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February 10, 2005
TO: TECHNOLOGY ADVISORY COMMITTEE No. 3-05
RE: TECHNOLOGY ADVISORY COMMITTEE MEETING - MARCH 9 & 10, 2005
The next meeting of the Technology Advisory Committee and BCP Sub-Committee will
take place on Wednesday and Thursday, March 9 & 10, 2005 at the Capital Hilton Hotel located
at 1001 16th Street, NW (corner of 16th & K Streets, NW), Washington, DC. The Committee
meeting will begin at 9:00 a.m. on March 9th with the “shop talk” discussion and conclude at
approximately 3:00 p.m. The BCP Sub-Committee meeting will begin at 9:00 a.m. on March 10th
with the “shop talk” discussion and conclude at approximately 3:00 p.m. Participants are
encouraged to attend both meetings. Both meetings will be held in room Federal B (2nd Floor).
A block of hotel rooms is available for Committee members at the Capitol Hilton for the
nights of March 8 and 9 at the rate of $209.00 per night. To make reservations, please call the
hotel at 202-393-1000 or 1-800-HILTONS and ask for a room in the Investment Company
Institute-Technology Advisory Committee Meeting room block. All reservations must be
guaranteed by either a valid credit card or one night’s deposit by February 21, 2005 to receive
the room block rate. Reservations must be cancelled 72 hours prior to arrival to avoid a penalty.
There will be a Committee dinner held on March 9, and details will follow shortly. The
Institute’s policy is to bill individual Committee members who choose to attend for their
portion of the dinner.
Committee participants are urged to submit “shop talk” questions as soon as possible
for use during the March meetings. Questions will be distributed to expected attendees prior to
the meetings. These submissions are attributable and will form the basis for participant
interaction. Furthermore, on March 9 as part of our meeting, we will hold an Electronic
Communications Roundtable. Please be prepared to discuss record retention practices, record
segregation, destruction practices, monitoring, record production, unauthorized
communication technologies, new communication technologies, and netiquette training.
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If you have any questions regarding the meeting you may contact Peter Salmon at
202/326-5869 or salmon@ici.org. We look forward to seeing you in Washington, DC!
John H. Phelan Michael L. Curry Peter G. Salmon
Senior Vice President Principal, Planning & Director – Operations
The Capital Group Companies, Inc. Development & Technology
Chairman, Technology Advisory The Vanguard Group, Inc.
Committee Chairman, BCP Sub-
Committee
Attachment (in .pdf format)