©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.
[18958]
June 21, 2005
TO: SALES FORCE MARKETING COMMITTEE No. 5-05
RE: SEPTEMBER 22, 2005 SALES FORCE MARKETING COMMITTEE MEETING
The fall 2005 meeting of the Investment Company Institute’s Sales Force Marketing
Committee has been scheduled for Thursday, September 22, 2005, from 8:30 am to noon at the
Institute’s offices at 1401 H Street, NW, in Washington, DC. As you will note from the attached
preliminary agenda, the meeting will feature a presentation by Michael Bitterly, Head of
MLIM Americas, Global Proprietary Sales, on managing and motivating a sales force.
In addition, the September 22nd meeting will include an informal discussion of current
fund-related sales and marketing 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 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 at the Hamilton Crowne Plaza for meeting
attendees. The Crowne Plaza, which is located at 14th and K Streets, NW, in Washington, DC, is
a very short walk to ICI’s offices. To make your hotel reservation, please call the hotel directly at
202/682-0111 and mention your ICI affiliation in order to receive the $229.00 room rate.
An informal networking dinner for committee members will be held on Wednesday,
September 21st (cocktails at 6:30 pm and dinner at 7:00 pm) at a local-area restaurant. Please
note that the total cost of the dinner will be divided by the number of participants, and each
participant will receive an invoice AFTER the dinner. If you cancel a dinner registration with
less than 48-hours notice, you will be charged for your portion of the dinner. And finally,
ICI’s Research Committee will be meeting at ICI’s offices from 10:00 am to 4:00 pm on
September 21st—members of the Sales Force Marketing Committee are welcome to attend the
Research meeting.
To register for the meeting, please complete and return the attached form to the Institute
as soon as possible. Business attire will be appropriate for the meeting; business casual attire
will be appropriate for the dinner.
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If you have any questions about the September meeting, please contact me at 202/326-
5883 (email: brenner@ici.org). We look forward to seeing you in September.
Linda Brenner
Director
Operations and Continuing Education
Attachments (in .pdf format)