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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