[10652]
January 19, 1999
TO: ACCOUNTING/TREASURERS COMMITTEE No. 2-99
DIRECT MARKETING COMMITTEE No. 1-99
INTERNATIONAL MEMBERS No. 3-99
OPERATIONS MEMBERS No. 4-99
PENSION MEMBERS No. 6-99
PRIMARY CONTACTS - MEMBER COMPLEX No. 4-99
RESEARCH COMMITTEE No. 1-99
SALES FORCE MARKETING COMMITTEE No. 1-99
SEC RULES MEMBERS No. 6-99
TAX MEMBERS No. 6-99
RE: TENTH ANNUAL GLOBALISATION OF MUTUAL FUNDS CONFERENCE, MAY
2-5, 1999
______________________________________________________________________________
Attached is the conference brochure for the tenth annual conference on the
Globalisation of Mutual Funds, to be held in Bermuda at the Southampton Princess Hotel, May
2-5, 1999. This conference is co-sponsored by the Investment Company Institute and the
International Bar Association.
This year’s conference will address a variety of global issues from both legal and
business perspectives. Our program includes panels on the year 2000 problem, marketing and
distribution of funds in Central and South America, international tax developments, choice of
form and location for new funds, Japan’s "Big Bang," and the Internet.
In addition to our panel discussions, a series of breakfast roundtable discussions has
been added to this year’s program on topics ranging from soft dollar issues to hedge funds to
liquidity and valuation issues in emerging markets. Each discussion group will be limited to
20-25 participants to encourage greater interaction, so you must indicate your first, second and
third choices on the registration form.
As in the past years, the conference speakers will represent a cross-section of mutual
fund business executives, attorneys, accountants and regulators from the U.S. and a variety of
other countries. Conference attendees also will represent a wide number of different
disciplines from different geographic locations and ample opportunity will be provided for
social interaction among attendees and speakers.
To register for the conference, please fill in and return the registration form (located in
the enclosed brochure) with a check made payable to the Investment Company Institute for the
appropriate fee. Space for this conference is limited and slots fill quickly so we encourage
you to register as soon as possible. If you have any questions regarding registration, please
call the Institute’s Conference Division at (202) 326-5968.
We look forward to seeing you in Bermuda.
Mary S. Podesta
Senior Counsel
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