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
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