
As the compliance date approaches, join IDC on Wednesday, March 26, from 12:00 to 1:00 p.m. ET, for an update on the implementation of the SEC’s amendments to the fund Names Rule. Panelists will discuss some interpretive and operational challenges they have encountered, recent guidance issued by the SEC staff, and the role of fund boards.
Materials
Featured Speakers

Mary Davis Holt, Moderator
Independent Director
American Funds

Erica Evans
Assistant General Counsel
Investment Company Institute

Jay Jackson
Chief Legal Officer
Thrivent Funds

Elizabeth Reza
Partner
Ropes & Gray, LLC