Events

Miami January 23, 2023

The 2023 Directors' Institute is scheduled for January 23-25, 2023 in Miami, Florida.

July 16, 2024

EY'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).

Los Angeles November 13, 2024

MFDF will host an in-person Director Discussion Series lunch in Los Angeles, CA to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 12:00 pm to 2:00 pm at the offices of PwC located at 601 South Figueroa Street, Ste. 900 in Los Angeles, CA.

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).

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.

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.

Denver April 29, 2025

MFDF and Morrison & Foerster are hosting an one-day in-person program on product developments in the registered funds space for RIC board directors and CCOs in Denver, CO.

May 6, 2025

Join Julie Ulstrup and John Mulligan from ICI Mutual as they provide an update of fund industry claims trends and recent developments in the fund industry insurance market. The webinar will broadcast live from 2 pm - 3 pm (ET).

May 7, 2025

Sara 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).

May 20, 2025

Cassandra Borchers with Squire Patton Boggs and Freddie Jacobs, Jr. CPA with Institutional Trust Services of BPAS, will kick off MFDF's Series Trust Funds program series with discussion on core responsibilities and best practices for effective series trust board oversight. The webinar will broadcast live from 2 pm - 3 pm (ET).

May 22, 2025

This 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).

June 17, 2025

Join Lori Paris with Northern Trust Securities Finance as she provides the basics of security lending that fund boards should know in their oversight roles. The webinar will broadcast live from 2 pm - 3 pm (ET).

June 18, 2025

The next MFDF Spotlight webinar will be led by Tom Westle, partner with BlankRome, as he discusses fund board directors' independence. This will broadcast live from 2 pm - 2:30 pm (ET).

June 24, 2025

MFDF'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 11:00 am - 12:00 pm (ET).

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.

New York July 22, 2025

MFDF will host an in-person Director Discussion Series lunch meeting 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 12 pm - 2 pm at the offices of Sidley Austin LLP in New York.

September 10, 2025

Join Martin Dean, President of Northern Lights Compliance LLC, as he discusses key priorities and best practices of compliance and board reporting cruicial to series trust fund boards' oversight role. The webinar will broadcast live from 2 pm - 3 pm (ET).

September 23, 2025

Vanessa Richardson and Jay Spinola, partners at Willkie Farr & Gallagher LLP will highlight latest in CEF litigations. The webinar will broadcast live from 2 pm - 3 pm (ET).

October 15, 2025

Learn how series trust fund boards can create and maintain effective board relationships with advisers, This webinar is the third webinar in the Series Trust Funds program series. The webinar will broadcast live from 2 pm - 3 pm (ET).

November 13, 2025

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).