Memo #
24247

Preliminary Agenda for IOAC Meeting - May 4-5, 2010

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[24247]

 

April 19, 2010

TO: INTERNATIONAL OPERATIONS ADVISORY COMMITTEE No. 6-10     RE: PRELIMINARY AGENDA FOR IOAC MEETING - MAY 4-5, 2010

 

The preliminary agenda for the next meeting of the ICI International Operations Advisory Committee (“IOAC”) is attached for your information, as well as the agendas for the International Committee events on May 4 and May 5.  The IOAC meeting will take place on Tuesday, May 4, 2010 in the David Silver Conference Room (“DSCR”) at the Investment Company Institute, 1401 H St., N.W., 12th Floor, Washington, DC.  The meeting will begin at 7:30 a.m. ET with continental breakfast and will continue until approximately 12:00 p.m.  The IOAC will then have a joint lunch with the International Committee (“IC”) from 12:00-1:00pm ET and will participate in the International Committee meeting, which will take place from 1:00-3:00p.m. ET. 

 

On May 5th, the IOAC will participate in a meeting with both EFAMA and the International Committee.  The meeting will take place at the Marriott Wardman Park Hotel beginning with continental breakfast at 8:00 a.m. ET and is expected to conclude at approximately 3:00 p.m. ET. 

 

If you have not registered for the IOAC and IC meetings and wish to do so, please register online at http://members.ici.org/reg/ioac as soon as possible.  If you have questions about registration or hotel accommodations, please contact Agnes at 202/326-5846 or agnes@ici.org.

             

Dial-in for May 4 IOAC Meeting

             

Here is the dial-in information for the IOAC meeting, for those of you that are not able to attend in person.  If you have not already done so, please let Agnes Thomas (agnes@ici.org or 202-326-5846) know that you plan to dial-in to the meeting so that we can secure a sufficient number of lines for the teleconference.  In addition, we would like to email the meeting materials to you and include your name on the expected attendees list.  Please dial-in between 7:45-8:00 a.m. ET, as we will begin the meeting promptly at 8:00 a.m. ET. 

 

LEADER:
CALL DATE:
DURATION:
CALL TIME:
USA Toll Free #:
Int’l. dial-in #
PASSCODE: MS DIANE BUTLER
MAY-04-2010 (Tuesday)
4 ½ HRS
08:00 AM EASTERN TIME
888-553-0015
1-210-234-0001
68597

 

Please note that the dial-in is only for the IOAC meeting that takes place the morning of May 4.  Dial-in access will not be provided to the International Committee meetings the afternoon of May 4 and on May 5.

 

Committee Dinner –May 4

 

There will be a joint dinner for the IOAC, the Transfer Agent Advisory Committee and the Small Funds Committee on Tuesday, May 4th at 7:00 p.m. ET at the Marriott Wardman Park Hotel.  The dinner will cost $85.00 per person, which you will pay at the time that you register for the IOAC events online.  Attire for the dinner is business casual.  Kindly note that if your plans change and you are unable to join us for dinner, you must cancel three business days in advance in order to receive a refund.

 

ICI Conferences May 5-7

 

This year the ICI General Membership Meeting (GMM), the Operations & Technology Conference and the Mutual Fund Compliance Programs Conference will all take place on May 5-7 at the Marriott Wardman Park Hotel.  If you plan to stay on for the conferences and have not yet registered, please visit  http://www.ici.org/events/upcoming/conf_10_operations

 

We look forward to seeing you in Washington, D.C.

 

Ghassan G. Hakim
Senior Vice President -
Franklin Templeton Investments
Chairman -
International Operations Advisory Committee Diane M. Butler
Director - Transfer Agency
International Operations

 

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