[18538]
February 11, 2005
TO: TECHNOLOGY ADVISORY COMMITTEE No. 4-05
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 in 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 are in room Federal B.
A block of hotel rooms is available for Committee members at the Capitol Hilton,1 1001
16th Street, NW, Washington, DC (202) 393-1000 or 800-639-5784, at a rate of $209.00. To make
reservations, please call the hotel 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, 2004 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, at Olives Restaurant, 1600 K Street,
NW. A reception will begin at 6:30 p.m. and dinner will follow at 7:00 p.m. The restaurant may
be contacted at (202) 452-1866 and the attire is business casual. 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.
1 An apology was issued by the hotel management for difficulty experienced in getting the Hilton reservations system
to accept ICI attendees reservations. The apology, from the General Manager in relevant part, reads: I left a message
to apologize for the inconvenience that our delay in entering your information into our reservation system has
caused. There was a data entry challenge on our part that should have been bubbled up for assistance with. The
information is in the system and a test reservation just worked.
2
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)