All times are Eastern.
Monday, June 5
|2:30 – 3:15 p.m.||
Advocacy Day Briefing Webinar
Session will be recorded and all participants will receive the link.
Wednesday, June 7
|2:00 – 2:15 p.m.||
|2:15 – 3:00 p.m.||
The Inside Scoop: The Latest on Key Policy Developments Affecting Advisers and Clients
What’s happening on Capitol Hill, and how might recent banking, economic, and political developments affect the policy environment for investment advisers and their clients? This panel of Washington experts will unpack the latest developments that are critical to the advisory community and discuss the prospect for relevant legislation and congressional oversight of the SEC and other regulators.
|3:00 – 3:45 p.m.||
Fireside Chat with Congressman French Hill
|3:45 – 4:15 p.m.||
|4:15 – 5:00 p.m.||
A Conversation with SEC Commissioner Hester Peirce
|5:00 – 5:45 p.m.||
What to Expect on the Hill: Hear from Your Peers
Past participants of IAA Adviser Advocacy Days will talk about their experiences on Capitol Hill and what they’ve learned about talking to Capitol Hill lawmakers and their staffs about issues important to advisers.
|6:00 – 7:00 p.m.||
|7:00 – 9:30 p.m.||
Welcome Reception and Dinner
Over dinner, attendees will hear from Jake Sherman, a co-founder of Punchbowl News and the former co-author of POLITICO Playbook. Sherman will provide an up-to-the-minute walkthrough of what’s happening on Capitol Hill and what is likely to happen between Congress and the White House.
Thursday, June 8
|8:30 – 9:30 a.m.||
Join us for breakfast and an overview of the day’s activities.
|10:00 a.m. – 5:00 p.m.||
Meetings on Capitol Hill
|4:00 – 6:00 p.m.||
Head back to Phoenix Park Hotel for a reception and debrief of Adviser Advocacy Day.