August 6, 1991
TO: DIRECT MARKETING COMMITTEE NO. 26-91
MARKETING COMMITTEE NO. 32-91
PUBLIC INFORMATION COMMITTEE NO. 26-91
RESEARCH COMMITTEE NO. 20-91
SALES FORCE MARKETING COMMITTEE NO. 26-91
SHAREHOLDER COMMUNICATIONS COMMITTEE NO. 22-91
MEMBERS INTERESTED IN PUBLIC INFORMATION NO. 13-91
RE: 1991 Shareholder Communications Seminars
__________________________________________________________
Plan now to attend one of the Institute's regional one-day
seminars on Shareholder Communications to be held in New York on
October 23, and in Boston on November 13.
The seminars will focus on topics of current interest to those
who communicate with mutual fund shareholders via print, video,
and in face-to-face settings. Most of the speakers will be drawn
from member fund organizations. The seminars offer experienced
fund professionals a chance to compare notes with others in the
field, as well as provide newcomers to the mutual fund industry,
or those new to shareholder communications, with insight on a
range of topics.
A full lunch is included, and sessions will begin at 9:30 am and
end by 4:00 pm.
Registration for these seminars is limited to employees of ICI
member fund organizations and their advertising, design, and
public relations agencies.
Get set for fall by registering early!
Dates and Locations
New York Wednesday, October 23, 1991
New York Marriott Eastside
525 Lexington Avenue
New York, NY 10017
212/755-4000
Boston Wednesday, November 13, 1991
The Colonnade Hotel
120 Huntington Avenue
Boston, MA 02116
617/424-7000
Topics to be Covered
The following is a preliminary list of topics to be covered.
o Saving on printing costs
o Special communications for key accounts
o Implementing consolidated statements
o One fund complex's range of shareholder communications
o Desktop publishing
o Shareholder basis information reporting
o Storefront centers
How to Register
Complete the attached form and return it, along with a check for
$175 for the first registration (and $100 per additional
registration from the same company) to:
Investment Company Institute
1600 M Street, NW, Suite 600
Washington, DC 20036
Attn: Geoffrey Burke
When making hotel reservations, please indicate that you are with
the Investment Company Institute group.
More Information
For more information on the program, please call me at 202/955-
3533. For additional information on how to register for the
seminars, call Geoffrey Burke at 202/955-3508.
Laurie Strollo
Senior Writer