Meeting Date:
Monday, April 22, 2024
CFTC Staff:
Summer Mersinger
Chris Lucas
Elizabeth Mastrogiacomo
Terry Arbit
Organization(s):
Investment Company Institute (ICI)
Federated Hermes
Invesco
State Street
External Attendees:
Kevin Ercoline (ICI)
Tracey Wingate (ICI)
Nhan Nguyen (ICI)
Sue Hill (Federated Hermes)
Madison Dischinger (Federated Hermes)
Jane Heinrichs (Federated Hermes)
Adam Henkel (Invesco)
Kimberly Russell (State Street Global Advisors)
Kevin Zimmerman (State Street Global Advisors)
Steve Patterson (State Street)
Additional Information:
Discussed points raised in ICI comment letter on proposed rulemaking to amend Rule 1.25 and other amendments with respect to investment of customer funds by FCMs and DCOs
