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Where the Fund Industry Meets!

Register today for ICI’s premier conference event of 2015 and build a customized program by choosing sessions offered by all of these timely events:

  • 57th Annual General Membership Meeting (GMM)
  • Mutual Fund Compliance Programs Conference
  • Operations and Technology Conference
  • IDC’s Fund Directors Workshop

George Gatch, GMM Chair and CEO of Global Funds, JP Morgan Asset Management, briefly describes key benefits of attending this year’s GMM.

Key Speakers Include

Walter W. Bettinger II
Charles Schwab Corporation
 

George C. W. Gatch
JP Morgan Asset Management
 

Indra Nooyi
PepsiCo
 

Admiral James Stavridis
USN (Ret.)
 

Mary Jo White
SEC
 

 

Session Highlights Include

GMM

  • Facing the Future: Fresh Perspectives
  • Investment Solutions
  • Facing the Future: A Conversation with Former ICI Chairmen
  • Millennials and Investment Advice: What the Future Holds
  • Regulatory Developments and the Demands of Operating a Global Asset Management Firm

Compliance

  • The Ever-Expanding List of Regulatory Issues Affecting Mutual Fund Compliance
  • The Evolution of the Role of the CCO Within a Fund Complex
  • Portfolio Compliance in an Evolving Investment Environment
  • Intermediary Oversight in Today’s Distribution Environment

Operations and Technology

  • Operations and Technology Leadership
  • Cybersecurity: Advanced Persistent Threats to Zero Day Exploits—What Are We to Do?
  • The Evolution of the Mutual Fund Transfer Agent

Fund Directors Workshop

  • Morningstar Stewardship Grades  
  • Evolution in Products and Distribution and the Implications for Fund Boards
  • Operations and Technology Issues—Addressing Fund Board Questions (joint session with the Operations and Technology Conference)

And Much More!

  • A celebration of the 75th anniversary of the Investment Company Act of 1940 and ICI
  • Unmatched networking opportunities
  • Continuing Professional Education (CPE) and Continuing Legal Education (CLE) credit

Programs are available to help you create your own customized schedule. Register today!

Our 2015 Sponsors

BNY Mellon Delta Data Soft Deloitte PWC Sungard Northern Trust