Calendar of Events

November 21, 2024

Join 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).

December 10, 2024

Cindy 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).

December 11, 2024

As 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).

December 18, 2024

Join MFDF's Leslie Beckbridge as she discusses with Gwen Williamson, Partner at Faegre Drinker, and James Polisson, Nominating and Governance Committee Chair on the Allspring Funds’ board, the applications of skills matrices in fund board rooms. This webinar will broadcast live from 2 pm - 3 pm (ET).

January 7, 2025

Join Deloitte's Paul Kraft, Michelle Coombs and Matt Morlock as they discuss the latest findings from Deloitte's 22nd edition Annual Fair Valuation Survey. The webinar will broadcast live from 2 pm - 3 pm (ET).

January 9, 2025

Join MFDF member independent directors as they discuss MFDF's 15(c) White Paper Part 2 on board processes. This webinar will broadcast live from 2 pm - 3 pm (ET).

January 22, 2025

Diane Armstrong, Chair of the Boston Trust Walden Funds board, and Michael Wible, Partner at Thompson Hine, will offer insights from board rooms with less than six directors on factors that may influence how and when to use the skills matrices to improve the effectiveness with a small group of directors. This virtual event will take place on Zoom at 1 pm (ET).

Carlsbad January 27, 2025

The 2025 Directors' Institute is scheduled for January 27-29, 2025 in Carlsbad, CA.

Stuart February 10, 2025

MFDF will host an in-person Director Discussion Series lunch in Stuart, FL to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 11:30 am to 2:00 pm at Willoughby Golf Club located at 3001 SE Doubleton Drive in Stuart, FL.

Naples February 11, 2025

MFDF will host an in-person Director Discussion Series lunch in Naples, FL to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 11:30 am to 2:00 pm at Wyndemere Country Club located at 700 Wyndemere Way, Naples, FL.

Washington March 6, 2025

MFDF'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.

Atlanta April 2, 2025

MFDF will host an in-person Director Discussion Series lunch in Atlant 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 Voya Investment Management in Atlanta.

Boston April 15, 2025

MFDF will host an in-person Director Discussion Series lunch 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 12 pm - 2 pm at the offices of PwC in Boston.

Chicago July 9, 2025

MFDF will host an in-person Director Discussion Series lunch 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 - 2 pm at the offices of Ropes & Gray LLP in Chicago.

Naples January 26, 2026

The 2026 Directors' Institute is scheduled for January 26-28, 2026 in Naples, FL.

Washington March 5, 2026

MFDF'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.