
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.
The next meeting of the ICI’s International Operations Advisory Committee (IOAC) will take place on Tuesday, 23 May 2017 in Dublin, Ireland and New York, with the meeting sites linked by video conference. Meeting details for each site are below:
The meeting will take place from1:00 p.m. – 6:00 p.m. GMT at the offices of RBC, One George’s Quay Plaza, George’s Quay, Dublin 2, Ireland. Lunch will be provided at 12:30 p.m. Attire for the meeting is business dress. Meeting attendees will need to check in at the lobby reception desk before proceeding. Further logistical information will be provided as necessary prior to the meeting date.
The Irish Funds Conference will take place on May 25th, at the InterContinental Hotel in Ballsbridge. As in past years, Irish Funds will extend complimentary registration to IOAC members attending the meeting in Dublin. During the IOAC registration process, please make sure to indicate if you would like to participate, so that we are able to send you a complimentary registration code for the Irish Funds Conference. For more information please visit http://www.irishfunds.ie/events/annual-global-funds-conference-2017
The ICI will host an optional Committee networking dinner following the IOAC meeting on Tuesday, 23 May 2015, at 7:30 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 smart casual.
The following hotels are in close proximity to RBC Investor Services (Ireland) Ltd. Please contact a hotel directly to make your room reservation:
The Marker Hotel Dublin
Grand Canal Square
Docklands
Dublin 2, Ireland
Tel: +353 (0) 1 687 5100
www.themarkerhoteldublin.comClayton Hotel
Cardiff Lane
Sir John Rogerson's Quay
Dublin 2, Ireland
Tel: +353 (0)1 643 9500
http://www.claytonhotelcardifflane.com/Westin Dublin
College Green,
Westmoreland Street,
Dublin, Ireland
Tel: +353 (0)1 645 1000
http://www.thewestindublin.com/
The meeting will take place from 8:00 a.m. until 1:00 p.m. ET at RBC Investor Services, 200 Vesey Street, New York, NY 10281. Continental breakfast will be provided at 7:30 a.m. and lunch will be available at noon. Attire for the meeting is business dress.
Please note that due to enhanced building security procedures, meeting attendees in New York will need to come in at least twenty minutes early to check in at the security desk. Please plan accordingly to avoid any delay in accessing the meeting site.
The ICI will host an optional Committee networking dinner for the meeting attendees on Monday, 22 May 2017 at 7:30 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.
The following hotels are in close proximity to RBC’s office in New York. Please contact a hotel directly to make your room reservation:
Conrad Downtown
102 North End Ave, New York, NY 10282
www.conradnewyork.comW hotel
8 Albany St, New York, NY 10006
www.wnewyorkdowntown.comNew York Marriott Downtown
85 West St, New York, NY 10006
http://www.marriott.com
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 Valencia Paige at (202) 326-5846 or valencia.paige@ici.org or Stefanie Steiner at (202) 326-5943 or stefanie.steiner@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 Ahmed Elghazaly, ICI at ahmed@ici.org or (202) 216-2923.
An agenda and materials will be posted to the ICI website prior to the meeting date. An email notifying agenda and materials 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 Dublin or New York on the 23rd of May.
Bilal Nasreddine
Chair - International Operations Advisory Committee
Manager, Global Institutional Client Services - Putnam Investments
Ahmed Elghazaly
Director, Securities Operations
Latest Comment Letters:
TEST - ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland
ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland
ICI Response to the European Commission on the Savings and Investments Union