Memo #
1141

MARKETING OPPORTUNITIES AFTER THE TIAA-CREF SETTLEMENT-- SECOND NOTICE

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May 4, 1989 TO: BOARD OF GOVERNORS NO. 30-89 MARKETING COMMITTEE NO. 10-89 DIRECT MARKETING COMMITTEE NO. 16-89 SALES FORCE MARKETING COMMITTEE NO. 16-89 SHAREHOLDER COMMUNICATIONS COMMITTEE NO. 12-89 RESEARCH COMMITTEE NO. 11-89 PENSION MEMBERS NO. 25-89 INVESTMENT ADVISER MEMBERS NO. 27-89 INVESTMENT ADVISER ASSOCIATE MEMBERS NO. 26-89 MEMBERS INTERESTED IN PUBLIC INFORMATION NO. 6-89 OPERATIONS MEMBERS NO. 16-89 MEMBERS - ONE PER COMPLEX NO. 13-89 RE: Marketing Opportunities After the TIAA-CREF Settlement-- Second Notice __________________________________________________________ The Institute will sponsor a special one-day conference on "Marketing Opportunities After the TIAA-CREF Settlement" on June 20, 1989 at the Crystal Gateway Marriott Hotel in Arlington, Virginia (a suburb of Washington, DC, close to National Airport). The conference will feature presentations on the marketing and technical implications of the TIAA-CREF settlement, as well as tips on how to market to the college and university marketplace from several pension fund administrators. An agenda, which outlines the day's activities, is attached. Lunch will be provided. Who Should Attend Marketing, legal, and operations executives from Institute member firms who wish to learn more about the college and university marketplace for mutual funds, as well as executives of broker- dealer associate members. How to Register To register for "Marketing Opportunities After the TIAA-CREF Settlement," please complete the attached registration form and return it, along with a check for $150 for each registration, to: Claire Gurnee Investment Company Institute 1600 M Street, NW Suite 600 Washington, DC 20036 More Information For more registration or logistical information, please call Claire Gurnee at 202/955-3508. For more information on the program, call Stephanie Brown at 202/955-3536 or Barbara Levin at 202/955-3540. Please make your own hotel reservations. Special room rates have been arranged at the Crystal Gateway Marriott Hotel (703/920- 3230). When making your reservation, mention that you are attending the Investment Company Institute conference to obtain this special room rate. Stephanie Brown Marketing Director Barbara Levin Director-Sales Force Marketing Services Kathy Ireland Assistant General Counsel _________________________________ 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

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