April 25, 1989
TO: BOARD OF GOVERNORS NO. 26-89
MARKETING COMMITTEE NO. 8-89
DIRECT MARKETING COMMITTEE NO. 14-89
SALES FORCE MARKETING COMMITTEE NO. 14-89
SHAREHOLDER COMMUNICATIONS COMMITTEE NO. 10-89
RESEARCH COMMITTEE NO. 9-89
PENSION MEMBERS NO. 24-89
MEMBERS INTERESTED IN PUBLIC INFORMATION NO. 5-89
MEMBERS - ONE PER COMPLEX NO. 11-89
RE: TIAA-CREF/403b Marketing Conference
__________________________________________________________
"Marketing Opportunities After the TIAA-CREF Decision" will
be the topic of a one-day conference to be sponsored by the
Investment Company Institute on June 20, 1989, at the Crystal
Gateway Marriott Hotel in Arlington, Virginia. Designed
primarily to help mutual fund marketing executives assess the
college and university pension plan market, the conference will
feature panels on the following topics:
o technical details of the TIAA-CREF order
o marketing considerations from the point of view of
mutual fund and insurance product sponsors
o the campus perspective on the market from the view-
point of college and university business administrators
o how to market effectively to large universities,
small colleges, and state institutions
The conference will begin at 9:30 a.m., and will end at
approximately 4:00 p.m. Lunch will be provided.
Who Should Attend
Mutual fund marketing and operations executives and attorneys of
firms that currently market to the higher education market or
firms that wish to sell to this market; and executives of broker-
dealer associate members.
How to Register
To register, complete the attached registration form and return
it, along with a check for $150 to:
Claire Gurnee
Investment Company Institute
1600 M Street, N.W., Suite 600
Washington, D.C. 20036
More Information
For more registration or logistical information, contact Claire
Gurnee at 202/955-3508. For additional information on the
program, contact Stephanie Brown at 202/955-3536 or Barbara Levin
at 202/955-3540.
Barbara Levin
Director-Sales Force Marketing Services/
Public Information Coordinator
Stephanie Brown
Marketing Director
Kathy Ireland
Assistant General Counsel
REGISTRATION FORM
INVESTMENT COMPANY INSTITUTE
MARKETING OPPORTUNITIES AFTER THE TIAA-CREF SETTLEMENT
PLEASE TYPE OR PRINT
Name(s) and Title(s)
-----------------------------------------------------------------
-----------------------------------------------------------------
-----------------------------------------------------------------
___________________________________
Name of Organization
_________________________________
Address
___________________________________
City, State, Zip
___________________________________
Telephone
Registration Fee
_____ $150 Each Registrant
Total Fees $_____ (Check made out to Investment Company
Institute)
Return to:
Ms. Claire Gurnee
INVESTMENT COMPANY INSTITUTE
1600 M Street, NW Suite 600
Washington, DC 20036