
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.
[27853]
January 22, 2014
TO: INTERNAL SALES MANAGERS ROUNDTABLE No. 1-14 RE: REGISTRATION NOW OPEN: APRIL 3-4, 2014 INTERNAL SALES MANAGERS ROUNDTABLE MEETING
The Investment Company Institute’s Internal Sales Managers Roundtable will meet on Thursday, April 3, 2014 from 2:00 – 5:00 pm and on Friday, April 4, from 8:30 am - 1:00 pm at ICI’s offices on the 12th floor of 1401 H Street, NW, in Washington, DC. A continental breakfast will be available beginning at 8:00 am on Friday, April 4, and the meeting will conclude with a buffet lunch. A preliminary meeting agenda will be sent to you closer to the meeting date.
An optional networking dinner for meeting attendees will be held on Thursday, April 3, (reception at 6:30 pm and dinner at 7:15 pm) at a local restaurant TBD. The cost to attend the reception and dinner is $105. Please note that if you cancel a dinner registration with less than three business days notice, the $105 will NOT be refunded.
Roundtable members should register for the Internal Sales Managers Roundtable meeting and the networking dinner at www.ici.org/reg/ismr. Please note that meeting attendance is limited to a maximum of three representatives per member firm. When registering, please provide any topics you would like addressed at the meeting.
A block of rooms has been reserved at the Sofitel for meeting attendees. The Sofitel, which is located at 806 15th St, NW, in Washington, DC, is less than a one-block walk to ICI’s offices. To make your hotel reservation, please call the hotel directly at 202-730-8800 prior to the cutoff date of March 11, 1014. Mention your Investment Company Institute affiliation in order to receive the $289 room rate.
Business attire will be appropriate for Thursday’s portion of the meeting; business casual attire will be appropriate for both the dinner and Friday’s portion of the meeting.
If you have any logistical questions about the April 3-4, 2014 meeting or the associated dinner, please contact Valencia Paige at 202-326-5846 or valencia.paige@ici.org. Please contact me with suggestions for the meeting agenda. We look forward to seeing you in April.
Linda Brenner
Director, Distribution Management & Operations
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