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2022 IMC banner

2022 Investment Management Conference

Formerly Mutual Funds and Investment Management Conference

March 27–30 • Palm Desert, CA

Program

Thank you for attending the 2022 Investment Management Conference!

On behalf of ICI, participants, and sponsors, a big “thank you!” to everyone who made our Investment Management Conference a success. We hope that you will join us next year on March 19–22.

Health and Safety

  • Attendees and guests must:
    • be fully vaccinated,
    • agree to a health and safety acknowledgment, and
    • submit daily self-health assessments.
  • Masking is recommended (we will follow federal, state, and local guidelines for current masking mandates).
  • Hand sanitizing stations will be available throughout the venue and meeting space.
  • Events will be socially distanced or held outside, where appropriate.

Who should attend?

We welcome everyone who serves the investment management industry in any way. This conference offers valuable content and networking opportunities for industry professionals, including asset managers, service providers, board members, and legal and compliance personnel.

Don’t miss the return of one of ICI’s most popular events—the IMC is the place to find out the latest in regulatory and industry trends. Check out the program to see the lineup of speakers and panels.

Featured Speakers

William A. Birdthistle
WILLIAM A. BIRDTHISTLE
Director | Division of Investment Management
US Securities and Exchange Commission
Natasha Cazenave
NATASHA CAZENAVE
Executive Director
ESMA
Julia Taylor Kennedy
JULIA TAYLOR KENNEDY
Executive Vice President
Coqual
Sarah G. ten Siethoff
SARAH G. TEN SIETHOFF
Deputy Director | Division of Investment Management
US Securities and Exchange Commission

Program highlights

  • Preconference volunteer activity benefiting a local domestic violence shelter
  • General sessions covering regulatory developments, including ESG, proxy matters, and fund disclosure; analyzing and responding to cyberattacks; and SEC examinations and enforcement
  • Multiple concurrent sessions featuring panels on trends in non–mutual fund products, fund board matters, the current legislative outlook, innovation in financial offerings, fund civil litigation, and current compliance challenges
  • Welcome networking reception featuring celebrity look-alikes, live music, photo booth, beer and wine tastings, and more!

Media

ICI’s Investment Management Conference is open to members of the media. Press registration opens January 25. If you are a member of the press and would like to attend this conference, you may register online as a member of the press. For questions, please contact Olivia Caverly at 202-326-5945 or olivia.caverly@ici.org.

Thank You to Our Sponsors

ACA

ACA Group

AST logo

AST Fund Solutions

BNP Paribas

BNP Paribas

Broadridge

Broadridge

Burford logo

Burford Capital

Citi Logo

Citi

Command Financial

Command Financial

Confluence

Confluence

Crystal Financial Institutions, a division of Alliant

Crystal Financial Institutions, a division of Alliant 

Dechert

Dechert

DFIN

DFIN

EPIC Insurance Brokers and Consultants logo

EPIC Insurance Brokers & Consultants

EY

EY

Faegre Drinker

Faegre Drinker Biddle & Reath

FilePoint logo

FilePoint

FIS logo

FIS

FundGuard logo

FundGuard

Grant Thornton

Grant Thornton

SI 15c Board Services, An ISS Business

ISS 15(c)

J.P. Morgan

J.P. Morgan

K&L Gates

K&L Gates

Kessler

Kessler Topaz Meltzer & Check, LLP

KPMG logo

KPMG

Lieff Cobrasser

Lieff Cabraser Heimann & Bernstein, LLP

Mediant logo

Mediant

Morrison Foerster

Morrison Foerster

MUFG

MUFG Investor Services Group

Northern Trust

Northern Trust

PwC logo

PwC

Quality Edgar Solutions logo

Quality Edgar Solutions

SimCorp logo

SimCorp

SS&C logo

SS&C

State Street logo

State Street

Stradley Ronon

Stradley Ronon

US Bank

US Bank

Workiva logo

Workiva

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