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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.
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July 2, 2012
TO: TRANSFER AGENT ADVISORY COMMITTEE No. 41-12 RE: PRELIMINARY AGENDA FOR TAAC MEETING - JULY 18 - 19, 2012
The preliminary agenda and shop talk discussion topics for the next meeting of the Transfer Agent Advisory Committee (“TAAC”) are 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 Wednesday, July 18 from 3:00 to 5:00 p.m. ET and Thursday, July 19 from 9:00 a.m. to 1:00 p.m. ET. Attire for the July meeting is business casual.
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 Wednesday, July 18 at 6:30 p.m. at Tuscana West, located at 1350 I Street, NW, Washington, DC 20005. The phone number for the restaurant is 202-289-7300. 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.
We look forward to seeing you in Washington, D.C.!
Mary Corcoran
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