Thursday July 30, 2020

3:00 PM to 5 PM EST

Dial-In Information: 1-(855)-797-9485. Access Code:  86915620#

Agenda:

3:00 to 3:10

– Welcome to the Virtual Summer Meeting – John Petchler, Allen Stoltman and PPiA Board

3:10 to 3:15

– Treasurer’s Report – Ed Ohannesian and Jason Smith – Waiver of 2020 Regular Dues

3:15 to 3:30

– Overview of Regulatory Landscape – Sasha Kamper and Brian Keating

3:30 to 4:00

– 43R – Brian Keating – Accounting definitions impact what is a permitted investment

4:00 to 4:30

– CTLs, Bespoke Securities, SVO Review of Asset Classes – Sasha Kamper