
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.
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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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March 16, 2023
TO: Small Funds Committee RE: Registration Open for Small Funds Committee Meeting May 2023
The next meeting of the Small Funds Committee will be held on Tuesday, May 23 from 9:00 a.m. to 4:30 p.m. ET, in conjunction with ICI's Leadership Summit. The in-person meeting will take place at the JW Marriott, 1331 Pennsylvania Avenue, NW, Washington, D.C., 20008. The JW Marriott is a few blocks from ICI's offices.
Breakfast and lunch will be served on the meeting day. Attire for the meeting is business casual.
A block of rooms has been reserved at the JM Marriott for the evenings of May 22 and 23 at a rate of $329 per night. To make reservations, please use the following link https://hotel link. Please make your hotel reservations as soon as possible as rooms are limited and will sell out due to ICI's Leadership Summit.
The Committee will hold a cocktail reception on Monday, May 22 from 5:00pm - 7:00pm, ET, at the JW Marriot.
To register for the Small Funds Committee meeting and reception, please visit our registration site at https://cvent.me/VrygDM. Please note that the only way to register for the meeting and reception is through the link indicated above. If you have questions about registration or are having difficulty reserving a room at the hotel, please contact Deidra Buissereth at (dbuissereth@ici.org) or Kelly O'Donnell at (kelly.odonnell@ici.org).
We would like your input on agenda topics and roundtable discussion items for the meeting. Please use the space provided during the online registration or email Kelly O'Donnell (kelly.odonnell@ici.org).
Our experience indicates that if topics are circulated in advance, the value of the discussion is considerably enhanced.
Jane Carten
Small Funds Committee Chair, Saturna Capital
Kelly O'Donnell
Director, Transfer Agency & Operations
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