Organizations Filed Purposes:
THE MUTUAL FUND DIRECTORS FORUM ENHANCES THE GOVERNANCE OF U.S. REGISTERED FUNDS BY EDUCATING INDEPENDENT DIRECTORS AND PROVIDING THEM WITH A VOICE IN KEY FEDERAL POLICY ISSUES.
DIRECTORS' INSTITUTE - THE FORUM'S ANNUAL DIRECTORS' INSTITUTE TOOK PLACE IN SAN DIEGO ON JANUARY 28-30, 2020. THE PROGRAM EXPLORED ISSUES DIRECTORS FACE USING A CASE STUDY APPROACH. TOPICS COVERED INCLUDED: THE ROLE OF BENCHMARKS AND THE IDENTIFICATION OR FORMATION OF APPROPRIATE BENCHMARKS; THE DESIRABILITY OF DIFFERENT STRUCTURAL APPROACHES TO BREAKPOINTS AND/OR ALTERNATIVE APPROACHES TO SHARING ECONOMIES OF SCALE WITH THE INVESTORS IN THE COMPLEX'S FUNDS; THE TOOLS AND MODES OF PERSUASION AVAILABLE TO THE BOARD IN CONVINCING MANAGEMENT TO ADDRESS WHAT THE BOARD PERCEIVES AS POOR PERFORMANCE; THE BOARD'S ROLE IN ASSESSING THE SIZE NECESSARY FOR A FUND TO BE VIABLE; AND THE DEGREE TO WHICH THE BOARD SHOULD CONSIDER MARKET-WIDE TRENDS IN ASSESSING THE FUNDS IN THE COMPLEX.
FUND GOVERNANCE & REGULATORY INSIGHTS CONFERENCE - THE FORUM'S ANNUAL CONFERENCE, HELD IN WASHINGTON, DC ON MARCH 5-6, 2020, BROUGHT INDEPENDENT DIRECTORS TOGETHER WITH LEGISLATORS, REGULATORS, AND OTHER INDUSTRY EXPERTS TO DISCUSS AREAS OF MUTUAL INTEREST. THIS YEAR'S PANELS ADDRESSED PORTFOLIO DRIVEN DISTRIBUTION; OUTSOURCED TRADING; MEASURING BOARD EFFECTIVENESS; AND BOARD OVERSIGHT OF RISK.
MEMBER EDUCATION & SUPPORT - THE FORUM PUBLISHED THREE TYPES OF EDUCATIONAL PUBLICATIONS IN FY 2020, WHICH INCLUDED DAILY BLOG POSTS, WHITE PAPERS, AND COMMENT LETTERS. ADDITIONALLY, THE FORUM ORGANIZED A VARIETY OF WEBINARS, ROUNDTABLES, AND DISCUSSION SERIES EVENTS FOR ITS MEMBER MUTUAL FUND DIRECTORS.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| Susan Ferris Wyderko | PRESIDENT & CEO TO JUNE 2020, EMERITUS DIRECTOR SUBSEQUENTLY | 40 | $446,346 |
| Carolyn Mcphillips | SECRETARY JULY 2019-JUNE 2020, PRESIDENT JUNE 2020-PRESENT | 40 | $277,949 |
| Joanne Skerrett | COUNSEL, SECRETARY (JUNE 2020-PRESENT) | 40 | $245,491 |
| David B Smith | EXECUTIVE VICE PRESIDENT | 30 | $245,491 |
| Young Hee Kim | DIRECTOR OF OPERATIONS | 40 | $173,850 |
| Stephen Byers | TREASURER & DIRECTOR | 1 | $0 |
| Kay Dryden | DIRECTOR/CHAIR | 1 | $0 |
| Allan Reich | DIRECTOR | 1 | $0 |
| Peter Gerald Malone | DIRECTOR | 1 | $0 |
| Andrew Donohue | DIRECTOR | 1 | $0 |
| Ron Parker | DIRECTOR | 1 | $0 |
| Kathleen Dennis | DIRECTOR | 1 | $0 |
| William Mccalpin | DIRECTOR | 1 | $0 |
| Sidney Harris | DIRECTOR | 1 | $0 |
| John Engler | DIRECTOR | 1 | $0 |
| Jane Carlin | DIRECTOR | 1 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202032839349301618_public.xml