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2022 ICI Tech Summit

2022 ICI Tech Summit

November 8–9 • Dallas, TX

Program

Thank you for attending the 2022 Tech Summit!

The 2022 ICI Tech Summit held in Dallas, Texas, explored the current and emerging technologies across all aspects of asset management. On behalf of ICI, participants, and sponsors, a big “thank you!” to everyone who made our 2022 Tech Summit a success.

Featured Speakers

ALLYN JONES
ALLYN JONES
Head of Workplace Investment Operations
Fidelity
JEFF ROEDERSHEIMER
JEFF ROEDERSHEIMER
Head of Global Client Experience Technology
Capital Group

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, broker-dealers, banks, retirement plan providers, technology providers, audit firms, and legal and compliance personnel.

This event will bring together asset management professionals from all levels, providing a rare opportunity to network across the industry. To maximize this gathering, ahead of the conference agenda there will be a number of ICI industry committee meetings to facilitate in-person engagements.

  • Bank, Trust, and Retirement Advisory Committee
  • Broker-Dealer Advisory Committee
  • Business Continuity Planning Committee
  • Chief Information Security Officer Committee
  • Operations Committee
  • Securities Operations Advisory Committee
  • Technology Committee
  • Transfer Agency Advisory Committee

Thank You to Our Sponsors

Broadridge

Broadridge

Citi Logo

Citi

Command Financial

Command Financial

Confluence

Confluence

DFIN

DFIN

FilePoint logo

FilePoint

FundGuard logo

FundGuard

Linedata

Linedata

Milestone Group logo

Milestone Group

Multifonds Temenos logo

Multifonds Temenos

Quality Edgar Solutions logo

Quality Edgar Solutions

US Bank

U.S. Bank Global Fund Services

Ultimus logo

Ultimus Fund Solutions

Workiva logo

Workiva

ICI site logo in white

 

 

 

 

 

 

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