
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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April 8, 2022
TO: Bank, Trust and Retirement Advisory Committee RE: Registration Open - Virtual Bank, Trust and Retirement Advisory Committee Meeting May 11 & 12, 2022
The next Bank, Trust and Retirement Advisory Committee (BTRAC) meeting will take place on Wednesday, May 11 through Thursday, May 12, 2022. The meeting will be held in four virtual sessions and a virtual networking event.
The sessions will be facilitated using Zoom. Committee members are encouraged to log into the meeting using the Zoom application and the voice over internet protocol (VOIP) functions. If you do not have the ability to participate via the Zoom application and VOIP, provide the telephone number you will be calling from in your registration. This information will be used to admit you to the call.
Committee members or their substitutes are encouraged to submit shop talk items either through the online registration process or to John Randall at john.randall@ici.org 202-326-5930 no later than Monday May 2. We find that our discussion is most effective when meeting attendees have enough time to review and prepare response to shop talk questions prior to the meeting.
To register for the Bank, Trust and Retirement Advisory Committee meeting, please visit our registration site at https://cvent.me/zaLAw7. Please note that the only way to register for the BTRAC virtual meeting sessions is through the Cvent link above. Log in details will be sent to registered attendees only. More than one person from each firm is welcome participate, however please have each person individually register for the sessions. That will allow us to keep track of attendees and send updates to registered guests as needed.
At the end of your registration, on the confirmation page, please click the "Add to Calendar" button and select ICS file. Please download each calendar hold which will be the sessions you signed up for. This will be a hold only. You will receive your unique link for your sessions 1 day before the meeting and 1 hour before each session. To make this process smooth, please flag your first email as all the sessions will be in the first email.
If you have questions about registration, please contact Magen Dargon at 202-326-5943 or magen.dargon@ici.org.
We look forward to seeing you online!
John Randall
Director, Operations and Distribution
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