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  • IDC Webinar on Fund Operations Issues for Directors

    This webinar, hosted by IDC, will analyze the trend toward omnibus accounts and director oversight, highlight the critical issues facing funds in implementing new cost basis reporting requirements, and discuss recent inquiries from regulators into pricing methodologies.

  • 2012 Derivatives Roundtable

    On February 17, ICI is bringing together regulators and industry for a unique half-day roundtable to explore the practical, risk management, and legal issues facing mutual funds, closed-end funds, and ETFs that use derivatives to help achieve their investment objectives.

  • IDC Webinar on Legislative Outlook

    This webinar, hosted by IDC, will summarize the Congressional outlook for 2012—focusing on financial services, retirement security, and tax policy—and discuss the impact of upcoming elections on the current policy agenda.

  • 2012 General Membership Meeting

    The Investment Company Institute will host its 54th Annual General Membership Meeting (GMM) May 9–11, 2012, in Washington, DC, in conjunction with the Mutual Fund Compliance Programs Conference, the Operations and Technology Conference, and the Investment Company Directors Workshop. Attendees will be able to build their own programs by choosing sessions from any of the events.

  • 2012 Mutual Funds and Investment Management Conference

    The Mutual Funds and Investment Management Conference, sponsored by ICI and the Federal Bar Association, is the fund industry’s premier legal conference. It will be held March 18–21, 2012, in Phoenix, AZ.

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