Memo #
35325

Registration Open for ICI Research Committee Zoom June 2023 Meeting
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[35325]

May 26, 2023

TO: Research Committee RE: REGISTRATION OPEN for ICI Research Committee Zoom June 2023 Meeting

 

The purpose of this memo is to provide the registration information and preliminary agenda for the ICI Research Committee video meeting on Zoom on June 7, 2023 (12:30 to 4:00 p.m. ET) and June 8, 2023 (12:30 to 4:00 p.m. ET). As the preliminary agenda below indicates, ICI Research Committee will focus on trends in active management.

AGENDA
June 7−8, 2023

 DAY 1: June 7, 12:30 to 4:00 p.m. (ET)

12:30 p.m.: Welcome Remarks and Antitrust Reminder

  • Paul Schaeffer, IndexIQ, and Sarah Holden, ICI

12:45 to 1:30 p.m.: Industry Update and Key Takeaways from the 2023 ICI Fact Book

  • Sean Collins, Chief Economist, ICI
  • Shelly Antoniewicz, Senior Director, Industry & Financial Analysis, ICI

1:30 to 1:45 p.m.: Brief Break

1:45 to 3:30 p.m.: Trends in Active Management, Part I 

  • Joseph Nelesen, Senior Director, Index Investment Strategy at S&P Dow Jones Indices
    • Trends in fund performance
  • John Rekenthaler, Director of Research, Morningstar Research Services LLC
    • Trends in active management
  • Kevin Gallagher, principal, Casey Quirk, Deloitte Consulting LLP
    • Macro active investment environment

3:30 p.m.: Regulatory Update 

  • ICI Staff will update the committee on recent developments at the SEC.

4:00 p.m.: Adjourn

 

DAY 2: June 8, 12:30 to 4:00 p.m. (ET)

12:30 p.m.: Welcome Remarks and Antitrust Reminder

  • Paul Schaeffer, IndexIQ, and Sarah Holden, ICI

12:45 to 1:45 p.m.: Trends in Active Management, Part II

1:45 to 2:00 p.m.: Brief Break

2:00 to 2:45 p.m.: Washington Update on Retirement and Fund Policy

  • ICI Government Affairs staff will update the committee on recent developments with policymakers.
  • ICI Law staff will update the committee on recent developments in regulatory circles related to retirement policy.

2:45 to 3:15 p.m.: Retirement Market Update

  • ICI staff to update committee on recent developments in retirement research.

3:15 p.m.: Committee Discussion of Next Meeting's Topics and Format (In-person? Hybrid?)

4:00 p.m.: Adjourn

 

REGISTRATION

Please register at: https://cvent.me/D02KOG. 

Please feel free to share this invitation with other colleagues. While we hope you can join us, we welcome non-committee members, as well.

 

Paul Schaeffer
Chairman, Research Committee
IndexIQ

Sarah Holden
Senior Director, Retirement & Investor Research