©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.
[20592]
November 17, 2006
TO: BROKER/DEALER ADVISORY COMMITTEE No. 45-06
RE: BDAC MEETING NOTICE - JANUARY 24-25, 2007
The next meeting of the Broker/Dealer Advisory Committee will take place on Wednesday,
January 24 and Thursday, January 25, 2007 at the Raymond James Financial Center located at 880
Carillon Parkway, St. Petersburg, Florida. The sessions will take place in Tower IV classrooms. Meeting
attendees will be escorted to the classrooms upon arrival. On Wednesday, January 24, lunch will be
served at 12:00 noon after which the meeting will begin at 1:00 p.m. and conclude at 5:00 p.m. On
Thursday, January 25, 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 Hilton St. Petersburg Carillon Park for the
nights of January 23 and 24 at the rate of $135 per night for a single/double room plus tax. To make
reservations please call 727/540-0050 and ask for a room in the Investment Company Institute block.
Reservations must be made by December 15th to secure the room rate of $135. Cancellations must
be made within 72 hours prior to your day of arrival to avoid penalty.
The Hilton St. Petersburg Carillon Park is located at 950 Lake Carillon Drive, St. Petersburg, FL
33716. It is 5 minutes by car/cab from the St. Petersburg/Clearwater International Airport and 15
minutes from Tampa International Airport. It is right across the street from Raymond James. For more
information on the meeting venue and the hotel, click on the following links:
http://www.raymondjames.com/welcome.htm
http://www.hilton.com/en/hi/hotels/index.jhtml;jsessionid=UWX5PRFISXS5SCSGBI1MVCQ
KIYFC5UUC?ctyhocn=PIECAHF .
2
COMMITTEE DINNER ON JANUARY 24
A committee dinner will be held the evening of January 24th. More information about the
dinner will be sent to you prior to the meeting. 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 January 24 and 25 and the
committee dinner on January 24. Kindly email or fax the completed form to Agnes Thomas at
agnes@ici.org or 202/326-8314 by January 9, 2007.
We look forward to seeing you in St. Petersburg!
Nino Palermo Kathleen C. Joaquin
Vice President Director – Operations & Distribution
American Funds Distributors, Inc.
Chairman – Broker/Dealer Advisory Committee
Attachment (in .pdf format)