July 1, 1992
TO: DIRECT MARKETING COMMITTEE NO. 20-92
PUBLIC INFORMATION COMMITTEE NO. 23-92
SALES FORCE MARKETING COMMITTEE NO. 20-92
SMALL FUNDS COMMITTEE NO. 6-92
RE: SPEAKING OPPORTUNITIES AVAILABLE
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As you know, the Institute, through its Speaker Referral Service,
helps consumer groups find fund industry executives to do generic
educational presentations before their groups. Typically, these
presentations cover the basics of mutual fund investing, such as
what mutual funds are, the types and benefits of funds, the cost
of becoming a fund shareholder, and how to track a fund
investment. Requests for speakers are handled on a case-by-case
basis, with speakers identified from a list of volunteers.
Though most of the speaking dates arranged by the Institute’s
Speaker Referral Service involve consumer groups seeking very
basic presentations, we have also arranged speaking dates before
groups of more experienced investors. In fact, we have helped
many local chapters of the American Association of Individual
Investors (AAII) find speakers on more advanced topics, such as
evaluating the risks of investing in international funds, and the
tax implications of fund investing.
In three cases, we have helped local AAII chapters so often that
they have come to rely on us to help them plan many, if not most,
of their upcoming meetings. These AAII chapters have an ongoing
need for speakers and ideas for presentations. It seems to make
sense, therefore, for fund groups interested in having speakers
make presentations before the groups to call them directly.
Attached is a letter from Al Golly, who handles programming for
the local chapters of the AAII in New York City and Long Island.
His letter describes the dates for which the two chapters are
seeking speakers. If you are interested in speaking before
either of the two groups, please call Al Golly at 212/541-3955.
The AAII chapter in Houston is also in the position of frequently
seeking speakers on mutual fund investing topics. They are
currently interested in finding a speaker on municipal bond funds
to address their July 21 meeting. The meeting will be held at
7:00 pm at the Kendall Library in Houston. Approximately 50
people typically attend the meetings. If you are interested in
providing a speaker for the meeting, please call Burt Brumby at
713/939-1363.
Speakers are asked to keep their remarks generic and educational
in nature. The presentations should not be sales pitches for
individual funds or fund groups. No speaking fee should be
solicited or accepted for the presentations.
Thank you for your help. Please call me at 202/955-3536 if you
have any question or comments. Also, I’d appreciate hearing from
you if you speak before any of these groups.
Stephanie Brown
Marketing Director
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