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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.
[33757]
September 7, 2021
TO: Broker/Dealer Advisory Committee RE: Save the Date: Broker-Dealer Advisory Committee 2022 Meeting Dates
The Broker-Dealer Advisory Committee (BDAC) meeting schedule for 2022 has been finalized. Please mark your calendar for the following meeting dates:
January 25-27 Virtual meeting April 19-21 Virtual meeting July 20-21 In-person meeting, Macquarie Investment Management, Philadelphia, PA November 7-8 In-person meeting, co-located with ICI Operations Summit, Dallas, TXVirtual meetings will occur in multiple sessions over the designated period. The July in-person meeting is expected to follow the committee's pre-pandemic schedule of one full and one half-day meeting with an evening networking event. The November in-person meeting is expected to start in the afternoon of the first day, to allow for same-day travel, include an evening networking event and end mid-day on the second day. It is our hope that committee members will attend the 2022 Operations Summit: Fintech, Innovation, Leadership, Technology, immediately following the committee meeting.
Further details regarding virtual meetings will be sent approximately 4 weeks prior to the scheduled meeting dates. In-person meeting details will be sent approximately 6 weeks in advance and will include details about any co-located task force or working group meetings.
We look forward to meeting with you next year!
Stuart Bateman
Chair – Broker/Dealer Advisory Committee
Franklin Templeton Investments
Jeff Naylor
Director, Operations and Distribution
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