
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.
The next meeting of the Investment Company Institute’s Small Funds Committee will be held on Tuesday, May 2 from 1:00 p.m. to 5:00 p.m. ET and on Wednesday, May 3 from 9:00 a.m. to 1:00 p.m. ET in conjunction with ICI’s General Membership Meeting (GMM). The Small Funds Committee meeting and the annual General Membership Meeting will take place at theMarriott Wardman Park Hotel located at 2660 Woodley Rd NW, Washington, DC. Lunch will be served before the start of the meeting on Tuesday and a continental breakfast and lunch will be served on the second day of the meeting. Attire for the meeting is business.
To register for the Small Funds Committee meeting, please visit our registration site at: www.ici.org/reg/small. There is no charge to attend the Small Funds Committee meeting. Please note that the only way to register for the Small Funds Committee meeting is through the link indicated above. To register for GMM, please visit our registration site at: http://gmm.ici.org. If you intend to attend the Small Funds as well as the General Membership Meeting, you will have to register separately for both events!
If you have any questions about the registration, or are having difficulty reserving a room at the hotel, please contact Valencia Paige at (202) 326-5946 or Valencia.paige@ici.org or Stefanie Steiner at (202) 326-5943 or Stefanie.steiner@ici.org.
The ICI will host an optional Committee networking reception following the Small Funds Committee meeting on Tuesday, May 2, from 5:00 pm to 7:00 pm at the Marriott Hotel. There is no cost for the reception. Attire for the reception is business casual.
A block of rooms has been reserved at the Marriott Wardman Hotel for the evenings of May 1through May 5 starting at a rate of $364 per night. The Marriott Wardman Hotel is approximately seven (7) miles (20 minutes estimated driving time) from Reagan National Airport. To make reservations, please use the following link: https://aws.passkey.com/gt/212169870?gtid=f133f8e70038bdea7b64194ba42825c3. As in years past, in all likelihood the hotel will sell out, so make your reservations early. All reservations must be guaranteed before the cutoff date, Monday, April 3, 2017 to receive the special conference rate.
We would like your input on agenda topics and “shop talk” discussion items for the meeting. Please use the space provided during online registration to list your ideas and suggestions or email Marty Burns (mburns@ici.org). As many of you know, the Small Funds Committee is an effective forum for the exchange of practical and useful information, and we would like each of you to participate actively in the meeting.
A preliminary agenda and additional logistical information are forthcoming. If you have any questions regarding the meeting, you may contact Marty Burns at (202) 326-5980 or mburns@ici.org.
We look forward to seeing you in Washington!
Susan McGee
President and General Counsel
U.S. Global Investors, Inc.
Small Funds Committee Chair
Martin A. Burns
Chief Industry Operations Officer
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