June 29, 1992
TO: SMALL FUNDS MEMBERS NO. 11-92
RE: SMALL FUNDS CONFERENCE - OCTOBER 22-23, 1992
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You are cordially invited to attend the annual Small Funds*
Conference which is scheduled for October 22-23, 1992 at the
Kiawah Island Resort located in Charleston, South Carolina.
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.
As in previous years, suggestions for agenda items are
warmly invited and there is a sheet attached which is devoted to
your suggestions. We want to incorporate as many of your
suggested agenda items as possible into the final agenda so
please get them back to us early.
The conference will begin on Thursday morning, October 22
and will continue through lunch on Friday, October 23. There
will be a reception and dinner for conference participants and
their spouses/guests on the evening of October 22.
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 Conference Registration Form
and return it along with the registration fee to Rita Pemberton
at the Institute by Monday, September 21, 1992. (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.)
* Member fund groups with total assets less than $750 million
(excluding money market funds)
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Please make your hotel reservations directly with Kiawah
Island Resort by completing the enclosed hotel Reservation Card
and sending it back to the hotel along with a deposit by
September 21, 1992. A standard room is $145.00 per night. The
hotel will honor this rate for those of you who wish to extend
your stay. The hotel’s address is:
Kiawah Island Resort
P.O. Box 12357
Charleston, SC 29422-2357
803/768-2121
For those of you who want to drive, the conference hotel is
a 45-minute drive from Charleston International Airport. Budget
has agreed to reduce their standard rates for rental cars. Call
1-800-772-3773. The code is VNR1FUND. We have also made
arrangements with Low Country Transportation to shuttle you to
and from the airport at a rate of $22.00 per person each way if
you prefer. You can reach Low Country at 1-800-222-4771.
A preliminary agenda will be sent to attendees in
September. We look forward to seeing you at Kiawah Island in the
Fall.
Ronald H. Fielding Donald E. O’Connor
Chairman Vice President - Operations
Attachments
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