
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.
[26080]
April 24, 2012
TO: TRANSFER AGENT ADVISORY COMMITTEE No. 24-12 RE: PRELIMINARY AGENDA FOR TAAC MEETING - MAY 8-9, 2012
The preliminary agenda for the next meeting of the Transfer Agent Advisory Committee (“TAAC”) is attached for your information. The TAAC meeting will take place in the David Silver Conference Room (12th floor) of the Investment Company Institute, 1401 H Street, NW, Washington, D.C, 20005 on Tuesday, May 8 from 3:00 to 5:00 p.m. ET and Wednesday, May 9 from 9:00 a.m. to 1:00 p.m. ET.
If you have not registered for the meeting, please visit our online registration site immediately at www.ici.org/reg/taac. If you have questions about registration or hotel accommodations, please contact Valencia Paige at 202-326-5846 or valencia.paige@ici.org.
The Committee dinner will be held on Tuesday, May 8 at 6:30 p.m. at Petits Plats, located at 2653 Connecticut Ave. NW, Washington, DC 20008. The phone number for the restaurant is 202-518-0018. Kindly note that if your plans change and you are unable to join us for dinner, you must cancel three business days in advance in order to receive a refund. Attire for dinner is casual.
The ICI Operations & Technology Conference, the General Membership Meeting (GMM), the Mutual Fund Compliance Programs Conference and the IDC’s Investment Company Directors Workshop will all take place on May 9-11 at the Marriott Wardman Park Hotel. There is one registration fee to gain access to all four conference tracks. If you plan to stay on for the conferences, please visit http://gmm.ici.org/index for the conference programs and online registration.
We look forward to seeing you in Washington, D.C.!
Mary Corcoran
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