Events & Webinars

San Francisco May 27, 2026

MFDF and KPMG will host an in-person Director Discussion Series lunch meeting in San Francisco to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 11 am to 1 pm (PT) at KPMG's San Francisco office.

June 2, 2026

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 will broadcast live from 2 pm - 2:30 pm (ET).

Chicago June 4, 2026

MFDF's CFL Roundtable is a program designed specifically for mutual fund chairs and lead independent directors. This in-person meeting will take place on June 4, 2026 at the offices of Kirkland & Ellis' Chicago office from 10:30 am to 2:00 pm (CT).

June 17, 2026

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. The webinar will broadcast live from 2 pm - 3 pm (ET).

June 23, 2026

MFDF's DDS meetings provide an opportunity for independent directors and CCOs to discuss timely issues with peers and experts. This Zoom meeting will be held from 11:00 am - 12:00 pm (ET).

June 25, 2026

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. The webinar will broadcast live from 2 pm - 3 pm (ET).

July 7, 2026

As part of MFDF's Board Oversight of Alternative Investments Series, this webinar will outline key considerations for independent fund directors related to valuation, concentration, and diversification issues for registered funds holding alternative assets. The webinar will broadcast live from 2 pm - 3 pm (ET).

July 14, 2026

Amy Snyder, Principal at EY, and Roger Wise, Partner at Willkie, Farr & Gallagher will focus on tax basics for RICs and provide a mid-year update. The webinar will broadcast live from 2 pm - 3 pm (ET).

July 15, 2026

MFDF is pleased to partner with Willkie Farr & Gallagher LLP to offer a 3-part In Focus series on Board Oversight and Usage of AI, a confidential virtual discussion specifically designed for current RIC independent directors and CCOs. This first discussion will focus on the two main AI oversight priority issues for independent RIC boards. This virtual session will be on Zoom from 1:30 PM to 2:30 PM (ET). Spaces are limited.

Chicago July 16, 2026

MFDF and Ropes & Gray will host an in-person Director Discussion Series lunch meeting in Chicago to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 12 pm to 2 pm (CT) at Ropes & Gray's Chicago office.

Philadelphia July 21, 2026

MFDF and Cohen & Co. will host an in-person Director Discussion Series meeting in Philadelphia to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 11 am to 1 pm (ET) at Cohen & Co. Philadelphia office.

July 21, 2026

This webinar is the first to accompany MFDF's Practical Guidance on Board Oversight of Subadvisers white paper that published in April 2026. The webinar will broadcast live from 2 pm - 3 pm (ET).

New York July 28, 2026

MFDF and Sidley Austin LLP will host an in-person Director Discussion Series meeting in New York City to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 3 pm to 5 pm (ET) followed by a networking happy hour at Sidley Austin's NYC office.

New York July 29, 2026

KPMG and MFDF are pleased to host an in-person gathering of MFDF's Closed-End Roundtable group where industry experts will gather to discuss important issues facing boards of CEF. This in-person program will take place at KPMG's NYC office from 8:30 am to 2:30 pm (ET).

September 9, 2026

As part of MFDF's ETF webinar series, this webinar will provide an overview of Section 351 exchanges, which allow investors to contribute diversified assets into a newly formed ETF. The webinar will broadcast live from 2 pm - 3 pm (ET).

September 14, 2026

Barrington Partners shares key insights from its latest Intermediary Fee Survey to help independent directors understand how current market trends may inform effective fee oversight. The webinar will broadcast live from 2 pm - 3 pm (ET).

Denver September 23, 2026

MFDF and Morrison Foerster will host an in-person Director Discussion Series meeting in Denver to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 10 am to 12 pm (MT).

October 15, 2026

MFDF is pleased to partner with Willkie Farr & Gallagher LLP to offer a 3-part In Focus series on Board Oversight and Usage of AI, a confidential virtual discussion specifically designed for current RIC independent directors and CCOs. This second discussion will focus on board oversight approaches for AI as part of independent directors' risk oversight duties. This virtual session will be on Zoom from 11:00 AM to 12:00 PM (ET). Spaces are limited.

Boston October 21, 2026

MFDF and EY will host an in-person Director Discussion Series meeting in Boston to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 11 am to 1 pm (ET) at EY's Boston office.

November 2, 2026

Barrington Partners will present and explain the differences of how taxes are paid on ETFs and Open End Mutual Funds and how it impacts the fiduciary and oversight considerations for fund boards. The webinar will broadcast live from 2 pm - 3 pm (ET).