
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.
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September 20, 2018 TO: Securities Operations Advisory Committee RE: Securities Operations Committee Meeting - October 24 and 25
The next meeting of the ICI’s Securities Operations Advisory Committee (SOAC) will take place in New York on Wednesday, October 24, 2018, from 1:00 p.m. to 5:00 p.m. ET and Thursday, October 25, 2015 from 9:00 a.m. to 1:00 p.m at State Street, 1290 Avenue of the Americas, Central Park Conference Room, 4th Floor.
A lunch will be provided on October 24 at 12:30 p.m. and a continental breakfast will be provided at 8:30 a.m. on October 25. Please not that all times are in Eastern Time.
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 Dom Liberatore at 202-326-5970 or dom.liberatore@ici.org.
The ICI will host an optional Committee networking dinner for the meeting attendees on Wednesday, October 24, 2018 at 7:00 p.m. at a venue to be selected. There is a cost of $115.00 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.
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 24, 2018!
Ahmed Elghazaly
Director, Securities Operations
James Kearney
SOAC Chair
Principal, Vanguard
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