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Communications from the Institute do not constitute, and should not be considered a substitute for, legal advice.
[20090]
June 7, 2006
TO: BROKER/DEALER ADVISORY COMMITTEE No. 19-06
RE: BDAC MEETING NOTICE - JULY 26-27, 2006
The next meeting of the Broker/Dealer Advisory Committee will take place on Wednesday,
July 26 and Thursday, July 27, 2006 at the offices of Eaton Vance located at 200 State Street, Boston,
MA. Both meetings will be held in the Conference Center situated on the third floor. On Wednesday,
July 26, 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, July 27, 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 2:00 p.m.
Attire for the meetings is business casual.
HOTEL ACCOMMODATIONS
We have reserved a block of hotel rooms at the Marriott Boston Long Wharf for the nights of
July 25 and July 26 at the rate of $259 single or double plus tax. To make reservations please call 617-227-
0800 or 1-800-248-5582 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 July 3, 2006 to secure the room rate of $259. Reservations must be
cancelled within 48 hours prior to day of arrival to avoid penalty. The Marriott Boston Long Wharf is
located at 296 State Street, Boston, MA (http://marriott.com/property/propertypage/BOSLW). It
is right across the street from Eaton Vance.
COMMITTEE DINNER ON JULY 26
A committee dinner will be held the evening of July 26th in a North End restaurant. More
information about the dinner will be sent to you prior to the meeting. A reception from 6:30 pm to
7:30 pm will precede the dinner. It will be held at the Eaton Vance roof deck that overlooks Boston
Harbor. Attire for the reception and dinner is business casual.
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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.
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 July 26 and 27 and the
committee dinner on July 26. Kindly email or fax the completed form to Agnes Thomas at
agnes@ici.org or 202/326-8314 by July 3.
We look forward to seeing you in Boston.
Nino Palermo Kathleen C. Joaquin
Vice President Director – Operations & Distribution
American Funds Service Company.
Chairman – Broker/Dealer Advisory Committee
Attachment (in .pdf format)