Appendix G
Events and Webinars
ICI offers extensive opportunities for learning and networking by organizing conferences, seminars, and other events around the world to enable members and other stakeholders to gather, discuss the latest challenges and opportunities, and share ideas and information. In addition to the opportunities highlighted below, ICI’s global division also holds regional chapter meetings—Atlantic and Pacific chapters—where senior business leaders from member firms offer feedback on high-priority issues and global initiatives. The Independent Directors Council also provides many opportunities for directors to come together for education and meaningful dialogue with each other—for example, in this fiscal year, IDC had approximately 35 chapter meetings, conference calls, and roundtables. For more information, visit www.ici.org/events. All of the events listed below were held virtually because of the COVID-19 pandemic.
Events
September 22, 29, and October 6, 2020 |
Tax and Accounting Conference |
September 24 and October 1, 2020 |
Securities Law Developments Conference |
October 21–22, 2020 |
Fund Directors Conference |
October 29, 2020 |
Leading Voices: A Conversation About Diversity and Inclusion |
November 4–5, 2020 |
Closed-End Fund Conference |
March 1–2, 2021 |
Foundations for Fund Directors® |
March 15, 17, and 19, 2021 |
Mutual Funds and Investment Management Conference |
April 14, 2021 |
IDC Speakers Series: Diversity, Inclusion, and Implicit Bias: An Interview with Song Richardson |
April 29, 2021 |
A Study of the Performance of Money Market Funds and the Short-Term Funding Markets During March 2020 |
May 5, 2021 |
ICI FinTech Forum: Evolution of Cryptocurrencies and Digital Assets |
May 6 and 13, 2021 |
General Membership Meeting |
May 19, 2021 |
IDC Speakers Series: Abby Joseph Cohen: A Conversation About the State of the Global Markets |
May 20, 2021 |
Operations and Technology Conference |
May 25, 2021 |
Effect of March 2020 on Fixed-Income Markets and Open-End Funds: Holistic Review and Policy Implications |
June 3, 2021 |
Fund Directors Workshop |
June 18, 2021 |
What Juneteenth Means to Me, to the African American Community, and to Society at Large |
June 24–25, 2021 |
Foundations for Fund Directors® |
June 29, 2021 |
ICI FinTech Forum: Introduction to Stablecoins |
September 13–14, 2021 |
Foundations for Fund Directors® |
September 21, 28, and October 5, 2021 |
Tax and Accounting Conference |
Webinars
ESG
- ESG Fund Investing: The 2021 Landscape
- DOL’s Stance on ESG Investments: A Look Ahead to 2021 and Beyond
Retirement and Industry Research
- Fund Industry Trends: Research Perspectives
- How Has COVID-19 Affected Retirement? OECD-ICI Release of “OECD Pensions Outlook 2020”
- Effect of March 2020 on Fixed-Income Markets and Open-End Funds: Holistic Review and Policy Implications
- A Study of the Performance of Money Market Funds and the Short-Term Funding Markets During March 2020
Global
- China Anti-Foreign Sanctions Law
- UK Investment Firms Prudential Regime
- European Union Policymaking 101
- The Changing Landscape for Foreign Direct Investment
IDC
- Insurance Considerations for Fund Boards
- Digital Assets: What Fund Directors Need to Know from a Regulatory and Operational Perspective
- Closed-End Funds: Board Oversight and Recent Developments
- The Post-Election Political Environment
Regulation
- Understanding and Implementing the SEC’s New Fair Value Rules
- Overview of the Fair Valuation Final Rule
- The New SEC Rule on Funds’ Use of Derivatives
Human Resources
- The Future of the Workplace
- Mental Health and the Financial Advice Relationship
- Legal and Compliance Career Opportunities in the Asset Management Industry
Operations
- The Intermediary’s Perspective: The Good, the Bad, and the Ugly of Oversight