June 2024 Board Meeting

Washington, DC

June 10-11, 2024

Quarterly Meeting of the SVIA Board of Directors

When:

June 10-11, 2024

Where:

The Ronald Reagan Building
1300 Pennsylvania Avenue, NW
Suite 700
Washington, DC

Agenda

Monday, June 10, 2024

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

Executive Committee Meeting

Please arrive five to ten minutes before the meeting for security clearance. SVIA’s meeting is in the District Offices Space, which is on the 7^th Floor. Once cleared, please proceed to the reception desk.

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

6:30 p.m. to 9:00 p.m.

Board of Directors Dinner

MITA
804 V St NW. Washington, D.C. 20001 | (202) 929-7792 | https://www.mitadc.com/

Tuesday, June 11, 2024

9:00 a.m. to 3:00 p.m.	Board of Directors Meeting Please arrive five to ten minutes before the meeting for security clearance. SVIA’s meeting is in the District Offices Space, which is on the 7th Floor. Once cleared, please proceed to the reception desk. All names must be submitted in advance to security and an ID will be required to enter the building.
9:00 to 10:00 a.m.	Continental Breakfast for Board of Directors
9:00 to 9:30 a.m.	Opening Remarks Lacey Lockward, Prudential, Chair of SVIA’s Board of Directors Board of Directors Roundtable Monthly Board Calls
9:30 to 10:00 a.m.	Finance Keith Watson, Textron, Chair, Finance & Treasurer Henry Kao, PIMCO, Incoming Finance Chair & Treasurer SVIA Investment Policy SVIA Dues
10:00 to 10:30 a.m.	Data and Research Trevor Olexy, Data Engineer, SVIA SVIA Data Portal SVIA Composites
11 to noon	Government Relations Kendra Isaacson, Principal, Mindset Michael Leonberger, Invesco, Co-Chair, Government Relations Michael Sipper, New York Life, Co-Chair, Government Relations SVIA Policy Initiatives Discussion SVIA Advocacy Working Group
Noon to 12:30 p.m.	Luncheon and Break
12:30 to 1:00 p.m.	Diversity, Equity, and Inclusion Tashil Fakir, JP Morgan Chase, Chair, Diversity, Equity, and Inclusion SVIA Leadership Summit
1:00 to 1:30 p.m.	Communications Andrew Erman, Transamerica, Chair, Communications & Education Podcasts Mercer Whitepaper Michael Finke Article Cerulli Whitepaper Broadridge Collaboration
1:30 to 2:00 p.m.	Events Ben Soltsov, GSAM, Chair, Events Planning 2024 Fall Forum Revenue Targets Spring Seminar Locations
2:00 to 3:00 p.m.	Other Business Zach Gieske, President, SVIA Interstate Compact for Wrap Contracts IRA Rollovers
3:00 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.