[21418]
August 1, 2007
TO: BROKER/DEALER ADVISORY COMMITTEE No. 45-07 RE: BDAC MEETING NOTICE - OCTOBER 17, 2007
The next meeting of the Broker/Dealer Advisory Committee will take place on Wednesday, October 17, 2007 at the offices of Investment Company Institute located at 1401 H Street NW, Washington, DC 20005. The meeting will take place in the David Silver Conference Room, which is located on the twelfth floor. Continental breakfast will be served at 8:15 a.m. and the meeting will begin at 9:00 a.m. Lunch will be served around 12:00 noon and the meeting will conclude at 2:30 p.m. The meeting will be followed by the 2007 Operations and Technology Conference, which is being held at the Grand Hyatt Washington, DC from October 17-19. The link to register for the conference is http://members.ici.org/conferences/main.do?id=OPS07. Attire for the meeting is business.
ACCOMMODATIONS AT THE GRAND HYATT WASHINGTON, DC
The Institute has reserved a block of hotel rooms at the Grand Hyatt Washington, DC for the nights of October 15-18, 2007 for the rate of $279 single occupancy and $304 for double plus tax. To make reservations please contact the Grand Hyatt Washington, DC at 202-582-1234 or 1-800-233-1234 and ask for a room in the Investment Company Institute block. Reservations must be made by September 14, 2007 to secure the room rate of $279 for single occupancy and $304 for double. Reservations must be cancelled within 48 hours prior to day of arrival to avoid penalty. PLEASE MAKE YOUR HOTEL RESERVATIONS AS SOON AS POSSIBLE AS ROOMS ARE LIMITED.
COMMITTEE DINNER ON OCTOBER 16
A committee dinner will be held the evening of October 16th. 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. Attire for the dinner is business casual. 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 meeting on October 17 and the committee dinner on October 16. Kindly email or fax the completed form to Beth Sumler at esumler@ici.org or 202/326-5853 by September 14, 2007.
We look forward to seeing you in Washington, DC!
Nino PalermoVice President
American Funds Distributors, Inc.
Chairman – Broker/Dealer Advisory Committee Kathleen C. Joaquin
Director – Operations & Distribution