Join IDC on Monday, July 27, from 4 to 4:30 p.m. for a briefing on the SEC’s e-delivery proposal. The webinar will provide an overview of the general requirements of the proposed rule, the permissible...
Kelly O’Donnell
Senior Director, Industry Operations
Investment Company Institute
Erica Evans
Assistant General Counsel
Investment Company Institute
This webinar is open to IDC members and non-members but closed to the media. For non-members, the cost to attend is $75. We encourage you to register even if you cannot attend on July 27—all...
Join IDC on Wednesday, July 29, from 3:00 p.m. to 4:15 p.m. ET, for a practical overview of today’s evolving cyber risk landscape. Expert panelists will examine AI-driven attacks, identity and...
Steven Buller
Independent Director
MFS Mutual Funds
David Cook
SVP, Chief Security Officer
Franklin Templeton
Micaela McMurrough
Partner
Covington
Dennen Monks
Field Tech Strategist
CrowdStrike
This webinar is open to IDC members and non-members but closed to the media. For non-members, the cost to attend is $75. We encourage you to register even if you cannot attend on July 29—all...
Join IDC and a panel of tokenization experts at 3:00 p.m. ET on Monday, July 20 for a 1-hour webinar on the fundamentals of tokenization. The first in a two-part series, this webinar is meant for fund...
Teresa Kong
Independent Director
Impax Funds
Andrew Kayiira
Director, Technology & Financial Innovation
ICI
Richard Kerr
Partner
Haynes Boone
Samuel Klehr
Product Development Lead
Bitwise Asset Management
This webinar is open to IDC members and non-members but closed to the media. For non-members, the cost to attend is $75. At the end of the webinar, attendees will have the chance to pose their...
On Thursday, May 28 IDC hosted a focused discussion between policy experts on what the GROWTH Act means for mutual funds. The webinar was moderated by Susan Coté, Independent Director, SEI Funds, and...
ICI Mutual's John Mulligan and Julia Ulstrup will highlight key considerations and questions to guide independent directors in evaluating insurance coverage. Drawing on insights from IDC and ICI...
Lauren Stack
Independent Director
Six Circles Funds
John Mulligan
President
ICI Mutual
Julia Ulstrup
Executive Vice President & General Counsel
ICI Mutual
Materials Archive Recording Insurance Considerations for Fund Independent Directors
IDC will continue its alternative investments briefing series with a 45-minute Introduction to Interval Funds. Panelists will compare some key characteristics of interval funds to more traditional...
Panelists will provide the director community with the latest information including implementation efforts, the business environment, and what it all means for fund boards. Speakers
This session will bring fund directors up to speed on crucial aspects of the SEC's 2026 examination priorities and recent enforcement activity of interest to fund boards. Panelists will offer insights...
