Memo #
26212

BDAC Meeting Notice - July 25-26, 2012

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[26212]

June 1, 2012

TO: BROKER/DEALER ADVISORY COMMITTEE No. 25-12 RE: BDAC MEETING NOTICE - JULY 25-26, 2012

 

The next meeting of the Broker/Dealer Advisory Committee will take place on Wednesday, July 25 and Thursday, July 26, 2012 at the offices of Eaton Vance located at Two International Place, Boston, MA 02110. Eaton Vance is approximately 4 miles (10 minutes estimated driving time) from the Logan International Airport. The meetings will take place on the third floor in the Seminar Room. Please check in with the reception desk before proceeding to the conference room. On Wednesday, July 25, lunch will be served at noon, the meeting will begin at 1:00 p.m. and conclude at 5:00 p.m. On Thursday, July 26, continental breakfast will be available at 8:15 a.m., the meeting will begin at 9:00 a.m., lunch will be served at noon and the meeting is expected to conclude by 2:00 p.m. Please note that all times are reflected in Eastern Time. Attire for the meeting is business casual.

Hotel Accommodations

A block of rooms has been reserved at the Boston Marriott Long Wharf located at 296 State Street, Boston, MA 02109 for the evenings of July 24th and July 25th at a rate of $249.00 per night. Eaton Vance is approximately a half mile from the Marriott Long Wharf. To make reservations, please call the hotel at (617)227-0800 or (800)228-9290 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 July 6, 2012 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, July 25. 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 www.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 Marty Burns at mburns@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 Boston!

Nino Palermo
Vice President
American Funds Distributors, Inc.
Chairman – Broker/Dealer Advisory Committee Martin A. Burns
Senior Director – Operations & Distribution