[18654]
March 17, 2005
TO: INTERNATIONAL OPERATIONS ADVISORY COMMITTEE No. 4-05
RE: NOTICE OF IOAC MEETING - MAY 10 & 11, 2005
The next meeting of the Institute’s International Operations Advisory Committee
(“IOAC”) will take place on Tuesday, May 10, 2005 in the David Silver Conference Room
(“DSCR”) at the Investment Company Institute, 1401 H St., N.W., 12th Floor, Washington, DC.
The meeting will begin at 8:30 a.m. with continental breakfast and the meeting is expected to
conclude at approximately 12:30 p.m. The ICI International Committee has been invited to join
us for our meeting. Attire for the meeting is business.
The IOAC will then have a joint lunch with the International Committee and has been
invited to participate in the International Committee meeting in the DSCR immediately
following lunch. That meeting is expected to conclude at approximately 4:00 p.m.
On May 11th, the IOAC has been invited to participate in a meeting with both EFAMA
(formerly known as FEFSI) and the International Committee (“IC”). The meeting will take place
in the DSCR beginning with breakfast at 8:00 a.m. and is expected to conclude by noon. Lunch
will be provided.
We strongly encourage your in person participation at the meetings, 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 available to the IOAC
meeting on the morning of May 10th. Dial-in access will not be available for the International
Committee meeting the afternoon of May 10th or for the EFAMA/IC/IOAC meeting on May
11th.
Committee Dinner
There will be a Committee dinner on Tuesday, May 10th at a venue to be determined.
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 business casual. Kindly 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.
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Hotel Accommodations
A block of rooms has been reserved at the Sofitel Lafayette Square, 806 15th Street, NW,
Washington, D.C. for the evenings of May 9 and 10 at a rate of $ 230.00 per night. To make
reservations, please call the hotel at (202) 737-8800 and indicate that you are part of the
Investment Company Institute group. Please make your hotel reservations as soon as possible
as rooms are limited, but no later than Friday, April 15th to receive the group rate. All
reservations must be guaranteed by a credit card and reservations must be cancelled 48 hours in
advance of arrival to avoid penalty.
If you are staying on for the ICI General Membership Meeting, you may want to stay at
the conference hotel, which is the Hilton Washington, 1919 Connecticut Avenue, NW. The
phone number for the Hilton is (202) 483-3000.
Agenda Items/Committee Projects
We would like to get your input on “shop talk” discussion items, Committee project
ideas and agenda items for the IOAC 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 April 15, 2005
Please assist us in determining who will be attending the meeting by faxing the attached
form, no later than April 15, 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 M. Butler
Franklin Templeton Director - Transfer Agency
Chair & International Operations
International Operations Advisory Committee
Attachment (in .pdf format)