
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.
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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.
[29198]
July 28, 2015
TO: INTERNATIONAL OPERATIONS ADVISORY COMMITTEE No. 20-15 RE: INTERNATIONAL OPERATIONS ADVISORY COMMITTEE MEETING NOTICE - THURSDAY, SEPTEMBER 17, 2015
The next meeting of the ICI’s International Operations Advisory Committee (IOAC) will take place on Thursday, September 17, 2015 in Luxembourg and Washington, DC, with the meeting sites linked by video conference. Meeting details for each site are below:
The meeting will take place from 2:00 p.m. – 7:00 p.m. CET at the offices of Franklin Templeton, 8A, rue Albert Borschette, L-1246 Luxembourg. Lunch will be provided at 12:30 p.m. Attire for the meeting is business dress. Further logistical information will be provided as necessary prior to the meeting date.
Committee Dinner – Luxembourg:
The ICI will host an optional Committee networking dinner following the IOAC meeting on Thursday, September 17, 2015, at 8:00 p.m. at a venue to be selected. There is a cost of $110.00 for the dinner which you will pay at the time that you register for the meeting. Attire for the dinner is smart casual.
Lodging – Luxembourg
Be aware that due to the European Congress and ALFI Conference in Luxembourg, all hotels are at a premium. The following hotels are in close proximity to Franklin Templeton. Please contact a hotel directly to make your room reservation and consider booking your travel as soon as possible.
NH Hotel
Route de Treves, 1019
Luxembourg City, Luxembourg
www.nh-hotels.com/hotel/nh-luxembourg
Sofitel
4, Rue du Fort Niedergrunewald
Quartier Européen Nord
Luxembourg City, Luxembourg
www.sofitel.com/gb/hotel-1314-sofitel-luxembourg-europe/index.shtml
Meliá Luxembourg
1 Park Drai Eechelen
Luxemburg, Luxembourg
www.melia.com
The meeting will take place from 8:00 a.m. until 1:00 p.m. ET in Conference Room 12A, located on the 12th floor of Investment Company Institute, 1401 H Street, NW, Washington, DC 20005. Continental breakfast will be provided at 7:30 a.m. and lunch will be available at the conclusion of the meeting. Attire for the meeting is business dress.
Please note that due to enhanced building security procedures, meeting attendees will need to check in at the first floor security desk where they will be met by ICI staff, who will provide elevator access to the ICI offices. Visitors will NOT be able to use the elevators without the assistance of ICI staff. Please plan to arrive at least 15 minutes prior to the start of the meeting to avoid delay in accessing the Institute’s offices.
Committee Dinner – Washington, DC:
The ICI will host an optional Committee networking dinner for the meeting attendees on Wednesday, September 16, 2015 at 7:00 p.m. at a venue to be selected. There is a cost of $105.00 for the dinner, which you will pay at the time that you register for the meeting. Attire for the dinner is business casual.
Lodging – Washington, DC:
The following hotels are in close proximity to ICI. Please contact a hotel directly to make your room reservation:
Sofitel
806 15th Street, NW
Washington, DC 20005
Tel: (202) 730-8800
www.sofitel.com/WashDC
Grand Hyatt Washington
1000 H Street, NW
Washington, DC 20001
Tel: (202) 582-1234
www.hyatt.com/GrandHyatt
JW Marriott Hotel Pennsylvania Avenue
1331 Pennsylvania Avenue, NW
Washington, DC 20004
Tel: (202) 393-2000
www.marriott.com/Washington
Please register online to attend the IOAC meeting by visiting our registration site at www.ici.org/reg/ioac. If you have questions about registration, please contact Allison White at (202) 326-5943 or allison.white@ici.org.
Members are encouraged to provide suggested shop talk topics for this meeting either during the registration process or by email or phone to Marty Burns, ICI at mburns@ici.org or (202) 326-5980 no later than the end of August 2015.
An agenda and materials will be posted to the ICI website prior to the meeting date. An email notifying agenda and material availability will be sent under separate cover. Hard copies of materials will also be provided at the meeting.
We look forward to seeing you in Luxembourg or Washington, DC on September 17!
Maureen A. Leary-Jago
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