©2006 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.
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February 3, 2006
TO: BROKER/DEALER ADVISORY COMMITTEE No. 3-06
RE: BDAC MEETING NOTICE - MARCH 22-23, 2006
The next meeting of the Broker/Dealer Advisory Committee will take place on
Wednesday, March 22 and Thursday, March 23, 2006 at American Funds located at
8332 Woodfield Crossing Boulevard, Indianapolis, IN 46240. Both meetings will be held in
Meeting Room D. On Wednesday, March 22, lunch will be served at 12:00 p.m. and the meeting
will begin at 1:00 p.m. and conclude at 5:00 p.m. On Thursday, March 23, continental breakfast
will be available at 8:15 a.m. and the meeting will begin at 9:00 a.m. Lunch will be served at
noon and the meeting is expected to conclude by 3:00 p.m. Attire for the meetings is business
casual.
HOTEL ACCOMMODATIONS
We have reserved a block of hotel rooms at the Marriott Indianapolis North for the
nights of March 21 and March 22 at the rate of $139.00 plus tax. To make reservations please call
317-705-0000 or 1-900-228-9290 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 February 21st to secure the room rate of $139.
Reservations must be cancelled within 24 hours prior to day of arrival to avoid penalty. The
Marriott Indianapolis North is located at 3645 River Crossing Parkway, Indianapolis, IN 46240.
It is approximately 25 miles from the Indianapolis International Airport and approximately 2
miles from American Funds.
COMMITTEE DINNER ON MARCH 22
The reception/dinner will be held at Sullivan’s Steakhouse located at 3316 East 86th
Street, Indianapolis, IN (PH: 317-580-1280). The restaurant is less than a mile from the Marriott.
The reception will start at 6:30 p.m. and dinner will be served at 7:30 p.m. All participants will
be billed for their portion of the dinner. Dress for the reception/dinner is business casual. 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.
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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 March 22
and 23 and the committee dinner on March 22. Kindly email or fax the completed form to
Agnes Thomas at agnes@ici.org or 202/326-8314 by March 8.
We look forward to seeing you in Indianapolis.
Nino Palermo Kathleen C. Joaquin
Vice President Director – Operations & Distribution
American Funds Service Company.
Chairman – Broker/Dealer Advisory Committee
Attachment (in .pdf format)