
Fundamentals for Newer Directors 2014 (pdf)
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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.
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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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April 17, 2013
TO: TRANSFER AGENT ADVISORY COMMITTEE No. 31-13 RE: PRELIMINARY AGENDA FOR TAAC MEETING - APRIL 30-MAY 1, 2013
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 meeting will take place in the Delaware Room at the Marriott Wardman Park Hotel, 2660 Woodley Road, N.W., Washington, D.C. 20008. We will meet on Tuesday, April 30 from 3:00 to 5:30 p.m. ET and on Wednesday, May 1 from 9:00 a.m. to 1:00 p.m. E.T. Breakfast and lunch will be provided on Wednesday. Attire for the meeting is business.
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, April 30 at 6:30 p.m. at Ardeo & Bardeo, which is located at 3311 Connecticut Avenue NW, Washington, D.C. 20008 (within walking distance of MWP). Attire for the dinner is business casual. 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.
We look forward to seeing you in Washington, D.C.!
Mary Corcoran
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