Fundamentals for Newer Directors 2014 (pdf)
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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.
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July 25, 2022
TO: Sales and Marketing Committee RE: Registration Now Open: ICI's September 22, 2022, Sales and Marketing Committee Meeting
The Investment Company Institute's Sales and Marketing Committee will meet on Thursday, September 22, 2022, at John Hancock Investment's offices located at 200 Berkeley St., in Boston, MA. The meeting will run from 8:30 a.m. to approximately 1:00 p.m. (ET). We will offer both an in-person attendance option and the ability to attend via Zoom. For in-person attendees, a continental breakfast will be available beginning at 8:00 am, and lunch will be provided near the end of the meeting.
Please note that you must be fully vaccinated and must attest to being fully vaccinated in order to attend the meeting in person. ICI's Visitor Covid-19 Protocols are included in the online registration process—please read the protocols carefully before registering.
Committee members should register for the Sales and Marketing Committee meeting and the September 21 networking dinner reception at https://cvent.me/X19D8r. When registering, please indicate if you will attend in-person or virtually, as well as provide any topics you would like addressed at the meeting.
A block of rooms has been reserved at the Boston Park Plaza for meeting attendees. The Boston Park Plaza, which is located 50 Park Plaza, is less than a two-block walk to John Hancock's offices. To make your hotel reservation, please use the following link: https://book.passkey.com/e/50363868 before the August 19 cutoff date to reserve the $329 plus tax room rate.
An optional networking dinner reception will be held on Wednesday evening, September 21, from 6:30 - 8:30 p.m. (ET). The reception will feature heavy hors d'oeuvres, desserts, wine, and beer at The Banks - Fish House, which is located at 406 Stuart Street in Boston (a block from John Hancock's office). The cost to attend the dinner is $140. Please note that if you cancel a dinner registration with less than three business days' notice, the $140 will NOT be refunded.
Business casual attire will be appropriate for the committee meeting and dinner.
If you have any logistical questions about the September 22 meeting or the associated dinner reception, please contact Dom Liberatore at dom.liberatore@ici.org. Please contact Linda Brenner (brenner@ici.org) with suggestions for the meeting agenda.
We look forward to seeing you in September and are thrilled to be able to offer an in-person meeting option!
Linda Brenner
Senior Director, Industry Operations and Diversity & Inclusion
Jeffrey Duckworth
Chair - Sales and Marketing Committee
President of Intermediary Distribution - John Hancock Investments
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