IDC Update: April 28, 2022
Don’t Miss IDC’s First New Director Engagement Call Today
There is still time to register for IDC’s first New Director Engagement Call today, April 28 at 2:00 p.m. (ET). This new call series is designed to foster education, community, and engagement among fund directors with three years of experience or less. Participants can share their ideas and experiences, while discussing top-of-mind issues affecting the fund industry and the role of directors. Register now!
Register Today: IDC In-Person Chapter Meetings in Charlotte, Chicago, and San Francisco on May 12
Please join IDC on Thursday, May 12, at in-person chapter meetings for directors in Charlotte, Chicago, and San Francisco. These meetings will leverage state-of-the-art technology to enable interactions among participants in all cities simultaneously. Fund directors will engage in informal discussions about issues that affect the fund industry and the role of directors. Vaccination is required for attendees in all locations. Register today for a city close to you!
Join Us for IDC Webinar—Litigation and Enforcement Update: What Fund Directors Need to Know
Register today for IDC’s May 3 webinar, “Litigation and Enforcement Update: What Fund Directors Need to Know.” Kathryn Quirk (independent director, Harbor Funds) will moderate a lively discussion with industry experts Steve Topetzes (partner, K&L Gates) and Julia Ulstrup (senior vice president and general counsel, ICI Mutual Insurance Company) that will update directors on what they need to know about recent civil litigation and current regulatory enforcement priorities of interest to fund boards. Panelists will offer practical tips for fund directors in the current environment. Please register here.
IDC Industry Segment Calls Resume on June 1
Registration is now open for the next series of IDC’s industry segment calls—informal and director-driven discussion forums among independent fund directors. These calls, held over Zoom, offer directors an opportunity to exchange ideas and learn from peers across the industry. Find the industry segment call for you below.
SEC Chair Gensler Reflects on His First Year at the SEC
In a recent video message to the staff of the Securities and Exchange Commission (SEC), Chair Gary Gensler reflected on his first year at the agency. Gensler observed that the SEC has “done a lot of foundational work with regard to a reform agenda,” including issuing approximately 25 rule proposals “reforming how our capital markets work for you.” Gensler noted that the rule proposals address, among other things, “how funds are managed on behalf of pension funds, or how fund advisers share information with the pension funds investing in them.” Gensler concluded his message by saying “this first year has been terrific” and there is “[m]uch more work to do going forward.”
Register Now: IDC Fund Directors Workshop on May 25–26
Join fund directors and senior executives from all facets of the asset management industry at IDC’s Fund Directors Workshop on May 25–26 at the JW Marriott in Washington, DC. The event offers timely, insightful programming on key subjects, including governance practices in the modern age, as well as a primer on SMAs, CITs, and other nonregistered investment products. Registration also includes the ICI Leadership Summit. Please register here today to attend the Fund Directors Workshop and Leadership Summit.
Mark Your Calendar for Upcoming Events
All times are shown in eastern time (ET), unless otherwise noted.
Webinars
- Litigation and Enforcement Update: What Fund Directors Need to Know: May 3, 3:00 p.m.
- Cybersecurity Considerations for Fund Boards—The Current Landscape: June 9, 3:00 p.m.
Industry Segment Calls
- New Directors: April 28, 2:00 p.m.
- Board Leaders: June 1, 2:00 p.m.
- Directors at Small Funds Complexes: June 2, 2:00 p.m.
- Directors of ETFs: June 7, 2:00 p.m.
- Audit Committee Chairs: June 8, 2:00 p.m.
- Governance Committee Chairs: June 17, 2:00 p.m.
Chapter Meetings
Foundations for Fund Directors®
Conferences
- ICI Leadership Summit, including IDC’s Fund Directors Workshop: May 25–26, Washington, DC
Please contact Paul Mussoni for additional information. A list of IDC events can be found on IDC’s website.