January 24, 1992
TO: DIRECT MARKETING COMMITTEE NO. 3-92
MARKETING POLICY COMMITTEE NO. 4-92
PUBLIC INFORMATION COMMITTEE NO. 5-92
RESEARCH COMMITTEE NO. 2-92
SALES FORCE MARKETING COMMITTEE NO. 3-92
SHAREHOLDER COMMUNICATIONS COMMITTEE NO. 3-92
SMALL FUNDS COMMITTEE NO. 2-92
MEMBERS INTERESTED IN PUBLIC INFORMATION NO. 1-92
RE: 1992 ADVERTISING/MARKETING SEMINARS--ADVANCE NOTICE
__________________________________________________________
For the seventh consecutive year, the Institute will conduct
seminars on mutual fund advertising and marketing topics for
newcomers to fund marketing and communications. This series of
regional one day seminars, which will be held in four cities this
spring and summer, will feature 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 R. Clark Hooper, director of advertising
for the National Association of Securities Dealers, Inc. (NASD),
as well as industry legal and marketing executives and outside
experts. These presentations will be designed to assist:
* newcomers to the fund industry;
* those who are new to the marketing function;
* non-marketing executives who are seeking greater
familiarity with the marketing function; and
* sales/marketing/public relations executives who have not
recently attended these seminars.
Registration for these seminars will be limited to employees of
ICI member organizations and their advertising/design/public
relations agencies. Non-members of the Institute will be
required to 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. A preliminary agenda is attached. The
Investment Company Institute reserves the right to alter this
agenda as is necessary.
The seminar will begin at 9:30 a.m., and end at approximately
4:00 p.m. Lunch will be served.
Dates and Location
San Francisco March 31
Hyatt Regency San Francisco Airport
1333 Bayshore Highway
Burlingame, CA 94010
415/347-1234
Boston April 30
Sheraton Boston Hotel & Towers
39 Dalton Street, Prudential Center
Boston, MA 02199
617/236-2000
Minneapolis June 11
The Marquette Minneapolis
7th & Marquette at IDS Center
Minneapolis, MN 55402
612/332-2351
New York June 24
To be determined
How to Register
To register, complete the attached registration form and return
it, along with a check for $175 for the first registration, and
$100 per additional registration from the same fund group (non-
members should submit a check of $250 for each registration) to:
Geoffrey Burke
Investment Company Institute
1600 M Street, NW
Washington, DC 20036
Please make your own hotel reservations. Special room rates have
been arranged at the hotel. When making your room reservation,
mention that you are attending the Investment Company Institute
seminar to obtain this special room rate. Generally, access to
the special rates ends three weeks prior to the event.
Additional Information
For more registration or logistical information, contact Geoffrey
Burke at 202/955-3508. For additional information on the
program, please contact Stephanie Brown at 202/955-3536.
Stephanie Brown
Marketing Director