Event Calendar
Legal & Regulatory Council Meeting
Date(s): September 14, 2016
Time: 11:00 AM EST - 12:00 PM EST
LRC Chair Don Caiazza is pleased to announce that our next LRC meeting will be held on Wednesday, September 14th, at Fidelity Investments, 245 Summer Street, Boston, MA. (Dial-in will be available for out of town members, if necessary.)
Specific information concerning the agenda for this 9/14 meeting will be provided within the next several weeks. Council members very much appreciated the remarks of guest speaker Mahesh Jayakumar, Senior Portfolio Manager of State Street Global Advisors, at our 8/9 meeting. So we are planning on a guest speaker or subject matter expert segment for future meetings.
Also, thanks to those members who have suggested topics (including soft dollar research and various wrap account practices) for further discussion by the LRC. Such discussion items are beneficial regarding both substance & the opportunity for members to get to know each other better.
Check eVite for dial-in information.