[21180]
May 24, 2007
TO: BROKER/DEALER ADVISORY COMMITTEE No. 22-07 RE: BDAC MEETING NOTICE - JULY 25-26, 2007
The next meeting of the Broker/Dealer Advisory Committee will take place on Wednesday, July 25 and Thursday, July 26, 2007 at the Putnam Investment offices at One Post Office Square, Boston, MA 02109. The sessions will take place on the eighth floor in the Audio/Visual Room. Upon arrival, meeting attendees will need to check in at the security desk on the first floor before being escorted to the conference room. On Wednesday, July 25, lunch will be served at 12:00 noon, the meeting will begin at 1:00 p.m. and conclude at 5:00 p.m. On Thursday, July 26, continental breakfast will be available at 8:15 a.m., the meeting will begin at 9:00 a.m., lunch will be served at noon and the meeting is expected to conclude by 2:30 p.m. Attire for the meetings is business casual.
Hotel Accommodations
We have reserved a block of hotel rooms at the Langham Hotel Boston for the nights of July 24 and 25 at the rate of $249 per night for a single/double room plus tax. To make reservations please call 617- 451-1900 (x7035) or 1-800-791-7761 and ask for a room in the Investment Company Institute block. Reservations must be made by June 29th to secure the room rate of $249. Cancellations must be made within 24 hours prior to your day of arrival to avoid penalty.
The Langham Hotel Boston is located at 250 Franklin Street, Boston, MA 02110. It is a 10-15 minute car/cab ride from Logan International Airport and is adjacent to Putnam Investments. For more information on the hotel, please click on the following link: http://boston.langhamhotels.com/
Committee Dinner on July 25
A committee dinner will be held the evening of July 25th. 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 July 25 and 26 and the committee dinner on July 25. Kindly email or fax the completed form to Beth Sumler at esumler@ici.org or 202/326-5853 by July 9.
We look forward to seeing you in Boston!
Nino PalermoVice President
American Funds Distributors, Inc.
Chairman - Broker/Dealer Advisory Committee Kathleen C. Joaquin
Director - Operations & Distribution