
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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August 3, 2020 TO: Internal Sales Managers Roundtable RE: Registration Now Open: September 2, 2020 Virtual Internal Sales Managers Roundtable Meeting
ICI’s Internal Sales Managers Roundtable will have a videoconference meeting via Zoom on Wednesday, September 2, from 3:00 to 4:30 p.m. ET.
The meeting will feature an interview-style discussion between Roundtable Chair Marshall McIntosh, Executive Vice President, Head of Internal & Digital Sales, PIMCO, and Pete Pagnott, National Internal Sales Director, Franklin Templeton, about how the role of internal sales is evolving. This discussion will be followed by facilitated breakout sessions. The breakout sessions will be organized by firm size. Member information sharing is encouraged throughout the meeting and we encourage attendees to use the video option. If you prefer not to use the Zoom platform, you may dial into the meeting.
Online registration for the meeting is available at www.ici.org/reg/ismr/virtual_mtg. Registration is limited to three representatives per member firm.
If you have any questions about the September 2 meeting, please contact Linda Brenner at brenner@ici.org.
Linda Brenner
Senior Director, Account Management
Marshall McIntosh
Chair - Internal Sales Managers Roundtable
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