Skip to main content

Utility

  • IDC
  • ICIEF

User account menu

  • Search
  • Log in
  • About ICI
    • Mission
    • Board and Leadership
    • ICI Annual Report
    • ICI Experts
    • Members
    • Subscription Information
    • Careers
    • Contact Us
Home Home

Main navigation

  • Policy Priorities
    • Column
          BY TOPIC
            • Comment Letters
            • Fund Governance
            • Fund Regulation
            • Retirement Security
            • Taxes
            • Testimony
            • Trading and Markets
          View all
  • Research
    • COLUMN
          BY TOPIC
            • Industry Research
            • Investor Research
            • Retirement Research
            • Statistics
            • Research Publications
          View all
  • Fund Operations
    • COLUMN
          BY TOPIC
            • Accounting and Valuation
            • Distribution and Settlement
            • Servicing and Recordkeeping
            • Portfolio Security Operations
            • Technology, Cyber, and BCP
            • Related Resource Centers
            • Related Committees
          View all
  • News and Resources
    • COLUMN
          BY FORMAT
            • News Releases
            • ICI Viewpoints
            • Publications
            • Speeches and Commentaries
            • Videos and Podcasts
            • Resource Centers
            • FAQs
          View all
  • Events
    • COLUMN
          BY TYPE
            • ICI Events
            • IDC Events
            • Past Event Highlights
            • Talent Connection
          View all
  • Global Affairs
    • COLUMN
          BY TYPE
            • Policy Priorities
            • Research and Publications
            • News and Resources
            • Events
            • About
          View all

User account menu

  • Search
  • Log in
  • About ICI
    • Mission
    • Board and Leadership
    • ICI Annual Report
    • ICI Experts
    • Members
    • Subscription Information
    • Careers
    • Contact Us
Home Home

Main navigation

  • Policy Priorities
    • Column
          BY TOPIC
            • Comment Letters
            • Fund Governance
            • Fund Regulation
            • Retirement Security
            • Taxes
            • Testimony
            • Trading and Markets
          View all
  • Research
    • COLUMN
          BY TOPIC
            • Industry Research
            • Investor Research
            • Retirement Research
            • Statistics
            • Research Publications
          View all
  • Fund Operations
    • COLUMN
          BY TOPIC
            • Accounting and Valuation
            • Distribution and Settlement
            • Servicing and Recordkeeping
            • Portfolio Security Operations
            • Technology, Cyber, and BCP
            • Related Resource Centers
            • Related Committees
          View all
  • News and Resources
    • COLUMN
          BY FORMAT
            • News Releases
            • ICI Viewpoints
            • Publications
            • Speeches and Commentaries
            • Videos and Podcasts
            • Resource Centers
            • FAQs
          View all
  • Events
    • COLUMN
          BY TYPE
            • ICI Events
            • IDC Events
            • Past Event Highlights
            • Talent Connection
          View all
  • Global Affairs
    • COLUMN
          BY TYPE
            • Policy Priorities
            • Research and Publications
            • News and Resources
            • Events
            • About
          View all

Utility

  • IDC
  • ICIEF

User account menu

  • Search
  • Log in
  • About ICI
    • Mission
    • Board and Leadership
    • ICI Annual Report
    • ICI Experts
    • Members
    • Subscription Information
    • Careers
    • Contact Us
Blue orange and black background
black blue and orange background

ICI INNOVATE

The Intersection of Technology and Fund Operations

February 3–5, 2025 • Huntington Beach, CA

Program
Fees
Hotel
CPE Credit
FAQs
Sponsorship

Registration is Now Open for 2025 ICI Innovate!

ICI Innovate brings together multidisciplinary experts to explore how emerging technologies will impact fund operations and their implications for the broader industry.

Join ICI and fellow fund industry professionals across operations, compliance, and technology disciplines in beautiful Huntington Beach, CA, February 3 through 5, for a varied agenda on topics including:

  • Generative AI and its impact on all elements of the asset management industry
  • Digital assets and expected growth
  • Deep fakes and trends in authentication
  • Future of the workplace
  • Product innovation
  • Revolutionizing sales and distribution
  • Cybersecurity and the industry’s response to evolving risks 

In addition to exploring how the above topics will reshape fund operations, ICI Innovate provides unparalleled opportunities to network and engage with industry leaders, innovators, and experts with a deep understanding of the asset management industry.

Register Now

Emerging Leaders

ICI Innovate is participating in the Emerging Leaders initiative, offering a heavily discounted opportunity for the next generation of asset management professionals to participate in ICI’s programming.

The Emerging Leaders rate is available for those under 35 years of age for the 2025 ICI Innovate Conference.

 

Featured Speakers

Kate Burke
Kate Burke
President
Allspring Global Investments
Jason Gelman
Jason Gelman
Director of Product Management, Vertex AI
Google
Matt Groh
Matt Groh
Assistant Professor of Management and Organizations
Kellogg School of Management
Gabriel Schofield
Gabriel Schofield
Managing Director and Divisional CIO – Wealth & Asset Management
Charles Schwab

Media

Most sessions of this conference are open to members of the media; registration is available here. Please contact ICI’s media team (media@ici.org) with any questions.

Thank You to Our Sponsors

Citi logo

Citi Securities Services

Envision Financial Systems logo

Envision Financial Systems

FIS logo

FIS

FundGuard logo

FundGuard

iCapital logo

iCapital

Stout logo

Stout

Ultimus logo

Ultimus Fund Solutions

UMB logo

UMB Fund Services

US Bank logo

US Bank Global Fund Services

Thank You to Our Exhibitors

Cloud Angles

CloudAngles

Delta Data logo

Delta Data

FIS logo

FIS

Lexis Nexis logo

LexisNexis

PwC logo

PwC

Quality Edgar Solutions logo

QES

SS&C logo

SS&C

Workhall logo

Workhall

ICI site logo in white

 

 

 

 

 

 

IDC Logo

 

 

 

 

 

 

ICI Education Foundation logo

 

 

 

 

 

Footer menu

  • General
    • About ICI
    • About IDC
    • About ICIEF
  • Helpful Links
    • Privacy and Cookie Policy
    • Apply for User Account
    • COVID-19 Report
    • Contact Us
  • ICI Resources
    • Comment Letters
    • ICI Viewpoints
    • ICI Fact Book
    • Resource Centers
  • MEMBER RESOURCES
    • Business Continuity

Copyright © 2024 by the Investment Company Institute

Privacy

  • Privacy and Cookie Policy

Social

  • Facebook
  • LinkedIn
  • Twitter