10:00 a.m. | Welcome Remarks |
10:25 a.m. | Approval of Minutes of Previous Meeting |
10:30 a.m. |
Follow-On Panel Discussion Regarding Self-Directed Individual Retirement Accounts (IRAs)
Moderated by:
- Lori Lucas, President and CEO, Employee Benefit Research Institute
Panelists:
- William R. Carrigan, Deputy Commissioner for Securities, Vermont Department of Financial Regulation
- Courtney Eccles, Director, Secure Choice Savings Program, Illinois State Treasurer's Office
- Michael P. Kreps, Principal, Groom Law Group, Chartered
- Mary L. Mohr, Executive Director, Retirement Industry Trust Association
- J. Spencer Williams, Founder, President & CEO, Retirement Clearinghouse
|
12:00 p.m. | Lunch/Non-Public Administrative Session |
1:00 p.m. |
Panel Discussion Regarding Special Purpose Acquisition Companies (SPACs)
Moderated by:
- Christopher Mirabile, Senior Managing Director and Board Member, Launchpad Venture Group, and Chair Emeritus, Angel Capital Association
Panelists:
- Jocelyn Arel, Partner; National Head of SPAC Practice, Goodwin Procter LLP
- Michael O’Donovan, Partner, Strategic Advisory Group, PJT Partners
- Michael Ohlrogge, Assistant Professor of Law, NYU School of Law
- Dan Primack, Business Editor, Axios
- Dana Settle, Co-Founder & Partner, Greycroft, and Chair of Powered Brands
|
2:30 p.m. | Discussion of Recommendation Regarding Minority and Underserved Inclusion |
3:00 p.m. | Discussion of Recommendation Regarding Credit Rating Agencies |
3:30 p.m. | Subcommittee Reports |
4:00 p.m. | Adjourn |