Join ICI and the Cyber Risk Institute (CRI) on April 20 at 10 a.m. ET for a 1-hour webinar that will provide an overview of the recently published Financial Services AI Risk Management Framework (CRI...
Andrew Kayiira
Director of Technology and Financial Innovation
ICI
Angela Patel
Senior Vice President
CRI
Peter Poulos
Senior Director, Information Security
ICI
If you cannot attend on April 20, we encourage you to register for the webinar. All registrants will receive a recording of the webinar shortly afterwards.
Join ICI on Wednesday, April 22 from 3 to 4 p.m. ET for a panel discussion on Valuing Private Credit in Retail Vehicles: Governance Considerations, Methodologies, and Market Reality. This session will...
Jason Nagler
Senior Director, Fund Accounting & Compliance
ICI
Vadim Avdeychik
Partner
Debevoise
Ryan MacLean
Managing Director
Valuation Research Corporation
Boris Vaysburd
Managing Director
Stout Risius Ross, LLC
Katie Yorra
Partner
Deloitte and Touche LLP
This webinar is open to ICI members only. If you cannot attend on April 22, we encourage you to register for the webinar. All registrants will receive a recording of the webinar shortly afterwards.
Join a panel of legal experts from ICI, DCALTA, and Groom Law Group on April 8 at 12 p.m. ET for a 1-hour webinar analyzing what the Department of Labor’s recently issued proposed rule on fiduciary...
Eric Pan
President & CEO
ICI
Jonathan Epstein
President
DCALTA
Elena Chism
Deputy General Counsel – Retirement Policy
ICI
David Cohen
Associate General Counsel – Retirement Policy
ICI
David Levine
Principal
Groom Law Group
Kevin Walsh
Principal
Groom Law Group
If you cannot attend on April 8, we encourage you to register for the webinar. All registrants will receive a recording of the webinar shortly afterwards. Materials Archive Recording
Join us for a 90-minute webinar that will examine how EU and UK T+1 settlement is moving from roadmap to reality—straight from the senior leaders driving the implementation. As the transition to T+1...
Giovanni Sabatini
Chair
EU T+1 Industry Committee
Charles Pugh
Deputy of Chair
UK Accelerated Settlement Task Force
Paola Deantoni
Co-lead of SSI Task Force
EU T+1 Industry Committee
Emma Johnson
Co-lead of SSI Task Force
EU T+1 Industry Committee
Jesús Sánchez
Lead of Partial Settlement Task Force
EU T+1 Industry Committee
Marcello Topa
Co-lead of SFT Optimization Task Force
EU T+1 Industry Committee
Konstantina Travlou
SFT Optimization Task Force
EU T+1 Industry Committee
Moderators
R.J. Rondini
Senior Director, Securities Operations
Investment Company Institute
Corrado Camera
Senior Director of Public Policy and Regulation, Global Affairs
Investment Company Institute
This webinar represents an important milestone on the path toward meeting the EU and UK deadline for T+1 settlement and an opportunity to ensure your organization is aligned with regulatory and market...
After years of consultation and debate, the Financial Conduct Authority is officially retiring the prescriptive PRIIPs and UCITS disclosure frameworks. In their place comes a single, more qualitative...
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...
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...
Laura E. Flores
Partner
Morgan Lewis & Bockius LLP
Jay Laurila
Partner
Cohen & Co.
Elizabeth Marchetti, CFA
Senior Director, ETF Solutions
SEI
Amrita Nandakumar
President
Vident Asset Management
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...
In conjunction with the release of ICI’s new white paper outlining the operational, regulatory, and technological considerations for asset managers preparing to launch ETF share classes within...
Speakers
Suzanne Cullinane
Director, Operations & Distribution
Investment Company Institute
Ed Baer
Counsel
Ropes & Gray LLP
Jeffrey Sardinha
Senior Vice President, Head of ETF Solutions, Americas
State Street
Josephine Torelli
Executive Director of Wealth Management Mutual Funds
DTCC
John Zarkauskas
Head of ETF Operations
Allspring Global Investments
What’s ahead Stay tuned for our second session on November 13, ETF as a Share Class - Asset Manager Considerations, where the industry veterans will guide asset managers through the key dynamics of...
