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MFDF - Mutual Fund Directors Forum - Education Calendar for Fund Directors, March through July 2011

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Education Calendar for Fund Directors, March through July 2011

Spring and early summer offer many excellent opportunities for director education on a wide variety of topics, and in both in-person and remote learning formats.

 

TODAY! March 23, 2:00 to 3:00PM ET    Derivatives Before and After Dodd-Frank. Webinar.

This webinar is designed to help directors understand how the use of derivatives in a fund's portfolio can practically impact the fund's returns.  Leigh Fraser, a partner at Ropes and Gray, will discuss how derivatives work; what directors should be concerned about; and what she sees on the horizon.

More information and registration at:  http://www.mfdf.org/events/event/derivatives_before_and_after/

 

April 6, 2:00 to 3:00PM ET  Understanding Stewardship Grades. Webinar.

In this webinar, Laura Lutton of Morningstar will discuss what goes into the assignment of stewardship grades. This webinar will take us "back stage" to learn more precisely how the analysts arrive at each fund's ranking, and will allow participants to ask questions to better understand the point of view of those assessing the grades.

More information and registration at: http://www.mfdf.org/events/event/webinar_stewardship/

 

April 28-29, Washington, DC   Forum's 2011 Policy Conference.

The Forum's Policy Conference annually looks at current issues through the eyes of fund boards.  This event brings together a wide array of thought leaders to explore, investigate and enlighten attendees on issues of critical concern to fund directors.  Join us as we widen our horizons and seek out new information to incorporate into our professional endeavors.   Keynote address by SEC Chair, Mary L. Schapiro.  Featured Speaker: Eileen Rominger, Director of the SEC's Division of Investment Management.

More information and registration at:  http://www.mfdf.org/events/event/2011_policy_conference/

 

May 10, 2:00 to 3:00PM ET   Board Oversight of Quant Strategies.  Webinar.

This webinar will directors' responsibilities in their oversight of funds that use quantitative and other model-driven strategies.  Julien Bourgeois, a partner at Dechert, will discuss lessons that directors can learn from the February 2011 SEC enforcement action against AXA Rosenberg.

More information and registration at:  http://www.mfdf.org/events/event/oversight_quant_strategies/

 

May 19, 12:00 to 2:00PM, San Francisco, CA  Director Discussion Series - Open Forum

The Forum's staff regularly hold informal discussions for directors throughout the country. These meetings typically focus on a single, timely issue allowing directors to gain insight from peers and experts. These discussions are free of charge and open to all independent fund directors and CCOs.  

To inquire about an invitation to this event, please contact us:  http://www.mfdf.org/contact_mfdf/

 

June 3, 10:00AM t0 2:00PM  Conference of Fund Leaders Roundtable.  New York, NY

This event, open to independent chairs and lead independent directors only, is a unique gathering which provides fund leaders with an opportunity to discuss important issues.  The Conference of Fund Leaders (CFL) is a partnership of the Mutual Fund Directors Forum, the Millstein Center for Corporate Governance and Performance at the Yale School of Management, and independent leaders of mutual fund boards of trustees.   

To inquire about an invitation to this event, please contact us:  http://www.mfdf.org/contact_mfdf/

 

June 7, 2:00 to 3:00PM ET  Oversight of "Other" Expenses. Webinar.

This webinar will focus on board oversight of what’s included in the category “other” expenses.  Bruce Rosenblum, a partner with K&L Gates, will discuss fund directors’ obligations in this area and the issues they should consider when evaluating these expenses. 

More information and registration at:  http://www.mfdf.org/events/event/webinar_other_expenses/

 

July 20, 9:30 to 11:30AM   Director Discussion Series -- Open Forum. New York, NY

The Forum's staff regularly hold informal discussions for directors throughout the country. These meetings typically focus on a single, timely issue allowing directors to gain insight from peers and experts. These discussions are free of charge and open to all independent fund directors and CCOs.  

To inquire about an invitation to this event, please contact us:  http://www.mfdf.org/contact_mfdf/

 

Should you have questions about any of the Forum's upcoming programs, please contact us:  http://www.mfdf.org/contact_mfdf/