[16014]
May 5, 2003
TO: SALES FORCE MARKETING COMMITTEE No. 6-03
RE: MINUTES: FEBRUARY 27, 2003 MEETING AND 2003 GMM
Attached are minutes from the February 27, 2003 meeting of the Investment Company
Institute’s Sales Force Marketing Committee. The next committee meeting has been
scheduled for Wednesday, October 1, 2003 at the ICI’s offices in Washington, DC. More
information about this meeting will be sent to you as the meeting date approaches.
Also, as a reminder, the ICI’s 2003 General Membership Meeting (GMM) will be held
May 21-23, 2003 at the Washington Hilton in Washington, DC. Two sessions that may be
of particular interest to members of the Sales Force Marketing Committee are:
• “Making the Hard Choices: Where to Invest and How to Win in a Multi-Product,
Multi-Channel World” by Steve DeLano, President, Market Metrics
• A panel session, “Strategies for Meeting Changing Investor Needs,” featuring John
W. Bachmann, Managing Principal, Edward Jones; James P. Gorman, President,
Global Private Client Group, Merrill Lynch; and Todd Robinson, Chairman, LPL
Financial Services
More information about the 2003 GMM, including a program and registration
information, is available at http://conferences.ici.org/gmm03.html.
If you have any questions about the attached minutes or upcoming meetings, please
contact me at 202/326-5883; email: brenner@ici.org.
Linda Brenner
Director - Operations & Continuing
Education
Attachment (in .pdf format)