Past Events

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Apr 14

Lone Star Listings: How TXSE Is Reshaping the Landscape

Dallas, TX

As the Texas Stock Exchange approaches launch, global attention is turning to Texas and to the new competitive framework TXSE is bringing to US capital markets. In this forward-looking discussion...

We look forward to seeing you in Dallas!

Event Parking Information Visitor Parking & Office Access Instructions .

Apr 8

ICI/DCALTA Webinar on the Department of Labor’s Proposed Rule, Fiduciary Duties in Selecting Designated Investment Alternatives

Virtual
12:00pm - 1:00pm (EDT)

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...

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

Apr
8-9

Foundations for Fund Directors®

Washington, DC

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...

April 8–9, 2026 In-person Washington, DC

$1,600

Feb 26

From Roadmap to Reality: The EU and UK T+1 Transition

Virtual
9:00am - 10:00am (EST)

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...

Moderators

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...

Feb 13

Retail Disclosure Reinvented: What the FCA’s New Rules Mean for Global Asset Managers

Virtual
9:00am - 10:00am (EST)

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...

Speakers

Materials Archive Recording Slides (pdf)

Feb 2

U.S. Outbound Investment Security Program: What’s New, What’s Next?

Virtual
9:00am - 10:00am (EST)

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...

Speakers

Materials Archive Recording Slides (pdf)

Dec 11

Derivatives and the Names Rule: Understanding and Operationalizing the Amended Requirements

Virtual
2:00pm - 3:00pm (EST)

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...

Speakers

Materials Archive Recording Slides (pdf)