
On April 9, 2020, the Forum submitted a comment letter in response to the SEC’s rule proposal use of derivatives by Registered Investment Companies and Business
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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.
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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.
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February 1, 2019
Webinar Archive: Equity Trading Venues: How PM Investment Ideas Materialize into Your Portfolio
Nanette Buziak of Voya gave an overview of how your PMs and Trading desks go about implementing investment ideas and turn them into realized returns in your portfolio. This webinar will also highlight what questions mutual fund board directors should be asking in regards to equity trading venues.
This webinar originally aired on January 30, 2019.