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Rating:Week In Preview, August 7 - August 13 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, August 7, 2023

Week In Preview, August 7 - August 13

Reported by Neil Anderson, Managing Editor

Happy Purple Heart Day!

John W. Rogers, Jr.
Ariel Investments
Founder, Chairman, Co-CEO, Chief Investment Officer
Today, the LPL Financial team will wrap up their 2023 LPL Focus conference. The four-day conference is being held at the San Diego Convention Center.

Also today, the team at the Money Management Institute (MMI) will host their Opening Doors golf classic at the Ridgewood Country Club in Paramus, New Jersey, in support of MMI's Gateway Foundation.

Tomorrow, the team at the Mutual Fund Directors Forum (MFDF) will continue their Director Discussion series with an open forum at Godrey & Kahn SC's offices in Milwaukee.

Also tomorrow, starting at 4pm pacific, the team at the Southern California chapter of Women in ETFs (WE) will host "Why Advisors Are Choosing ETFs Over Mutual Funds and How SMAs Compare," a presentation and networking event at American Century and Avantis' offices in Los Angeles.

On Thursday, the Ariel Investments team will host "Emerging Markets Myth-Busting," a conversation and cocktail event at the Pool Lounge at the Grill in New York City.

Also on Thursday, starting at 4:30pm eastern, the teams the Philadelphia chapters of WE and WIPN will host a "Dress to Impress" event at Anthropologie in Devon, Pennsylvania.

This week, on the defined contribution side of the industry, the teams at ASEA, Broadridge, ERIC, Faegre Drinker, Sheri Fitts & Co., Spark, and WIPN are hosting events. Our sister publication 401kWire has more details

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  1. MFDF webinar - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
  2. IMEA webinar - Snapshot on the Talent Landscape, June 18
  3. 2024 MMI National Accounts Roundable, June 18
  4. MMI webinar - RIA Consolidators: The New Key Accounts?, June 20
  5. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20
  6. MMI webinar - DoL Fiduciary Rule Update: What Are the Implications?, June 21
  7. WE Chicago - Pre-Morningstar Conference reception, June 25
  8. Celebrating 100 Years of the Mutual Fund, June 25
  9. New York YPEM Cornhole Classic, June 25
  10. Morningstar Investment Conference Conference 2024, Jun 26-27
  11. 2024 MMI Institutional Roundtable, June 26
  12. WE PNW Seattle - Pickleball and Networking, June 27
  13. Celebrating 100 Years of the Mutual Fund, July 11
  14. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 16
  15. MFDF Director Discussion Series - Open Forum via Zoom, July 17
  16. MFDF Director Discussion Series - Open Forum (New York), July 23
  17. IMEA Portfolio Construction Roundtable, September 19
  18. MFDF Continuing Regulatory Impacts on Fund Boards program, October 15
  19. 2024 MMI Annual Conference, Oct 15-17
  20. IMEA Philanthropic Day, October 22
  21. IMEA Leadership Summit, October 23
  22. IMEA Star Awards Celebration, October 23
  23. IMEA Marketing Summit, October 24
  24. 5th Annual ETFGI Global ETFs Insight Summit, October 29
  25. MFDF Director Discussion Series - Open Forum (Denver), November 6
  26. MFDF webinar - Digital Assets in the Fund Space (part 2 of 2), November 7




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