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Filter By DEI Resources
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2026 Fund Governance & Regulatory Insights Conference
5 March 2026
MFDF's annual FGRI Conference bring independent directors together with legislators, regulators, and … -
2026 Directors' Institute
26 January 2026
The 2026 Directors' Institute is scheduled for January 26-28, 2026 in Naples, FL. -
2025 Fund Governance & Regulatory Insights Conference
6 March 2025
MFDF's annual FGRI Conference will bring independent directors together with legislators, … -
2025 Directors' Institute
27 January 2025
The 2025 Directors' Institute is scheduled for January 27-29, 2025 in Carlsbad, CA. -
Digital Assets in the Fund Space (Part 2 of 2)
7 November 2024
Leaders from EY will provide an update from part 1 of this 2-part series on digital asset trends in the … -
Director Discussion Series - Open Forum (New York)
25 July 2024
MFDF will host an in-person Director Discussion Series breakfast in New York City to facilitate discussions … -
Director Discussion Series - Open Forum via Zoom
17 July 2024
DDS meetings provide a opportunity for independent directors and CCOs to discuss timely issues with peers … -
Mid-Year Tax Update for Registered Investment Companies
16 July 2024
EY's Amy Snyder and Ray Beeman, will provide mid-year tax updates for boards of RICs to consider. The … -
Director Discussion Series - Open Forum (Philadelphia)
20 June 2024
The Forum will host an in-person Director Discussion Series lunch in Philadelphia to facilitate discussions … -
Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds
18 June 2024
Megan Johnson and Corey Rose, Partners at Dechert LLP will dive into the regional banking volatility … -
Digital Assets in the Fund Space (Part 1 of 2) - NEW DATE
12 June 2024
During this two-part series, leaders from EY will discuss the digital asset trends in the fund industry … -
Continuing Regulatory Impacts on Fund Boards
11 June 2024
Join MFDF and Seward & Kissel at the in-person outreach program that focuses on continuing impacts … -
Conference of Fund Leaders Roundtable
5 June 2024
The Forum's CFL Roundtable is a program designed specifically for mutual fund chairs and lead independent … -
Mutual Fund Director Compensation: The MPI Annual Survey (2024)
21 May 2024
This webinar will summarize the findings from MPI's recent annual "Survey of Mutual Fund Director/Trustee … -
The Improvisational Leader Callback Session
14 May 2024
This Improvisational Leader session will build on the skills from the recent in-person workshop and apply … -
Conversation with Former SEC IM Director William Birdthistle
30 April 2024
Former SEC IM Director William Birdthistle looks back on his tenure at the SEC. The webinar will broadcast … -
Diversity and the Board of the Future
25 April 2024
Please join MFDF and IDC for a half-day program focused on board composition and identifying diverse … -
Commission Charges First Stand-Alone Investment Advisor in Off Channel Communications Enforcement Action
The SEC’s sweep of off-channel communications enforcement actions over the past several years has now …
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PWC Releases 2023 Mutual Fund Directors Governance Survey
PWC recently released their “2023 Mutual Fund Governance Survey” which highlights how investor …
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SEC Announces Settlements for Marketing Rule Violations, Releases Marketing Rule Risk Alert
The SEC announced that it had settled charges against five registered investment advisers for violations …