The Investment Company Institute’s (ICI) 2025 Leadership Summit was held earlier this month, and Delta Data team members were pleased to attend the event, which centered on the expanding role of private markets and their increasing accessibility to retail investors.
The summit convened asset management executives and leaders from technology, law, and public policy to discuss this evolving landscape.
Key Takeaways
- Prioritizing Retail Access: ICI President & CEO Eric J. Pan emphasized ICI’s commitment to expanding retail investor access to private markets, highlighting regulated funds as the safest vehicle for this integration.
- Industry Optimism: Panelists echoed Pan’s positive outlook:
- They stressed the importance of responsible, high-governance approaches to providing retail access to private markets.
- Alternatives were identified as a significant, high-performing asset class with substantial opportunity.
- Some panelists advocated for including private market assets in retirement plans, noting the appeal of pre-IPO and private companies to younger generations.
- Innovation within private markets was also noted, emphasizing the need for investor education and clear distinctions between private and public vehicles.
- Regulatory Flexibility and Innovation: Michael Harris (NYSE) highlighted that stringent disclosure requirements have been a barrier to companies going public, calling for policies that maximize optionality for companies.
The 2026 Leadership Summit will be held April 29 to May 1 in Washington, DC.
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