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2019 Fall Update on BDAC and BTRAC
November 20, 2019
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.
MATERIALS
FEATURED SPEAKERS
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| 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 |
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| Kyle Schmiegel Vice President Charles Schwab |
Allyn Jones Senior Vice President Fidelity Investments |
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| Lisa Borth Director AllianceBernstein |
Derrick Mosley Relationship Manager Franklin Templeton |
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| Erik DePalma Senior Director Fidelity Investments |
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MODERATORS |
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| Jeff Naylor Director, Operations and Distribution Investment Company Institute |
John Randall Director, Operations and Distribution Investment Company Institute |
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.
