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Rating:Week In Preview, June 9 - 15 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, June 9, 2025

Week In Preview, June 9 - 15

Reported by Selma Khenissi, Reporter

Happy Donald Duck Day!

Tomorrow (June 10), Informa's WealthManagement.com team will kick off their Wealth Management Edge conference. The three-day event will be held at the Boca Raton Resort, in Boca Raton, Florida.

Also tomorrow, the Money Management Institute (MMI) team will kick off their "Executive IQ Cohort 5 — Darden-in-Residence I" program. The three-day event will be held at the University of Virginia's Darden of School Business in Charlottesville, Virginia.

Also tomorrow, the Citywire team will host their 2025 ETF Forum USA at the St. Regis New York in New York City.

On Wednesday (June 11), the MMI team will kick off their 2025 MMI Leadership Pathway Seminar. The three-day event will be held at the Hilton Denver City Center.

Also on Wednesday, at 1pm eastern, the Nicsa team will host a webinar entitled "Scaling Success: Orchestrating Growth in Alternatives."

Also on Wednesday, at 5:30pm eastern, the Alger team will host "Innovations and Libations" on the rooftop of Alger's offices in lower Manhattan.

On Thursday (June 12), the Citywire team will kick off their 2025 San Diego RIA CIO Summit. The two-day conference will be held at the Estancia La Jolla hotel.

Also on Thursday, the Expect Miracles Foundation will host their 2025 East Coast Classic, at the Pinehills Golf Club in Plymouth, Massachusetts.

Also on Thursday, at 7:30am eastern, the Women in ETFs (WE) Boston team will host a networking event entitled "Empowering Insights: Financial Services Workforce Trends" at Deloitte's offices in Boston.

Also on Thursday, at 7:30am eastern, the WE U.S. team will host a breakfast panel at the Wealth Management Edge Conference in Boca Raton.

Also this week, on the defined contribution side of the industry, the teams at Invesco, 401GO, P&I, Broadridge, ERIC, ERISApedia, Hub, PlanAdviser, NAGDCA, PriceKubecka, Spark, WIPN, and NAPA, will host events. Our sister publication 401kWire has more details

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  1. Nicsa webinar - New research by Alex Edmans and the Diversity Project - The Power of diverse thinking: How the best teams make decisions, July 1
  2. MFDF Director Discussion Series - Open Forum, July 9
  3. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 10
  4. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
  5. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
  6. Nicsa webinar - How Trusted GenAI is Transforming Data Access in Asset Management, July 16
  7. MFDF webinar - M&A and Consolidation in Asset Management, July 16
  8. MFDF webinar - ETF Conversions, July 17
  9. MFDF Director Discussion Series - Open Forum (New York), July 22
  10. MFDF Ask Anything webinar - AI Edition, July 24
  11. MFDF webinar - Use of Derivatives by RICs, July 29
  12. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  13. Samfund Soiree Boston 2025, August 21
  14. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  15. ICI ETF Conference, Sep 8-10
  16. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  17. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  18. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  19. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  20. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  21. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  22. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  23. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  24. 10th annual Fuse Forum, October 8
  25. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  26. 2025 MMI Annual Conference, Oct 15-17




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