2021 Closed-End Fund Virtual Conference FAQs

Refunds will be given until October 26. Registrants will have full access to the virtual conference platform and most recordings until December 10, and sessions will be archived on the ICI website afterward. Registrations can be transferred to a colleague until November 4. If you need additional assistance, please contact the ICI Conference Division.

1. Go to the conference website and select already registered.
2. On the next page, enter the email address you used to register and your registration confirmation number, then click submit. If you do not know your confirmation number, click forgot your confirmation number? and your confirmation number will be immediately emailed to you.
3. On the next page, select transfer registration.
4. A pop-up box will appear. Enter the required fields for the person substituting for you. Click submit.
5. You will be prompted to confirm the transfer. Click transfer registration.
6. A confirmation email will be sent to the substitute.

If you need additional assistance, please contact the ICI Conference Division.

1. Go to the conference website and select already registered.
2. On the next page, enter the email address you used to register and your registration confirmation number, then click submit. If you do not know your confirmation number, click forgot your confirmation number? and your confirmation number will be immediately emailed to you.
3. On the next page, click cancel registration.
4. Complete the required information and click submit.

If you need additional assistance, please contact the ICI Conference Division.

No. Online registration will remain open through the conference.

The “registration type” on your attendee registration should reflect your firm’s membership status at the Investment Company Institute.

ICI member firms consist of mutual funds and ETFs, their investment advisers, and principal underwriters, who purchase and distribute directly or through stockbrokers and security dealers. Unit investment trust sponsors and closed-end funds registered with the SEC may also be members. Employees of ICI member firms should always choose the member rate.

ICI associate member firms consist of broker-dealers registered with FINRA, and SEC-registered investment advisers who do not manage registered funds (or subadvisers of registered funds). Employees of ICI associate member firms may submit up to two registrations at the member rate; additional registrations should be submitted at nonmember rate. Law firms and accounting firms are not eligible for ICI membership.

If you are uncertain of your firm’s membership status, please check the membership listing or contact the ICI Conference Division at conferences@ici.org or 202-326-5968. If the registration type selected is incorrect, a payment adjustment may be necessary. ICI will contact you within 30 days after the event to make the adjustment.

This conference is not open to members of the media.

Yes. Your confirmation email contains the financial record of your conference registration payment. The confirmation email comes from “ICI Conference Division” and the subject line is “Registration Confirmed: 2021 Virtual Closed-End Fund Conference.” To access your receipt through the registration site, follow the instructions below:

1. Go to the conference website and select already registered.
2. On the next page, enter the email address you used to register and your registration confirmation number, then click submit. If you do not know your confirmation number, click forgot your confirmation number? and your confirmation number will be immediately emailed to you.
3. On the next page, select print invoice/receipt.
4. A PDF copy of your invoice/receipt will be downloaded.

If you misplaced your confirmation email or need another copy, please contact the ICI Conference Division.

Yes. Please contact the ICI Conference Division, and include your name, company name, and preferred email address.

Registration with check payment is available online. For payment, select check as your payment method.

Checks and money orders should be sent to:
Investment Company Institute
PO BOX 719456
Philadelphia, PA 19171- 9456

If you are mailing by an express carrier, please return to:
Lockbox Services # 759456 
Investment Company Institute
MAC Y1372-045 
401 Market Street 
Philadelphia, PA 19106

Check or money order payments are due five days before the start of the conference. If payment is not received before the start of the conference, your registration will be cancelled.

Yes, CLE and CPE credits are available for this conference. For more information, please visit our CLE/CPE page. Please note that due to NASBA requirements, credit will only be given for sessions that are viewed live.

Yes. Registration for sponsorship opportunities opened in September 2021, and opportunities are available, on a first-come, first-served basis. To view a list of current available opportunities, costs, and benefits, visit our sponsorship page.

You may view the conference attendee list before the conference by accessing your registration online.

1. Go to the conference website and select already registered.
2. On the next page, enter the email address you used to register and your registration confirmation number, then click submit. If you do not know your confirmation number, click forgot your confirmation number? and your confirmation number will be immediately emailed to you.
3. On the next page, scroll to the bottom of the page.
4. Select attendee list.
5. You may sort the list alphabetically by last name or by company by clicking name or company on each column.

If you need additional assistance, please contact the ICI Conference Division.

Conference materials, if available, can be found and downloaded in the platform. More information on how to access them will be provided in the welcome email, which will be sent by November 8. If you have any questions, please contact the ICI Conference at 202-326-5968 or conferences@ici.org.

Detailed instructions on how to access the conference platform will be sent by November 8. Here are some more tips to get the most out of your virtual conference experience:

• With plenty of interactive opportunities, attending the conference live is the best way to get the most out of the conference. However, if you have a conflict, recordings of each session will be available the day after each session and will be available for on-demand viewing after the conference. 
• CLE and CPE credits are only available for attending live sessions, not on-demand sessions.
• Join the conversation: Many sessions will have live Q&A and some may have polling, and your participation will make the conference better for yourself and your fellow attendees.
• Interact with sponsors: ICI virtual sponsorships will bring together attendees and industry experts. Attendees can leverage this connection and engagement to generate conversations and learn about current trends in the industry.

• Laptop or desktop computer or tablet.
• Strong, reliable Wi-Fi connection.
• Google Chrome is recommended to run the virtual conference platform. Safari, Edge, and Firefox are all compatible with the platform.
• Thought leadership sessions will be held on the Zoom platform. In order to maximize your Zoom experience, we recommend using the Zoom application. Before joining a Zoom meeting on a computer or mobile device, you can download the Zoom app from the Zoom Download Center. Otherwise, you will be prompted to download and install Zoom when you click the join link.
   
  If you are having issues opening Zoom, please turn off any VPN and close any additional browsers. Some company settings may block Zoom altogether. In this case, we recommend using a personal device to join Zoom. You can also join a test meeting to familiarize yourself with Zoom.

No, each participant must have their own log-in credentials, which you will receive before the conference.

Log-in instructions will be sent to you in the welcome letter, no later than November 8, 2021.

All program times are shown in eastern time (ET).

Yes, conference sessions will be available to watch after the conference. More instructions will be provided closer to the conference date. For registered attendees, the virtual conference platform will be available until December 10, 2021, and most sessions will be archived on the ICI website afterward. CPE and CLE credits are only available for live sessions and are not available for on-demand viewing.