Internal Sales Managers Roundtable Content

[15139] September 9, 2002 TO: SALES DESK MANAGERS ROUNDTABLE No. 5-02 RE: SURVEY: MUTUAL FUND SALES DESK PRACTICES In preparation for the October 7-8, 2002 meeting of the Investment Company Institute’s Sales Desk Managers Roundtable, the Roundtable is conducting a brief survey on...

[15088] August 30, 2002 TO: SALES DESK MANAGERS ROUNDTABLE No. 4-02 RE: OCTOBER 7-8, 2002 ROUNDTABLE MEETING A preliminary agenda for the October 7-8, 2002 meeting of the Investment Company Institute’s Sales Desk Managers Roundtable is attached. As we previously informed you, this...

[15039] August 14, 2002 TO: SALES DESK MANAGERS ROUNDTABLE No. 3-02 RE: OCTOBER 7-8, 2002 ROUNDTABLE MEETING The next meeting of the Investment Company Institute’s Sales Desk Managers Roundtable has been scheduled for October 7-8, 2002 in Richmond, Virginia. GE Financial Assurance...

[14466] February 15, 2002 TO: SALES DESK MANAGERS ROUNDTABLE No. 2-02 RE: AGENDA: APRIL, 11 2002 MEETING A preliminary agenda for the April 11, 2002 meeting of the Investment Company Institute’s Sales Desk Managers Roundtable is attached. This meeting will be held at the Institute...

[14351] January 14, 2002 TO: SALES DESK MANAGERS ROUNDTABLE No. 1-02 RE: APRIL 11, 2002 MEETING The next meeting of the Investment Company Institute’s Sales Desk Managers Roundtable has been scheduled for Thursday, April 11, 2002 at the Institute offices in Washington, DC. The meeting...

[13866] August 17, 2001 TO: SALES DESK MANAGERS ROUNDTABLE No. 8-01 RE: OCTOBER 18-19, 2001 ROUNDTABLE MEETING Attached is a preliminary agenda for the October 18-19, 2001 meeting of the Investment Company Institute’s Sales Desk Managers Roundtable. The two-day meeting will be held at...

[13798] August 1, 2001 TO: SALES DESK MANAGERS ROUNDTABLE No. 7-01 RE: OCTOBER 18-19, 2001 ROUNDTABLE MEETING As we previously informed you, the next meeting of the Investment Company Institute’s Sales Desk Managers Roundtable has been scheduled for October 18-19, 2001. The two-day...

[13646] June 20, 2001 TO: SALES DESK MANAGERS ROUNDTABLE No. 6-01 RE: OCTOBER 18-19, 2001 ROUNDTABLE MEETING The next meeting of the Investment Company Institute’s Sales Desk Managers Roundtable has been scheduled for October 18-19, 2001 in St. Petersburg, Florida. Franklin Templeton...

[13498] May 11, 2001 TO: SALES DESK MANAGERS ROUNDTABLE No. 5-01 RE: SURVEY At the April 10, 2001 meeting of the Investment Company Institute’s Sales Desk Managers Roundtable, the Roundtable expressed interest in conducting a brief, electronic survey on mutual fund sales desk contact...

[13451] April 27, 2001 TO: SALES DESK MANAGERS ROUNDTABLE No. 4-01 RE: MINUTES: APRIL 10, 2001 MEETING Enclosed are the minutes from the April 10, 2001 meeting of the Investment Company Institute’s Sales Desk Managers Roundtable. Also enclosed are brief summaries from the three...