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April 8, 2020 TO: Series Trust Advisory Committee RE: Virtual Meeting May 20
A virtual meeting of the Investment Company Institute’s Series Trust Advisory Committee will be held on May 20, at 1:00 p.m. to 2:30 p.m. ET via MS Teams. This virtual meeting replaces our cancelled May 5th in person meeting. A calendar invitation has been sent to the committee members with the login details. Since this is a small group, members are encouraged to join the call using the MS Teams application with video on.
Agenda
Introduction & Anti-trust
Virtual Meetings
- Discuss effective virtual meetings using what we have learned from recently events
Shop Talk
- Member submitted topics
Data Gathering
- Discuss improving strategies for collecting data and N-Cen and N-Port
DTCC highlights
- MFIX
- ACAT Modernization
Please submit shop talk in advance of the event by email to john.randall@ici.org .
If you have any questions or suggestions regarding the meeting, please call me at (202) 326-5930.
John Randall
Director, Operations and Distribution