2025 Research Summer Workshop on Regulated Funds and Retail-oriented Investment Products at the Investment Company Institute

Conference dates

16 Jun 2025 - 18 Jun 2025

Location

Washington, DC, USA

Description

CALL FOR PAPERS

2025 Research Summer Workshop on Regulated Funds and Retail-oriented Investment Products at the Investment Company Institute

16 June – 18 June 2025, Washington, DC, USA

The two-and-a-half-day, in-person workshop aims to (1) facilitate in-depth discussions between academic scholars studying regulated funds and retail-oriented investment products and researchers at the Investment Company Institute (ICI) and (2) present and advance cutting-edge academic research on topics related to the mutual fund industry.

From the pool of submitted papers, the Program Committee will select five early-stage papers for invitation. Preference will be given to authors at an early to mid-career stage. A submission fee of $50 applies.

For each invited author, ICI will cover hotel accommodations (Sunday, Monday, and Tuesday nights), meals, ground transportation, and US domestic economy airfare (subject to a limit). Receptions and dinners will be organized by ICI on Monday and Tuesday evenings. Each presenter will also receive an honorarium of $1,000.

An invitation to participate is not an endorsement of the paper or its conclusions, nor do the views of the presenters and their work necessarily reflect those of ICI, its staff, or its member firms.

Participants are expected to arrive on Sunday, June 15, 2025. The workshop will commence on Monday morning, June 16, 2025, and conclude at noon on Wednesday, June 18, 2025.

On the first day, authors will present their work, followed by detailed feedback from a discussant from the Research Advisory Committee and a plenary discussion. This day will be closed to the public to safeguard the intellectual property of the research.

The second day will serve as an on-site workday. Authors will refine their papers based on feedback, engage in bilateral discussions with Research Advisory Committee members and ICI researchers, and outline a work plan for the next twelve months. Industry representatives will also lead discussions on topics relevant to academia and regulators, including securities laws and operational aspects of the fund industry.

On the third morning, each author will present a summary of the feedback received over the prior days, along with their broad plans for addressing the key suggestions and concerns to advance the paper.

PROGRAM COMMITTEE:
Vikas Agarwal (Georgia State University)
Shelly Antoniewicz (ICI)
Peter Brady (ICI)
Sean Collins (ICI)
Mark Flannery (University of Florida)
Sarah Holden (ICI)
Craig Lewis (Vanderbilt University)
Lei Li (ICI)
Hammad Qureshi (ICI)
Jason Seligman (ICI)
Christof Stahel (ICI)
Laura Starks (University of Texas at Austin)
Russ Wermers (University of Maryland)
Emily Williams (ICI)
Shane Worner (ICI)

PAPER SUBMISSION PROCEDURE:
Interested authors are encouraged to submit their papers by February 28, 2025 at https://cvent.me/Z5ldna. An author can only submit one paper, but a coauthor can submit an additional paper under their name. The submission fee of $50 is paid during the submission process. Authors of accepted papers will be notified at the beginning of May 2025.