Memo #
29337

BDAC Meeting Notice - October 21-22, 2015

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[29337]

September 14, 2015

TO: BROKER/DEALER ADVISORY COMMITTEE No. 42-15 RE: BDAC MEETING NOTICE - OCTOBER 21-22, 2015

 

The next meeting of the Broker/Dealer Advisory Committee will take place on Wednesday, October 21 and Thursday, October 22 at the Investment Company Institute located at 1401 H Street, NW, Washington, DC  20005.

The meetings will take place in the David Silver conference room, located on the 12th floor. On Wednesday, October 21, lunch will be served at 12:00 noon and the meeting will begin at 1:00 p.m. and conclude at 5:00 p.m.  On Thursday, October 22, the meeting will begin at 9:00 a.m.  Continental breakfast will be provided before the meeting, lunch will be served at 12:00 noon, and the meeting is expected to continue until approximately 2:00 p.m.  Attire for the meeting is business.  Please note that all times are in EDT.

Hotel Accommodations

A block of rooms has been reserved at the Sofitel hotel located at 806 15th Street, NW, Washington, DC, 20005 for the evenings of October 20th and 21st at a rate of $339.00 per night.  The hotel is 1 block to ICI.  To make reservations, please call the hotel at (202) 730-8800.  Please make your hotel reservations as soon as possible as rooms are limited. All reservations must be guaranteed by September 25 to receive the room block rate.  Reservations must be cancelled 72 hours prior to the day of arrival to avoid penalty.

Committee Dinner

The Committee dinner will be held on the evening of October 21 at a location to be determined.  The reception will begin at 6:30 p.m. and dinner will follow at 7:15 p.m.  Committee members (or their substitutes) electing to attend the committee dinner will pay a standard amount of $105.00 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 $105.00.  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 Valencia Paige at (202)326-5846 or valencia.paige@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 Jeff Naylor at jeff.naylor@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 Washington!

 

Scot P. Hawthorne
JP Morgan Asset Management
Chairman – Broker-Dealer Advisory Committee Jeffrey A. Naylor
Director, Operations & Distribution