Resources
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July 22, 2026
Webinar Archive - Board Oversight of Subadvisers - Regulatory and Compliance Issues
Gwendolyn Williamson, Partner at Faegre, Drinker, Biddle & Reath, and Philip Wellman, Vice President and Chief Compliance Officer, MML Investment Advisers and MassMutual Funds, discussed the compliance and regulatory issues involved in the hiring and ongoing oversight of fund subadvisers, while providing practical guidance for fund boards. The webinar aired live on July 22, 2026.
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July 21, 2026
Webinar Archive - After FS Credit: What Fund Boards Need to Know About the Supreme Court's Section 47(b) Ruling
Skadden partners highlight the Supreme Court's landmark decision declining to recognize an implied private right of action under Section 47(b) of the Investment Company Act of 1940 and what it means for fund governance and independent directors. The webinar aired live on July 20, 2026.
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July 14, 2026
Webinar Archive - An Introduction to RIC Taxation and Mid-Year Updates
Amy Snyder, Principal at EY, Caitlin Link, and Roger Wise, Partners at Willkie, Farr & Gallagher will focus on tax basics for RICs and provide a mid-year update. The webinar aired live on July 14, 2026.
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June 25, 2026
Webinar Archive: Series Trust Funds - Audits
As part of MFDF's Series Trust Funds program series, this session features a board‑focused overview of series trust fund audits, highlighting key risks, oversight responsibilities, and best practices for audit committee directors on series trust boards. This webinar aired on June 25, 2026. -
June 18, 2026
Webinar Archive: Financial Statement Review for RIC Boards - What Independent Directors Need to Know
Deloitte's latest webinar for MFDF will provide RIC board independent directors with a practical overview of fund financial statements and the key areas that warrant heightened attention. This webinar aired on June 17, 2026. -
June 3, 2026
MFDF Spotlight Archive: Authorized Participants and Market Makers - Helpful Takeaways for Fund Boards
As part of MFDF's ongoing ETF oversight series, this MFDF Spotlight webinar will discuss how ETFs utilize APs and market makers, including how those relationships form initially and then may evolve over time. This webinar aired on June 2, 2026. -
May 22, 2026
Webinar Archive: Mutual Fund Director Compensation: The MPI Annual Survey (2026)
This webinar will summarize the findings from MPI's recent annual "Survey of Mutual Fund Director/Trustee Compensation and Organizational Practices." This webinar aired on May 21, 2026. -
May 19, 2026
Webinar Archive: Navigating the DOL's Proposed Rule on 401(k) Plan Exposure to Alternative Investments
Natasha Vij Greiner and Gretchen Passe Roin of WilmerHale will discuss the DOL's proposed rule "Fiduciary Duties in Selecting Designated Investment Alternatives" and walk through how the rule could impact the responsibilities of fund boards. This webinar aired on May 18, 2026. -
May 14, 2026
Webinar Archive: Update on Fund Industry Claims Trends: An Insurer's Perspective
Julia Ulstrup and John Mulligan from ICI Mutual provided an update of fund industry claims trends and recent developments in the fund industry insurance market.This webinar aired on May 13, 2026. -
May 12, 2026
Webinar Archive: Somewhere Over the Product Rainbow: Interval Funds, Tender Offer Funds, and BDCs… Oh My!
This webinar is the first of MFDF's Board Oversight of Alternative Investments series. In this program, panelists will discuss the key features of various product structures and what fund boards should be focused on in their oversight of each fund structure. This webinar aired on May 11, 2026. -
April 23, 2026
MFDF Spotlight Archive: Key Findings and Insights from MFDF’s Fund Board Composition Survey
In this spotlight webinar, Leslie Beckbridge, Operations and Member Services Manager at MFDF, presented some of the key findings from the survey report, share additional insights regarding the survey’s design and objectives, and explore how directors may draw meaning from the data. This webinar aired on April 22, 2026. -
April 9, 2026
Webinar Archive: MPI's Annual Survey of 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, will provide highlights from the latest MPI Annual Survey of Investment Firm Profitability and implications for fund director oversight. This webinar aired on April 8, 2026. -
April 8, 2026
Webinar Archive: Strategic ETF Launch and Listing Oversight for Independent Fund Boards
As part of MFDF's ETF webinar series, this webinar offers independent directors a deep dive into the governance-critial elements of ETF product launch and listing. This webinar aired on April 7, 2026. -
February 24, 2026
Webinar Archive: Updates on the Role of AI in Compliance: Insights from ACA's 2025 AI Benchmarking Report
As part of MFDF's AI for Fund Boards webinar series, Carlo di Florio, President of ACA Group, returned to provide highlights from ACA's 2025 AI Benchmarking Report, produced in partnership with the National Society of Compliance Professionals, revealing how firms are adopting, governing, and preparing for AI technologies. -
December 19, 2025
Webinar Archive - 2025 Fair Valuation Pricing Survey Update
Deloitte's Paul Kraft, Michelle Coombs and Matt Morlock discusses the latest findings from Deloitte's 23rd edition Annual Fair Valuation Survey. The webinar. This webinar aired on December 18, 2025.
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December 17, 2025
Webinar Archive - Navigating Co-Investment Relief for Fund Boards
Dechert partners Julien Bourgeois and Paul Stevens will provide an overview of the co-investment relief provided by the SEC last spring, including review key changes from prior orders and an examination of the important considerations for fund directors to understand as the fund industry works to implement the updated relief. This webinar aired on December 16, 2025.
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December 12, 2025
Webinar Archive - Fixed Income Insights: Navigating Market Trends & Opportunities
As part of MFDF's Investment Series webinars, this webinar highlighted the latest developments in the fixed income market. This webinar aired on December 9, 2025.
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December 4, 2025
Webinar Archive: Digital Assets - Regulatory Update and Trends in the Industry
This webinar will offer a timely deep dive into the latest developments shaping how digital assets are governed, integrated, and trends in tokenization, cryptocurrencies, and digital assets across the fund industry. This webinar was aired on December 3, 2025. -
December 3, 2025
Webinar Archive: Essential Strategies in Board Oversight of AI, Cybersecurity, and Emerging Technology Risks
As part of MFDF and Deloitte's Oversight of Risk Management webinar series, this webinar will focus on board oversight of AI, cybersecurity, and emerging technological issues. This webinar was aired on December 1, 2025. -
November 20, 2025
Webinar Archive: Board Oversight of ETF Share Classes
As part of MFDF's ETF webinar series, Stradley Ronon partners highlighted details on how the recent SEC's recent exemptive relief approval changes the oversight responsibilities of fund boards. This webinar was aired on November 19, 2025.