
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.
[30005]
June 28, 2016
TO: SECURITIES OPERATIONS ADVISORY COMMITTEE RE: SECURITIES OPERATIONS ADVISORY COMMITTEE MEETING - TUESDAY, OCTOBER 11, 2016
The next meeting of the ICI’s Securities Operations Advisory Committee (SOAC) will take place on Tuesday, October 11, 2016, from 9:00 a.m. to approximately 3:00 p.m. ET at the offices of Oppenheimer Funds located at 2 World Financial Center, 225 Liberty St, New York, NY 10281.
Continental breakfast will be provided before the meeting, lunch will be served at noon and the meeting is expected to continue until approximately 3:00 p.m. Please not that all times are in Eastern Time.
Online Registration
To register for the Securities Operations Advisory Committee, please visit our registration site at www.ici.org/reg/soac. Please note the only way to register for the SOAC meeting and dinner is through the Cvent link indicated above. If you have questions about the registration, please contact Stefanie Steiner at 202-326-5943 or Stefanie.steiner@ici.org .
Committee Dinner
The ICI will host an optional Committee networking dinner for the meeting attendees on Monday, October 10, 2016 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. Please note that dinner cancellations must be made three business days in advance of the event in order to receive a refund of your payment. Attire for the dinner is business casual.
Meeting Materials
A meeting 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. As always, hard copies of materials will be provided at the meeting.
We look forward to seeing you in New York on October 11, 2016!
Louis Rosato
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