April 16, 1992
TO: DIRECT MARKETING COMMITTEE NO. 11-92
PUBLIC INFORMATION COMMITTEE NO. 13-92
SALES FORCE MARKETING COMMITTEE NO. 11-92
SHAREHOLDER COMMUNICATIONS COMMITTEE NO. 10-92
RE: SPEAKING OPPORTUNITIES AVAILABLE
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Through its Speaker Referral Service, the Institute has been
helping consumer groups and college classes find fund industry
executives to provide generic educational presentations on the
benefits of mutual fund investing. Speakers are identified from
a list of members who have volunteered to do such talks, which
must be kept completely generic in nature (i.e. speakers may not
mention specific funds in any form of a sales "pitch").
Most of the speaking dates arranged by the Institute's Speaker
Referral Service have been under one hour in length. Recently,
though, we have received requests for speakers who are willing to
develop half and full-day educational workshops on mutual fund
investing. We are interested in knowing if any of our members
are interested in taking advantage of these or similar
opportunities.
There are two speaking dates for which we are currently seeking
speakers:
1) The Army Community Services Department at Fort Monmouth, which
is located in southern New Jersey (near Asbury Park), is looking
for a speaker for a half or full-day workshop on mutual fund
investing for 50 to 100 Army officers and enlisted personnel.
The date of the workshop is somewhat flexible, though the weeks
of May 18 or May 25 have been suggested.
2) Monterey Community College, in Monterey, CA, is interested in
having a speaker develop a three to four-hour workshop on mutual
fund investing for 30 to 35 community college students. Our
contact at the college would like to offer the workshop during
the fall semester--in September, October, or November.
If anyone at your fund group is interested in speaking before
either of these two groups, please call me at 202/955-3536 as
soon as possible.
Stephanie Brown
Marketing Director