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2019 Mutual Funds and Investment Management Conference
March 17–20
Manchester Grand Hyatt
San Diego, CA

Frequently Asked Questions

REGISTRATION

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

1. What is the registration cancellation policy?

Cancellations received by March 12 are subject to a $250 administrative fee. After March 12, 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).

2. How can I transfer my registration to a colleague?
  1. Go to the 2019 Mutual Funds and 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 OK.
    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, hover over more options and select substitute 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.

3. How can I cancel my registration?

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

  1. Go to the 2019 Mutual Funds and 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 OK.
    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, click modify and select unregister. 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.

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

No. Registration will remain open online through the duration of the conference and onsite registrations are accepted.

5. 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 mutual fund companies, 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 mutual funds (or subadvisers of mutual 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 to avoid any possible invoices and registration cancellations.

6. Is this conference open to the media?

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

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

Badges can be picked up at the registration desk in the Seaport Foyer.

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

The ICI registration desk will be located in the Seaport Foyer on the second level, Seaport Tower and it will be open during the following times:

  • Sunday, March 17 from 4:00 p.m. until 7:00 p.m.
  • Monday, March 18 from 7:00 a.m. until 3:00 p.m.
  • Tuesday, March 19 from 7:30 a.m. until 12:30 p.m.
  • Wednesday, March 20 from 7:30 a.m. until 11:00 a.m.
9. 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 2019 Mutual Funds and 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 OK.
    If you do not know your confirmation number, click confirmation number and your confirmation number will be immediately emailed to you.
  3. 3. On the next page, click modify and select email this page, then enter your email and click send.

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

10. 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 759456
Baltimore, MD 21275-9456

If you are mailing by an express carrier, please return to:
Investment Company Institute
7175 Columbia Gateway Drive
Columbia, MD 21046
Attn: Lockbox 759456

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.

11. 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.

HOTEL

12. 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.

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

For more information on nearby airports, please visit the Manchester Grand Hyatt website.

14. Is parking available at the conference hotel?

For more information on hotel parking, please visit the Manchester Grand Hyatt website.

LOGISTICS

15. How can I edit my session selections?
  1. Go to the 2019 Mutual Funds and 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 OK.
    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, click modify and select registration. You will be able to unregister from sessions or change your current selections.
16. 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.

17. Are CLE and CPE credits available?

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.

CPE certificates will be available at the conference registration desk on the final day of the conference. For more information, please visit our CLE/CPE page.

18. Does this conference offer sponsorship opportunities?

Yes. Registration for sponsorship opportunities opened in October 2018, 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.

19. 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.

20. What is the conference dress code?

The conference dress code is business casual.

21. 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.

22. 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.

23. How can I access the attendee list?

You may view and download the conference attendee lists (organized by name and by company) beginning approximately one week before the conference. Attendee lists also will be available in the mobile app.

24. How can I access the conference materials?

All materials are available for you to review and, if you choose, download approximately one week before the conference on the ICI website. You may download materials by individual session that is viewable on your smartphone 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.