Memo #
24756

BDAC Meeting Notice - February 9-10, 2011

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[24756]

 

December 2, 2010

TO: BROKER/DEALER ADVISORY COMMITTEE No. 58-10 RE: BDAC MEETING NOTICE - FEBRUARY 9-10, 2011

 

The next meeting of the Broker/Dealer Advisory Committee will take place on Wednesday, February 9 and Thursday, February 10, 2011 at the offices of Pershing located at 300 Colonial Center Parkway, Lake Mary, FL 32746.  Pershing is approximately 37 miles (43 minutes estimated driving time) from Orlando International Airport. Please check in with security on the first floor before proceeding to the conference room.  On Wednesday, February 9, lunch will be served at 12:00 p.m. ET, the meeting will begin at 1:00 p.m. ET and conclude at 5:00 p.m. ET. On Thursday, February 10, continental breakfast will be available at 8:15 a.m. ET, the meeting will begin at 9:00 a.m. ET, lunch will be served at noon and the meeting is expected to conclude by 2:00 p.m. ET. Attire for the meeting is business casual.

Hotel Accommodations

A block of rooms has been reserved at the Orlando Marriott Lake Mary located at 1501 International Parkway, Lake Mary, FL, 32746 for the evenings of February 8th and 9th at a rate of $119.00 per night.  Pershing is a mile (about a 15 minute walk) from the hotel.  To make reservations, please call the hotel at (407) 995-1100 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 January 7, 2011 to receive the block room rate.  Reservations must be cancelled 24 hours prior to the day of arrival to avoid penalty.

Committee Dinner

The Committee dinner will be held on the evening of Wednesday, February 9.  Further details on the dinner location will be forthcoming.  The reception will begin at 6:30 p.m. and dinner will follow at 7:30 p.m.  Committee members (or their substitutes) electing to attend the committee dinner will pay a standard amount of $98.00 via credit card as part of the registration process.  Please note that if you confirm attendance for the BDAC dinner and cancel within 3 business days of the scheduled event, you will be charged the $98.00.  Attire for the dinner is business casual.

Online Registration

Please register for the Broker/Dealer Advisory Committee Meeting and associated dinner online via Cvent at http://members.ici.org/reg/bdac. 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 Raquel Canales at 202/326-5970 or raquel.canales@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 Lake Mary!

 

Nino Palermo
Vice President
American Funds Distributors, Inc.
Chairman – Broker/Dealer Advisory Committee Kathleen C. Joaquin
Director - Operations & Distribution