September 24, 2020 Meeting of the Securities and Exchange Commission Investor Advisory Committee Agenda

10:00 a.m. - 10:15 a.m.Welcome Remarks
10:15 a.m. - 10:30 a.m.Approval of Minutes of Previous Meetings
10:30 a.m - 12:15 p.m.

Panel Discussion Regarding Self-Directed IRAs


  • Brigitte Madrian, Dean, Marriott School of Business, Brigham Young University
  • Craig Copeland, Senior Research Associate, Employee Benefit Research Institute
  • Elizabeth Salas Evans, President, Cayena Capital Management
  • David Forman, Senior Vice President and Deputy General Counsel, Fidelity Investments
  • Joe Savage, Vice President and Counsel, Office of Regulatory Analysis, FINRA
12:15 p.m. - 1:30 p.m.Lunch/Non-Public Administrative Session
1:30 p.m. - 3:15 p.m.

Panel Discussion Regarding Minority Community Investor Inclusion


  • George Nichols, President and Chief Executive Officer, The American College of Financial Services
  • Ray Boshara, Director, Center for Household Financial Stability, Federal Reserve Bank of St. Louis
  • Trivia Edwards, Financial Analyst, Comer Capital Group
  • Randall Eley, President and Chief Investment Officer, Edgar Lomax Value Fund
  • Lori Schock, Director, Office of Investor Education and Advocacy, SEC
3:15 p.m. - 3:30 p.m.Discussion of Recommendation to Restate and Amend the By-Laws of the Committee
3:30 p.m. - 4:00 p.m.Subcommittee Reports
4:00 p.m.Adjourn