June 2023 Board Meeting

Washington, DC

June 5-6, 2023

Quarterly Meeting of the SVIA Board of Directors

When:

June 5-6, 2023

Where:

The Willard Office Building
1455 Pennsylvania Avenue, NW
Suite 400
Washington, DC

Agenda

Monday, June 5, 2023 – EC Meeting & Board Dinner

3:00 p.m. to 5:00 p.m.

Executive Committee Meeting

Please arrive five to ten minutes before the meeting for security clearance in the Willard Office Building. SVIA’s meeting is in the Carr Office Space, which is on the 4^th Floor. Once cleared, please proceed to Carr’s reception desk.

All names must be submitted in advance to security and an ID will be required to enter the building.

6:00 p.m. to 8:30 p.m.

Board of Directors Dinner

Zaytinya
701 9th St NW
Washington, DC 20001
Phone: (202) 638-0800

https://www.zaytinya.com/

Tuesday, June 6, 2023 – Board of Directors Meeting

9:00 a.m. to 3:00 p.m.	Luggage Storage Please arrive five to ten minutes before the meeting for security clearance in the Willard Office Building. SVIA’s meeting is in the Carr Office Space, which is on the 4th Floor. Once cleared, please proceed to Carr’s reception desk. All names must be submitted in advance to security and an ID will be required to enter the building. Please store luggage carts in the office that has been reserved for this purpose.
9:00 to 10:00 a.m.	Continental Breakfast for Board of Directors
9:00 to 10:00 a.m.	Opening Remarks Nick Gage, Galliard, and Chair of SVIA’s Board of Directors Lacey Lockward, Prudential, and Incoming-Chair of SVIA’s Board of Directors Welcome Introduction of Officers Board of Directors Roundtable
10:00 to 10:30 a.m.	Executive Committee Update Nick Gage, Galliard, and Chair of SVIA’s Board of Directors Lacey Lockward, Prudential, and Incoming-Chair of SVIA’s Board of Directors
10:30 to 11:00 a.m.	Finance Keith Watson, Textron, Chair, Finance & Treasurer
11:00 to 11:30 a.m.	Diversity, Equity, and Inclusion Tashil Fakir, JP Morgan Chase, Chair, Diversity, Equity, and Inclusion
11:30 to noon	Update on 403(b) and H.R. 3063 Kent A. Mason, Partner, Davis & Harman LLP Shane Johnston, Morley, Co-Chair, Government Relations Michael Leonberger, Invesco, Co-Chair, Government Relations
Noon to 12:45 p.m.	Luncheon and Break
12:45 to 1:15 p.m.	Data and Research David Berg, PIMCO, Chair, Data and Research Tony Luna, T. Rowe Price, Incoming-Chair, Data and Research
1:15 to 1:45 p.m.	Events Zach Gieske, SVIA
1:45 to 2:30 p.m.	Other Business
2:30 p.m.	Adjournment

HOTELS

SVIA does not have a room block for this meeting. Below are some suggestions for nearby hotels.

AC Hotel
601 K St, Washington, DC 20001
(202) 921-6900

Arlo Washington DC
333 G St NW, Washington, DC 20001
(202)737-7000

Conrad Washington DC
950 New York Ave NW, Washington, DC 20001
(202) 844-5900

Grand Hyatt Washington
1000 H St NW, Washington, DC 20001
(202) 582-1234

Kimpton Hotel Monaco
700 F St, Washington, DC 20004
(202) 628-7177

Kimpton The George
15 E St NW, Washington, DC 20001
(202) 347-4200

Motto by Hilton
627 H St NW, Washington, DC 20001
(202) 847-4444

TRAVEL INFORMATION

METRO RAIL. It is two blocks from the Gallery Place Chinatown stop on the DMV Metro System’s Yellow Line, which also serves Reagan Airport (DCA). The Green and Red lines also serve this stop.

AMTRAK AND VRE. It is a 15 minute walk from Union Station and accessible from the Red Line which connects Union Station and Metro Center Station.

UNION STATION. It is a 15 minute walk from Union Station, or a 6 minute Lyft or Uber ride.

REAGAN NATIONAL AIRPORT. It is a 15 minute Lyft or Uber ride from Reagan, and, it is six stops on the Yellow Line to Gallery Place Chinatown Station. By Metro, it is a 25 minute ride.

BWI and IAD AIRPORTS. It is roughly an hour’s drive away. However, Uber and Lyft have increased prices substantially, which may make flights to/from these airports less economical and thus undesirable. From BWI, you can take the MARC train to Union Station and then walk.

DRIVING. Parking rates vary by hotel from $35 to $50 a night.