Committee

Bank-Affiliated Member Advisory Committee

The Bank-Affiliated Member Advisory Committee provides a forum to discuss legal, regulatory, compliance, and legislative issues for regulated funds with a bank-affiliated sponsor/adviser.

Committee Meetings

The Bank-Affiliated Member Advisory Committee meets in person twice per year (typically in June and December) and may have additional meetings or conference calls as issues arise.

Membership Information

Participation on the Bank-Affiliated Member Advisory Committee is limited to members from bank-affiliated fund groups. Eligible member firms may have three representatives on the committee.

Committee Members

Chairperson

Christopher Cafiero

Committee Coordinator

Administrative Contact

Colleague Access


Colleague Access gives committee representatives the ability to designate co-workers (i.e., non‑committee members) to view committee memos and materials online, receive notification of memos addressed to the committee via ICI Digest and participate in committee calls and meetings.

As committees may deal with confidential policy topics involving draft comment letters and conference calls, ICI limits the number of colleagues per firm who can be designated for Colleague Access. Only committee representatives (not alternates or substitutes) can activate Colleague Access, and colleagues must be employed by the committee member’s firm.

Bank-Affiliated Member Advisory Committee representatives may designate at total of three individuals for Colleague Access.

Upcoming Meetings


BTRAC holds three advisory committee meetings per year, two are in person with a virtual option. One in person only meeting is collocated with the ICI Innovate conference. Regular conference calls between meetings are held. 

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