Memo #
35165

Registration Now Open: Broker/Dealer Advisory Committee Meeting – April 18–20, 2023
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[35165]

March 13, 2023

TO: Broker/Dealer Advisory Committee RE: Registration Now Open: Broker/Dealer Advisory Committee Meeting – April 18–20, 2023

 

The Investment Company Institute's Broker/Dealer Advisory Committee will meet virtually April 18–20, 2023, in three online sessions. The dates and times are listed below (all times ET):

  • Session 1: Tuesday, April 18 from 2:00 to 4:00 p.m.
  • Session 2: Wednesday, April 19 from 11:30 a.m. to 1:00 p.m.
  • Session 3: Thursday, April 20 from 1:00 to 2:30 p.m.

Online Meeting Registration

To register for the Broker/Dealer Advisory Committee meeting, please visit our registration site at https://cvent.me/vWv1WL. Please note that the only way to register for the committee meeting and networking reception is through the Cvent link.

Attendees will indicate which session(s) they are attending during registration. For those session(s) where a committee member cannot attend, an alternate may register and attend. Following the committee's "Expectations and Guidelines" document, attendance at any session is limited to one representative per organization, unless an exception is granted by ICI.

Attendees will be asked to provide their work email, office, and cell phone numbers when registering. With confirmed registration, attendees may download related ICS or other calendar invitations. One day and one hour prior to each session, ICI will send meeting reminders to all registered attendees, including personalized instructions to access each session. All sessions will be hosted on the Zoom web conferencing platform.

Request for Agenda Topics and Roundtable Items

Please submit your agenda topics and "roundtable discussion" items through the Cvent registration process or email Jeff Naylor at jeff.naylor@ici.org. Agenda items should be submitted no later than Friday, March 24, 2023, while roundtable discussion items can be submitted through Friday, March 31, 2023. This allows time for antitrust review and pre-meeting distribution. Our experience indicates that roundtable discussion topics circulated in advance of the meeting considerably enhance the discussion.

Agenda and Meeting Materials

ICI will distribute the meeting agenda on Thursday, April 6, 2023, with materials one week later, through the ICI website. All meeting attendees must be signed into www.ici.org to access the committee page and download meeting materials. Alternates will need their committee member to grant "colleague access" through the website's "Committee Member" page. Members that require assistance with enabling colleague access should contact Magen Dargon Rauch (magen.rauch@ici.org) to make those arrangements.

We look forward to meeting with you next month!

 

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

Jeff Naylor
Senior Director, Operations and Distribution