ICI Experts

ICI draws on the deep experience and expert knowledge of staff who specialize in the issues affecting registered investment companies around the world.

Contact the media team to arrange an interview or to inquire about speaking engagements with ICI’s experts.

ICI Research Experts

Experts in ICI’s research department study issues of public policy, economic and market developments, and shareholder demographics.

Shelly Antoniewicz

Chief Economist

Areas of expertise: exchange-traded funds, mutual funds, money market funds, financial stability, global funds, closed-end funds, financial markets, fund governance

Sarah Holden

Senior Director, Retirement and Investor Research

Areas of expertise: US retirement market, retirement and tax policy, investor demographics, 401(k) plan participant behavior, fund disclosure, individual retirement accounts (IRAs), household surveys, target date funds

Judy Steenstra

Senior Director, Statistical Research

Areas of expertise: data on open-end mutual funds, closed-end funds, exchange-traded funds, unit investment trusts, the worldwide fund industry

Steven Bass

Economist, Retirement and Investor Research

Areas of expertise: defined contribution plans, individual retirement accounts (IRAs), 401(k) participant plan behavior, target date funds

Michael Bogdan

Associate Economist, Retirement and Investor Research

Areas of expertise: household surveys, investor demographics and behavior, fund disclosure

Peter Brady

Senior Economic Adviser, Retirement and Investor Research

Areas of expertise: retirement and tax policy, pensions, savings, the US retirement market

James Duvall

Economist, Industry and Financial Analysis

Areas of expertise: fees and expenses, closed-end funds, ESG, money market funds, mutual funds, global funds

Hammad Qureshi

Senior Economist, Industry and Financial Analysis

Areas of expertise: financial stability, market structure, performance and fees, mutual funds, ETFs, target date funds

Dan Schrass

Economist, Retirement and Investor Research

Areas of expertise: household surveys, investor demographics and behavior, individual retirement accounts (IRAs), fund disclosure

Jason Seligman

Senior Economist, Retirement and Investor Research

Areas of expertise: US retirement market, investor demographics and behavior, fund disclosure

Christof Stahel

Senior Economic Adviser, Industry and Financial Analysis

Areas of expertise: common ownership, financial stability, global funds, financial markets, ESG