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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Boston April 15, 2025
Director Discussion Series - Open Forum (Boston)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.
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April 17, 2025
SEC-ing is Believing: The First 100 Days of the Trump AdministrationJoin Sara Crovitz and Miranda Sturgis, partners at Stradley Ronon, in a discussion of the opening months of the new administration and implications for fund directors. The webinar will broadcast live from 2 pm - 3 pm (ET).
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April 24, 2025
Director Discussion Series - Open Forum via ZoomMFDF's DDS meetings provide an opportunity for independent directors and CCOs to discuss timely issues with peers and experts. This Zoom meeting will be held from 1:00 pm - 2:00 pm (ET).
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Newest Resources
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April 4, 2025
Webinar Archive - Protectors & Partners: The Purpose and Best Practices of Director Oversight of Fund Management and Other Selected Fund Service Providers
Paul Felsch of Helios offers fund directors a refresher on their role in overseeing fund management and other fund service providers. This webinar aired on April 3, 2025.
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March 14, 2025
Webinar Archive - MFDF 15(c) White Paper Webinar Series: Part 3 - Gartenberg Factors Analysis and Challenges
Part 3 of MFDF's 15(c) White Paper Webinar discusses Gartenberg factors analysis and challenges with Steve Byers and Jeff Keil. This webinar aired on March 12, 2025.
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March 11, 2025
Webinar Archive - AI and Fund Compliance
As part of MFDF's AI for Fund Boards webinar series, Kevin Gleason, Adam Aderton, and Carlo di Florio discussed compliance considerations as well as the regulatory outlook for AI. This webinar aired live on January 21, 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.