2019 Fall Update on BDAC and BTRAC
November 20, 2019 • 2:00–3:00 p.m. (ET) • Virtual
2019 Fall Update on BDAC and BTRAC
Join us on November 20 for timely information about key ICI Broker-Dealer Advisory Committee (BDAC) and Bank, Trust, and Retirement Advisory Committee (BTRAC) projects, including:
- Identifying operational pain points and opportunities
- Interval funds
- Mutual Fund Information Xchange (MFIX)
- Large-trade notification tool
Though the webinar is designed for operations and compliance professionals in the asset management industry, all representatives from ICI member firms are welcome to attend.
Speakers
STUART BATEMAN
Chair, ICI Broker Dealer Advisory Committee
Senior Vice President Franklin Templeton Investments
TERESA SLOAN-YANCIK
Chair, ICI Bank, Trust, and Retirement Advisory Committee
Senior Operations Manager Vanguard
KYLE SCHMIEGEL
Vice President
Charles Schwab
ALLYN JONES
Senior Vice President
Fidelity Investments
LISA BORTH
Director
AllianceBernstein
DERRICK MOSLEY
Relationship Manager
Franklin Templeton
ERIC DePALMA
Senior Director
Fidelity Investments
Moderators
JEFF NAYLOR
Director, Operations and Distribution
Investment Company Institute
JOHN RANDALL
Director, Operations and Distribution
Investment Company Institute
Materials
This webinar is closed to the media and regulators.
If you have any questions, please contact the ICI Conference Division at 202-326-5968 or conferences@ici.org.