Events Calendar
2025 Schedule
| 2025 Retail Alternatives and Closed-End Funds Conference November 20 New York, NY |
2025 Securities Law Developments Conference November 20 New York, NY |
2026 Schedule
| 2026 ICI Innovate February 3–5, 2026 Houston, TX |
2026 ETF Conference Date and location TBD. |
| 2026 Investment Management Conference March 22–25, 2026 Palm Desert, CA |
2026 Tax and Accounting Conference September 27–30, 2026 Marco Island, FL |
| 2026 Leadership Summit April 29–May 1, 2026 Washington, DC |
2026 Fund Directors Conference October 26–28, 2026 Scottsdale, AZ |
| 2026 Fund Directors Workshop April 29–May 1, 2026 Washington, DC |
2026 Retail Alternatives and Closed-End Funds Conference November 10, 2026 New York, NY |
2027 Schedule
| 2027 Investment Management Conference March 14–17, 2027 San Diego, CA |
2027 Tax and Accounting Conference September 19–22, 2027 Phoenix, AZ |
| 2027 Leadership Summit May 10–12, 2027 Washington, DC |
2027 Fund Directors Conference October 25–27, 2027 Scottsdale, AZ |
| 2027 Fund Directors Workshop May 10–12, 2027 Washington, DC |
2027 Retail Alternatives and Closed-End Funds Conference November 9, 2027 New York, NY |
Director Segment Meetings
Independent Director Members Only. All meetings are virtual, except if noted otherwise.
Directors at Small Fund Complexes
- November 19, 2:00 p.m.
Regional Roundtables
All times are shown in eastern time (ET), unless otherwise noted.
2025
2026
- Naples (Florida), Thursday, January 22, 10:00 a.m.
- Palm Beach (Florida), Thursday, February 5, 10:00 a.m.
- Ohio, Tuesday, March 10, 10:00 a.m.
- North Carolina, Wednesday, March 11, 10:00 a.m.
- Denver, Wednesday, March 18, 10:00 a.m. (MT)
- Southern California, Thursday, March 26, 10:00 a.m. (PT)
- New York, Tuesday, April 14. 10:00 a.m.
- Boston, Wednesday, April 15, 10:00 a.m.
- Chicago, Wednesday, May 6, 10:00 a.m. (CT)
- Boston, September 30, 10:00 a.m.
- New York, November 12, 10:00 a.m.
- Northern California, Tuesday, December 8, 10:00 a.m. (PT)