[12859]
November 15, 2000
TO: BANK AND TRUST ADVISORY COMMITTEE No. 30-00
RE: MARCH 1, 2001 MEETING NOTICE
The next meeting of the Bank and Trust Advisory Committee will be held on Thursday,
March 1, 2001 at the SunBurst Resort in Scottsdale, Arizona. The meeting will begin at 9:30
a.m. and will conclude at 2:30 p.m. Following the meeting, there will be a tour and reception at
Security Trust in Phoenix, hosted by Jay Marran. We have not yet finalized the plans, however,
it should begin at 3:30 p.m. and conclude at approximately 5:30 p.m. We will provide more
information shortly.
The Bank and Trust Advisory Committee dinner will be held on February 28 at Lon’s at
the Hermosa in Paradise Valley, AZ. The reception will begin at 6:30 p.m. and dinner will be
served at 7:00 p.m. Transportation will be provided to and from the restaurant. Attendees will
be billed for their portion of the dinner.
Attire for all functions is business casual.
We have reserved a block of hotel rooms for the evening of February 28 at the SunBurst
Resort at the rate of $219.00 plus tax per night. To make reservations please call 480-945-7666 or
800-528-7867 and ask for a room in the Investment Company Institute block. Please make your
reservation as soon as possible to secure the room rate of $219. A limited number of rooms are
available at this rate for anyone who wishes to extend their stay over the weekend.
The SunBurst Resort is located at 4925 Scottsdale Road, Scottsdale, AZ. It is
approximately 20 minutes by car/cab from the Phoenix Sky Harbor Airport. Information
regarding the SunBurst Resort is available on their website http://www.sunburstresort.com
Please confirm your attendance at the meeting and the tour and reception by completing
the attached Meeting Response Form (whether or not you plan to attend) and returning it to Agnes
Thomas by February 14, 2001 either by fax (202/326-8314) or return mail.
Please remember that attendance is limited to Committee members or their designated
substitutes only. Any exceptions to this policy must be approved in advance by the BTAC
Chairman or the ICI.
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We want to get your input for the March 1st meeting agenda. If there are items that you
would like to see on the agenda, please complete the Agenda Items section of the Meeting
Response Form.
We look forward to seeing you in Scottsdale on March 1, 2001.
Stuart Bateman Justine Phoenix
Chairman - Bank & Trust Director of Operations -
Advisory Committee Distribution & Service
Attachment (in .pdf format)