[18476]
January 28, 2005
TO: SALES DESK MANAGERS ROUNDTABLE No. 1-05
RE: APRIL 6–7, 2005 SALES DESK MANAGERS ROUNDTABLE MEETING
The next meeting of the Investment Company Institute’s Sales Desk Managers Roundtable has
been scheduled for Wednesday, April 6, 2005, from 3:00 to 5:00 pm, and on Thursday, April 7,
2005, from 9:00 am to 3:00 pm. The meeting will take place at the Institute offices at 1401 H
Street, NW, in Washington, DC. An optional networking dinner will be held on Wednesday at
6:30 pm (Restaurant TBD).
A preliminary meeting agenda is attached. As you will note, Wednesday’s portion of the
meeting will be devoted to an informal discussion of current sales desk issues. If you have any
issues or questions you would like discussed during this session, please list those items on the
attached form or email them to brenner@ici.org. I will circulate a list of all items submitted in
advance of the meeting to all meeting registrants—our experience indicates that if topics are
circulated in advance, the value of the discussion is considerably enhanced.
A block of rooms has been reserved for meeting attendees at the Hilton Garden Inn, which is
located at 815 14th Street, NW (across the street from the Institute’s offices). The main hotel
number for the Hilton is 202/783-7800, Reservations: 877/782-9444; Website:
www.hiltongardeninn.com. To obtain the special room rate of $179.00 per night at the Hilton
Garden Inn, please call the Hilton directly and mention that you will be attending an
Institute meeting when making your reservation. Also, please return the attached registration
form to the Institute. If you plan to attend the optional networking dinner on Wednesday,
April 6, please return a check for $60 with your Institute registration form or call Maria
Castellon at 202/326-5868 to provide your credit card information.
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). I look forward to seeing you in April.
Linda Brenner
Director
Operations & Continuing Education
Attachment (in .pdf format)