Memo #
33757

Save the Date: Broker-Dealer Advisory Committee 2022 Meeting Dates

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[33757]

September 7, 2021

TO: Broker/Dealer Advisory Committee RE: Save the Date: Broker-Dealer Advisory Committee 2022 Meeting Dates

 

The Broker-Dealer Advisory Committee (BDAC) meeting schedule for 2022 has been finalized. Please mark your calendar for the following meeting dates:

January 25-27 Virtual meeting April 19-21 Virtual meeting July 20-21 In-person meeting, Macquarie Investment Management, Philadelphia, PA November 7-8 In-person meeting, co-located with ICI Operations Summit, Dallas, TX

Virtual meetings will occur in multiple sessions over the designated period. The July in-person meeting is expected to follow the committee's pre-pandemic schedule of one full and one half-day meeting with an evening networking event. The November in-person meeting is expected to start in the afternoon of the first day, to allow for same-day travel, include an evening networking event and end mid-day on the second day. It is our hope that committee members will attend the 2022 Operations Summit: Fintech, Innovation, Leadership, Technology, immediately following the committee meeting.

Further details regarding virtual meetings will be sent approximately 4 weeks prior to the scheduled meeting dates. In-person meeting details will be sent approximately 6 weeks in advance and will include details about any co-located task force or working group meetings.

We look forward to meeting with you next year!

 

Stuart Bateman
Chair – Broker/Dealer Advisory Committee
Franklin Templeton Investments

Jeff Naylor
Director, Operations and Distribution