Memo #
32269

ICI Research Committee Upcoming Conference Call

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[32269]

March 6, 2020 TO: Research Committee RE: ICI Research Committee Upcoming Conference Call

 

ICI Research Committee Conference Call: April 2, 2020, 11:00AM (ET) to Noon

Whereas many member companies and ICI have travel restrictions in place, the ICI Research Committee will be having a conference call to update committee members on recent policy developments impacting fund and retirement markets, as well as recent research. The agenda and call-in information are provided below.

ICI Research Committee Conference Call Agenda

Date: April 2, 2020 Time: 11:00 AM to Noon (ET) Toll Free Phone: 1-866-773-0705 International Phone: 1-210-814-3679 Participant passcode: 3346318

[Times are approximate.]

11:00 AM — Welcome Remarks and Antitrust Reminder

  • Paul Schaeffer, IndexIQ, and Sarah Holden, ICI

11:05 AM to 11:40 AM — Washington Update on Retirement and Fund Policy

  • ICI Government Affairs staff will update the committee on recent developments with policymakers
  • ICI Law staff will update the committee on recent developments in regulatory circles
    • Dorothy Donohue, ICI, on fund regulatory developments
    • Elena Barone Chism, ICI, and Shannon Salinas, ICI, on retirement-related developments

11:40 AM to 11:50 AM — ICI Research Update

  • ICI Research staff will update the committee on recent and upcoming research

11:50 AM — Discuss topics for future calls/meetings

Noon — Adjourn

*      *      *

We look forward to talking with you in April.

 

Paul Schaeffer
Chairman, Research Committee
IndexIQ

Sarah Holden
Senior Director, Retirement & Investor Research