Memo #
34276

Registration Now Open: Bank, Trust, and Retirement Advisory Committee (BTRAC) Meeting - November 7-8, 2022

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[34276]

August 31, 2022

TO: Bank, Trust and Retirement Advisory Committee RE: Registration Now Open: Bank, Trust, and Retirement Advisory Committee (BTRAC) Meeting - November 7-8, 2022

 

The next meeting of the Investment Company Institute's (ICI) BTRAC will be held on Monday, November 7 from 1:00 p.m. to 5:00 p.m. CT and on Tuesday, November 8 from 9:00 a.m. to 1:00 p.m. CT in conjunction with ICI's Technology Summit. Tuesday's session will be a joint session with the Broker Dealer Advisory Committee.

The BTRAC meeting and the Technology Summit will take place at the Renaissance Dallas Hotel located at 2222 N Stemmons Fwy, Dallas, TX, 75219. The Renaissance Dallas Hotel is approximately 20 miles (21 minutes estimated driving time) from Dallas/Fort Worth Airport.

Lunch will be served beginning at noon CT on Monday and a continental breakfast and lunch will be served on the second day of the meeting. Attire for the meeting is business casual.

Reception

The ICI will host an optional networking reception following the BTRAC meeting on Monday, November 7, from 5:00 pm to 8:00 pm at the Renaissance Dallas Hotel. As multiple ICI committees will be meeting on Monday, the networking event will be a joint reception for all committee meeting attendees and will be a fantastic opportunity to catch up industry colleagues on other ICI committees. Note: there is no additional cost to attend the joint reception. Attire for the reception is business casual.

Online Meeting Registration

To register for the BTRAC meeting, please visit our registration site: here. Please note that the only way to register for the BTRAC meeting is through the link indicated above.

To register for Technology Summit, please visit our registration site: here. Note: An option to register for the Technology Summit will also be provided at the end of the committee registration process.

If you have any questions about the registration process, or are having difficulty reserving a room at the hotel, please contact Magen Rauch (magen.rauch@ici.org) or Dom Liberatore (dom.liberatore@ici.org).

Hotel Accommodations - Deadline October 12, 2022

A block of rooms has been reserved at the Renaissance Dallas Hotel for the evenings of November 6 through November 10 starting at a rate of $169 per night. Reservations must be made through the following link. Rooms are limited, so please make your hotel reservations early to ensure you receive a room. To receive the special conference rate, all reservations must be guaranteed before the cutoff date of Wednesday, October 12, 2022.

Agenda Suggestions & Shop Talk

Please submit any agenda topics or shop talk items you would like to discuss with the committee when registering for the committee meeting or email your suggestions to John Randall (john.randall@ici.org) by Friday, October 14, 2022.

If you have any questions regarding the meeting, please contact John Randall (john.randall@ici.org) or Magen Rauch (magen.rauch@ici.org).

We look forward to seeing you in Dallas!

 

 

 

Teresa Sloan-Yancik
Chair - Bank, Trust and Retirement Advisory Committee
Vanguard Funds

John Randall
Director, Operations and Distribution