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.
[23367] March 31, 2009 TO: TAX COMMITTEE No. 10-09 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 4-09 RE: PRELIMINARY AGENDA FOR APRIL 1 CONFERENCE CALL The agenda is attached for Wednesday’s monthly conference call of the Tax Committee and the Adviser Distributor Tax...
[23334] March 19, 2009 TO: TAX COMMITTEE No. 9-09 RE: JUNE TAX COMMITTEE MEETING TO BE HELD AT PIMCO'S OFFICE The June Tax Committee meeting will be held, as previously announced, [1] on Monday, June 22, and Tuesday, June 23, at the offices of the PIMCO Funds, 840 Newport...
[23332] March 19, 2009 TO: ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 3-09 TAX COMMITTEE No. 8-09 RE: APRIL AND MAY TAX COMMITTEE CALLS The next monthly Tax Committee conference calls will be held on Wednesday, April 1, and Wednesday, May 13. Both calls will be held at...
[23318] March 13, 2009 TO: TAX COMMITTEE No. 7-09 RE: MARCH 17 CONFERENCE CALL TO DISCUSS "TAX HAVEN" LEGISLATION A conference call of the Tax Committee will be held on Tuesday, March 17, at 2:00 p.m. (Eastern) to discuss legislative proposals addressing concerns arising...
[23263] February 19, 2009 TO: TAX COMMITTEE No. 6-09 TRANSFER AGENT ADVISORY COMMITTEE No. 16-09 RE: ICI DRAFT LETTER REGARDING LOGOS ON SUBSTITUTE FORMS 1099; COMMENTS REQUESTED Attached for your review is a draft joint letter from the Institute and the Securities Industry...
[23251] February 12, 2009 TO: TAX COMMITTEE No. 5-09 RE: FEBRUARY 24 AND 25 TAX COMMITTEE MEETINGS IN WASHINGTON, DC Attached are the preliminary agendas for the Tax Committee meetings to be held on Tuesday, February 24, beginning at 10:00 a.m., and Wednesday, February 25...
[23244] February 10, 2009 TO: TAX COMMITTEE No. 4-09 RE: IRS SEEKS COMMENTS REGARDING GUIDANCE ON COST BASIS REPORTING The Internal Revenue Service (“IRS”) has issued the attached Notice 2009-17requesting comments on issues that should be addressed in guidance implementing...
[23236] February 6, 2009 TO: TAX COMMITTEE No. 3-09 RE: NEW CALL-IN NUMBERS FOR FEBRUARY TAX COMMITTEE MEETINGS As we informed you previously, members unable to attend the February meetings of the Tax Committee will be permitted to call in. [1] The dial-in numbers that...
[23224] January 30, 2009 TO: TAX COMMITTEE No. 2-09 RE: CALL-IN OPTION FOR FEBRUARY 24 AND 25 TAX COMMITTEE MEETINGS As we informed you previously, the next meetings of the Tax Committee will be held on Tuesday, February 24, and Wednesday, February 25. [1] The meetings on...
[23193] January 16, 2009 TO: TAX COMMITTEE No. 1-09 ADVISER DISTRIBUTOR TAX ISSUES TASK FORCE No. 1-09 RE: PRELIMINARY AGENDA FOR JANUARY 21 CONFERENCE CALL The preliminary agenda is attached for the next monthly conference call of the Tax Committee and the Adviser...
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