Memo #
21537

Hotel Deadline Approaching: 2007 Operations and Technology Conference
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[21537]

 

August 28, 2007

TO: OPERATIONS MEMBERS No. 15-07
BROKER/DEALER ADVISORY COMMITTEE No. 52-07
BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 32-07
COMPLIANCE ADVISORY COMMITTEE No. 18-07
PENSION OPERATIONS ADVISORY COMMITTEE No. 25-07
INTERNATIONAL OPERATIONS ADVISORY COMMITTEE No. 15-07
SMALL FUNDS MEMBERS No. 77-07
TRANSFER AGENT ADVISORY COMMITTEE No. 52-07
TECHNOLOGY ADVISORY COMMITTEE No. 25-07 RE: HOTEL DEADLINE APPROACHING:  2007 OPERATIONS AND TECHNOLOGY CONFERENCE

 

The Investment Company Institute’s annual Operations and Technology Conference will

be held October 17-19, 2007 at the Grand Hyatt Washington in Washington, DC. The deadline for making your reservations at the Grand Hyatt is September 14. After September 14, we cannot guarantee availability of rooms at the Hyatt.

To make your hotel reservation, please call the hotel directly at 202/582-1234 or 800/233-1234. Be sure to indicate that you are calling in conjunction with the ICI conference in order to receive the group rate of $279 single occupancy and $304 double occupancy plus tax.

To register for the conference, please visit the ICI conference website at http://conferences.ici.org.

Conference Highlights

We are pleased to report that a planning group of ICI members has put together a timely conference program addressing key operations, technology, and compliance challenges. Highlights include:

  • A keynote address from ICI President Paul Schott Stevens
  • A regulatory update from Andrew Donohue, SEC Director of the Division of Investment Management, on 12b-1 fees, books and records rules, customer privacy regulations, and mutual fund disclosure reform.
  • Terry Jones, founder and former CEO of Travelocity, presenting the essential ideas that companies must apply for success in the wired world and how user-driven online services will continue to change the way products are marketed and sold.
  • Jeffrey Garten, one of the U.S.’s foremost experts on globalization and author of The Mind of the CEO and World View: Global Strategies for the New Economy, exploring key drivers of the global economy and what globalization means for you as a decision maker, citizen, consumer, investor, and corporate executive.
  • A Chief Technology Roundtable exploring the role technology plays as a change agent and the interplay of business and IT

New Pre-Conference Program

Conference registrants are invited to attend a new preconference program entitled “Building Your ICI Network” on Wednesday, October 17 from 3:30 – 5:00 pm. Attendees will meet representatives from key ICI operations and technology committees and learn about important committee initiatives, ICI communication vehicles, membership activities, research publications, and more.

For More Information

For questions regarding conference content, please contact Linda Brenner, Director of Operations and Continuing Education, at 202/326-5883 or Brenner@ici.org. For questions regarding hotel rooms and other conference logistics, please contact the ICI Conference Division at 202/326-5968 or conferences@ici.org.

We look forward to seeing you at ICI’s 2007 Operations and Technology Conference in Washington, DC.

Donald J. Boteler
Vice President - Operations

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