2018 Events Calendar

As the management company for the MFEA, CEFA and now DataInnovatorsSM, SGI facilitates an array of industry events. From agenda ideation to event promotions and on-site management, SGI provides all three communities with the complete event experience – whether digital or live format.

Below is a glance at 2018’s robust calendar of events.

January

MFEA | 2018 Outlook: Key Forces Driving Fund Industry Change

Location: Webinar
Date: January 24
Audience: Senior Executives

February

SGI | Key Trends & Opportunities in Data-Driven Distribution

Location: Webinar
Date: February 13
Audience: Business Intelligence, Data & Analytics, Product and Distribution Professionals

MFEA | The Future of Retail Distribution

Location: Webinar
Date: February 15
Audience: Senior Executives

CEFA | Investing Outlook: Finding Value in Closed-End Funds

Location: Webinar
Date: February 22
Audience: Senior Executives

CEFA | Advisor Summit

Location: New York, NY
Date: February 27
Audience: Registered Financial Advisors

March

MFEA | Digital Summit

Location: San Francisco, CA
Date: March 7 & 8
Audience: Digital Senior Executives

April

SGI | Making Data Actionable for Sales

Location: Webinar
Date: April 13
Audience: Business Intelligence, Data & Analytics, Product and Distribution Professionals

MFEA | Product Summit

Location: Lone Tree, CO
Date: April 18 & 19
Audience: Product Senior Executives

May

CEFA | Quarterly Webinar

Location: Webinar
Date: May 10
Audience: Senior Executives

MFEA | Distribution Summit

Location: New York, NY
Date: May 16
Audience: Distribution Senior Executives

SGI | The Science of Data Science

Location: Webinar
Date: May 31
Audience: Business Intelligence, Data & Analytics, Product and Distribution professionals

June

MFEA | STAR Awards Entry Deadline

July

MFEA | Portfolio Construction Roundtable

Location: New York, NY
Date: July 26
Audience: Senior Executives

MFEA | Marketing Council Virtual Roundtable

Location: Webinar
Date: July 31
Audience: Marketing Senior Executives

September

MFEA | Sales & Marketing Enablement

Location: Webinar
Date: September 13
Audience: Senior Executives

CEFA | Advisor Summit

Location: Chicago, IL
Date: September 20
Audience: Registered Financial Advisors

SGI | Data Innovators Webinar

Location: Webinar
Date: September 26
Audience: Business Intelligence, Data & Analytics, Product and Distribution Professionals

MFEA | Product Council Virtual Roundtable

Location: Webinar
Date: September 27
Audience: Product Senior Executives

October

MFEA | Marketing Summit

Location: Chicago, IL
Date: October 9
Audience: Marketing Senior Executives

MFEA | STAR Awards Celebration

Location: Chicago, IL
Date: October 9
Audience: Senior Executives

November

MFEA | Senior Leadership Summit

Location: Baltimore, MD
Date: November 8
Audience: Senior Executives

CEFA | Member Meeting

Location: TBD
Date: November 13
Audience: Registered Financial Advisors