2022 Investment Management Conference

Cancellations received by March 21 are subject to a $250 administrative fee. After March 21, we regret that no registration fees can be refunded. If you are unable to attend, a colleague can attend in your place, and the administrative fee will not be applied. Cancellations and substitutions can be made online through your registration confirmation (see FAQs 2 and 3 below for more information). For cancellations due to health-related concerns, please contact us at health@ici.org.

On-demand registration is nonrefundable.

1. Go to the 2022 Investment Management 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 log in. 
   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 transfer registration.
4. Enter the required fields for the person substituting for you. Click next.
5. A pop-up box will appear. Confirm that the substitute’s information is correct, and click confirm.
6. A confirmation email will be sent to the substitute. 

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

To cancel your registration for a refund (minus a $250 administration fee):

1. Go to the 2022 Investment Management 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 log in.
   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 modify and select cancel registration. If you have any guests, please note that this will cancel their registrations as well.

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

Registration will close on March 26, 2022. No on-site registrations will be accepted this year due to the proof of vaccination requirement. Please follow current CDC guidelines for vaccination schedule, so that you will have the best chance to build protection (immunity) against the virus that causes COVID-19.

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

ICI member firms consist of SEC-registered fund companies, their investment advisers, and principal underwriters, who purchase and distribute fund shares directly or through financial intermediaries. Employees of ICI member firms should always choose the member 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 to avoid any possible invoices and registration cancellations.

Yes, this conference is open to members of the media. For more information, visit our media page.

Badges can be picked up at the conference help desk in the Desert Foyer (north counter) at the JW Marriott Desert Springs.

On-site registrations will be not accepted this year due to the proof of vaccination requirement. The ICI help desk will be located in the Desert Foyer (north counter) at the JW Marriott Desert Springs. It will open on Sunday, March 27, at 4:00 p.m. and remain open during all conference hours.

Yes. Your confirmation email contains the financial record of your conference registration payment. If you misplaced your confirmation email or need another copy, please follow these steps:

1. Go to the 2022 Investment Management 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 log in.
   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.

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

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. Please contact the ICI Conference division with your name, company name, and email address.

During registration, each attendee may add one guest. Guests may attend breakfasts and receptions, as noted in registration. Guest registration is designed for the spouse, partner, or family members of the registrant. Colleagues and fund industry professionals should register for the conference under the appropriate registrant type. Guest badges will not include the guest’s institutional affiliation and “Guest” will be clearly noted on the badge.

Hotel rooms are for the exclusive use of registered conference attendees. To book a room, you must first register for the conference. After your conference registration is complete, you will be able to access a unique link to make your hotel reservation. For more details, please visit the hotel information page.

For information on nearby airports, please visit the JW Marriott Desert Springs website.

Yes. For more information on hotel parking, please visit the JW Marriott Desert Springs website.

The best way to add your Marriott Rewards (Bonvoy) number is when you check in at the front desk. The front desk agent can also look up your number for you upon arrival.

1. Go to the 2022 Investment Management 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 log in.
   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 modify registration. You will be able to unregister from sessions or change your current selections.

Please provide any dietary restrictions or special needs during your conference registration. If you would like to modify this information, simply click modify registration on your registration confirmation email to access and edit your information. Please note that dietary requests need to be made at least 10 days prior to your arrival. 

Please opt in to share your email address to sponsors and affiliate groups during your conference registration. If you would like to modify this information, you will need to update your information online.

1. Go to the 2022 Investment Management 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 log in.
   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 modify registration. You will be able to update your preference under email address opt in.

Yes. Your conference badge will be scanned automatically when you enter and exit conference sessions. Information collected by this process is used by ICI and will not be shared with any other organization for any purpose other than state-required audits. To be eligible for both CLE and CPE credit, you must attend the conference in person. 

CPE certificates will be available at the end of the conference. CLE certificates may take up to six months and will be mailed to you. For more information, please visit our CLE/CPE page.

CLE/CPE credit is not available for sessions viewed on demand; and all on-demand registrations are nonrefundable. Only select sessions will be available for on-demand viewing beginning April 6.

Yes. Registration for sponsorship opportunities opened in October 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.

If you have suggestions for conference speakers, please contact the ICI Conference Division, including the speaker’s biography with your request.

The conference dress code is business casual.

Yes, free Wi-Fi is available to attendees in all ICI meeting spaces. The network name and password will be available onsite. Wi-Fi in the hotel sleeping rooms is subject to hotel pricing and packages, and is the responsibility of each guest.

Yes. The mobile app will enable you to view a wide variety of information about the conference, including general logistics, speaker information, schedule details, and session presentations. It also will enable you to pose questions electronically directly to session moderators, view and download conference materials, view and download attendee lists, and take notes during the sessions. More information about how to download and access the mobile app will be available one week before the conference.

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

1. Go to the 2022 Investment Management 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 log in. If you do not know your confirmation number, click confirmation number and your confirmation number will be immediately emailed to you.
3. On the next page, scroll down to the attendee list.
4. You may sort the list alphabetically by last name or by company by clicking the column title.

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

Materials will be available for you to review and download approximately one week before the conference on the conference website. Materials also are available through the mobile app. ICI no longer distributes notebooks of materials onsite.

If you have any questions, please contact the ICI Conference Division at 202-326-5968 or conferences@ici.org.

On-demand viewing will be available after the conference for those unable to attend in person or for those who want to review any of the sessions. On-demand viewing will be free to registered conference attendees. If you were not able to attend in person but want to stay current on regulatory and other issues covered at the conference, you may register for on-demand viewing for $195. CLE/CPE credit is not available for sessions viewed on demand; and all on-demand registrations are nonrefundable. Only select sessions will be available for on-demand viewing beginning April 6.

• Attendees and guests must:
   
  • be fully vaccinated,
  • agree to a health and safety acknowledgment, and
  • submit daily self-health assessments.
• Masking is recommended (we will follow federal, state, and local guidelines for current masking mandates).
• Hand sanitizing stations will be available throughout the venue and meeting space.
• Events will be socially distanced or held outside, where appropriate.

• Marriott’s Stay Well program
• Contactless check-in
• Housekeeping is available on request only
• Restaurants are open and also have to-go options available
• Room service is available
• Touchless pay and go on checkout