August 15, 1991
TO: SMALL FUNDS MEMBERS NO. 8-91
RE: SMALL FUNDS CONFERENCE - OCTOBER 30-NOVEMBER 1, 1991
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You are cordially invited to attend the annual Small Funds
Conference which is scheduled for October 30 - November 1, 1991
at the La Posada De Santa Fe Hotel located at 330 East Palace
Avenue in Santa Fe, New Mexico. Please note that room
reservations for attendees are at the Hotel Plaza Real, 125
Washington Avenue, one block away, (due to space limitations the
meeting is being held at the La Posada De Santa Fe).
For those of you who have been regular attendees at the
spring meeting and annual fall Small Funds Conference, you know
the importance of these meetings in providing current information
in the areas of SEC rules, tax and pension, operations, marketing
and legislation. The meetings are very friendly in that
attendees do not view each other as competitors but as
colleagues. Good ideas are freely exchanged at the meetings, and
through the year, as friends stay in touch with each other. In
addition, it is a very good opportunity to meet and discuss
matters with the Institute's senior staff. I strongly urge you
to attend and bring one or more of your associates.
A preliminary agenda of items that the Institute staff will
discuss will be sent to you shortly. However, as in previous
years, suggestions for agenda items are warmly invited and a
separate sheet is attached to the registration form for your
suggestions.
The meeting will begin on Thursday morning, October 31 and
will continue through lunch on Friday, November 1. There will be
a reception and dinner for meeting participants and their
spouses/guests on the evening of October 31.
The Conference fee for members is $85.00. In addition,
there is a $35.00 luncheon/dinner fee for spouses or guests.
Please complete the attached green registration form and return
it along with the registration fee to Rita Pemberton at the
Institute by Thursday, September 12, 1991. (The Institute has
started the practice of sending a confirmation card to
registrants of ICI conferences. Should you not receive the
confirmation within two weeks of sending in your registration
form and fee, please call Rita Pemberton at 202/955-3551.)
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Again, please remember that the conference itself will take
place at the La Posada, but the sleeping rooms are at the Hotel
Plaza Real, 125 Washington Avenue, one block away. The rates are
$85.00 single and $95.00 double. To make a room reservation for
yourself, please call the Hotel Plaza Real by October 8 at
505/988-4900 and ask for a room in the Investment Company
Institute block.
We have secured Hertz as the official car rental company
for the Small Funds Meeting. See the attached information sheet
for the details.
Please send in your suggestions as soon as possible so that
we can complete the preliminary agenda.
Donald E. O'Connor
Vice President - Operations
Attachments
SMALL FUNDS CONFERENCE
CONFERENCE REGISTRATION FORM
(Hotel Room Reservations must be made directly with the Hotel.)
La Posada De Santa Fe Hotel
Santa Fe, New Mexico
October 30 - November 1, 1991
PLEASE TYPE OR PRINT
_____________________________________________________
NAME (Conference Registrant/Attendee)
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FIRM
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ADDRESS
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CITY STATE ZIP CODE
TELEPHONE NO: (_____) ________________
REGISTRATION FEE:
_____ $85.00 for each Conference Registrant/Attendee
_____ $35.00 for each spouse or guest
Name of Spouse or Guest: ______________________
TOTAL FEES: $ _________ (check enclosed)
Please return this completed green registration form by Thursday,
September 12, 1991 to:
Rita Pemberton
Investment Company Institute
1600 M Street, N.W. - Suite 600
Washington, D.C. 20036
NOTE: Make sleeping room reservations with the Hotel Plaza Real
directly by calling 505/988-4900 and ask for a room in the
Investment Company Institute block. Reservations must be
made by October 8.
SMALL FUNDS CONFERENCE
La Posada De Santa Fe Hotel
Santa Fe, New Mexico
October 30 - November 1, 1991
AGENDA ITEMS SHEET
SUGGESTIONS FOR AGENDA:
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RETURN TO: Rita Pemberton
Investment Company Institute
1600 M Street, N.W. - 6th Floor
Washington, D.C. 20036