Trusted Insight for Independent Oversight
MFDF is an independent association for independent directors of mutual funds, ETFs, closed-end funds, and other registered investment companies.
MFDF helps independent directors navigate an evolving regulatory environment and steward shareholders’ investments. MFDF provides tailored educational resources and facilitates peer-to-peer networking, with offerings that include webinars, white papers, and interactive conferences. As an independent association, MFDF’s membership includes a wide range of fund boards and represents a diverse community of directors.
Upcoming Events
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November 21, 2024
Mutual Fund CCO Compensation: The MPI Annual Survey UpdateJoin MPI as they highlight the results from its latest annual survey of mutual fund Chief Compliance Officer compensation. The webinar will broadcast live from 2 pm - 3 pm (ET).
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December 10, 2024
BDC Board Service 101Cindy Beyea, Harry Pangas, and Darius Ravangard of Dechert LLP will discuss key topics and considerations for BDC independent directors, including valuation, co-investment, and other affiliated transactions. This webinar will broadcast live from 2 pm - 3 pm (ET).
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December 11, 2024
ETF Product Trends: Board ImplicationsAs part of MFDF's ETF webinar series, K&L Gates partners Stacy Fuller and Kevin Gustafson will discuss ETF products and trends in the current landscape and how the product type and exposures can affect the board's oversight responsibilitites. This webinar will broadcast live from 2 pm - 3 pm (ET).
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Newest Resources
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November 13, 2024
Webinar Archive: ETF Share Classes
As part of MFDF's ETF webinar series, Mike Mundt, partner at Stradley Ronon, discussed key features of the ETF share class structure, the challenges that those features might present, and particularly the board responsibilities as they are currently conceived in the applications for relief. This webinar aired live on November 12, 2024.
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October 9, 2024
Webinar Archive: Distribution 101 for Fund Boards
Fran Cashman, independent trustee on the Morgan Stanley Funds' board and former Portfolio CEO of Asset Management at Delinian, and John Krieg, retired UBS Head of Institutional Distribution in Americas Asset Management, highlighted the fundamentals of distribution that fund directors need to know to fulfil their oversight duties. This webinar aired live on October 8, 2024.
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October 2, 2024
Webinar Archive: 15(c) for ETFs
Hubbard Garber and Jeffrey Christian with Barrington Partners focused their insights for ETF board directors on a range of new products, drivers of strategy, and how to best think about peers. This webinar is part of MFDF's 15(c) and ETF webinar series. It aired live on October 2, 2024.
MFDF Member Series - Leveraging MFDF Membership to Locate Future Directors
Leslie Beckbridge, MFDF's Operations and Member Services Manager, highlighted MFDF's Director Candidate Database, a service that provides curated candidate lists in response to member boards' requirements. The webinar provided an overview of the Database, discussed how members can use it as part of succession planning efforts, and shared insights to get the best results from your inquiry.
DEI Resources for Fund Boards
Explore news and resources relating to diversity, equity and inclusion on fund boards.