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2024 Adviser Advocacy Day


All times are Eastern.

Monday, June 3

2:30 – 3:15 p.m.
Advocacy Day Briefing Webinar

Session will be recorded and all participants will receive the link.

Wednesday, June 5


2:00 – 2:15 p.m.


2:15 – 3:00 p.m.
A Conversation with SEC Commissioner Mark T. Uyeda

In this fireside chat, SEC Commissioner Mark T. Uyeda and IAA President & CEO Karen Barr will engage in a wide-ranging discussion of the SEC’s regulatory agenda and priorities. 

  • Mark T. Uyeda, Commissioner, SEC 
  • Karen Barr, President & CEO, IAA 


3:00 – 3:15 p.m.
3:15 – 3:45 p.m.
Congress Speaks

Rep. Jim Himes, a senior member of the House Financial Services Committee and ranking member of the House Intelligence Committee, will discuss the current status of financial services legislation as well as domestic and international challenges to financial stability. Himes, a Democrat, represents Connecticut’s 4th Congressional District in the U.S. House of Representatives, where he is serving his eighth term.

  • Jim Himes (CT-4), U.S. House of Representatives


3:45 – 4:00 p.m.Break
4:00 – 4:45 p.m.
Tax Armageddon in 2025: Why Congress Will Change the Law Regardless of Election Results

Elections matter. And especially this November because members of the 119th Congress will change the tax law in 2025 whether they pass a bill or not. Explore with us the most likely tax policy outcomes if Republicans sweep the elections, Democrats take full control of Washington, or Congress continues to be split. This session will examine the fate of individual tax provisions from the TCJA, corporate and high-income tax proposals that Democrats are promoting, and new tax proposals aimed at expanding U.S. research and manufacturing.

  • Russell W. Sullivan, Chair of the National Tax Policy Group, Brownstein Hyatt Farber Schreck, LLP


4:45 – 5:00 p.m.


5:00 – 6:00 p.m.
View from the Hill

Top lobbyists from the advisory and asset management industry will have a panel discussion – moderated by the IAA’s Neil Simon – about legislative developments on Capitol Hill and efforts to rein in the SEC. Topics will include IAA efforts to require greater consideration of the regulatory burdens imposed on smaller advisers. This session will provide advisers with keen insights about the issues they’ll be discussing the next day on Capitol Hill!

  • Kristy Croushore, Vice President, Federal Government Relations, Fidelity Investments
  • Langston Emerson, Partner, Mindset
  • Eric May, Director, Federal Government Relations, TIAA
  • Dean R. Sackett, III, Managing Director of Government Affairs, Franklin Templeton
  • Neil Simon, Vice President, Government Relations, IAA (Moderator)


6:00 – 7:00 p.m.
Welcome Reception


7:00 – 9:00 p.m.
Dinner: Making Sense of Today’s Politics

As one of the most well-connected and highly respected reporters in the country with his ear to the ground on everything happening in and around Washington, D.C., POLITICO politics bureau chief Jonathan Martin pairs an extensive network of sources with his keen analytical mind to deliver and explain the inside story of American politics. Tapping into his unparalleled historical knowledge and relationships on both sides of the aisle, Martin leads an engaging conversation on the ins and outs of campaigns, government, politics, and policy, while sharing amusing anecdotes and firsthand accounts of goings-on behind the scenes of many of the most significant moments shaping the nation’s political landscape. 

  • Jonathan Martin, Politics Bureau Chief and Senior Political Columnist, POLITICO 

Thursday, June 6

8:30 – 9:30 a.m.
Briefing Breakfast
10:00 a.m. – 5:00 p.m.
Meetings on Capitol Hill

Your chance to make an impact. The IAA will arrange meetings for you with members of Congress and their staffs, and attendees will receive customized schedules based on their addresses.

4:00 – 6:00 p.m.
Post-Meetings Reception

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