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.
[31182] April 24, 2018 TO: Management Company Tax Subcommittee Tax Committee RE: Draft Letter on Amended Section 451(b) -- Comments Requested Attached for your review is a draft letter to the Treasury Department and the Internal Revenue Service (IRS) regarding the amendments to...
[31174] April 19, 2018 TO: ICI Members Investment Company Directors SUBJECTS: Compliance Disclosure Distribution Fees and Expenses Intermediary Oversight Investment Advisers Operations Pension Transfer Agency RE: SEC Releases Proposals on Standards of Conduct for Broker-Dealers and...
[31151] April 4, 2018 TO: Management Company Tax Subcommittee Tax Committee RE: Agenda For April Tax Committee Conference Call -- Wednesday, April 11 at 11:00 AM ET As we previously informed you, the next Tax Committee monthly conference call will be held on Wednesday, April 11, 2018...
[31087] February 15, 2018 TO: Management Company Tax Subcommittee Tax Committee RE: Schedule of Upcoming Tax Committee Conference Calls The next Tax Committee monthly conference calls will be held on Wednesday, March 14; Wednesday, April 11; and Tuesday, May 8, 2018. Each call will be...
[31086] February 14, 2018 TO: Management Company Tax Subcommittee Tax Committee RE: Preliminary Agendas for February 26 and 27 Tax Committee Meetings As we informed you previously, the next meetings of the Tax Committee will be held on Monday, February 26, and Tuesday, February 27...
[31072] February 5, 2018 TO: ICI Members Investment Company Directors ICI Global Members Broker/Dealer Advisory Committee Investment Advisers Committee Pension Committee Pension Operations Advisory Committee SEC Rules Committee Small Funds Committee Transfer Agent Advisory Committee...
[31023] January 12, 2018 TO: Management Company Tax Subcommittee Tax Committee RE: Agenda for January Tax Committee Conference Call -- Wednesday, January 24 at 11 AM ET As we previously informed you, the next Tax Committee monthly conference call will be held on Wednesday, January 24...
[30961] November 29, 2017 TO: Management Company Tax Subcommittee Tax Committee RE: Upcoming Tax Committee Conference Calls The next Tax Committee monthly conference calls will be held on Wednesday, December 6, and Wednesday, January 24, 2018. Each call will be held at 11:00 a.m....
[30930] October 30, 2017 TO: ICI Members Investment Company Directors ICI Global Members SUBJECTS: Closed-End Funds Compliance Cybersecurity Derivatives Disclosure Distribution Exchange-Traded Funds (ETFs) Fund Accounting & Financial Reporting Fund Governance International/Global...
[30904] October 10, 2017 TO: Management Company Tax Subcommittee Tax Committee RE: Agenda for October Tax Committee Conference Call -- Wednesday, October 18 at 11 AM ET As we previously informed you, the next Tax Committee monthly conference call will be held on Wednesday, October 18...
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