[15459]
January 10, 2003
TO: ACCOUNTING/TREASURERS COMMITTEE No. 2-03
CONFERENCE PROMOTIONS
DIRECT MARKETING COMMITTEE No. 2-03
INTERNATIONAL MEMBERS No. 1-03
INTERNATIONAL OPERATIONS ADVISORY COMMITTEE No. 2-03
NORTH AMERICA IBA MEMBERS
OPERATIONS MEMBERS No. 2-03
PRIMARY CONTACTS - MEMBER COMPLEX No. 3-03
RESEARCH COMMITTEE No. 2-03
SEC RULES MEMBERS No. 4-03
SALES FORCE MARKETING COMMITTEE No. 2-03
TAX MEMBERS No. 3-03
RE: FOURTEENTH ANNUAL GLOBALISATION OF MUTUAL FUNDS CONFERENCE,
MAY 4-7, 2003
Attached is the conference brochure for the fourteenth annual conference on the
Globalisation of Mutual Funds, to be held in Bermuda at the Fairmont Southampton Hotel, May
4-7, 2003. 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 global trends in distribution, current
issues for mutual funds as investors, mutual fund governance and the focus on independent
oversight, and anti-money laundering in the new era. There also will be a panel comprised of
chief executive officers from leading jurisdictions.
In addition to our panel discussions, the program for Tuesday and Wednesday morning
includes a series of breakfast roundtable discussions on topics ranging from current trends in
fund locations to the use of the Internet. 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. Conference attendees are encouraged to participate in these
sessions on both Tuesday and Wednesday mornings.
As in past years, conference speakers will represent a cross-section of mutual fund
business executives, attorneys, and regulators from the U.S. and a variety of other countries.
2
Conference attendees also represent a wide array of disciplines from different geographic
locations. 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.
TRAVEL
Discount airfare is available through U.S. Airways. Please call 877/874-7687, 8:00 AM - 9:30 PM,
Eastern Time. Refer to Gold File #17612669. The discounted airfare is available three days
before and after the program dates.
We look forward to seeing you in Bermuda.
Robert C. Grohowski
Associate Counsel
Enclosure (in .pdf format)