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IDC CONFERENCE CALL

Roundtable Discussion for Board Leaders
February 19, 2014

The Independent Directors Council hosted a one-hour conference call for independent chairs or lead independent directors of ICI member funds on Wednesday, February 19. This call was an informal and interactive discussion of topics of interest among the participants rather than a formal presentation. The discussion was facilitated by Ralph Verni, independent board chair of Eaton Vance Mutual Funds.

HIGHLIGHTS

The discussion focused on topics of current interest, including:

  • Keeping up with regulatory developments (e.g., recent SEC Guidance Update relating to fixed-income markets)
  • Interacting with management, outside counsel, and chief compliance officers
  • Preparing for and chairing effective board meetings
  • Conducting board self assessments
  • Other issues

This call was closed to the media.