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2022 Investment Management Conference

FAQs

March 27–30 • Palm Desert, CA

Registration

  • What is the registration cancellation policy?

    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.

  • How can I transfer my registration to a colleague?
    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

  • How can I cancel my registration?

    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.

  • Is there a deadline to register for the conference?

    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.

  • How do I determine if I am eligible to register at the ICI member registration rate?

    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.

  • Is this conference open to the media?

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

  • How do I pick up my name badge onsite?

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

  • Where is the on-site registration desk located, and what are the registration hours?

    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.

  • Can I get a receipt for my registration payment?

    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.

  • How do I complete my payment with check?

    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.

  • Can I be placed on a mailing list to receive updates for this conference?

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

  • Can I bring a guest to the conference?

    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

Logistics

  • How can I edit my session selections?
    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.
  • I am attending the conference and have dietary restrictions or other special needs. How do I let the conference organizer know?

    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. 

  • How do I receive information about sponsor and affiliate events?

    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.
  • Are CLE and CPE credits available?

    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.

  • Does this conference offer sponsorship opportunities?

    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.

  • How can I suggest a speaker for this conference?

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

  • What is the conference dress code?

    The conference dress code is business casual.

  • Is Wi-Fi available onsite?

    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.

  • Is there a mobile app for the conference?

    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.

  • How can I access the attendee list?

    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.

  • How can I access the conference materials?

    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.

  • Will the conference be available on demand?

    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.

Health and Safety