©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.
[19056]
August 3, 2005
TO: SALES DESK MANAGERS ROUNDTABLE No. 7-05
RE: REMINDER: 9/29/05 SALES DESK MANAGERS ROUNDTABLE MEETING
If you have not yet registered for the September 29, 2005 meeting of the Investment Company
Institute’s Sales Desk Managers Roundtable, please do so as soon as possible. The meeting has
been scheduled from 8:30 am to 3:30 pm on Thursday, September 29, 2005 at the offices of the
WM Group of Funds at 1100 Investment Boulevard, Suite 200, in El Dorado Hills, California. An
optional networking dinner for Roundtable members will be held on Thursday evening. A
meeting agenda is attached.
A block of rooms has been reserved for meeting attendees at the Marriott Sacramento Rancho
Cordova, which is located at 11211 Point East Drive in Rancho Cordova, CA. Detailed
information about the hotel, including driving directions, is available at
http://marriott.com/property/propertypage/SACMC. The Marriott is approximately 26 miles
from Sacramento International Airport. The estimated cab fare is $65. Bus transportation will be
provided on Thursday to and from the Marriott and the offices of WM Funds.
To make your hotel reservations, please call the hotel directly at 916/638-1100 and mention that
you are calling as part of the ICI room block to receive the discounted rate of $149/night plus
tax—this rate is available until September 13.
The optional networking dinner on Thursday, September 29 will be held at Sogno Winery, 3046
Ponderosa Road, Shingle Springs, CA; Phone Number: 530-672-6968. Bus transportation will be
provided to and from the Marriott and the restaurant. Please note that the total cost of the
dinner and related bus transportation 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.
To register for the meeting, please complete and return the attached form to the Institute as
soon as possible. Business casual attire will be appropriate for the meeting and 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 California.
Linda Brenner
Director
Operations & Continuing Education
Attachment (in .pdf format)