Spring and early summer offer many excellent opportunities for director education on a wide variety of topics, and in both in-person and remote learning formats.
Today! April 6, 2:00 to 3:00PM ET Understanding Stewardship Grades. Webinar.
In this webinar, Laura Lutton of Morningstar will discuss what goes into the assignment of stewardship grades. This webinar will take us "back stage" to learn more precisely how the analysts arrive at each fund's ranking, and will allow participants to ask questions to better understand the point of view of those assessing the grades.
More information and registration at: http://www.mfdf.org/events/event/webinar_stewardship/
April 12, 2:00PM Deloitte & Touche Webinar: Investment Compliance Monitoring
The webinar will focus on:
• Why a one-size-fits-all approach to compliance monitoring may not be effective.
• How the structure of an investment monitoring function relates to the size, product complexity, and maturity of the supported organization.
• Practical tips for addressing increases in regulatory scrutiny, convergence of compliance and risk management, cost pressures, and data governance.
To register for this webinar, visit: https://event.on24.com/eventRegistration/prereg/register.jsp?clientid=404&eventid=295463&sessionid=1&key=0E871BDCBC6DA7B318C8285910E082C1
April 26, 12:30PM to 2:00PM EDT PWC Webinar: What Directors Need to Know - Risk Management
This webinar will provide an overview for US mutual fund directors of the trends and practices related to risk managment in the asset management industry. There is no charge to participate in this webcast.
April 28-29, Washington, DC Forum's 2011 Policy Conference.
The Forum's Policy Conference annually looks at current issues through the eyes of fund boards. This event brings together a wide array of thought leaders to explore, investigate and enlighten attendees on issues of critical concern to fund directors. Join us as we widen our horizons and seek out new information to incorporate into our professional endeavors. Keynote address by SEC Chair, Mary L. Schapiro. Featured Speaker: Eileen Rominger, Director of the SEC's Division of Investment Management.
More information and registration at: http://www.mfdf.org/events/event/2011_policy_conference/
May 10, 2:00 to 3:00PM ET Board Oversight of Quant Strategies. Webinar.
This webinar will directors' responsibilities in their oversight of funds that use quantitative and other model-driven strategies. Julien Bourgeois, a partner at Dechert, will discuss lessons that directors can learn from the February 2011 SEC enforcement action against AXA Rosenberg.
More information and registration at: http://www.mfdf.org/events/event/oversight_quant_strategies/
May 19, 12:00 to 2:00PM, San Francisco, CA Director Discussion Series - Open Forum
The Forum's staff regularly hold informal discussions for directors throughout the country. These meetings typically focus on a single, timely issue allowing directors to gain insight from peers and experts. These discussions are free of charge and open to all independent fund directors and CCOs.
To inquire about an invitation to this event, please contact us: http://www.mfdf.org/contact_mfdf/
June 3, 10:00AM to 2:00PM Conference of Fund Leaders Roundtable. New York, NY
This event, open to independent chairs and lead independent directors only, is a unique gathering which provides fund leaders with an opportunity to discuss important issues. The Conference of Fund Leaders (CFL) is a partnership of the Mutual Fund Directors Forum, the Millstein Center for Corporate Governance and Performance at the Yale School of Management, and independent leaders of mutual fund boards of trustees.
To inquire about an invitation to this event, please contact us: http://www.mfdf.org/contact_mfdf/
June 7, 2:00 to 3:00PM EDT Oversight of "Other" Expenses. Webinar.
This webinar will focus on board oversight of what’s included in the category “other” expenses. Bruce Rosenblum, a partner with K&L Gates, will discuss fund directors’ obligations in this area and the issues they should consider when evaluating these expenses.
More information and registration at: http://www.mfdf.org/events/event/webinar_other_expenses/
July 20, 9:30 to 11:30AM Director Discussion Series -- Open Forum. New York, NY
The Forum's staff regularly hold informal discussions for directors throughout the country. These meetings typically focus on a single, timely issue allowing directors to gain insight from peers and experts. These discussions are free of charge and open to all independent fund directors and CCOs.
To inquire about an invitation to this event, please contact us: http://www.mfdf.org/contact_mfdf/
Should you have questions about any of the Forum's upcoming programs, please contact us: http://www.mfdf.org/contact_mfdf/