June 2025 Board Meeting

Washington, DC

June 16-17, 2025

Quarterly Meeting of the SVIA Board of Directors

When:

June 16-17, 2025

Where:

Mindset Office

455 Massachusetts Ave NW, Suite 1200, Washington, D.C.

Agenda

Monday, June 16, 2025
3:00 p.m. to 5:00 p.m.	Executive Committee Meeting Please arrive at the building five to ten minutes early to make time to reach the twelfth floor and get situated once inside.
Monday, June 16, 2025
6:30 p.m. to 9:00 p.m.	Board of Directors Dinner a.kitchen+bar 1010 New Hampshire Ave NW, Washington, DC 20037 (202) 591-1515 https://akitchenandbardc.com/dinner/
Tuesday, June 17, 2025
9:00 a.m. to 3:00 p.m.	Board of Directors Meeting Please arrive at the building five to ten minutes early to make time to reach the twelfth floor and get situated once inside.
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
9:30 to 11:00 a.m.	SVIA Organizational Review Zach Gieske, President, SVIA Election Rebalancing Consultant Advisory Council Vice Chair Proposal Association Membership Consultant
11:00 to 11:30 a.m.	Government Relations Kendra Isaacson, Principal, Mindset Michael Leonberger, Invesco, Co-Chair, Government Relations Michael Sipper, New York Life, Co-Chair, Government Relations Mindset Yearly Review SVIA Legislative Proposal Emergency Savings Vehicles SVIA Amicus Briefs
11:30 a.m. to 12:00 p.m.	Events Ben Soltsov, Goldman Sachs Asset Management, Events Planning 2025 Fall Forum Agenda & Updates Consultant Pass Program
12:00 to 12:30 p.m.	Luncheon and Break
12:30 to 1:00 p.m.	Data and Research Tony Luna, T. Rowe Price, Chair, Data & Research Committee Trevor Olexy, Data Engineer, SVIA SVIA Data Portal SVIA Composite Expansion SVIA Data Sharing Program
1:00 to 1:30 p.m.	Membership Development Tashil Fakir, JP Morgan Chase, Chair, Membership Development SVIA Leadership Summit
1:30 to 2:00 p.m.	Communications Andrew Erman, Transamerica, Chair, Communications & Education Valerian Whitepaper Update Qualitative Study Update Communications Pieces in Development
2:00 to 2:30 p.m.	Finance Henry Kao, PIMCO, Finance Chair & Treasurer June Update
2:30 to 3:00 p.m.	Other Business
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.