[11873]
May 10, 2000
TO: SALES FORCE MARKETING COMMITTEE No. 10-00
RE: AGENDA AND SURVEY: JUNE 28, 2000 MEETING
______________________________________________________________________________
Attached is a preliminary agenda for the June 28, 2000 meeting of the Investment
Company Institute’s Sales Force Marketing Committee. The meeting will be held at the Institute
offices at 1401 H Street, NW in Washington, DC. As you will note from the agenda. Dan
Kreuter, President of DAK Associates, will be discussing mutual fund wholesaler and
National Sales Manager compensation at the meeting. To enhance the value of his
presentation, we would like you to take a few minutes to complete the attached brief
compensation survey and return it to my attention. Only one survey should be completed per
mutual fund organization.
Please note that all survey responses will be compiled by the Institute and will remain
confidential. No individual respondent’s name or data will be distributed or shared with any
organization. Mr. Kreuter and survey participants will receive only a copy of the compiled
results.
In order to have the survey results available for the June 28th meeting, we will need to
receive your responses by Wednesday, June 14th.
Also, as we previously informed you, an optional networking dinner for members of the Sales
Force Marketing Committee and the Direct Marketing Committee will be held on Tuesday,
June 27th (restaurant TBD). The dinner speaker will be Brian Reid, a Senior Economist with the
Institute’s Research Department. Mr. Reid will discuss mutual fund assets and flows and
gathering assets in a maturing market. The dinner will begin with cocktails at 6:30 pm.
A block of rooms has been reserved at the Crowne Plaza Washington (14th and K Streets,
NW; Phone: 202/682-0111) for meeting attendees. To obtain the special room rate of $165 per
night at the Crowne Plaza, please make your reservation by May 26, 2000 (mention that you
will be attending an Institute meeting when making your reservation). Also, please return
the attached registration form to the Institute. If you plan to attend the optional networking
dinner on Tuesday, June 27th, please return a check for $65 with your Institute registration
form.
We look forward to seeing you at the June 28th Committee meeting. If you have any
questions about this survey or the meeting, please contact me at 202/326-5883; email:
brenner@ici.org.
Linda Brenner
Director, Operations and Training
Enclosures
Sales Force Marketing Committee
Direct Marketing Committee
Investment Company Institute
June 28, 2000
____ I will attend the Sales Force Marketing Committee meeting on June 28,
2000.
____ I will attend the Direct Marketing Committee meeting on June 28, 2000.
____ I will attend the optional dinner at 6:30 pm on Tuesday, June 27, 2000 and
have enclosed a check for $65.00 made out to the Investment Company Institute.
Name:_________________________________________________________________
Company:______________________________________________________________
Phone:________________________________________________________________
_
E-Mail Address:________________________________________________________
I would like to have the following topics discussed at the meetings:
______________________________________________________________________
___
______________________________________________________________________
___
______________________________________________________________________
___
I would like to make a presentation/lead a discussion on the following topic:
Topic:_________________________________________________________________
__
Please return this form to:
Tamara Braggs
Investment Company Institute
1401 H Street, NW
Washington, DC 20005
202/326-5866 (phone)
202/326-5853 (fax)
___ Please check here if you need special services due to a disability.