April 11, 1990
TO: MARKETING COMMITTEE NO. 8-90
DIRECT MARKETING COMMITTEE NO. 11-90
SALES FORCE MARKETING COMMITTEE NO. 12-90
SHAREHOLDER COMMUNICATIONS COMMITTEE NO. 11-90
PUBLIC INFORMATION COMMITTEE NO. 10-90
RESEARCH COMMITTEE NO. 9-90
SMALL FUNDS COMMITTEE NO. 6-90
MEMBERS INTERESTED IN PUBLIC INFORMATION NO. 5-90
RE: FIFTH ANNUAL ADVERTISING/MARKETING SEMINARS--SECOND NOTICE
__________________________________________________________
There is still time to register for the three remaining seminars
on mutual fund advertising and marketing the Institute is
conducting this spring and summer. For the fifth consecutive
year, this series of regional, one-day seminars features
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 mutual
fund organizations, as well as outside experts. Presentations
are 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 is 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, as space will be limited and
it may not be possible to accommodate walk-in registrations.
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 (presented by
legal counsel of an ICI member fund complex), and the role the
NASD plays in that regulation (presented by Clark Hooper, of the
NASD). The overview is designed to provide basic information for
a marketing audience.
A sample agenda for the seminars is attached. However, the
agenda for each seminar may vary. All of the topics listed may
not be presented at all seminar locations.
Each seminar will begin at 9:30 a.m., and end at approximately
4:15 p.m. Lunch will be provided.
Dates and Locations
o Chicago May 31
Hyatt Regency O'Hare
9300 W. Bryn Mawr
Rosemont, IL 60018
708/696-1234
o New York June 20
Loews Summit Hotel
Lexington Avenue at East 51st Street
New York, NY 10022
212/752-7000
o Boston July 10
Omni Parker House
60 School Street
Boston, MA 02108
617/227-8600
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 $175 for each registration) to:
Lauren Graham
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 Lauren
Graham at 202/955-3576. For additional information on the
program, please contact Stephanie Brown at 202/955-3536.
Stephanie Brown
Marketing Director