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SEC Issues Agenda for July 7 Meeting of Asset Management Advisory Committee


Washington D.C., July 2, 2021 —

The Securities and Exchange Commission today released the agenda for the July 7 meeting of the Asset Management Advisory Committee (AMAC). 

The meeting will include a discussion of matters in the asset management industry relating to: (1) the ESG, Diversity & Inclusion, and Private Investments Subcommittees, including potential recommendations from those Subcommittees; and (2) the Evolution of Advice Subcommittee, including a panel discussion.

The meeting will be held by remote means and is open to the public.  The meeting will be webcast live on and archived on the website for later viewing.  Members of the public who wish to provide their views on the matters to be considered by the AMAC may submit comments either electronically or on paper, as described below.  Please submit comments using one method only.  At this time, electronic submissions are preferred.  Information that is submitted will become part of the public record of the meeting.  All submissions should refer to File Number 265-33, and the file number should be included on the subject line if e-mail is used.

Electronic submissions:

Use the SEC’s Internet submission form or send an e-mail to

Paper submissions:                                              

Send paper submissions to Secretary, Securities and Exchange Commission, 100 F Street NE, Washington, D.C. 20549-1090.

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Asset Management Advisory Committee – Agenda for July 7, 2021, Meeting

11 a.m.             Welcome and Opening Remarks

Chair Gary Gensler; Commissioners Hester Peirce, Elad Roisman, Allison Herren Lee, and Caroline Crenshaw; Sarah ten Siethoff, Acting Director of the Division of Investment Management; and Ed Bernard, Committee Chairman

11:30 a.m.       Recommendations of the Diversity and Inclusion Subcommittee

12:15 p.m.       Recommendations of the ESG Subcommittee

1 p.m.              Break

1:30 p.m.         Update from the Private Investments Subcommittee and Discussion of Potential Recommendations

2:15 p.m.         Evolution of Advice: Technology-Enabled Personalization

  • AMAC Panel Moderator: Mike Durbin, Fidelity Institutional  
  • Ed O’Brien, eMoney Advisor LLC
  • Jay Lipman, Ethic
  • Dan Egan, Betterment
  • Michael Kitces,

3:45 p.m.         Summary and Discussion

4:15 p.m.         Adjournment


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