[15773]
March 19, 2003
TO: SALES DESK MANAGERS ROUNDTABLE No. 3-03
RE: REGISTRATIONS DUE: APRIL 10, 2003 ROUNDTABLE MEETING
A final agenda for the April 10, 2003 meeting of the Investment Company Institute’s Sales Desk
Managers Roundtable is attached. As you will note, Charlie O’Neill of Diversified Management
Resources will be leading a discussion on internal wholesaler compensation models. To assist
Mr. O’Neill in preparing his remarks and to ensure that the needs of the meeting attendees
are met, please send me any specific questions or concerns you have related to sales force
compensation models in advance of the meeting (Brenner@ici.org).
If you have not yet registered for the meeting, please do so as soon as possible by returning the
attached registration form. As a reminder, an optional networking dinner will be held on
Wednesday, April 9th at 6:30 pm at DC Coast, which is located at 1401 K Street, NW, in
Washington, DC; Phone: 202-216-5988. The cost of attending the dinner is $60.
A block of rooms has been reserved at the Hamilton Crowne Plaza (14th and K Streets, NW;
Phone: 202/682-0111) for meeting attendees. The Crowne Plaza is a very brief walk from the
Institute offices.
Please note that business attire will be appropriate for the meeting, and business casual attire
will be appropriate for the dinner.
If you have any questions about the meeting, please contact me at 202/326-5883 (email:
brenner@ici.org). We look forward to seeing you next month.
Linda Brenner
Director - Operations & Continuing
Education
Attachment no. 1 (in .pdf format)