Resources
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December 19, 2024
Webinar Archive - Visually Mapping Board Composition: Skills Matrices in Fund Board Rooms
MFDF's Leslie Beckbridge discussed 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 aired live on December 18, 2024.
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December 13, 2024
Webinar Archive: ETF Product Trends: Board Implications
As part of MFDF's ETF webinar series, Stacy Fuller and Kevin Gustafson, partners at K&L Gates, highlighted the ETF products, trends in the current landscape, and the differences of oversight responsibilities for boards based on the various ETF product structures and exposures. This webinar aired live on December 11, 2024.
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December 12, 2024
Webinar Archive: BDC Board Service 101
Dechert LLP partners discussed key topics and considerations for BDC independent directors, including valuation, co-investment, and other affiliated transactions. This webinar originally aired on December 10, 2024.
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November 22, 2024
Webinar Archive: Mutual Fund CCO Compensation - The MPI Annual Survey 2024
This webinar provided highlights from MPI's most recent annual Survey of Mutual Fund Chief Compliance Office Compensation. The live broadcast of this webinar was on November 21, 2024.
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November 21, 2024
Webinar Archive: The Power of Custom In-Kind Baskets
As part of MFDF's ETF webinar series, seasoned Portfolio Manager Scott Weiner will walk you through the in-kind transactions, custom in-kind baskets and how ETF portfolio managers leverage these transactions to create the tax efficiencies that distinguish ETFs from their mutual fund counterparts. This webinar aired live on November 19, 2024.
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November 13, 2024
Webinar Archive: ETF Share Classes
As part of MFDF's ETF webinar series, Mike Mundt, partner at Stradley Ronon, discussed key features of the ETF share class structure, the challenges that those features might present, and particularly the board responsibilities as they are currently conceived in the applications for relief. This webinar aired live on November 12, 2024.
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October 9, 2024
Webinar Archive: Distribution 101 for Fund Boards
Fran Cashman, independent trustee on the Morgan Stanley Funds' board and former Portfolio CEO of Asset Management at Delinian, and John Krieg, retired UBS Head of Institutional Distribution in Americas Asset Management, highlighted the fundamentals of distribution that fund directors need to know to fulfil their oversight duties. This webinar aired live on October 8, 2024.
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October 2, 2024
Webinar Archive: 15(c) for ETFs
Hubbard Garber and Jeffrey Christian with Barrington Partners focused their insights for ETF board directors on a range of new products, drivers of strategy, and how to best think about peers. This webinar is part of MFDF's 15(c) and ETF webinar series. It aired live on October 2, 2024.
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October 1, 2024
Webinar Archive: ABCs of ETF
The next webinar in MFDF's ETF series, featured Ward Bortz, Head of ETFs and US Wealth Distribution at Angel oak Capital Advisors, and Ira Cohen, Angel Oak Fund Board Chair and mutual fund expert. They provide a deep dive into key considerations for asset managers and boards considering ETFs, including differences between ETFs and mutual funds. This webinar aired live on October 1, 2024.
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October 1, 2024
Webinar Archive of MFDF 15(c) White Paper Webinar Series: Part 1 – Regulatory Requirements and Judicial Caselaw
As part of MFDF's 15(c) White Paper webinar series, partners from Morgan Lewis LLP provided a deep dive into what directors should keep in mind regarding state fiduciary law requirements and how courts view the business judgment of fund directors. This webinar aired live on September 30, 2024.
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September 17, 2024
Webinar Archive: MFDF Spotlight on New Product Development
As part of MFDF's ETF webinar series, seasoned Portfolio Manager Scott Weiner will highlight the new product development process through the eyes of a portfolio manager. Hear about the behind-the-scenes process that occurs behind the launch of virtually every product out there, from idea generation to product construction and exposure to testing and launch. This webinar originally aired on September 17, 2024.
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September 17, 2024
Webinar Archive: SCOTUS Decision on Agency Administrative Proceedings
Jeremiah Williams, Partner at Ropes & Gray LLP, discusses how the latest Supreme Court decisions to Chevron and ALJ/agency administrative proceedings may impact the fund industry and government agencies.This webinar originally aired on September 11, 2024.
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July 31, 2024
Webinar Archive: ETF 101 for Fund Boards
MFDF's ETFs webinar series kicked off with Brett Eichenberger, partner at Cohen & Co., Kevin Gustafson, partner at K&L Gates, and Laura Morrison, ETF expert, as they provided the fundamentals of ETFs for fund board oversight. This webinar originally aired on July 30, 2024.
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July 26, 2024
Webinar Archive: Basics and Evolution of Indexing and its Future for Investors
Leading experts from the industry will cover some of the basics with indexing construction, methodology and innovation.
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July 24, 2024
Webinar Archive: GenAI and Fund Operations for Board
As part of MFDF's Board Oversight of AI webinar series. MFDF's board director Lloyd Wennlund, will discuss with Andy Konchan, Calamos Chief Technology Officer, on what boards should consider in overseeing GenAI usage in the firm's operational departments and overall complex's AI framework.This webinar originally aired on July 24, 2024.
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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.
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May 22, 2024
Webinar Archive - Mutual Fund Director Compensation: The MPI Annual Survey (2024)
This webinar will summarize the findings from MPI's recent annual "Survey of Mutual Fund Director/Trustee Compensation and Organizational Practices." This webinar originally aired on May 21, 2024.
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May 3, 2024
Webinar Archive: Conversation with Former SEC IM Division Director William Birdthistle
MFDF President Carolyn McPhillips and former SEC Investment Management Director William Birdthistle discussed his experience and lessons learned as he looks back on his tenure at the SEC. This webinar originally aired on April 30, 2024.