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    Market Integration & Supervision Package: Asset Management

    April 14, 2026
    The UK and EU flag side by side
    ICI Viewpoints

    Open Markets or Closed Doors: Europe’s Securitisation Choice

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    ICI Default BG
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    Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2023 (xlsx)

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    The UK and EU flag side by side
    ICI Viewpoints

    Open Markets or Closed Doors: Europe’s Securitisation Choice

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    Stay informed of the policy priorities ICI champions on behalf of individual investors and the asset management industry.

    • Key Policies
      Key Policies
      • Ensuring Tax Fairness and Financial Security
      • Establishing Certainty in Financial Regulations
      • Expanding Access to Private Markets
      • Modernizing Disclosure for a Digital World
      • Retirement Fairness for Educators and Nonprofit Employees
      • Standing Up for Main Street Investors and Retirement Savers
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        • Weekly Money Market Fund Assets
        • Monthly Money Market Fund Portfolio Data
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  • Issues & Advocacy

    Issues & Advocacy

    Stay informed of the policy priorities ICI champions on behalf of individual investors and the asset management industry.

    • Key Policies
      • Ensuring Tax Fairness and Financial Security
      • Establishing Certainty in Financial Regulations
      • Expanding Access to Private Markets
      • Modernizing Disclosure for a Digital World
      • Retirement Fairness for Educators and Nonprofit Employees
      • Standing Up for Main Street Investors and Retirement Savers
    • Comment Letters
    • Amicus Briefs
    Latest Comment Letters:
    ICI Default BG
    Comment Letter

    ICI Letter on Proposed Amendments to FINRA Rule 2210

    March 18, 2026
    ICI Default BG
    Comment Letter

    ICI Response to the SEC's Small Entity Definitions Proposal

    March 13, 2026
    ICI Default BG
    Comment Letter

    ICI Response to the Australian Treasury's Consultation on Sustainable Investment Product Labelling Regime

    March 13, 2026
  • Research

    Research

    Explore research from ICI’s experts on industry-related developments, trends, and policy issues.

    View all Research

    • Statistics
      • All Statistics
      • Combined ETF and Mutual Funds
        • Weekly Combined Estimated ETF and Long-Term Flows
        • Monthly Active and Index Data
        • Monthly ESG Investing Data
        • Quarterly Worldwide Regulated Open-End Fund Market
      • Mutual Funds
        • Weekly Estimated Long-Term Mutual Fund Flows
        • Weekly Money Market Fund Assets
        • Monthly Money Market Fund Portfolio Data
        • Monthly Trends in Mutual Fund Investing
        • Monthly Mutual Fund Complex Assets
        • Quarterly Long-Term Mutual Fund Asset Composition
        • Quarterly Mutual Fund Assets in Retirement Accounts
        • Quarterly Mutual Fund Distributions
        • Annual Institutional Mutual Fund Shareholder Data
      • Exchange Traded Funds
        • Weekly Estimated ETF Net Issuance
        • Monthly Exchange-Traded Fund Data
      • Closed-End Funds
        • Quarterly Closed-End Fund Assets
      • UITs
        • Monthly Unit Investment Trust Deposits
      • More Statistics
        • 529 Plan Program Statistics
        • Quarterly Retirement Market Data
    • Investment Company Fact Book
    • Closed-End Funds
    • Defined Contribution Plans
      • 401(k)s
        • Employee Benefit Research Institute (EBRI) /ICI 401(k) Database
        • The ICI/ISS Defined Contribution Plan Profile
        • 401(k) Plan Services, Fees, and Expenses
      • Defined Contribution Plan Investors
      • Defined Contribution Plan Participant Activities
      • Households' Views on Retirement Savings
      • Income from Retirement Plans
      • Retirement Plan Coverage and Participation
    • Exchange-Traded Funds
      • ETF Owning Households
    • Fees and Expenses
    • IRAs
      • IRA Investors
      • The IRA Investor Database™
      • The Role of IRAs in US Households’ Saving for Retirement
    • Money Market Funds
    • Mutual Funds
      • Mutual Fund Ownership
    • Publications
      • ICI Research Perspective
    • Global
      • Global Industry Research
    Featured Publication
    Image
    ici-web-photo-2231144916.jpg
    Publication

    A Close Look at Exchange-Traded Funds and Their Investors (pdf)

    October 1, 2025
    Latest Research
    The European Union flag outside of a building
    Paper

    Market Integration & Supervision Package: Asset Management

    April 14, 2026
    The UK and EU flag side by side
    ICI Viewpoints

    Open Markets or Closed Doors: Europe’s Securitisation Choice

    April 10, 2026
    ICI Default BG
    Perspective

    Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2023 (xlsx)

    April 9, 2026
  • Resource Hubs

    Resource Hubs

     Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.

    View all Resource Hubs

    • 401(k)
    • California Consumer Privacy Law
    • Closed-End Funds
    • Collective Investment Trusts
    • Commodity Investments
    • Common Ownership
    • Cybersecurity
    • Disclosure
    • DOL Fiduciary Duty Rule
    • ESG
    • Exchange-Traded Funds
    • Financial Services Regulatory
    • Financial Transaction Tax
    • Fraud Prevention
    • Global Retirement
    • Individual Retirement Account
    • Innovation
    • Liquidity Risk Management Program Rule
    • Money Market Fund
    • Processing Fees
    • Proxy Voting
    • Shortened Settlement Cycle
    • Target Retirement Date Funds
    • Treasury Clearing
  • News & Opinions

    News & Opinions

    Read ICI’s latest publications, press releases, statements, and blog posts.

    View all News and Opinions

    • News Releases
    • Opinions
      • ICI Viewpoints Blog
      • Op-Eds & Letters to the Editors
    Latest News:
    ICI Default BG
    News Release

    ICI Statement on the EU Market Integration and Supervision Package (MISP)

    April 14, 2026
    The UK and EU flag side by side
    ICI Viewpoints

    Open Markets or Closed Doors: Europe’s Securitisation Choice

    April 10, 2026
    Senior couple smiling as they sit outside in their backyard
    ICI Viewpoints

    How Funds Help Build the American Dream

    April 9, 2026
  • Events

    Events

    See ICI’s upcoming and past events.

    View all Events

    • ICI Events
    • Upcoming Events
    Featured Events
    Image
    image of Washington DC

    Leadership Summit - Registration Now Open

    April 29 - May 1

    Apr 20

    ICI Webinar

    Overview of the CRI Financial Services AI Risk Management Framework

    Virtual●
    10:00am - 11:00am (EDT)

    Apr 22

    ICI Webinar

    Valuing Private Credit in Retail Vehicles: Governance Considerations, Methodologies, and Market Reality

    Virtual●
    3:00pm - 4:00pm (EDT)
  • Sign Up
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  • About ICI
  • Related Sites
    • IDC
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  • Contact
Main navigation
  • Issues & Advocacy
    Issues & Advocacy

    Issues & Advocacy

    Stay informed of the policy priorities ICI champions on behalf of individual investors and the asset management industry.

    • Key Policies
      Key Policies
      • Ensuring Tax Fairness and Financial Security
      • Establishing Certainty in Financial Regulations
      • Expanding Access to Private Markets
      • Modernizing Disclosure for a Digital World
      • Retirement Fairness for Educators and Nonprofit Employees
      • Standing Up for Main Street Investors and Retirement Savers
    • Comment Letters
    • Amicus Briefs
  • Research
    Research

    Research

    Explore research from ICI’s experts on industry-related developments, trends, and policy issues.

    View all Research

    • Statistics
      Statistics
      • All Statistics
      • Combined ETF and Mutual Funds
        Combined ETF and Mutual Funds
        • Weekly Combined Estimated ETF and Long-Term Flows
        • Monthly Active and Index Data
        • Monthly ESG Investing Data
        • Quarterly Worldwide Regulated Open-End Fund Market
      • Mutual Funds
        Mutual Funds
        • Weekly Estimated Long-Term Mutual Fund Flows
        • Weekly Money Market Fund Assets
        • Monthly Money Market Fund Portfolio Data
        • Monthly Trends in Mutual Fund Investing
        • Monthly Mutual Fund Complex Assets
        • Quarterly Long-Term Mutual Fund Asset Composition
        • Quarterly Mutual Fund Assets in Retirement Accounts
        • Quarterly Mutual Fund Distributions
        • Annual Institutional Mutual Fund Shareholder Data
      • Exchange Traded Funds
        Exchange Traded Funds
        • Weekly Estimated ETF Net Issuance
        • Monthly Exchange-Traded Fund Data
      • Closed-End Funds
        Closed-End Funds
        • Quarterly Closed-End Fund Assets
      • UITs
        UITs
        • Monthly Unit Investment Trust Deposits
      • More Statistics
        More Statistics
        • 529 Plan Program Statistics
        • Quarterly Retirement Market Data
    • Investment Company Fact Book
    • Closed-End Funds
    • Defined Contribution Plans
      Defined Contribution Plans
      • 401(k)s
        401(k)s
        • Employee Benefit Research Institute (EBRI) /ICI 401(k) Database
        • The ICI/ISS Defined Contribution Plan Profile
        • 401(k) Plan Services, Fees, and Expenses
      • Defined Contribution Plan Investors
      • Defined Contribution Plan Participant Activities
      • Households' Views on Retirement Savings
      • Income from Retirement Plans
      • Retirement Plan Coverage and Participation
    • Exchange-Traded Funds
      Exchange-Traded Funds
      • ETF Owning Households
    • Fees and Expenses
    • IRAs
      IRAs
      • IRA Investors
      • The IRA Investor Database™
      • The Role of IRAs in US Households’ Saving for Retirement
    • Money Market Funds
    • Mutual Funds
      Mutual Funds
      • Mutual Fund Ownership
    • Publications
      Publications
      • ICI Research Perspective
    • Global
      Global
      • Global Industry Research
  • Resource Hubs
    Resource Hubs

    Resource Hubs

     Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.

    View all Resource Hubs

    • 401(k)
    • California Consumer Privacy Law
    • Closed-End Funds
    • Collective Investment Trusts
    • Commodity Investments
    • Common Ownership
    • Cybersecurity
    • Disclosure
    • DOL Fiduciary Duty Rule
    • ESG
    • Exchange-Traded Funds
    • Financial Services Regulatory
    • Financial Transaction Tax
    • Fraud Prevention
    • Global Retirement
    • Individual Retirement Account
    • Innovation
    • Liquidity Risk Management Program Rule
    • Money Market Fund
    • Processing Fees
    • Proxy Voting
    • Shortened Settlement Cycle
    • Target Retirement Date Funds
    • Treasury Clearing
  • News & Opinions
    News & Opinions

    News & Opinions

    Read ICI’s latest publications, press releases, statements, and blog posts.

    View all News and Opinions

    • News Releases
    • Opinions
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ICI Conference

Leadership Summit

JW Marriott Washington, DC

April 29-1, 2026
WashingtonDC
Register for ICI Conference
Event Overview

Program
Fees
Hotel
CPE Credit
FAQs
Sponsorship
Emerging Leaders
Attendee Toolkit
Register for ICI Conference

FAQs

Registration


1. How can I cancel my registration?

To cancel your registration for a refund (minus a $250 administration fee):

  1. Go to the conference registration website and select already registered.
  2. On the next page, enter the email address you used to register and your registration confirmation number, then click OK. 
    If you do not know your confirmation number, click forgot your confirmation number? and your confirmation number will be immediately emailed to you.
  3. On the next page, select cancel registration.

If you need additional assistance, please contact ICI's Conference Division.

2. What is the registration cancellation policy?

Cancellations received by April 20 are subject to a $250 administrative fee. After April 20, we regret that no registration fees can be refunded. If you are unable to attend, a colleague can attend in your place and the administrative fee will not be charged. Cancellations and substitutions can be made online through your registration confirmation (see FAQs 1 and 3 for more information). For cancellations due to health-related concerns, please contact us at conferences@ici.org.

3. Can I transfer my registration to a colleague?
  1. Go to the conference website and select already registered.
  2. On the next page, enter the email address you used to register and your registration confirmation number, then click log in.
    If you do not know your confirmation number, click forgot your confirmation number? and your confirmation number will be immediately emailed to you.
  3. On the next page, click transfer registration.
  4. Enter the required fields for the person substituting for you. Click next.
  5. A pop-up box will appear. Confirm that the substitute’s information is correct and click confirm.
  6. Click modify registration to update the personal information such as title, company, sponsorship email opt-in, etc.
  7. A confirmation email will be sent to the substitute.

If you need additional assistance, please contact ICI's Conference Division.

4. Is there a deadline to register?

Registrations will be accepted throughout the registration period, including on-site at the conference.

5. How do I determine if I am eligible to register at the ICI member registration rate?

The “registration type” on your attendee registration should reflect your firm’s membership status at the Investment Company Institute.

ICI member firms consist of SEC-registered fund companies, their investment advisers, and principal underwriters, who purchase and distribute fund shares directly or through financial intermediaries. Employees of ICI member firms should always choose the member rate.

Law firms and accounting firms are not eligible for ICI membership.

If you are uncertain of your firm’s membership status, please check the membership listing to avoid any possible invoices and registration cancellations. 

6. Is this conference open to the media? 

Select sessions will be open to members of the media and will be noted as such in the program. Media registration is available here. Please contact media@ici.org with any questions.

7. How do I pick up my name badge on site? 

Badges can be picked up at the conference registration desk located in the ballroom foyer.

8. Where is the on-site registration desk located, and what are the registration hours?

ICI’s registration desk will be located in the ballroom foyer. It will remain open during all conference hours.

9. Can I get a receipt for my registration payment?

Yes. Your confirmation email contains the financial record of your conference registration payment. If you misplaced your confirmation email or need another copy, please follow these steps:

  1. Go to the conference website and select already registered.
  2. On the next page, enter the email address you used to register and your registration confirmation number, then click log in.
    If you do not know your confirmation number, click forgot your confirmation number? and your confirmation number will be immediately emailed to you.
  3. On the next page, select print invoice/receipt.

If you need additional assistance, please contact ICI's Conference Division.

10. How do I pay by check?

Registration with check payment is available online. For payment, select check as your payment method. 

Make checks payable to the Investment Company Institute.

By Mail:
Investment Company Institute 
P.O. Box 23543 
New York, NY 10087-3543

By Overnight Service:
JPMorgan Chase – Lockbox Processing
Attn: Investment Company Institute & 23543
4 Chase Metrotech Center 7th floor 
East Brooklyn, NY 11245

Check or money order payments are due five days before the start of the conference. If payment is not received before the start of the conference, your registration will be cancelled.

11. How do I receive updates about this conference?

Please contact ICI’s Conference Division with your name, company name, and email address.

12. Can I bring a guest?

No, there is not a guest registration option.

Hotel


13. How can I make a hotel reservation?

Hotel reservations may be made here. Reserve by March 31 for the conference rate.

14. Is parking available at the hotel? 

Yes. Valet parking only is available at a daily fee of $72. For more information on hotel parking, please visit the hotel website.

15. Which airports are closest to the conference hotel?

For information on nearby airports, please visit the hotel website. Airport information is located at the bottom of the hotel web page. 

Logistics


16. How can I edit my session selections?
  1. Go to the 2026 Leadership Summit Attendee Hub page.
  2. Enter your first name, last name and email address. You will receive a verification code to your email and mobile number on file, if provided.
  3. On the homepage, click the Build my schedule button. Add a session to your schedule by using the Add button.

All general sessions will already be included in your schedule.

17. I have dietary restrictions or other special dietary needs. How do I let the conference organizer know?

Please provide any dietary restrictions or special needs during your conference registration. If you would like to modify this information, simply click modify registration on your registration confirmation email to access and edit your information. Please note that dietary requests need to be made at least 10 days prior to your arrival.

18. How do I receive information about sponsor and affiliate events?

Please opt in to share your email address to sponsors and affiliate groups during your conference registration. If you would like to modify this information, you will need to update your information online.

  1. Go to the conference registration website and select already registered.
  2. On the next page, enter the email address you used to register and your registration confirmation number, then click log in.
    If you do not know your confirmation number, click forgot your confirmation number? and your confirmation number will be immediately emailed to you.
  3. On the next page, click modify registration. You will be able to update your preference under email address opt in.
19. Are CLE and CPE credits available?

ICI will be using a new process for tracking attendance and reporting CPE credit via an online portal. More information on the procedures will be provided in advance of the conference. Late arrivals, early departures, and taking extended breaks may result in not receiving full credit. CPE certificates will be emailed to you four to six weeks after the conference.

CLE credit is not available for this program.

If you have any questions regarding administrative policies or CPE credit, please contact ICI at 202-218-3575 or CPE@ici.org.

20. Does this conference offer sponsorship opportunities?

Yes. Registration for sponsorship opportunities is now open, and opportunities are available, on a first-come, first-served basis. To view a list of current available opportunities, costs, and benefits, visit our sponsorship page.

21. How can I suggest a speaker?

If you have suggestions for conference speakers, please contact ICI’s Conference Division including the speaker’s biography with your request. 

22. Is there a dress code?

Yes. The dress code is business casual.

23. Is Wi-Fi available onsite?

Yes, free Wi-Fi is available to attendees in all ICI meeting spaces. The network name and password will be available onsite. Wi-Fi in the hotel guest rooms is subject to hotel pricing and packages and is the responsibility of each guest. 

24. Is there a mobile app for the conference?

Yes. The mobile app will enable you to view speaker information, schedule details, attendee lists, participate in live Q&A, and download materials. More information about how to download and access the mobile app will be available before the conference. 

25. Where can I access the attendee list?

You may view the conference attendee list before the conference by accessing your registration online. 

  1. Go to the 2026 Leadership Summit Attendee Hub page.
  2. Enter your first name, last name and email address. You will receive a verification code to your email and mobile number on file, if provided.
  3. On the next page, select Attendees from the top menu.

If you need additional assistance, please contact ICI's Conference Division.

26. Where can I access the conference materials?

Materials, if any, will be available for you to review during and after the conference on the 2026 Leadership Summit Attendee Hub page and mobile app. If you have any questions, please contact ICI’s Conference Division.

27. I received a text message regarding the 2026 Leadership Summit. Is this a legitimate communication?

Yes, ICI will use a third-party partner, 42Chat, to send event communications via text message from our virtual concierge, FIN, using the mobile number provided during registration. Click here for 42Chat’s privacy policy.

If you no longer wish to receive notifications, you may reply stop or opt-out via text message or sending an email stating your request to conferences@ici.org.

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