Representatives from mutual fund firms, recordkeepers, third-party administrators, consultants and other industry leaders braved the weather in Florida last week at the 21st annual Society of Professional Asset-Managers & Record Keepers (SPARK), conference Nov. 8-10.
Charles Schwab & Co. hosted 2,700 fund industry officials--including 1,200 advisors--last week for IMPACT2009, the Next Step, at the San Diego Convention Center.
The Investment Company Institute 2009 Tax and Accounting Conference took place in Orlando last week.
While Liz Ann Sonders, Charles Schwab & Co.’s chief investment strategist, was careful to point out that she was in fact not wearing rose-colored glasses, she did present an optimistic view of the economy Tuesday morning during the opening session of the Schwab Impact Conference in San Diego.
The Society of Professional Asset Managers and Record Keepers had its annual meeting--Retirement Plans At A Crossroad--last week at the Mandarin Oriental Hotel in Washington, D.C., June 14 to June 16.
Independent directors, legislators, regulators, journalists and other industry folk met May 4-5 at the Ritz-Carlton Hotel in Washington, D.C. for The Mutual Fund Directors Forum's 9th Annual Policy Conference.
Some 740 officials from across the industry gathered May 6-8 at the Marriott Wardman Park Hotel in Washington, D.C., for the 51st annual Investment Company Institute General Membership Meeting.
Roughly 200 mutual fund industry professionals attended the 8th Annual Capital Link Closed-End Funds and Global ETFs Forum April 29 at The Metropolitan Club in New York City.