Past Events

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Jul 22

Navigating the Retail Frontier: Survey Insights on the Retailization of Alternative Assets

New York, NY

As private markets have grown, increased ability for retail investors to access diversification opportunities has become an industry focus. Although access to private equity, private credit...

Jul 15

Insights From the Winning Team: A Debrief on the FS Credit Opportunities Corp. Supreme Court Ruling and Its Implications

Virtual
11:30am - 12:30pm (EDT)

On June 11, 2026, the US Supreme Court held that Section 47(b) of the Investment Company Act (ICA) does not create a private right of action for shareholders to sue ICA registered funds for recission...

This webinar is open to ICI members, associate members, and independent directors. We encourage you to register even if you cannot attend on July 15—all registrants will receive the webinar recording...

Jun 25

Subscription Data Framework for Retail Alternative Investments

Virtual
1:00pm - 1:45pm (EDT)

Join ICI on June 25 at 1:00 p.m. for a 45-minute webinar that will provide an overview of the Subscription Data Framework for Retail Alternative Investments , a publication of ICI’s Broker/Dealer...

During this interactive webinar, attendees will have the chance to pose their questions about the framework and its various elements and technical considerations. This webinar is open to ICI members...

Apr 22

Valuing Private Credit in Retail Vehicles: Governance Considerations, Methodologies, and Market Reality

Virtual
3:00pm - 4:00pm (EDT)

Join ICI on Wednesday, April 22 from 3 to 4 p.m. ET for a panel discussion on Valuing Private Credit in Retail Vehicles: Governance Considerations, Methodologies, and Market Reality. This session will...

This webinar is open to ICI members only. If you cannot attend on April 22, we encourage you to register for the webinar. All registrants will receive a recording of the webinar shortly afterwards...

Apr 20

Overview of the CRI Financial Services AI Risk Management Framework

Virtual
10:00am - 11:00am (EDT)

Join ICI and the Cyber Risk Institute (CRI) on April 20 at 10 a.m. ET for a 1-hour webinar that will provide an overview of the recently published Financial Services AI Risk Management Framework (CRI...

If you cannot attend on April 20, we encourage you to register for the webinar. All registrants will receive a recording of the webinar shortly afterwards. Materials Archive Recording ICI Slides (pdf)...

Apr 14

Lone Star Listings: How TXSE Is Reshaping the Landscape

Dallas, TX

As the Texas Stock Exchange approaches launch, global attention is turning to Texas and to the new competitive framework TXSE is bringing to US capital markets. In this forward-looking discussion...

We look forward to seeing you in Dallas!

Event Parking Information Visitor Parking & Office Access Instructions .

Apr 8

ICI/DCALTA Webinar on the Department of Labor’s Proposed Rule, Fiduciary Duties in Selecting Designated Investment Alternatives

Virtual
12:00pm - 1:00pm (EDT)

Join a panel of legal experts from ICI, DCALTA, and Groom Law Group on April 8 at 12 p.m. ET for a 1-hour webinar analyzing what the Department of Labor’s recently issued proposed rule on fiduciary...

If you cannot attend on April 8, we encourage you to register for the webinar. All registrants will receive a recording of the webinar shortly afterwards. Materials Archive Recording

Apr
8-9

Foundations for Fund Directors®

Washington, DC

If you’re a new director, you need to know everything about your role and responsibilities as soon as possible. If you’re a more-experienced director, you need to keep your skills sharp. Attending IDC...

The structure of mutual funds work and how they are regulated The importance of fund oversight and the protection of shareholder interests The process of considering a fund’s advisory contract...

April 8–9, 2026 In-person Washington, DC

$1,600