March 15, 1993
TO: DIRECT MARKETING COMMITTEE NO. 19-93
PUBLIC INFORMATION COMMITTEE NO. 19-93
SALES FORCE MARKETING COMMITTEE NO. 21-93
RE: SPEAKING OPPORTUNITIES
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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 college classes, consumer
groups and fraternal organizations that want very basic
information on what mutual funds are and how they work. This
memorandum describes three requests for assistance in finding
speakers.
The local chapter of the American Association of Individual
Investors (AAII) in New Hampshire, a group the Institute has
helped with several previous speaking dates, is looking for a
speaker to address a group of 150 people at their annual
symposium. The day-long event will be held on April 24, from
9:00 am until 3:30 pm at New Hampshire College in Manchester, NH.
This AAII group is looking for a speaker on an interesting mutual
fund topic of the speaker's choosing. The presentation should be
around 45 minutes long. The agenda is somewhat flexible, so the
speaker will have a choice of timeslots. If you know of a mutual
fund executive who would like to speak before the New Hampshire
AAII Symposium, please call Linda Gelfand at 603/472-2513.
An Advanced Securities Analysis class at Hofstra University is
looking for a research-oriented speaker to address their MBA-
level class. They are looking for a speaker who is able to speak
for 45 minutes on How to Evaluate Mutual Fund Performance and/or
Innovations in New Fund Product Development on March 22, between
8:30 pm and 10:00 pm. Hofstra University is located in Hemsted,
Long Island (New York). The class consists of approximately 35
students. Those interested in speaking before this group should
call Professor Sankaran at 516/463-5784.
Donald Kemp, who is teaching a course on mutual funds at New York
University's School for Continuing Education, is looking for
speakers to address his class on a variety of basic mutual fund
topics. He has available a total of eight speaking opportunities
in June and July of this year. The size of the class is as yet
undetermined. If you know of a mutual fund executive who would
like to address this class, please contact Donald Kemp at
212/804-2079 (days) or 212/786-9777 (evenings).
Though all three of these groups are somewhat flexible in terms
of the topics presented, please keep in mind that all remarks
must be kept generic and educational in nature. A sales pitch for
a particular fund or fund group is not appropriate.
Thank you for your help.
Stephanie Brown
Marketing Director