[17690]
June 18, 2004
TO: NEW YORK CITY AREA SMALL FUNDS MEMBERS
RE: MEETING - RESEARCH AND ANALYSIS OF SMALL FUNDS
The Investment Company Institute would like to invite you to a meeting for New York
City area Small Funds members on July13, 2004. The meeting will take place at The Princeton
Club of New York, The Truman – Handy Room, 4th Floor, 15 West 43rd Street (between 5th and 6th
Avenues), 212/596-1200. The meeting will begin at 9:30 a.m. and conclude at 12:30 p.m.
The purpose of the meeting is for the Institute’s Research Department to describe its
data collection efforts and explore with members areas for research, specifically tailored to
Small Funds. As such, topics to be discussed for potential research include the structure of the
Small Funds segment of the industry, distribution models, asset flows, and the impact of
economic changes on small funds.
Please complete and return the registration form so that we may plan accordingly. If you
have any questions regarding the meeting please contact Peter Salmon at 202/326-5869 or
salmon@ici.org. We look forward to seeing you in New York!
Diana P. Herrmann Peter G. Salmon
Chair, Small Funds Committee Director – Operations & Technology
Aquila Investment Management, LLC
Attachment
Attachment (in .pdf format)