December 11, 1990
TO: SALES FORCE MARKETING COMMITTEE NO. 30-90
RE: January 17 Meeting
__________________________________________________________
Enclosed is a preliminary agenda for the January 17, 1991,
meeting of the Sales Force Marketing Committee. Please feel free
to call me or Claude Thomas if you have any questions or
suggestions. As you know, we have invited our broker-dealer
associate members to join us at that meeting. To date, three
firms have accepted the invitation: Bateman Eichler Hill
Richards; Nathan & Lewis; and Main Street Management Company.
With the retirement of Claude Thomas our committee is, with
regret, completing the first phase of its history. Along with the
agenda I have enclosed a synopsis of committee activities over
the past five years. I hope you will find time to look at the
synopsis and come to the January meeting prepared to contribute
to a brief discussion of future committee activities.
As is customary in January, we will hold our meeting in
conjunction with meetings of the Research Committee and the other
three marketing committees. They will be held at the Doral Ocean
Beach Resort in Miami Beach, Florida. You should already have
received a three-day schedule for the series of meetings.
If you have not already done so, please notify Clare
Glynn's office in writing about your plans for attending the
meetings and make your room reservations directly with the hotel
as soon as possible. Also, if you plan to join us Wednesday night
for the dinner honoring Claude Thomas and have not already
contacted me, please let me know about that before the end of
December. (The other dinners will be the same evening for (1) the
Research Committee and (2) the other marketing/communications
committees.)
I look forward to seeing you in Florida.
Barbara Levin
Director, Sales Force Marketing and
Financial Planning Services