
Fundamentals for Newer Directors 2014 (pdf)
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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.
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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.
[33526]
May 12, 2021
TO: Accounting/Treasurers Committee
ICI will hold a members-only Zoom meeting on Thursday, May 20 to discuss investment in cryptocurrencies. Rebecca Lee and Scott Borchardt from PwC will lead the discussion. The meeting will begin at 11:00 AM (ET) and the agenda is attached
Please register for this call on Cvent if you would like to participate. You may contact Jean Zadeh at jean.zadeh@ici.org with any questions.
In order to obtain CPE credit, you must log into Zoom via the link (not by phone) and answer three polling questions that will be presented during the course of the meeting.
Continuing Professional Education Credit
Meeting attendees are eligible for 1 hour of CPE credit (Taxes). The Investment Company Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417, or www.nasba.org.
Learning Objectives: To provide updates on current legislative, regulatory, and compliance issues (in federal, state, and international contexts) affecting the taxation of investment companies and their shareholders.
Jon Davis
Tax Committee Chair
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