©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.
[19182]
September 22, 2005
TO: BROKER/DEALER ADVISORY COMMITTEE No. 30-05
RE: BDAC MEETING NOTICE - OCTOBER 26, 2005
The next meeting of the Broker/Dealer Advisory Committee will take place on
Wednesday, October 26, 2005 at the Hyatt Regency Hotel in Austin, TX. The meeting will follow
the 2005 Operations and Technology Conference, which will also be held at the Hyatt Regency
Austin from October 23-25. The meeting will be held in Texas 1, beginning at 9:00 a.m. and will
conclude by 1:00 p.m. Breakfast and lunch will be provided. Attire for the meeting is business
casual.
HOTEL ACCOMMODATIONS
For the convenience of those who do not have room reservations at the Hyatt Regency
Austin, we have reserved a block of hotel rooms at the Four Seasons Hotel for the night of
October 25th at the rate of $235.00. The Four Seasons Hotel is located at 98 San Jacinto Boulevard,
Austin, TX and is a 10-minute walk from the Hyatt Austin. To make reservations please call
512/685-8100 and ask for a room in the Investment Company Institute block. Reservations
must be made by September 28, 2005 to secure the room rate of $235. Reservations must be
cancelled within 24 hours prior to day of arrival to avoid penalty. It is our understanding that
the Hyatt Regency Austin is currently sold out. However, please feel free to contact the Hyatt
Regency Austin at 512/477-1234 should you wish to see if rooms are available.
COMMITTEE DINNER ON OCTOBER 25
A committee dinner will be held the evening of October 25th at Louie’s 106 located at 106
E Sixth Street, Austin, TX, (PH: 512-476-1997 & -1998). There will be a reception at 6:30 and
dinner will start at 7:30. Louie’s 106 is within walking distance or a short cab ride from either
the Hyatt Regency (approximately 10 blocks) or the Four Seasons Hotel (approximately 7
blocks). All participants will be billed for their portion of the dinner. Please note that if you
confirm attendance for the BDAC dinner 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 meeting on October 26th
and the committee dinner on October 25th. Kindly email or fax the completed form to Agnes
Thomas at agnes@ici.org or 202/326-8314 by October 5.
We look forward to seeing you in Austin!
Nino Palermo Kathleen C. Joaquin
Vice President Director – Operations & Distribution
American Funds Service Company.
Chairman – Broker/Dealer Advisory Committee
Attachment (in .pdf format)