Events & Webinars
MFDF regularly hosts educational programs on a wide variety of current topics of interest to mutual fund independent directors. These programs include single day in-person seminars, multi-day conferences, web-based programs, and informal networking discussions. MFDF's webinars are recorded and archived for MFDF members and registered participants. Our virtual and in-person events are discussion based and are not recorded.
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April 4, 2024
Categories: VirtualDDS meetings provide a opportunity for independent directors and CCOs to discuss timely issues with peers and experts. This Zoom meeting will be held from 1:30 pm - 2:30 pm (ET).
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April 9, 2024
Categories: WebinarVanessa Richardson and Jay Spinola, partners at Willkie Farr & Gallagher LLP will highlight latest CEF litigations. The webinar will broadcast live from 2 pm - 3 pm (ET).
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April 10, 2024
Categories: VirtualDuring this In Focus session, Cohen & Co. partners will lead the discussion on the top priorities for current directors to consider for their annual audits and audit committee meetings. This virtual event will take place on Zoom at 1pm (ET).
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April 16, 2024
Categories: WebinarSara Yerkey, with Management Practice, and Kelley Howes, Partner and Co-Chair of the Investment Management Group at Morrison and Foerster LLP, will provide highlights from the latest MPI Annual Survey of Investment Firm Profitability and implications for fund director oversight. The webinar will broadcast live from 2 pm - 3 pm (ET).
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April 17, 2024
Categories: VirtualMorningstar ESG experts will provide directors with background on how ESG factors typically are incorporated in funds’ investment processes, how that process is presented in disclosure, and how regulators, financial advisors, and individual investors view the funds’ approaches to ESG. This virtual event will take place on Zoom at 1 pm (ET).
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New York April 25, 2024
Categories: In-PersonPlease join MFDF and IDC for a half-day program focused on board composition and identifying diverse board candidates.
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May 7, 2024
Categories: WebinarDuring this two-part series, leaders from EY will discuss the digital asset trends in the fund industry and highlight what directors should know about these offerings. The webinar will broadcast live from 2 pm - 3 pm (ET).
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May 21, 2024
Categories: WebinarThis webinar will summarize the findings from MPI's recent annual "Survey of Mutual Fund Director/Trustee Compensation and Organizational Practices." The webinar will broadcast live from 2 pm - 3 pm (ET).
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Boston June 5, 2024
Categories: In-PersonThe Forum'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 5, 2024 at the offices of Ropes & Gray, LLP from 10:30 am to 3 pm (ET).
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Philadelphia June 20, 2024
Categories: In-PersonThe Forum will host an in-person Director Discussion Series lunch 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 12 pm - 2 pm at the offices of Cohen & Company in Philadelphia.
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July 16, 2024
Categories: WebinarEY's Amy Snyder and Ray Beeman, will provide mid-year tax updates for boards of RICs to consider. The webinar will broadcast live from 2 pm - 3 pm (ET).
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July 17, 2024
Categories: VirtualDDS meetings provide a 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).
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November 7, 2024
Categories: WebinarLeaders from EY will provide an update from part 1 of this 2-part series on digital asset trends in the fund industry and highlight what directors should know about these offerings. The webinar will broadcast live from 2 pm - 3 pm (ET).
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Carlsbad January 27, 2025
Categories: In-PersonThe 2025 Directors' Institute is scheduled for January 27-29, 2025 in Carlsbad, CA.
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Washington March 6, 2025
Categories: In-PersonMFDF's annual FGRI Conference will bring independent directors together with legislators, regulators, and other industry experts to discuss issues of critical concern to fund directors. This program is scheduled to be in-person starting at 8 am on March 6, 2025 and conclude at 12 pm on March 7, 2025.
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Naples January 26, 2026
Categories: In-PersonThe 2026 Directors' Institute is scheduled for January 26-28, 2026 in Naples, FL.
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Washington March 5, 2026
Categories: In-PersonMFDF's annual FGRI Conference bring independent directors together with legislators, regulators, and other industry experts to discuss issues of critical concern to fund directors. This program is scheduled to be in-person starting at 8 am on March 5, 2026 and conclude at 12 pm on March 6, 2026.
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