| 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
Speakers:
- 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
Speakers:
- 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 |
