[11250]
September 16, 1999
TO: SALES DESK MANAGERS ROUNDTABLE No. 3-99
RE: AGENDA: OCTOBER 14-15, 1999 ROUNDTABLE MEETING
______________________________________________________________________________
Attached is the preliminary agenda for the October 14-15, 1999 meeting of the Investment Company
Institute’s Sales Desk Managers Roundtable, which will be held in Charlotte, North Carolina. Please note
that several discussion items have been placed on the agenda for Thursday’s meeting. If you have an
additional topic that you would like added to the agenda, please let me know as soon as possible.
The Roundtable meetings (on both Thursday and Friday) will be held at the offices of Bank of America,
located at 525 N. Tryon Street, 2nd Floor, Room 202 (also known as the “multi-purpose room”) in
Charlotte. The tour of the offices of Nations Funds will take place at the Bank of America Plaza at 101
S. Tryon Street, 34th Floor. (Please note that meeting attendees will be walking between the meeting and
the tour site—comfortable shoes are recommended).
Also on Thursday, an optional networking dinner will begin at 6:30 pm at a local restaurant (restaurant
and location to be determined).
A block of rooms has been reserved at the Adam’s Mark Charlotte Hotel (555 South McDowell) (Phone:
704/372-4100) for meeting attendees. The Adam’s Mark is a six-block (approximately) walk from the
Nations Funds offices and a 20 minute cab ride from the Charlotte airport (approximately $15.00).
To obtain the special room rate of $105 per night at the Adam’s Mark, please make your reservation
by September 24, 1999 (mention that you will be attending an Institute meeting when making your
reservation). Please note that October is a particularly busy time for hotels in Charlotte so please do not
wait to make your reservation. Also, please return the attached form to the Institute by September 24,
1999. If you plan to attend the optional networking dinner on Thursday, October 14th, please return a
check for $50 with your Institute registration form.
Please note that business casual attire will be appropriate for the meetings and dinner. Meanwhile, if you
have any questions about the October meeting or suggestions for discussion topics or speakers, please
contact me at 202/326-5883 (email: brenner@ici.org). We look forward to seeing you in October.
Linda Brenner
Director, Operations and Training
Attachment
Sales Desk Managers Roundtable
Investment Company Institute
October 14-15, 1999
____ I will attend the Sales Desk Managers Roundtable meeting on October 14-15, 1999.
____ I will attend the optional dinner at 6:30 pm on Thursday, October 14, 1999 and have enclosed a
check for $50.00 made out to the Investment Company Institute.
Name:________________________________________________________________________
Title: _________________________________________________________________________
Company: ____________________________________________________________________
Phone: _______________________________________________________________________
E-Mail Address: _______________________________________________________________
I would like to have the following topics discussed at the Roundtable meeting:
_________________________________________________________________________________
___
_________________________________________________________________________________
___
_________________________________________________________________________________
___
Please return this form by September 24, 1999 to:
Carlos Gomez
Investment Company Institute
1401 H Street, NW
Washington, DC 20005
202/326-5866 (phone)
202/326-5853 (fax)
____ Please check here if you need special services due to a disability.