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Agenda
All times are Eastern.
Monday, June 3
| 2:30 – 3:15 p.m. |
Advocacy Day Briefing WebinarSession will be recorded and all participants will receive the link. |
Wednesday, June 5
| 2:00 – 2:15 p.m. |
Welcome
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| 2:15 – 3:00 p.m. |
A Conversation with SEC Commissioner Mark T. UyedaIn 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.
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| 3:00 – 3:15 p.m. |
Break |
| 3:15 – 3:45 p.m. |
Congress SpeaksRep. 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.
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| 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 ResultsElections 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.
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| 4:45 – 5:00 p.m. |
Break
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| 5:00 – 6:00 p.m. |
View from the HillTop 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!
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| 6:00 – 7:00 p.m. |
Welcome Reception
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| 7:00 – 9:00 p.m. |
Dinner: Making Sense of Today’s PoliticsAs 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.
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Thursday, June 6
| 8:30 – 9:30 a.m. |
Briefing Breakfast |
| 10:00 a.m. – 5:00 p.m. |
Meetings on Capitol Hill
|
| 4:00 – 6:00 p.m. |
Post-Meetings Reception
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