Memo #
33124

REGISTRATION OPEN for ICI Research Committee Video Meeting: March 16, 2021, 11:00 AM (ET) to 2:00 PM (ET)
| Print

[33124]

February 22, 2021 TO: Research Committee RE: REGISTRATION OPEN for ICI Research Committee Video Meeting: March 16, 2021, 11:00 AM (ET) to 2:00 PM (ET)

 

The ICI Research Committee will be having a Zoom video meeting on March 16, 2021 to update committee members on recent policy developments impacting fund and retirement markets, as well as recent research. The meeting will also feature a panel discussion around the forces at play in the competitive US fund market, featuring guest speakers from ETFGI and Casey Quirk at Deloitte. 

In addition, please save the date for this upcoming ICI Research Committee Video Meeting: June 15, 2021, 11:00AM (ET) to 2:00PM (ET).

The agenda for the March 16, 2021 meeting and registration information is provided below.

Agenda for March 16, 2021

11:00 AM – Welcome Remarks and Antitrust Reminder

  • Paul Schaeffer, IndexIQ, and Sarah Holden, ICI

11:05 AM to 12:15 PM – The Forces at Play in the Competitive US Fund Market

  • Ben Phillips and Kevin Gallagher, Casey Quirk at Deloitte
  • Deborah Fuhr, Managing Partner, Founder, Owner, ETFGI

12:15 PM to 12:35 PM – Lunch/Break on your own

12:35 PM to 12:45 PM – Discussion of Topics for Future Calls/Meetings

12:45 PM to 1:00 PM – ICI Research Update

  • Shelly Antoniewicz, ICI, will update the committee on recent developments for money market funds.
  • ICI Research staff will highlight recent research publications.

1:00 PM to 1:55 PM – Washington Update on Retirement and Fund Policy

  • ICI Law staff will update the committee on recent developments in regulatory circles.
    • Elena Chism and Shannon Salinas on DOL and SECURE Act developments
    • Dorothy Donohue on SEC developments
  • ICI Government Affairs staff will update the committee on recent developments with policymakers.
    • Peter Gunas and Allen Huffman on retirement policy developments

1:55 PM to 2:00 PM – Closing Remarks

2:00PM – Adjourn

Registration

The registration link for the March 16, 2021 meeting is https://cvent.me/M8XDGg.

We hope you can join us.

 

Paul Schaeffer
Chairman, Research Committee
IndexIQ

Sarah Holden
Senior Director, Retirement & Investor Research