2018 Mutual Funds and Investment Management Conference
March 18–21
San Antonio, TX

Frequently Asked Questions


The following FAQs applied to the Mutual Funds and Investment Management Conference.

1. What is the registration cancellation policy?

Cancellations received by March 12, 2018, are subject to a $250 administrative fee. Notice of cancellation must be received in writing to the ICI Conference Division. After March 12, we regret that no registration fees can be refunded. If you are unable to attend and would like to send a colleague in your place, substitutions can be made and the administrative fee will not be applied. Please contact the ICI Conference Division as soon as possible.

2. Is there a deadline to register for the conference?

No, online registration will remain open through the conference and onsite registrations will be accepted.

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

Your “registration type” should reflect your firm’s membership status at ICI.

ICI member firms include SEC-registered investment companies, their investment advisers, and principal underwriters. Employees of ICI member firms should always choose the member rate.

ICI associate member firms include SEC-registered investment advisers or FINRA member broker-dealers that are not the primary adviser or underwriter to an SEC-registered investment company. Employees of ICI associate member firms may submit up to two registrations at the member rate; additional registrations should be submitted at the nonmember rate.

Law firms, accounting firms, and other service providers are not eligible for ICI membership.

If you are uncertain of your firm’s membership status, contact the ICI Conference Division to avoid any possible invoices or registration cancellations.

4. Is this conference open to the media?

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

5. How do I pick up my name badge onsite?

You will receive a confirmation email containing a QR code shortly before the conference. Please bring a copy of this email (either printed or on your smartphone) to the conference registration desk. You can check in by scanning the QR code at any of the self-service registration counters. If you don’t have a copy of the QR code, you can use your email address to retrieve your registration. You will then receive your name badge from the automated check-in system. 

6. Where is the onsite registration desk located, and what are the registration hours?

The ICI registration desk will be located on level 2 of the JW Marriott San Antonio Hill Country at the bottom of the escalator, and it will be open during the following times:

  • Sunday, March 18 from 4:00 p.m. until 7:00 p.m.
  • Monday, March 19 from 7:00 a.m. until 3:00 p.m.
  • Tuesday, March 20 from 7:30 a.m. until 12:30 p.m.
  • Wednesday, March 21 from 7:30 a.m. until 10:45 a.m.
7. Can I get a receipt for my registration payment?

Yes. Your confirmation email contains the financial record of your conference registration payment. If you have misplaced your confirmation email or need another copy, please contact the ICI Conference Division.

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

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


9. How can I make a hotel reservation?

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 information, please visit the hotel information page

10. What are the nearby airports to the conference hotel?

For more information on nearby airports, please visit the JW Marriott San Antonio Hill Country website.

11. Is parking available at the conference hotel?

Yes. For more information on hotel parking, please visit the JW Marriott San Antonio Hill Country website.


12. 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 “view event summary” on your registration confirmation email to access and edit your information.

13. Are CLE and CPE credits available?

This program should qualify for approximately 10 hours of Continuing Legal Education (CLE) credit depending on individual state requirements. In addition, upon completion of this program, each participant will be eligible for approximately 14 hours of Continuing Professional Education (CPE) credit. For more information, please visit our CLE/CPE page.

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.

Certificates will be available at the conference registration desk on the final day of the conference.

14. Does this conference offer sponsorship opportunities?

Yes. Registration for sponsorship opportunities opened Monday, October 3, 2017, 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.

15. 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.

16. What is the conference dress code?

The conference dress code is business casual.

17. Is conference Wi-Fi available onsite?

Yes, free conference 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.

18. 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 the attendee lists, and take notes during the sessions. More information about how to download and access the mobile app will be available shortly before the conference.

19. How can I access the attendee list?

ICI no longer distributes paper copies of conference attendee lists onsite. You may view and download the conference attendee lists (organized by name and by company) shortly before the conference. Attendee lists also will be available in the mobile app.

20. How can I access the conference materials?

ICI no longer distributes notebooks of materials onsite. All materials are available for you to review and, if you’d like, download shortly before the conference. You may download materials by individual session or as a single eBook version of the conference binder, which is viewable on your iPad, Kindle, or tablet. Conference materials also are available in the mobile app.

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