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July 3, 2003
TO: SALES DESK MANAGERS ROUNDTABLE No. 5-03
RE: CHANGE IN MEETING DATES
Please note that we have changed the dates of the fall 2003 meeting of the Investment Company
Institute’s Sales Desk Managers Roundtable. The new dates for the meeting are October 9-10,
2003. The meeting will be held at the offices of American Express Financial Advisors in
Minneapolis, MN.
On Thursday, October 9th, the meeting will run from 1:00 – 5:00 pm and will include a tour of
American Express’s offices. An optional networking dinner will be held that evening
(Restaurant TBD). On Friday, October 10thth, the meeting will run from 8:30 am to 1 pm and will
include a continental breakfast and lunch. A preliminary meeting agenda and travel
information will be sent to you shortly.
If you have any suggestions for discussion topics or speakers for the October meeting, please
contact me at 202/326-5883 (email: brenner@ici.org). We look forward to seeing you in October.
Linda Brenner
Director - Operations & Continuing
Education