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November 17, 1998
TO: DIRECT MARKETING COMMITTEE No. 21-98
INDUSTRY STATISTICS COMMITTEE No. 16-98
PUBLIC INFORMATION COMMITTEE No. 56-98
RESEARCH COMMITTEE No. 23-98
SALES FORCE MARKETING COMMITTEE No. 25-98
SHAREHOLDER COMMUNICATIONS COMMITTEE No. 24-98
RE: JOINT WINTER COMMITTEE MEETINGS JANUARY 11-13, 1999 IN
MIAMI BEACH
______________________________________________________________________________
As we previously informed you, the 1999 Joint Winter Committee Meetings will be held January 11-13,
1999 at the Fontainebleau Hilton Resort & Towers, which is located at 4441 Collins Avenue in Miami
Beach, Florida.
There will be two joint sessions at this year’s meeting:
“Online Investment Advice: What the Future Holds.” Providing internet-based investment
advice (timely and specific investment recommendations) gained a foothold in the 401(k) market and is
now rapidly spreading to other sectors of the financial markets. This session features representatives of
two of the leading online advice providers--S&P Personal Wealth and Financial Engines--who will
provide demonstrations of their services and discuss their experiences in providing online advice to
investors.
“Analysts Review the Outlook for Mutual Funds.” After the market uncertainty of 1998,
analysts will review the general economic outlook, including the prospects for household accumulation
of assets and the profitability of the fund business over the next two years. Domestic and global
distribution of funds will be separately analyzed.
Our luncheon speakers this year will be:
Monday, January 11th - Matthew P. Fink, President of the ICI, who will discuss the Washington
Scene.
Tuesday, January 12th - Timothy Armour, Chief Operating Officer of Morningstar, who will
discuss Morningstar’s future plans.
2MEETING FORMAT
Attached is a schedule of events. In addition to the two joint sessions, there will be joint luncheons and
dinners, as well as individual committee meetings. Preliminary agendas for the Industry Statistics, Public
Information, Research, and Shareholder Communications Committees are attached. Agendas for the
Direct Marketing and Sales Force Marketing Committees will be mailed shortly. Final agendas will
follow in December. All committee meetings and joint sessions will be open to all attendees.
DINNERS
As in past years, there will be two dinners during this year’s Joint Winter Committee Meetings. On
Monday, January 11th there will be a traditional group dinner. Two dinner locations are being arranged
for Tuesday, January 12th. You will be asked to sign-up for the restaurant of your choice at the
registration desk. Roundtrip transportation will be provided for the off-site dinners. Spouses and guests
are welcome to attend.
REGISTRATION
If you are planning to attend these meetings, please do both of the following:
1) Register with the Institute. To do this, complete and return to the Institute the attached registration
form. Please indicate which sessions you plan to attend, so that we may arrange adequate seating. There
is a registration fee of $175 for employees of Institute member firms ($50 for a member’s spouse or
guest) to help defray the cost of the dinners and lunches. Please attach a check with your completed
registration form and send both to the Institute by December 11, 1998. If paying by credit card, please
fax the completed form to 202/326-8307.
2) Make your hotel reservations. The Institute has arranged a special room rate of $190 for a single
room and $200 for a double room at the Fontainebleau Hilton Resort & Towers for members who make
their reservations by December 11, 1998. Please make your room reservations directly with the hotel by
calling 800/445-8667. To obtain the special room rate, please mention the Institute’s name when
making your reservations.
TRAVEL INFORMATION
Airline discounts for this meeting are available from US Airways (phone 800/334-8644; Gold file
number 76670812) and Delta Airlines (phone 800/241-6760; reference number 123584A).
If you do not plan to stay over Saturday night, you may wish to inquire about “Zone Fares” when making your reservations.
“Zone Fares” only require a 2-night stay and a 7-day advance reservation.
We recommend taking a taxi from the airport to the Fontainebleau. The 12-mile drive from the airport
to the hotel will take 20 minutes and will cost $24. There is a Supershuttle, but the Fontainebleau is the
last hotel stop, making the trip 45 minutes.
Business casual attire is appropriate for all committee meetings and events.
We look forward to seeing you at the 1999 Joint Winter Committee Meetings.
Lawrence R. Maffia
Senior Vice President - Management
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