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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.
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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.
[34177]
June 7, 2022
TO: Bank, Trust and Retirement Advisory Committee RE: Bank Trust, Retirement Advisory Committee Meeting - August 10-11, 2022
The next meeting of the Bank Trust, Retirement Advisory Committee will be held on Wednesday, August 10 from 1:00 p.m. to 5:00 p.m. ET and on Thursday, August 11 from 9:00 a.m. to 1:00 p.m. ET. The in-person meeting will take place at the Bowen Building 875 15th St NW, Washington, DC 20005, hosted by JP Morgan. Lunch will be served on the first day of the meeting beginning at 12:00 p.m. and a continental breakfast and lunch on the second day. Attire for the meeting is business casual.
There are plans to have a pre-meeting Wednesday August 10th from 9:00 am- noon. More details will be sent closer to the date.
A block of rooms has been reserved at the Hilton Garden Inn DC on 815 14th St NW Washington, DC 20005. To make reservations, please use the following link: here. Please make your hotel reservations as soon as possible as rooms are limited. All reservations must be guaranteed before the cutoff date, July 19 to receive the block room rate. Reservations must be cancelled 24 hours in advance of arrival to avoid penalty.
The Committee dinner will be held on Wednesday, August 10 at a location to be determined. Committee members (or their substitutes) electing to attend the dinner event will pay an amount of $120.00 per person (via credit card) as part of the meeting registration process and will be responsible for their own transportation to and from the event. Please note that dinner cancellations must be made three business days in advance of the event to receive a refund of your payment. Attire for the dinner event is casual.
To register for the Bank Trust, Retirement Advisory Committee meeting and dinner, please visit our registration site at: here. Please note that the only way to register for the Bank Trust, Retirement Advisory Committee meeting and dinner is through the link indicated above. If you have questions about registration or are having difficulty reserving a room at the hotel, please contact Magen Rauch at 202-326-5943 or (magen.rauch@ici.org).
We would like your input on agenda topics and "shop talk" discussion items for the meeting. Please use the space provided during the online registration to list your ideas and suggestions or email John Randall (john.randall@ici.org) or Magen Rauch (magen.rauch@ici.org) by August 1. Our experience indicates that if topics are circulated in advance, the value of the discussion is considerably enhanced.
We look forward to seeing you in person in Washington D.C.!
Teresa Sloan-Yancik
Chair - Bank, Trust and Retirement Advisory Committee
Vanguard Funds
John Randall
Director, Operations and Distribution
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