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.

The Willard (Closest to meeting location)
1401 Pennsylvania Avenue NW, Washington, DC 20004
(202) 628-9100

Hotel Washington
515 15th St NW, Washington, DC 20004
(202) 661-2400

JW Marriott
1331 Pennsylvania Avenue NW, Washington, DC 20004
(202) 393-2000

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

Hay Adams
800 16th St NW, Washington, DC 20006
(202) 638-6600

Washington Marriott
775 12th St NW, Washington, DC 20005
(202) 737-2200

Sofitel at Lafayette Square
806 15th St NW, Washington, DC 20005
(202) 730-8800

Capital Hilton
1001 16th St NW, Washington, DC 20036
(202) 393-1000

TRAVEL INFORMATION

METRO RAIL. It is two blocks from Metro Center Station on the DMV Metro System’s Blue, Orange, Silver, and Red Lines.

AMTRAK AND VRE. It is a mile and a half from Union Station and accessible from the Red line which connects Union Station and Metro Center Station.

UNION STATION. It is a 15-minute Lyft or Uber ride from Union Station or you can jump on the Metro (Red Line) towards Shady Grove to Metro Center Station and walk the remaining two blocks. Trains are running every thirty minutes.

REAGAN NATIONAL AIRPORT. It is a 15 minute Lyft or Uber ride from Reagan, and, it is nine stops on the Blue Line to Metro Center Station. By Metro, it is a 30 minute ride. Trains are running every thirty minutes.

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.

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