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    Stay informed of the policy priorities ICI champions on behalf of individual investors and the asset management industry.

    • Key Policies
      Key Policies
      • Ensuring Tax Fairness and Financial Security
      • Establishing Certainty in Financial Regulations
      • Expanding Access to Private Markets
      • Modernizing Disclosure for a Digital World
      • Retirement Fairness for Educators and Nonprofit Employees
      • Standing Up for Main Street Investors and Retirement Savers
    • Comment Letters
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    Explore research from ICI’s experts on industry-related developments, trends, and policy issues.

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    • Statistics
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      • Combined ETF and Mutual Funds
        Combined ETF and Mutual Funds
        • Weekly Combined Estimated ETF and Long-Term Flows
        • Monthly Active and Index Data
        • Monthly ESG Investing Data
        • Quarterly Worldwide Regulated Open-End Fund Market
      • Exchange Traded Funds
        Exchange Traded Funds
        • Weekly Estimated ETF Net Issuance
        • Monthly Exchange-Traded Fund Data
      • Mutual Funds
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        • Weekly Estimated Long-Term Mutual Fund Flows
        • Weekly Money Market Fund Assets
        • Monthly Money Market Fund Portfolio Data
        • Monthly Trends in Mutual Fund Investing
        • Monthly Mutual Fund Complex Assets
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        • Quarterly Mutual Fund Assets in Retirement Accounts
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        • Annual Institutional Mutual Fund Shareholder Data
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      • Households' Views on Retirement Savings
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    • 401(k)
    • California Consumer Privacy Law
    • Closed-End Funds
    • Commodity Investments
    • Common Ownership
    • Cybersecurity
    • Disclosure
    • DOL Fiduciary Duty Rule
    • ESG
    • Exchange-Traded Funds
    • Financial Services Regulatory
    • Financial Transaction Tax
    • Fraud Prevention
    • Global Retirement
    • Individual Retirement Account
    • Innovation
    • Liquidity Risk Management Program Rule
    • Money Market Fund
    • Processing Fees
    • Proxy Voting
    • Shortened Settlement Cycle
    • Target Retirement Date Funds
    • Treasury Clearing
  • News & Opinions
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  • Issues & Advocacy

    Issues & Advocacy

    Stay informed of the policy priorities ICI champions on behalf of individual investors and the asset management industry.

    • Key Policies
      • Ensuring Tax Fairness and Financial Security
      • Establishing Certainty in Financial Regulations
      • Expanding Access to Private Markets
      • Modernizing Disclosure for a Digital World
      • Retirement Fairness for Educators and Nonprofit Employees
      • Standing Up for Main Street Investors and Retirement Savers
    • Comment Letters
    • Amicus Briefs
    Latest Comment Letters:
    ICI Default BG
    Comment Letter

    ICI Response to The Hong Kong Securities and Futures Commission UT Code Proposed Amendments

    January 21, 2026
    ICI Default BG
    Comment Letter

    ICI Comment Letter Supporting the INVEST Act

    December 4, 2025
    ICI Default BG
    Comment Letter

    ICI Comment Letter to Support the ERISA Litigation Reform Act

    December 2, 2025
  • Research

    Research

    Explore research from ICI’s experts on industry-related developments, trends, and policy issues.

    View all Research

    • Statistics
      • All Statistics
      • Combined ETF and Mutual Funds
        • Weekly Combined Estimated ETF and Long-Term Flows
        • Monthly Active and Index Data
        • Monthly ESG Investing Data
        • Quarterly Worldwide Regulated Open-End Fund Market
      • Exchange Traded Funds
        • Weekly Estimated ETF Net Issuance
        • Monthly Exchange-Traded Fund Data
      • Mutual Funds
        • Weekly Estimated Long-Term Mutual Fund Flows
        • Weekly Money Market Fund Assets
        • Monthly Money Market Fund Portfolio Data
        • Monthly Trends in Mutual Fund Investing
        • Monthly Mutual Fund Complex Assets
        • Quarterly Long-Term Mutual Fund Asset Composition
        • Quarterly Mutual Fund Assets in Retirement Accounts
        • Quarterly Mutual Fund Distributions
        • Annual Institutional Mutual Fund Shareholder Data
      • Closed-End Funds
        • Quarterly Closed-End Fund Assets
      • UITs
        • Monthly Unit Investment Trust Deposits
      • More Statistics
        • 529 Plan Program Statistics
        • Quarterly Retirement Market Data
    • Investment Company Fact Book
    • Closed-End Funds
    • Defined Contribution Plans
      • 401(k)s
        • Employee Benefit Research Institute (EBRI) /ICI 401(k) Database
        • The ICI/ISS Defined Contribution Plan Profile
        • 401(k) Plan Services, Fees, and Expenses
      • Defined Contribution Plan Investors
      • Defined Contribution Plan Participant Activities
      • Households' Views on Retirement Savings
      • Income from Retirement Plans
      • Retirement Plan Coverage and Participation
    • Exchange-Traded Funds
      • ETF Owning Households
    • Fees and Expenses
    • IRAs
      • IRA Investors
      • The IRA Investor Database™
      • The Role of IRAs in US Households’ Saving for Retirement
    • Money Market Funds
    • Mutual Funds
      • Mutual Fund Ownership
    • Publications
      • ICI Research Perspective
    • Global
      • Global Industry Research
    Featured Publication
    Image
    ici-web-photo-2231144916.jpg
    Publication

    A Close Look at Exchange-Traded Funds and Their Investors (pdf)

    October 1, 2025
    Latest Research
    Image of the Department of Treasury building
    ICI Viewpoints

    Congress Takes Up FSOC Reform—Why it Matters for Millions of Fund Investors

    January 9, 2026
    A couple reviewing documents
    Perspective

    Ongoing Charges for UCITS in the European Union, 2024

    December 18, 2025
    Two office workers looking at charts on a screen
    ICI Viewpoints

    Cross-Trading Reform: Unlocking Savings and Efficiency for Funds and Investors

    December 17, 2025
  • Resource Hubs

    Resource Hubs

     Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.

    • 401(k)
    • California Consumer Privacy Law
    • Closed-End Funds
    • Commodity Investments
    • Common Ownership
    • Cybersecurity
    • Disclosure
    • DOL Fiduciary Duty Rule
    • ESG
    • Exchange-Traded Funds
    • Financial Services Regulatory
    • Financial Transaction Tax
    • Fraud Prevention
    • Global Retirement
    • Individual Retirement Account
    • Innovation
    • Liquidity Risk Management Program Rule
    • Money Market Fund
    • Processing Fees
    • Proxy Voting
    • Shortened Settlement Cycle
    • Target Retirement Date Funds
    • Treasury Clearing
  • News & Opinions

    News & Opinions

    Read ICI’s latest publications, press releases, statements, and blog posts.

    View all News and Opinions

    • News Releases
    • Opinions
      • ICI Viewpoints Blog
      • Op-Eds & Letters to the Editors
    Latest News:
    Image
    Couple with a baby reviewing their finances
    News Release

    ICI Announces Trump Account Matching Contribution

    January 14, 2026
    Image of the Department of Treasury building
    ICI Viewpoints

    Congress Takes Up FSOC Reform—Why it Matters for Millions of Fund Investors

    January 9, 2026
    The SEC building
    News Release

    ICI Welcomes SEC's Proposed Amendments to Small Entity Definitions

    January 7, 2026
  • Events

    Events

    See ICI’s upcoming and past events.

    View all Events

    • ICI Events
    • Upcoming Events
    Featured Events
    Image
    Photo of Houston skyline

    ICI Innovate - Registration Now Open

    February 3-5

    Feb
    3-5

    ICI Conference

    ICI Innovate

    Houston, TX

    Mar
    22-25

    ICI Conference

    Investment Management Conference

    Palm Desert, CA
  • Sign Up
  • Sign Up
  • About ICI
  • Related Sites
    • IDC
    • ICIEF
    • Global Affairs
  • Contact
Main navigation
  • Issues & Advocacy
    Issues & Advocacy

    Issues & Advocacy

    Stay informed of the policy priorities ICI champions on behalf of individual investors and the asset management industry.

    • Key Policies
      Key Policies
      • Ensuring Tax Fairness and Financial Security
      • Establishing Certainty in Financial Regulations
      • Expanding Access to Private Markets
      • Modernizing Disclosure for a Digital World
      • Retirement Fairness for Educators and Nonprofit Employees
      • Standing Up for Main Street Investors and Retirement Savers
    • Comment Letters
    • Amicus Briefs
  • Research
    Research

    Research

    Explore research from ICI’s experts on industry-related developments, trends, and policy issues.

    View all Research

    • Statistics
      Statistics
      • All Statistics
      • Combined ETF and Mutual Funds
        Combined ETF and Mutual Funds
        • Weekly Combined Estimated ETF and Long-Term Flows
        • Monthly Active and Index Data
        • Monthly ESG Investing Data
        • Quarterly Worldwide Regulated Open-End Fund Market
      • Exchange Traded Funds
        Exchange Traded Funds
        • Weekly Estimated ETF Net Issuance
        • Monthly Exchange-Traded Fund Data
      • Mutual Funds
        Mutual Funds
        • Weekly Estimated Long-Term Mutual Fund Flows
        • Weekly Money Market Fund Assets
        • Monthly Money Market Fund Portfolio Data
        • Monthly Trends in Mutual Fund Investing
        • Monthly Mutual Fund Complex Assets
        • Quarterly Long-Term Mutual Fund Asset Composition
        • Quarterly Mutual Fund Assets in Retirement Accounts
        • Quarterly Mutual Fund Distributions
        • Annual Institutional Mutual Fund Shareholder Data
      • Closed-End Funds
        Closed-End Funds
        • Quarterly Closed-End Fund Assets
      • UITs
        UITs
        • Monthly Unit Investment Trust Deposits
      • More Statistics
        More Statistics
        • 529 Plan Program Statistics
        • Quarterly Retirement Market Data
    • Investment Company Fact Book
    • Closed-End Funds
    • Defined Contribution Plans
      Defined Contribution Plans
      • 401(k)s
        401(k)s
        • Employee Benefit Research Institute (EBRI) /ICI 401(k) Database
        • The ICI/ISS Defined Contribution Plan Profile
        • 401(k) Plan Services, Fees, and Expenses
      • Defined Contribution Plan Investors
      • Defined Contribution Plan Participant Activities
      • Households' Views on Retirement Savings
      • Income from Retirement Plans
      • Retirement Plan Coverage and Participation
    • Exchange-Traded Funds
      Exchange-Traded Funds
      • ETF Owning Households
    • Fees and Expenses
    • IRAs
      IRAs
      • IRA Investors
      • The IRA Investor Database™
      • The Role of IRAs in US Households’ Saving for Retirement
    • Money Market Funds
    • Mutual Funds
      Mutual Funds
      • Mutual Fund Ownership
    • Publications
      Publications
      • ICI Research Perspective
    • Global
      Global
      • Global Industry Research
  • Resource Hubs
    Resource Hubs

    Resource Hubs

     Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.

    • 401(k)
    • California Consumer Privacy Law
    • Closed-End Funds
    • Commodity Investments
    • Common Ownership
    • Cybersecurity
    • Disclosure
    • DOL Fiduciary Duty Rule
    • ESG
    • Exchange-Traded Funds
    • Financial Services Regulatory
    • Financial Transaction Tax
    • Fraud Prevention
    • Global Retirement
    • Individual Retirement Account
    • Innovation
    • Liquidity Risk Management Program Rule
    • Money Market Fund
    • Processing Fees
    • Proxy Voting
    • Shortened Settlement Cycle
    • Target Retirement Date Funds
    • Treasury Clearing
  • News & Opinions
    News & Opinions

    News & Opinions

    Read ICI’s latest publications, press releases, statements, and blog posts.

    View all News and Opinions

    • News Releases
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      • ICI Viewpoints Blog
      • Op-Eds & Letters to the Editors
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ICI Conference

Retail Alternatives and Closed-End Funds Conference

Convene Conference Center at 225 Liberty Street

November 20-20, 2025
New YorkNY
Event Overview

Program
Fees
Hotel
CLE/CPE Credit
FAQs
Sponsorship
Attendee Toolkit

Sponsorship

Sponsorship Registration is Open!

Sponsorship Contract

ICI is pleased to announce the availability of sponsorship opportunities for the 2025 Retail Alternatives and Closed-End Funds Conference, taking place November 20 at Convene at Brookfield Place, 225 Liberty St. in New York City. These sponsorships offer exclusive options that will raise your organization’s profile and capture the attention of the fund industry’s key executives and decision-makers, including fund sponsors, fund shareholders, accountants, and attorneys.

Sponsorship  Registration

Location

Convene at Brookfield Place
225 Liberty St.
New York, NY 10281

Sponsorship Benefits

Sponsorships are $10,000, and include the following benefits:

  • Two complimentary registrations
  • One tabletop space for sponsor’s marketing literature/giveaway item
  • Logo recognition on the event website, with a link to sponsor’s company website
  • Logo recognition on conference promotions, on-site signage, and information loop slides
  • Logo recognition and company description included in sponsor icon of the conference mobile app
  • One complimentary virtual tote insert for the conference mobile app (subject to ICI review)
  • Preconference access to attendee lists

Payment

ICI will issue the sponsoring firm an invoice and the sponsorship fee can be paid via check, wire transfer, or online with a credit card. If the final balance is not received by October 16, 2025, the requested sponsorship slot will be released for resale and no previously paid monies will be refunded.

The following payment conditions apply:

  • Payment must be made online, by wire transfer, or by check, and payable to ICI.
  • The sponsorship fee must be received by October 16, 2025.

If you have any sponsorship questions, please contact Pete Bockelman at 202-285-1866 or pete.bockelman@ici.org.

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