September 
30
, 
2021
Mutual Fund Directors' Exchange | Fall Edition
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5:00pm – 5:15pm

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5:00pm – 5:15pm

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5:00pm – 5:15pm

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5:00pm – 5:15pm

Meet & greet

Mary Smith

Splash

Splash

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Name 

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Company

Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities along the way. In their previous role as senior vice president of Splash, Smith focused on brand development and market share development strategy. They are a member of both the RTTNA and the PSCRA.

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Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities along the way. In their previous role as senior vice president of Splash, Smith focused on brand development and market share development strategy. They are a member of both the RTTNA and the PSCRA.

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5:00pm – 5:15pm

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5:00pm – 5:15pm

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Contact Us
Thursday
, 
September 
30
, 
2021
5:00PM
 – 
8:00PM 
CDT
Mutual Fund Directors' Exchange | Fall Edition
Mutual Fund Directors' Exchange | Fall Edition

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This event may qualify you for CPE credit.

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Event details

Join your mutual fund director peers and Deloitte’s senior leadership for an exclusive virtual roundtable discussion centered on key mutual fund board director governance issues and industry risks.

Topics will include:

  • State of/trends in the investment management industry
  • IM goes “Back to the Office”
  • Update from Washington DC
  • Impacts of ESG on the industry
  • Governance emerging, maturing and industry trends from Deloitte’s 20th Fair Valuation Pricing Survey, including SEC new rule 2a-5 implementation insights and trends
  • Board oversight and risk management considerations
  • Developments in board governance
  • Open forum


We look forward to “seeing” you in November!

This event may qualify you for CPE Credits.

Learn More
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Event cancelled

This event has been cancelled. We plan to reschedule the event and will send communications at that time. We look forward to connecting again soon. Please contact us if you have any questions or would like to speak with someone at Deloitte.

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Ricae Feigleson is a host of exceptional ability. Studies show that a vast majority of guests attending events by Ricae have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth.

Ricae Feigleson is a host of exceptional ability. Studies show that a vast majority of guests attending events by Ricae have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth.

Virtual seminar details 

Join your mutual fund director peers and Deloitte’s senior leadership for an exclusive virtual roundtable discussion centered on key mutual fund board director governance issues and industry risks.

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Ricae Feigleson is a host of exceptional ability. Studies show that a vast majority of guests attending events by Ricae have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth.

Learn and earn

Deloitte specialists will be leading sessions, sharing insights, and answering your questions.


Participants may qualify for 1 CPE credit for each general session they attend. Additional CPE credits for bonus sessions offered may vary.

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Agenda

8:00am - 9:00am

Breakfast

9:00am - 5:00pm

Deloitte Greenhouse Breakthrough Lab

5:00pm – 5:15pm

Meet & greet

5:00pm – 5:15pm

Meet & greet

5:00pm – 5:15pm

Meet & greet

Join your mutual fund director peers and Deloitte’s senior leadership for an exclusive virtual roundtable discussion centered on key mutual fund board director governance issues and industry risks.

Optional List Element Subtitle:

  • This is a space to list event details in a bulleted list format.
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This event may qualify you for CPE Credits.

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This event may qualify you for CPE credits

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Agenda

Thursday
, 
September 
30
, 
2021
5:00PM
 – 
8:00PM 
CDT

8:00AM - 9:00AM

Breakfast

9:00Am – 10:00Am

Deloitte Greenhouse Breakthrough Lab

Thursday
, 
September 
30
, 
2021
5:00PM
 – 
8:00PM 
CDT

9:00am - 10:00am

Meet & greet: 

10:00am - 11:00am

Breakfast [Optional]

11:00am - 3:00pm

Deloitte Greenhouse Breakthrough Lab

Event details

Join your mutual fund director peers and Deloitte’s senior leadership for an exclusive virtual roundtable discussion centered on key mutual fund board director governance issues and industry risks.

Optional List Element Subtitle:

  • This is a space to list event details in a bulleted list format.
  • List key takeaways and other event details for guests to learn ahead of time
  • Steps that the guest may need to take ahead of the event.

This event may qualify you for CPE Credits.

Learn More
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Agenda

8:00am - 9:00am

Breakfast

9:00am - 5:00pm

Deloitte Greenhouse Breakthrough Lab

5:00pm – 5:15pm

Meet & greet

5:00pm – 5:15pm

Meet & greet

5:00pm – 5:15pm

Meet & greet

Join your mutual fund director peers and Deloitte’s senior leadership for an exclusive virtual roundtable discussion centered on key mutual fund board director governance issues and industry risks.

Optional List Element Subtitle:

  • This is a space to list event details in a bulleted list format.
  • List key takeaways and other event details for guests to learn ahead of time
  • Steps that the guest may need to take ahead of the event.

This event may qualify you for CPE Credits.

Learn More
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Event details

Join your mutual fund director peers and Deloitte’s senior leadership for an exclusive virtual roundtable discussion centered on key mutual fund board director governance issues and industry risks.

Optional List Element Subtitle:

  • This is a space to list event details in a bulleted list format.
  • List key takeaways and other event details for guests to learn ahead of time
  • Steps that the guest may need to take ahead of the event.

8:00am - 9:00am

Breakfast

9:00am - 5:00pm

Deloitte Greenhouse Breakthrough Lab

5:00pm – 5:15pm

Meet & greet

5:00pm – 5:15pm

Meet & greet

This event may qualify you for CPE Credits.

Learn More
Text goes here
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Speakers

Join your mutual fund director peers and Deloitte’s senior leadership for an exclusive virtual roundtable discussion centered on key mutual fund board director governance issues and industry risks.

Optional List Element Subtitle:

  • This is a space to list event details in a bulleted list format.
  • List key takeaways and other event details for guests to learn ahead of time
  • Steps that the guest may need to take ahead of the event.

This event may qualify you for CPE Credits.

Mary Smith

Splash

Splash

+
Text goes here
X

Name 

Title

Company

Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities along the way. In their previous role as senior vice president of Splash, Smith focused on brand development and market share development strategy. They are a member of both the RTTNA and the PSCRA.

+
Text goes here
X
Read more
Text goes here
X

Mary Smith

Splash

Splash

+
Text goes here
X

Name 

Title

Company

Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities along the way. In their previous role as senior vice president of Splash, Smith focused on brand development and market share development strategy. They are a member of both the RTTNA and the PSCRA.

+
Text goes here
X
Read more
Text goes here
X
Learn More
Text goes here
X

Agenda

8:00am - 9:00am

Breakfast

9:00am - 5:00pm

Deloitte Greenhouse Breakthrough Lab

5:00pm – 5:15pm

Meet & greet

5:00pm – 5:15pm

Meet & greet

Join your mutual fund director peers and Deloitte’s senior leadership for an exclusive virtual roundtable discussion centered on key mutual fund board director governance issues and industry risks.

Optional List Element Subtitle:

  • This is a space to list event details in a bulleted list format.
  • List key takeaways and other event details for guests to learn ahead of time
  • Steps that the guest may need to take ahead of the event.

This event may qualify you for CPE Credits.

Learn More
Text goes here
X

Speakers

Join your mutual fund director peers and Deloitte’s senior leadership for an exclusive virtual roundtable discussion centered on key mutual fund board director governance issues and industry risks.

Optional List Element Subtitle:

  • This is a space to list event details in a bulleted list format.
  • List key takeaways and other event details for guests to learn ahead of time
  • Steps that the guest may need to take ahead of the event.

This event may qualify you for CPE Credits.

Name 

Title

Company

Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities along the way. In their previous role as senior vice president of Splash, Smith focused on brand development and market share development strategy. They are a member of both the RTTNA and the PSCRA.

+
Text goes here
X
Read more
Text goes here
X

Name 

Title

Company

Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities along the way. In their previous role as senior vice president of Splash, Smith focused on brand development and market share development strategy. They are a member of both the RTTNA and the PSCRA.

+
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X
Read more
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X
Learn More
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Agenda

Thursday
, 
September 
30
5:00PM
 – 
8:00PM 
CDT

8:00am - 9:00am

Breakfast

Join us in the Deloitte Greenhouse Café for an optional breakfast to start the day

Optional Speaker Name

9:00am - 5:00pm

Deloitte Greenhouse Breakthrough Lab

Breaks and meals will be provided throughout the day

Optional Speaker Name

Thursday
, 
September 
30
5:00PM
 – 
8:00PM 
CDT

9:00am - 10:00am

Meet & greet: 

Make sure to arrive early to meet our speakers.

Optional Speaker Name

10:00am - 11:00am

Breakfast [Optional]

Join us in the Deloitte University Market Alcove to meet other attendees

Optional Speaker Name

11:00am - 3:00pm

Deloitte Greenhouse Breakthrough Lab

Workshop Sessions

Optional Speaker Name

Featured speaker

Name Here

Title

Company

Short bio





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Additional information

This session leverages Zoom Enterprise technology and requires you to be on the latest version to participate. Upon registering, your confirmation email will include a calendar file containing the join URL. We encourage you to test your connection in advance of the session to ensure your audio and video are working properly.

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COVID-19 guidelines

Location guidelines

The LOCATION NAME will follow strict safety guidelines to ensure the overall safety of participants.

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Deloitte guidelines

The safety and well being of our guests is our top priority. 

  • Deloitte policy requires all guests (Deloitte employees, clients and external guests) to be fully-vaccinated (two weeks after second dose in a two-dose series or two weeks after a single-dose vaccine) prior to attending an event or program.
  • Deloitte follows CDC guidelines while also ensuring adherence to state and local laws related to COVID-19.
  • For more information regarding COVID-19 health and safety protocols, please visit the FAQs here.
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CPE credit information 

Course description

Join your mutual fund director peers and Deloitte’s senior leadership for an exclusive virtual roundtable discussion centered on key mutual fund board director governance issues and industry risks

 

Topics will include:

  • State of/trends in the investment management industry
  • IM goes “Back to the Office”
  • Update from Washington DC
  • Impacts of ESG on the industry
  • Governance emerging, maturing and industry trends from Deloitte’s 20th Fair Valuation Pricing Survey, including SEC new rule 2a-5 implementation insights and trends
  • Board oversight and risk management considerations
  • Developments in board governance
  • Open forum

 We look forward to “seeing” you in November!


This event may qualify you for CPE credits.

Alekhya Kattikireddy is a host of exceptional ability. Studies show that a vast majority of guests attending events by Alekhya have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth.

Learning objectives

Upon completion, learners will be able to:

  •  Assess the state of investment management industry
  •  Learn about the trends and industry developments in board governance
  •  Explore the recent regulatory updates from SEC

Additional information

CPE credit is only awarded for participation in the live program, and not a recording of the presentation.

 

Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit.

 

CPE certificates for eligible viewers are emailed 4-6 weeks following the conclusion of the live webinars.

Delivery method

Virtual Instructor-Led (Group Internet-Based)

Course level

Overview

Recommended credit amount

2.0

Recommended subject area

Specialized Knowledge

Registration method

Virtual registration

Attendance method

Webinar technology

Pre-requisites

N/A

Advanced preparation

N/A

Questions/concerns

Jithin Subash

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Ricae Feigleson is a host of exceptional ability. Studies show that a vast majority of guests attending events by Ricae have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth.

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We encourage you to join using your laptop or phone video camera. An audio and/or visual warning will be provided upon entering the meeting and once recording commences. If you continue to participate in the meeting following this warning, your participation will serve as your express consent to such recording. Participant names may also be visible to all who join.

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