February 23, 1993
TO: MEMBERS - ONE PER COMPLEX NO. 13-93
DIRECT MARKETING COMMITTEE NO. 12-93
MARKETING POLICY COMMITTEE NO. 9-93
PUBLIC INFORMATION COMMITTEE NO. 11-93
RESEARCH COMMITTEE NO. 6-93
SALES FORCE MARKETING COMMITTEE NO. 14-93
SHAREHOLDER COMMUNICATIONS COMMITTEE NO. 11-93
SMALL FUNDS COMMITTEE NO. 2-93
RE: ADVERTISING/MARKETING SEMINARS--HOUSTON SPEAKERS ANNOUNCED
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The attached program lists topics and speakers for the
Institute's March 24 Advertising/Marketing seminar to be held at
the Westin Oaks Hotel in Houston. It also provides registration
information on seminars to be held in Boston and New York. The
Houston program will launch the Institute's eighth annual series
of 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 three 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 and in
the bank environment. Speakers will include senior
representatives of the Department of Advertising at the National
Association of Securities Dealer, 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 necessary, and if required, to alter locations and
dates of seminars.
The seminars will begin at 9:30 a.m., and end at approximately
4:15 p.m. Lunch will be served.
Dates and Location
Houston Wed., March 24
The Westin Oaks Hotel
5060 W. Alabama
800/228-3000 or
713/623-4300
Boston Wed., May 5
The Colonnade Hotel
120 Huntington Ave.
617/424-7000
New York Tues., June 22
Marriott Eastside Hotel
525 Lexington Ave.
between 48th & 49th Streets
212/755-4000
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:
Marti Yocum
Investment Company Institute
1600 M Street, NW
Suite 600
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 several weeks prior to the event.
Additional Information
For more registration or logistical information, contact Marti
Yocum at 202/955-3508. For additional information on the
program, please contact Barbara Levin at 202/955-3540.
Barbara Levin
Director - Sales Force
Marketing and Financial
Planning Services