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The latest edition of ICI’s flagship publication shares a wealth of research and data on trends in the investment company industry.
Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.
Read ICI’s latest publications, press releases, statements, and blog posts.
See ICI’s upcoming and past events.
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Stay informed of the policy priorities ICI champions on behalf of the asset management industry and individual investors.
Explore research from ICI’s experts on industry-related developments, trends, and policy issues.
Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.
Read ICI’s latest publications, press releases, statements, and blog posts.
See ICI’s upcoming and past events.
[20756]
January 4, 2007
TO: SALES FORCE MARKETING COMMITTEE No. 1-07 RE: AGENDA: 2/8/07 SALES FORCE MARKETING COMMITTEE MEETING
A preliminary agenda for the February 8, 2007, meeting of the Investment Company Institute’s Sales Force Marketing Committee is attached. As you will note, we have included time on the agenda for an informal discussion of timely sales force marketing issues. All topics that have been suggested to date by meeting registrants are listed. Please feel free to send me any additional topics you would like addressed at the meeting (or you can submit topics via the online registration process).
The committee meeting will run from 8:30 am to 12:30 pm on Thursday, February 8, 2007, at the offices of Franklin Templeton Investments at 100 Fountain Parkway - Building 140, 1st Floor, in
St. Petersburg, Florida. Franklin’s offices are approximately a 10-minute drive from Tampa International Airport. Lunch will be available immediately after the meeting.
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.
A block of rooms has been reserved at the Hilton St. Petersburg of Carillon Park for meeting attendees. The Hilton, which is located at 950 Lake Carillon Drive in St. Petersburg, is located in close proximity to Franklin Templeton’s offices. The hotel shuttle van will take registrants directly to and from the meeting. To make your hotel reservation, please call the hotel directly at 1-800-HILTONS or
727/540-0050 and mention your Investment Company Institute affiliation in order to receive the $139.00 room rate.
An informal networking dinner for committee members will be held on Wednesday, February 7 (cocktails at 6:30 pm and dinner at 7:00 pm) at the Luna Restaurant at the Hilton St. Petersburg. 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.
Also, on Wednesday, February 7, several meeting registrants will be meeting at noon at the Feather Sound Country Club (2201 Feather Sound Drive, Clearwater, FL 33762, 727/573-5666) to play golf. The cost of this golf outing is $90 per participant (includes all fees). If you are interested in participating in the golf outing, please let me know and I will send you further details later this month.
We are pleased to report that we are now offering online registration for ICI committee meetings and associated dinners. To register for the Sales Force Marketing Committee meeting and dinner, please visit our registration site at
http://guest.cvent.com/i.aspx?4W,M3,cf7ef0e9-0adf-4c7b-a4d1-56f1ecfe3940.
Please note that business casual attire will be appropriate for both the committee meeting and dinner.
And finally, for those of you who may be extending your stay in St. Petersburg and would prefer to make a hotel reservation nearer to the beach, Franklin Templeton recommends the following hotel:
The Don CeSar Beach Resort
3400 Gulf Boulevard
St. Petersburg Beach, FL 33706
800-282-1116
The Don CeSar Beach Resort is about a 35-minute drive from Tampa International Airport. Committee members staying at the resort will be responsible for their own transportation to and from the committee dinner and meeting.
If you have any questions about the February 2007 meeting, please contact me at 202/326-5883
(email: brenner@ici.org). We look forward to seeing you in Florida.
Linda Brenner
Director
Operations & Continuing Education
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