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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July 16, 2025
M&A and Consolidation in Asset ManagementRopes & Gray partner Brian McCabe will share updates and insights on key takeaways for boards to consider in M&A and consolidations in the asset management industry. The webinar will broadcast live from 2 pm - 3 pm (ET).
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July 17, 2025
ETF ConversionsAs part of MFDF's ETF webinar series, Ropes & Gray partners will highlight the top ETF conversion issues that fund boards should consider in their oversight roles. The webinar will broadcast live from 2 pm - 3 pm (ET).
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New York July 22, 2025
Director Discussion Series - Open Forum (New York)MFDF will host an in-person Director Discussion Series lunch 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 12 pm - 2 pm at the offices of Sidley Austin LLP in New York.
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Newest Resources
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July 11, 2025
Webinar Archive: Mid-Year Tax Update for Registered Investment Companies
EY's Amy Snyder, tax principal in EY's Asset Management practice, and Lisa Wolski, managing director of EY's Washington Council, provided mid-year tax updates for boards of RICs to consider. This webinar originally aired on July 10, 2025. -
June 23, 2025
MFDF Spotlight Archive: Fund Director Independence
Tom Westle, partner at BlankRome, discussed fund director independence and the factors required to meet SEC's requirements for registered investment companies. This webinar aired on June 18, 2025. -
June 18, 2025
Webinar Archive: Current Landscape of Securities Lending
Lori Paris with Northern Trust Securities Finance provided the basics of security lending that fund boards should know in overseeing securities lending program parameters. This webinar aired on June 17, 2025.
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.