[18388]
January 5, 2005
TO: INTERNATIONAL OPERATIONS ADVISORY COMMITTEE No. 1-05
RE: NOTICE OF IOAC MEETING - FEBRUARY 16-17, 2005
The next meeting of the Institute’s International Operations Advisory Committee will
take place on Thursday, February 17, 2005 at Franklin Templeton, 100 Fountain Parkway,
St. Petersburg, Florida. The meeting will begin at 9:00 a.m. with continental breakfast, lunch
will be provided and the meeting is expected to conclude at approximately 2:30 p.m. A tour of
the Franklin Templeton facility will be available to the meeting attendees on Thursday
following the meeting if there is sufficient interest. Attire for the meeting is business casual.
We strongly encourage your in person participation, as experience has shown that it makes for a
more effective meeting. However, we recognize that international travel can be difficult, so we
are making international dial-in access to the meeting available.
Committee Dinner
There will be a Committee dinner on Wednesday, February 16th at Mezza Mediterranean
Grill, which is located at 2325 Ulmerton Road, Clearwater, Florida. A reception will begin at
6:30 p.m. and dinner will follow at 7:00 p.m. Transportation will be provided for the short ride
from the hotel to the restaurant. The Institute’s policy is to bill individual committee members
who choose to attend for their portion of the dinner. Attire for the dinner is casual. Please note
that if you confirm attendance for the IOAC dinner and cancel within 48 hours of the scheduled
event, you will still be charged for your portion of the pre-arranged dinner.
Hotel Accommodations
A block of rooms has been reserved for the evenings of February 16th and 17th at the
Radisson Hotel, which is located at 12600 Roosevelt Blvd., St. Petersburg and is within walking
distance of the meeting facility. The group room rate is $119.00 for a single or double. To make
reservations, please call the hotel at 727-572-7800 and indicate that you are part of the
Investment Company Institute/Franklin Templeton group. Please make your hotel
reservations as soon as possible as rooms are limited, but no later than Monday, January 24th
to receive the group rate. All reservations must be guaranteed by a credit card and reservations
must be cancelled 24 hours in advance of arrival to avoid penalty.
2
Agenda Items/Committee Projects
We would like to get your input on “shop talk” discussion items and agenda items for
the meeting. Please use the attached form to list your ideas and suggestions or e-mail Diane
Butler (butler@ici.org) or Ghassan Hakim (ghakim@frk.com). Our experience indicates that if
topics are circulated in advance, the value of the discussion is considerably enhanced. A
preliminary agenda and shop talk discussion topics will be circulated to the committee
approximately two weeks before the meeting.
Fax Response Form by January 24, 2005
Please assist us in determining who will be attending the meeting by faxing the attached
form, no later than January 24, 2005, to Agnes Thomas at the Investment Company Institute.
The fax number is 202-326-8314 and you can reach Agnes Thomas at 202-326-5846 or at
agnes@ici.org. It is important that all committee members complete and fax back the form
regardless of whether or not you are attending the meeting. Your cooperation is greatly
appreciated.
Ghassan G. Hakim Diane Butler
Franklin Templeton Director
Chair Transfer Agency & International Operations
International Operations Advisory Committee
Attachment (in .pdf format)