
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.
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August 31, 2022
TO: Broker/Dealer Advisory Committee RE: Registration Now Open: Broker-Dealer Advisory Committee (BDAC) Meeting - November 7-8, 2022
The next meeting of the Investment Company Institute's (ICI) BDAC will be held in conjunction with ICI's Technology Summit. Committee meeting sessions are Monday, November 7 from 1:00 p.m. to 5:00 p.m. CT (a BDAC-only session) and Tuesday, November 8 from 9:00 a.m. to 1:00 p.m. CT (a joint session with the Bank, Trust, and Retirement Advisory Committee).
The BDAC meeting and the Technology Summit will take place at the Renaissance Dallas Hotel located at 2222 N Stemmons Fwy, Dallas, TX, 75219. The Renaissance Dallas Hotel is approximately 20 miles (21 minutes estimated driving time) from Dallas/Fort Worth Airport.
Lunch will be served beginning at noon CT on Monday and a continental breakfast and lunch will be served on Tuesday. Attire for the meeting is business casual.
The ICI will host an optional networking reception following the BDAC meeting on Monday, November 7, from 5:00 p.m. to 8:00 p.m. at the Renaissance Dallas Hotel. The networking event will be a joint reception with attendees from the seven other committees meeting concurrently and will be a fantastic opportunity to catch up with industry colleagues on other ICI committees. Note: there is no additional cost to attend the joint reception. Attire for the reception is business casual.
To register for the BDAC meeting, please visit our registration site: here. Please note that the only way to register for the BDAC meeting is through the link indicated above.
To register for Technology Summit, please visit our registration site: here. Note: An option to register for the Technology Summit will also be provided at the end of the committee registration process.
If you have any questions about the registration process or are having difficulty reserving a room at the hotel, please contact Magen Rauch (magen.rauch@ici.org) or Dom Liberatore (dom.liberatore@ici.org).
A block of rooms has been reserved at the Renaissance Dallas Hotel for the evenings of November 6 through November 10 starting at a rate of $169 per night. Reservations must be made through the following link. Rooms are limited, so please make your hotel reservations early to ensure you receive a room. To receive the special conference rate, all reservations must be guaranteed before the cutoff date of Wednesday, October 12, 2022.
Please submit any agenda topics or shop talk items you would like to discuss with the committee when registering for the committee meeting or email your suggestions to Jeff Naylor (jeff.naylor@ici.org) by Friday, October 14, 2022.
If you have any questions regarding the meeting, please contact Jeff Naylor (jeff.naylor@ici.org) or Magen Rauch (magen.rauch@ici.org).
We look forward to seeing you in Dallas!
Stuart Bateman
Chair - Broker/Dealer Advisory Committee
Franklin Templeton Investments
Jeff Naylor
Senior Director, Operations and Distribution
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