[22249]
February 15, 2008
TO: INTERNAL SALES MANAGERS ROUNDTABLE No. 2-08 RE: PRELIMINARY AGENDA: 4/17/08 INTERNAL SALES MANAGERS ROUNDTABLE MEETING
As we previously informed you, the Investment Company Institute’s Internal Sales Managers Roundtable will meet on Thursday, April 17, 2008, from 9:00 am to 3:00 pm on the 12th floor at the Institute offices at 1401 H Street, NW, in Washington, DC. A continental breakfast will be available beginning at 8:30 am. A preliminary meeting agenda is attached.
Registration
To register for the Roundtable meeting, please visit our registration site at http://members.ici.org/reg/roundtable. Meeting attendance is limited to a maximum of three representatives per member firm.
Hotel
A block of rooms has been reserved for meeting attendees at the Renaissance Washington DC Hotel, which is located at 999 Ninth Street NW. The telephone number for the Renaissance is 202/898-9000; website: http://www.marriott.com/hotels/travel/wasrb-renaissance-washington-dc-hotel/.
To obtain the special room rate of $299 per night at the Renaissance, please call the hotel directly and mention that you will be attending an Investment Company Institute meeting when making your reservation. Please note that April is a very busy time for Washington, DC hotels so you should make your hotel reservations as soon as possible.
Committee Dinner
An optional networking dinner for committee members will be held on Wednesday, April 16 at 6:30 pm at the District Chophouse, which is located at 509 7th Street, NW in Washington, DC; telephone: 202-347-3434. The District Chophouse is a brief walk from the Renaissance Washington DC Hotel. The cost of the dinner will be $85.00. You may register for the dinner when you complete your meeting registration. Please note that if you cancel a dinner registration with less than 72-hours notice, you will be charged for your portion of the dinner.
Shop Talk Items
As you will note from the agenda, the meeting will include time for an informal discussion of current fund-related sales, compliance, and marketing issues. If you have any issues or questions you would like discussed during this session, please submit those items when you register for the meeting. I will circulate a list of items submitted in advance of the meeting to all meeting registrants—our experience indicates that if topics are circulated in advance, the value of the discussion is considerably enhanced.
Business attire will be appropriate for the meeting, and business casual attire will be appropriate for the dinner.
If you have any questions about the meeting, please contact me at 202/326-5883 (email: brenner@ici.org). I look forward to seeing you in April.
Linda Brenner
Director
Operations & Continuing Education