
Fundamentals for Newer Directors 2014 (pdf)
The latest edition of ICI’s flagship publication shares a wealth of research and data on trends in the investment company industry.
Stay informed of the policy priorities ICI champions on behalf of the asset management industry and individual investors.
Explore research from ICI’s experts on industry-related developments, trends, and policy issues.
Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.
Read ICI’s latest publications, press releases, statements, and blog posts.
See ICI’s upcoming and past events.
The latest edition of ICI’s flagship publication shares a wealth of research and data on trends in the investment company industry.
Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.
Read ICI’s latest publications, press releases, statements, and blog posts.
See ICI’s upcoming and past events.
ICI Innovate brings together multidisciplinary experts to explore how emerging technologies will impact fund operations and their implications for the broader industry.
ICI Innovate is participating in the Emerging Leaders initiative, offering a heavily discounted opportunity for the next generation of asset management professionals to participate in ICI’s programming.
The Emerging.
Stay informed of the policy priorities ICI champions on behalf of the asset management industry and individual investors.
Explore research from ICI’s experts on industry-related developments, trends, and policy issues.
Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.
Read ICI’s latest publications, press releases, statements, and blog posts.
See ICI’s upcoming and past events.
[22747]
July 30, 2008
TO: SALES FORCE MARKETING COMMITTEE No. 3-08 RE: AGENDA: 9/18/08 SALES FORCE MARKETING COMMITTEE MEETING
A preliminary meeting agenda is attached for the September 18, 2008 meeting of the Investment Company Institute’s Sales Force Marketing Committee. The meeting will run from 8:30 am to Noon at ICI’s offices at 1401 H Street, NW, Washington, DC. Lunch will be available immediately after the meeting.
The committee’s February 2008 meeting featured a very lively discussion about the compliance challenges committee members are facing. The participation of several compliance professionals from member firms added to the value of the discussions. Consequently, we would like committee members to invite the compliance professional from their firm who works most closely with the sales organization to attend the September meeting.
Committee members and compliance professionals should register for this meeting and the networking dinner at http://members.ici.org/reg/salesforce.
A block of rooms has been reserved at the Hamilton Crowne Plaza for meeting attendees. The Crowne Plaza, which is located at 14th and K Streets, NW, in Washington, DC, is a very short walk to ICI’s office. To make your hotel reservation, please call the hotel directly at 800/263-9802 and mention your Investment Company Institute affiliation in order to receive the $329 room rate.
An optional networking dinner for meeting attendees will be held
on Wednesday evening at The Caucus Room (reception at 6:30 pm and
dinner at 7:00 pm). The Caucus Room is located at
401 9th Street, NW, Market Square North, in Washington, DC. The
restaurant’s phone number is 202/393-1300 and the web address
is www.thecaucusroom.com.
The cost to attend the reception and dinner is $85. Please note that if you cancel a dinner registration with less than 72 hours notice, the $85 will NOT be refunded.
Business attire will be appropriate for the committee meeting and business casual attire for the dinner.
If you have any questions about the September 18, 2008 meeting, please contact me at 202/326-5883 (email: brenner@ici.org). We look forward to seeing you in September.
Peter Jones
Latest Comment Letters:
TEST - ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland
ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland
ICI Response to the European Commission on the Savings and Investments Union