Where the Fund Industry Meets!

Register today for ICI’s premier conference event of 2014, featuring:

  • 56th Annual General Membership Meeting (GMM)
  • Mutual Fund Compliance Programs Conference
  • Operations and Technology Conference
  • IDC’s Fund Directors Workshop

Registrants will be able to build their own programs by choosing from more than 25 sessions offered by these four noteworthy events.

Enjoy these highlights from past GMMs.


GMM’s Policy Forum, featuring Laurence D. Fink, Chairman and CEO of BlackRock, discussing global financial markets and key public policy issues

A regulatory address from Mary Jo White, Chair, U.S. Securities and Exchange Commission

A GMM leadership session discussing opportunities and challenges in the mutual fund industry with Edward Bernard, Vice Chairman, T. Rowe Price; Dana Emery, President and CEO, Dodge & Cox; Martin Flanagan, President and CEO, Invesco; Daria Foster, Managing Partner, Lord, Abbett; and Bill Glavin, Chairman and CEO, OppenheimerFunds

An Operations and Technology leadership panel with Barry Benjamin, U.S. and Global Asset Management Leader, PricewaterhouseCoopers; Maureen Leary-Jago, President, MFS Service Center; Chris Perretta, Executive Vice President and Chief Information Officer, State Street Corporation; and Matthew Walker, Principal, Operations and Technology Group, Vanguard Financial Advisor Services

A joint Compliance Programs/Operations and Technology Conference session examining the impact of evolving intermediary relationships on oversight and board reporting. Renee Esfandiary from the SEC’s Office of Compliance Inspections and Examinations will provide an update on the SEC’s “distribution in guise” sweep exams at this session.

IDC panels focusing on developments affecting the composition and responsibilities of fund boards over the next 10 years, as well as trends and developments that will affect compliance processes


2014 GMM Sponsors

PWC BFDS DST State Street JPM Deloitte Columbia Sungard Lipper Compliance USB