January 27, 1993
TO: DIRECT MARKETING COMMITTEE NO. 5-93
PUBLIC INFORMATION COMMITTEE NO. 3-93
SALES FORCE MARKETING COMMITTEE NO. 5-93
RE: SPEAKING OPPORTUNITY IN HOUSTON
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As you know, the Institute operates a Speaker Referral Service
that helps consumer groups find mutual fund industry speakers to
do generic educational presentations on mutual funds. Most of
these speaking engagements are for consumer groups and fraternal
organizations that require very basic information on what mutual
funds are and how they work.
More and more, the Institute is being asked to help identify
speakers for local chapters of the American Association of
Individual Investors (AAII). These groups tend to meet monthly,
and, as a result, have an ongoing need for speakers to address
their groups. At the same time, members of many AAII local
chapters are active fund investors who need presentations that
cover more advanced topics than the basics of what mutual funds
are and how they work.
The AAII local chapter in Houston, a group the Institute has
helped with a number of speaking dates, is looking for speakers
on mutual fund topics to address their group. They are
particularly interested in finding a speaker for their March 16
and April 20 meetings. The meetings will be held at 7:00 pm at
the Kendall Library in Houston. Approximately 60 people are
expected to attend. If you know of a mutual fund executive who
would like to speak before the Houston AAII, please call their
program director, Burt Brumby, at 713/939-1363. Please keep in
mind that, though the group is flexible regarding the topic
presented, all remarks must be kept generic and educational in
nature. A sales pitch for a particular fund or fund group is not
appropriate.
If you would like to speak before other AAII groups that may be
in search of speakers, please call me at 202/955-3536.
Thank you for your help.
Stephanie Brown
Marketing Director