| Jan 4 |
Dec 21 |
Dec 22 |
2010 Outlook |
Opal Public Funds Summit (January 6 –8) Scottsdale, AZ |
| Jan 11 |
Dec 30 |
Jan 4 |
12b-1 Fees |
NICSA East Coast Regional Meeting (January 14) Boston, MA |
| Jan 18 |
Jan 7 |
Jan 7 |
Roundtable:
Asset Management M&A |
FRA 2010 NY Sub-Advised & Multi-Managed Funds Summit
(TBD) |
| Jan 25 |
Jan 14 |
Jan 14 |
Improving Customers’
Website Experience |
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| Feb 1 |
Jan 21 |
Jan 21 |
Making Wholesalers
More Efficient |
NICSA 28th Annual Conference & Expo (February 14-17) Miami, FL |
| Feb 8 |
Jan 28 |
Jan 28 |
Alternative Assets |
Opal Investment Education Symposium (February 8 –10) New Orleans, LA |
| Feb 15 |
Feb 4 |
Feb 4 |
Roundtable:
Outsourcing
Compliance |
Opal Institutional Investors' Congress (February 22-23) Vienna, Austria |
| Feb 22 |
Feb 11 |
Feb 11 |
Fair Value Pricing |
FRA 8th Annual Managed Accounts Technology & Operations Summit (TBD)
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FRA 6th Annual Target Date Funds Forum (TBD) |
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Opal Global Asset Allocation Summit (TBD)
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| Mar 1 |
Feb 18 |
Feb 18 |
Marketing to Boomers |
ICI Mutual Funds & Investment Management Conference
(March 14-17) Phoenix, AZ |
| Mar 8 |
Feb 25 |
Feb 25 |
Marketing Hedge Funds
to the Mass Affluent |
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| Mar 15 |
Mar 4 |
Mar 4 |
NICSA News
Supplement |
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| Mar 22 |
Mar 11 |
Mar 11 |
Roundtable: Shareholder Communications |
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| Mar 29 |
Mar 18 |
Mar 18 |
Roundtable: Mutual Fund Governance |
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| Apr 5 |
Mar 25 |
Mar 25 |
Controlling Regulatory Costs |
MFDF 10th Annual Policy Conference (April 28-29) Washington, DC |
| Apr 12 |
Apr 1 |
Apr 1 |
First Quarter Review |
Opal Alternative Investing East (TBD) |
| Apr 19 |
Apr 8 |
Apr 8 |
Marketing to Gen X & Y |
SRI College Savings Plan Summit (TBD) |
| Apr 26 |
Apr 15 |
Apr 15 |
Transfer Agent Selection |
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| May 3 |
Apr 22 |
Apr 22 |
Fund Distribution |
ICI General Membership Meeting (May 5 –7) Washington, DC |
| May 10 |
Apr 29 |
Apr 29 |
European Supplement |
ICI Mutual Funds Compliance Programs Conference (May 5-7) Washington, DC |
| May 17 |
May 6 |
May 6 |
SEC Update |
IBA/NICSA Globalization of Investment Funds
(May 16–19) Boston, MA |
| May 24 |
May 13 |
May 13 |
CRM |
Opal Emerging Managers Summit (May 19-21) Chicago, IL
|
| May 31 |
Mar 20 |
Mar 20 |
|
IFIA/NICSA Annual Global Funds Conference (TBD) |
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Opal Institutional Investor Education Benefit Forum (TBD)
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| Jun 7 |
May 27 |
May 27 |
Developments in
European Distribution |
NICSA General Membership Meeting (TBD) |
| Jun 14 |
Jun 3 |
Jun 3 |
7th Annual Fund
Operations Awards |
FRA 2010 Investment Advisors' Exchange Traded Funds Summit (TBD) |
| Jun 21 |
Jun 10 |
Jun 10 |
Online Shareholder
Communications |
|
| Jun 28 |
Jun 17 |
Jun 17 |
The Top 10 Bestselling
Fund Categories |
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| Jul 5 |
Jun 24 |
Jun 24 |
Marketing to Boomers |
Opal Public Funds Summit East (TBD) |
| Jul 12 |
Jul 1 |
Jul 1 |
Using Internal
Wholesalers |
FRA 4th Annual Defined Contribution Investment Only Forum (TBD) |
| Jul 19 |
Jul 8 |
Jul 8 |
Portfolio Managers’
Use of XBR |
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| Jul 26 |
Jul 15 |
Jul 15 |
529 Plan Outlook |
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| Aug 2 |
Jul 22 |
Jul 22 |
Selling Funds in Canada |
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| Aug 9 |
Jul 29 |
Jul 29 |
Top 50 Broker-Sold
Funds |
|
| Aug 16 |
Aug 5 |
Aug 5 |
401k Asset Allocation |
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| Sep 6 |
Aug 26 |
Aug 26 |
NICSA News
Supplement |
IICI Tax & Accounting Conference (TBD) |
| Sep 13 |
Sep 2 |
Sep 2 |
Banks & SMAs |
Opal Emerging Managers Summit West (TBD)
|
| Sep 20 |
Sep 9 |
Sep 9 |
Roundtable:
ETFs |
NICSA East Coast Regional Meeting (TBD)
|
| Sep 27 |
Sep 16 |
Sep 16 |
Fulfilling the Needs of
Financial Advisers |
FRA 10th Annual Boson Sub-Advised Fund Forum (TBD) |
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NICSA 19th Annual Global Investment Funds Forum (September 29-29) Luxembourg
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FRA 9th Annual Managed Account & UMA Summit (TBD) |
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| Oct 4 |
Sep 23 |
Sep 23 |
Selecting Custodians |
ICI Operations & Technology Conference and Service Provider Expo (TBD) |
| Oct 11 |
Sep 30 |
Sep 30 |
Technology Supplement |
Opal Global Institutional Investment Gathering (TBD) |
| Oct 18 |
Oct 7 |
Oct 7 |
Roundtable:
Proxy Voting |
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| Oct 25 |
Oct 14 |
Oct 14 |
Marketing to Boomers |
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| Nov 1 |
Oct 21 |
Oct 21 |
Fall Advertising Campaigns |
NICSA Technology Summit 2010 (TBD) |
| Nov 8 |
Oct 28 |
Oct 28 |
Selling SMAs as a
Process, Not a Product |
|
| Nov 15 |
Nov 4 |
Nov 4 |
NICSA News
Supplement |
|
| Nov 22 |
Nov 11 |
Nov 11 |
SMA Back-Office
Technology |
|
| Nov 29 |
Nov 18 |
Nov 18 |
Moving Investors from
Accumulation to
Distribution |
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| Dec 6 |
Nov 25 |
Nov 25 |
What Fund Boards
Need to Ask of
Outside Vendors |
Opal Investment Consultants Forum (TBD) New York, NY |
| Dec 13 |
Dec 2 |
Dec 2 |
End of Year Retrospective |
Opal Alternative Investing Summit (TBD) |
