Title:
Meeting with FIA, Bank of America, Goldman Sachs, JP Morgan, RBC, and Wells Fargo
Meeting Date:
Thursday, June 13, 2024
CFTC Staff:
Jennifer Bauer
Clark Hutchison
Jasmine Lee
Christine McKeveny
Daniel O’Connell
Thomas Smith
Robert Wasserman
Organization(s):
Futures Industry Association (FIA)
Bank of America
Goldman Sachs
JP Morgan
Royal Bank of Canada (RBC)
Wells Fargo
External Attendees:
Allison Lurton (FIA)
Michael Sorrell (FIA)
Atif Rehman (Bank of America)
Patrick Sheehan (Goldman Sachs)
Tammy Botsford (JP Morgan)
Teresa Warta (JP Morgan)
Ruth Arnould (Bank of America)
Julie Mao (Goldman Sachs)
Matt Lischin (RBC)
Kristyn Walker (Wells Fargo)
Additional Information:
Discussed points raised in FIAs’ comment letter on
proposed rulemaking re: codification of no-action position in CFTC Letter No.
19-17 regarding separate account treatment.
