Memo #
34277

Registration Now Open: Broker-Dealer Advisory Committee (BDAC) Meeting - November 7-8, 2022

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[34277]

August 31, 2022

TO: Broker/Dealer Advisory Committee RE: Registration Now Open: Broker-Dealer Advisory Committee (BDAC) Meeting - November 7-8, 2022

 

The next meeting of the Investment Company Institute's (ICI) BDAC will be held in conjunction with ICI's Technology Summit. Committee meeting sessions are Monday, November 7 from 1:00 p.m. to 5:00 p.m. CT (a BDAC-only session) and Tuesday, November 8 from 9:00 a.m. to 1:00 p.m. CT (a joint session with the Bank, Trust, and Retirement Advisory Committee).

The BDAC 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 Tuesday. Attire for the meeting is business casual.

Reception

The ICI will host an optional networking reception following the BDAC meeting on Monday, November 7, from 5:00 p.m. to 8:00 p.m. at the Renaissance Dallas Hotel. The networking event will be a joint reception with attendees from the seven other committees meeting concurrently and will be a fantastic opportunity to catch up with 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 BDAC meeting, please visit our registration site: here. Please note that the only way to register for the BDAC 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 Jeff Naylor (jeff.naylor@ici.org) by Friday, October 14, 2022.

If you have any questions regarding the meeting, please contact Jeff Naylor (jeff.naylor@ici.org)   or Magen Rauch (magen.rauch@ici.org).

We look forward to seeing you in Dallas!

 

 

 

 

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

Jeff Naylor
Senior Director, Operations and Distribution