MFDF Enhances the Governance of Mutual Funds
The Mutual Fund Directors Forum is an independent, non-profit organization that serves independent directors of mutual funds and other U.S. registered investment companies. The Forum seeks to enhance fund governance by building a strong community among independent directors through educational and networking opportunities and by providing directors with a strong voice in the key policy debates impacting directors’ effectiveness and the future of the fund industry.
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Upcoming Events
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July 16, 2024
Mid-Year Tax Update for Registered Investment CompaniesEY'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
Director Discussion Series - Open Forum via ZoomDDS 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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New York July 23, 2024
Director Discussion Series - Open Forum (New York)MFDF will host an in-person Director Discussion Series breakfast 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 10 am - 12 pm at the offices of Sidley Austin LLP in New York.
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Newest Resources
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July 1, 2024
Webinar Archive: Barrington Partners 2024 Intermediary Fee Survey
Barrington Partners discusses the latest results from their 2024 Intermediary Fee Survey. This webinar originally aired on June 27, 2024.
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June 25, 2024
Webinar Archive: Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds
Dechert partners discussed the regional banking volatility of 2023 and regulatory response and overall impact on investment management. The webinar highlighted questions boards may want to consider while serving in their oversight role. The webinar originally aired on June 18, 2024.
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June 12, 2024
Webinar Archive: Digital Assets in the Fund Space (Part 1 of 2)
During 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 originally aired on June 12, 2024.
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.