[22333]
March 14, 2008
TO: BROKER/DEALER ADVISORY COMMITTEE No. 8-08 RE: BDAC MEETING NOTICE - APRIL 30 - MAY 1, 2008
The next meeting of the Broker/Dealer Advisory Committee will be held on Wednesday, April 30 and Thursday, May 1, 2008 at the offices of Franklin Templeton Investments located at 140 Fountain Parkway, St. Petersburg, FL 33716. Franklin Templeton Investments is approximately 14 miles (22 minutes estimated driving time) from Tampa International Airport and less than a mile from the Hilton Carillon Park. The meetings will take place in the 140/1B Conference Room, which is located on the first floor. Parking is available in the lot surrounding the building. On Wednesday, April 30, 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, May 1, the meeting will begin at 9:00 a.m. Continental breakfast will be provided beginning at 8:15 a.m., lunch will be served at noon, and the meeting is expected to end at 2:00 p.m. Attire for the meetings is business casual.
Hotel Accommodations
A block of rooms has been reserved at the Hilton St. Petersburg Carillon Park located at 950 Lake Carillon Drive, St. Petersburg, Florida 33716 for the evenings of April 29th and 30th at a rate of $170.00 per night. To make reservations, please call the hotel at (727) 540-0050 and indicate that you are an Investment Company Institute meeting attendee. Please make your hotel reservations as soon as possible as rooms are limited. All reservations must be guaranteed by April 1, 2008 to receive the block room rate. Reservations must be cancelled 48 hours prior to the day of arrival to avoid penalty. The Hilton also offers its guests free shuttle service to and from the Tampa Airport as long as you schedule pick-up/drop off times with the front desk at the hotel in advance of your arrival/departure.
Committee Dinner
The Committee dinner will be held on the evening of Wednesday, April 30th at Café Ponte located at 13505 Icot Boulevard, Clearwater, FL 33760 (727/538-5768). The restaurant is 3.6 miles or approximately a 15-minute drive from the Hilton Carillon Park. The reception will begin at 6:30 p.m. and dinner will follow at 7:30 p.m. There will be a cost of $85.00 for the dinner, which you will pay via Cvent at the time that you register for the dinner. Attire for the dinner is business casual.
Online Registration
To register for the Broker/Dealer Advisory Committee meeting and dinner, please visit our registration site at http://members.ici.org/reg/bdac. In addition, committee members (or their substitutes) electing to attend the committee dinner will pay a standard amount via credit card as part of the registration process. Please note that the only way to register for the BDAC meeting and dinner is through the Cvent link above. If you have questions about registration, please contact Beth Sumler at 202/326-5970 or esumler@ici.org.
Agenda Items/Committee Projects
We want your input on agenda items, “shop talk’ discussion items and future BDAC projects for the meeting. Please use the space provided in Cvent to list your ideas and suggestions or e-mail Kathy Joaquin at kjoaquin@ici.org. Our experience indicates that if topics are circulated in advance, the value of the discussion is considerably enhanced.
We look forward to seeing you in St. Petersburg!
Nino Palermo
Vice President
American Funds Distributors, Inc.
ChairmanBroker/Dealer Advisory Committee Kathleen C. Joaquin
DirectorOperations & Distribution