©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.
[20164]
July 7, 2006
TO: SALES FORCE MARKETING COMMITTEE No. 6-06
RE: SEPTEMBER 21ST SALES FORCE MARKETING COMMITTEE MEETING
The fall 2006 meeting of the Investment Company Institute’s Sales Force Marketing Committee has
been scheduled for Thursday, September 21, 2006, from 9:00 am to noon at the Institute’s offices at
1401 H Street, NW, in Washington, DC. To ensure that the size of the committee meeting is
conducive to lively discussions of sales force-related issues, attendance will be limited to members of
the committee and their designated substitute and/or guests.
Among the topics that will be addressed at the September 21st meeting are “Wholesaling in the
Platform World, ” “Alternative Investments: Friend of Foe,” and an industry update from ICI Chief
Economist Brian Reid. The meeting also 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 800/263-9802 and mention
your ICI affiliation in order to receive the $249.00 room rate.
An informal networking dinner for committee members will be held on Wednesday, September 20
(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.
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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.
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 & Continuing
Education
Attachment (in .pdf format)