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...
This session provided an overview of the potential impact of the implementation of the COINS Act on global asset managers, along with key insights from the Treasury Department’s newly issued FAQs...
Join us on Thursday, December 11, from 2:00 to 3:00 p.m. ET for the ICI webinar Derivatives and the Names Rule: Understanding and Operationalizing the Amended Requirements , where a panel of experts...
ICI is hosting a series of webinars to explore the operational, regulatory, and technological considerations for asset managers preparing to launch ETF share classes within existing mutual fund...
Suzanne Cullinane
Director, Operations & Distribution
Investment Company Institute
Michael Dworacek
Managing Director, Head of Mutual Funds and Exchange Traded Products
Bank of America Merrill Lynch
Mustafa Osman
Head of ETF and Mutual Fund Strategy and Analytics
What’s ahead Don’t miss out on the first session on November 5, ETF as a Share Class - Operational Considerations. This webinar will focus on operational considerations from an asset manager, legal...
