Calendar of Events

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 14, 2025

As part of MFDF's AI for Fund Boards webinar series, Sidley Austin's Nathan J. Greene & Carla G. Teodoro will highlight how board members might begin to appropriately leverage AI while remaining mindful of its limitations. This Spotlight session will discuss of trends, Do's and Don’ts, industry tales, and best practices. This Spotlight webinar will broadcast live from 2 pm - 2:30 pm (ET).

January 21, 2025

As part of MFDF's Board Oversight of AI webinar series, Kevin Gleason, Adam Aderton, and Carlo di Florio will discuss compliance considerations as well as the regulatory outlook for AI. The 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.

February 6, 2025

Fran Cashman and John Krieg CFA, CAIA, will lead discussions with directors that provide deeper insight into the use and understanding of data that directors may consider in the evaluation of their distribution contract responsibility. This virtual event will take place on Zoom at 1 pm (ET).

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.

March 12, 2025

Join MFDF member independent directors as they discuss MFDF's 15(c) White Paper: Part 3 - Gartenberg Factors Analysis and Challenges. This webinar will broadcast live from 2 pm - 3 pm (ET).

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.