May 16, 1989
TO: MARKETING COMMITTEE NO. 12-89
DIRECT MARKETING COMMITTEE NO. 18-89
SALES FORCE MARKETING COMMITTEE NO. 18-89
SHAREHOLDER COMMUNICATIONS COMMITTEE NO. 14-89
PUBLIC INFORMATION COMMITTEE NO. 15-89
RESEARCH COMMITTEE NO. 13-89
SMALL FUNDS COMMITTEE NO. 4-89
MEMBERS INTERESTED IN PUBLIC INFORMATION NO. 7-89
RE: 1989 ADVERTISING/MARKETING SEMINARS -- SECOND NOTICE
__________________________________________________________
The Institute will conduct seminars on mutual fund advertising
and marketing in three cities this June and July. For the fourth
consecutive year, this series of seminars will feature
presentations on the legal, creative, and strategic aspects of
marketing mutual funds directly to consumers, as well as through
a sales force. Speakers will include Clark Hooper, Director of
Advertising for the National Association of Securities Dealers
(NASD), and legal and marketing executives from member fund
organizations, as well as outside experts. Presentations will be
targeted at 1) newcomers to the fund industry; 2) those who are
new to the marketing function; 3) non-marketing executives who
are seeking greater familiarity with the marketing function; and
4) sales/marketing/public relations executives who have not
attended these seminars in the past.
Registration for these seminars will be limited to employees of
ICI member organizations and their advertising/design/public
relations agencies. Non-members of the Institute should supply a
letter from the Institute member with which they have a business
relationship. Please register early, if possible.
Topics to be Covered
The program of this seminar is designed to provide basic
information on various aspects of mutual fund marketing, with the
goal of providing ideas which attendees may integrate into their
own marketing programs. The seminar also provides an overview of
SEC rules for advertising and sales literature, and the role of
the NASD in enforcing those rules. This overview is designed to
provide basic information for a marketing audience.
A preliminary agenda for the seminars is attached. Each seminar
will begin at 9:30 a.m., and end at approximately 4:00. Lunch
will be provided.
Dates and Locations
o San Francisco June 8
Mariott Fisherman's Wharf
1250 Columbus Avenue
San Francisco, CA 94133
415/775-7555
o New York June 27
The Omni Park Central
870 7th Avenue at 56th
New York, NY 02116
212/484-3300
o Boston July 6
The Colonnade
120 Huntington
Boston, MA 10019
617/424-7000
How to Register
To register, complete the attached registration form and return
it, along with a check for $150 for the first registration, and
$100 per additional registration from the same fund group (non-
members should submit a check for $150 for each registration) to:
Claire Gurnee
Investment Company Institute
1600 M Street, N.W. Suite 600
Washington, D.C. 20036
Please make your own hotel reservations. Special room rates have
been arranged at each hotel. When making your room reservation,
mention that you are attending the Investment Company Institute
seminar to obtain this special room rate.
Additional Information
For more registration or logistical information, contact Claire
Gurnee at 202/955-3508. For additional information on the
program, please contact Stephanie Brown at 202/955-3536.
Stephanie Brown
Marketing Director