©2005 Investment Company Institute. All rights reserved. Information may be abridged and therefore incomplete.
Communications from the Institute do not constitute, and should not be considered a substitute for, legal advice.
[18752]
April 7, 2005
TO: BROKER/DEALER ADVISORY COMMITTEE No. 13-05
RE: BDAC MEETING NOTICE - MAY 18-19, 2005
The next meeting of the Broker/Dealer Advisory Committee will be held on
Wednesday, May 18 and Thursday, May 19, 2005 at the Investment Company Institute in the
David Silver Conference Room, located at 1401 H Street, NW, 12th Floor, Washington, D.C. On
Wednesday, May 18, lunch will be served at 12:00 p.m. and the meeting will begin at 1:00 pm
and conclude at 5:00 p.m. On Thursday, May 19, continental breakfast will be available at 8:15
a.m. and the meeting will begin at 9:00 a.m. and conclude at 12:00 p.m. with lunch. Attire for the
meetings is business.
HOTEL ACCOMMODATIONS
We have reserved a block of hotel rooms at the Sofitel Lafayette Square for the nights of
May 17 and May 18 at the rate of $295 single or double plus tax. To make reservations please
call 202-730-8800 and ask for a room in the Investment Company Institute block. PLEASE
MAKE YOUR HOTEL RESERVATIONS AS SOON AS POSSIBLE AS ROOMS ARE LIMITED.
Reservations must be made by April 20, 2005 to secure the room rate of $295. Reservations
must be cancelled before 6:00 p.m. EST on the day prior to arrival to avoid charges equal to the
first night’s room and tax. The Sofitel is located across the street from the Institute at 806 15th
Street, NW, Washington, D.C.
COMMITTEE OUTING ON MAY 18
A committee outing will be held the evening of May 18th. More information about the
event will be sent to you prior to the meeting. All participants will be billed for their portion of
the event. Please note that if you confirm attendance for the BDAC event and cancel within 48 hours of
the scheduled event, you will still be charged for your portion of the pre-arranged event.
2
AGENDA & RESPONSE FORM
We need to get your input on “shop talk” discussion items and agenda topics for the
meeting. Please use the attached form to list your ideas and suggestions or e-mail Kathy
Joaquin (kjoaquin@ici.org) or Nino Palermo (Nino_Palermo@capgroup.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.
A meeting response form is attached. Please complete the form and indicate whether or
not you or a representative of your firm will be attending the committee meetings on May 18
and 19 and the committee outing on May 18. Kindly email or fax the completed form to Agnes
Thomas at agnes@ici.org or 202/326-8314 by May 2, 2005.
We look forward to seeing you in Washington.
Nino Palermo Kathleen C. Joaquin
Vice President Director – Operations & Distribution
American Funds Service Company.
Chairman – Broker/Dealer Advisory Committee
Attachment (in .pdf format)