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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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.
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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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September 15, 2022
Webinar Archive: Performance, Perception and Manager Selection
During this webinar, Professor Scott D. Stewart from SC Johnson College of Business at Cornell University highlighted the key findings from his latest research Performance, Perception, and Manager Selection. The webinar was aired on September 14, 2022.
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July 28, 2022
Webinar Archive: Fund Boards' Oversight of Performance
As part of MFDF's webinar series on the 15c process, this webinar focuses on indices, benchmarks, and other ways to measure relative results for fund performance. This webinar originally aired on July 28, 2022.
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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.