June 28, 1990
TO: DIRECT MARKETING COMMITTEE NO. 15-90
SALES FORCE MARKETING COMMITTEE NO. 15-90
SHAREHOLDER COMMUNICATIONS COMMITTEE NO. 14-90
PUBLIC INFORMATION COMMITTEE NO. 21-90
RESEARCH COMMITTEE NO. 14-90
SMALL FUNDS COMMITTEE NO. 9-90
RE: FIFTH ANNUAL ADVERTISING/MARKETING SEMINARS--REMINDER
__________________________________________________________
There is still time to register for the last seminar the
Institute will conduct on advertising and marketing this year.
For the fifth consecutive year, this one-day seminar 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.
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.
An agenda for the seminar is attached. The seminar will begin at
9:30 a.m., and end at approximately 4:15 p.m. Lunch will be
provided.
Date and Location
This seminar will be held in Boston on July 10 at the Omni Parker
House Hotel, which is located at 60 School Street (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
If you prefer, you may call Ms. Graham at 202/955-3576.
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.
Please make your own hotel reservations.
Stephanie Brown
Marketing Director