
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.
[25431]
August 23, 2011
TO: BROKER/DEALER ADVISORY COMMITTEE No. 52-11 RE: BDAC MEETING NOTICE - OCTOBER 25-26, 2011
The next meeting of the Broker/Dealer Advisory Committee will take place on Tuesday, October 25 and Wednesday, October 26, 2011 at the Hyatt Regency Huntington Beach Resort located at 21500 Pacific Coast Highway, Huntington Beach, CA 92648. The Hyatt Regency is approximately 13 miles from Orange County Airport/SNA and approximately 18 miles from Long Beach Airport/LGB. The meetings will take place in the Fountain Room. On Tuesday, October 25, the meeting will begin at 11:00 a.m., lunch will be served at noon, and conclude at 5:00 p.m. On Wednesday, October 26, continental breakfast will be available at 8:15 a.m., the meeting will begin at 9:00 a.m., lunch will be served at noon and the meeting is expected to conclude by 1:00 p.m. Please note that the times are in Pacific Standard Time. Attire for the meeting is business casual.
A block of rooms has been reserved at the Hyatt Regency Huntington Beach Resort located at 21500 Pacific Coast Highway, Huntington Beach, CA 92648 for the evenings of October 24th and October 25th at a rate of $239.00 per night. To make reservations, please call the hotel at (714)698-1234 or (800)233-1234 and indicate that you are an Investment Company Institute meeting attendee. Please make your hotel reservations as soon as possible as rooms are limited. All reservations must be guaranteed by September 22, 2011 to receive the block room rate. Reservations must be cancelled 72 hours prior to the day of arrival to avoid penalty.
The Committee dinner will be held on the evening of Tuesday, October 25 at the 21 Oceanfront Restaurant located at 2100 West Oceanfront, Newport Beach, CA 92663. 21 Oceanfront is approximately 4 miles from the Hyatt Regency. The reception will begin at 6:30 p.m. and dinner will follow at 7:15 p.m. Committee members (or their substitutes) electing to attend the committee dinner will pay a standard amount of $105.00 via credit card as part of the registration process. Please note the dinner charge has increased slightly from previous dinners held this year in order to cover the actual costs being incurred. Please note that if you confirm attendance for the BDAC dinner and cancel within 3 business days of the scheduled event, you will be charged the $105.00. Attire for the dinner is business casual.
Please register for the Broker/Dealer Advisory Committee Meeting and associated dinner online via Cvent at http://members.ici.org/reg/bdac. Please note that the only way to register for the BDAC meeting and dinner is through the Cvent link above. If you have questions about registration, please contact Raquel Canales at (202)326-5970 or raquel.canales@ici.org.
We want your input on agenda items, “shop talk’ discussion items and future BDAC projects for the meeting. Please use the space provided in Cvent to list your ideas and suggestions or e-mail Kathy Joaquin at kjoaquin@ici.org. Our experience indicates that if topics are circulated in advance, the value of the discussion is considerably enhanced.
We look forward to seeing you in Huntington Beach!
Nino Palermo
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