March 15, 1993
TO: ACCOUNTING/TREASURERS COMMITTEE NO. 14-93
DIRECT MARKETING COMMITTEE NO. 20-93
MARKETING POLICY COMMITTEE NO. 15-93
RESEARCH COMMITTEE NO. 10-93
SALES FORCE MARKETING COMMITTEE NO. 22-93
MEMBERS - ONE PER COMPLEX NO. 20-93
CLOSED-END FUND MEMBERS NO. 10-93
INTERNATIONAL MEMBERS NO. 7-93
INVESTMENT ADVISER MEMBERS NO. 17-93
OPERATIONS MEMBERS NO. 17-93
SEC RULES MEMBERS NO. 29-93
TAX MEMBERS NO. 11-93
UNIT INVESTMENT TRUST MEMBERS NO. 12-93
RE: CONFERENCE ON THE GLOBALISATION OF MUTUAL FUNDS
__________________________________________________________
Attached is the final brochure for the conference on the
Globalisation of Mutual Funds that the Institute is co-sponsoring
with the International Bar Association. The conference will be
held in Bermuda at the Marriott Castle Harbour Hotel,
April 25-28, 1993.
As noted in the brochure, speakers from all parts of the
world will discuss both business and regulatory issues relevant
to fund managers seeking opportunities abroad. There will be a
panel discussion on realistic opportunities and practical
problems in foreign markets, with industry leaders from France,
Germany, the U.K., Japan and the U.S. A follow-up panel will
focus on regulatory issues for fund managers seeking to access
these markets. Other panels will cover innovative fund
structures used in foreign markets, tax and custodial issues as
well as money market funds in various jurisdictions and new
products and innovations.
Attendees are encouraged to also participate in the
conference social activities which permit a more informal
exchange of ideas and information. In addition to an opening
reception sponsored by the Organizing Committee, a cocktail party
will be hosted by the Bank of Bermuda, the Bank of Butterfield
and the Bermuda Commercial Bank. The Institute and the IBA will
sponsor a dinner on Tuesday evening for all conference attendees
and their guests. The Bank of Bermuda is also sponsoring an
- 1 -
afternoon golf/tennis tournament or a cruise on Tuesday for all
conference attendees. An invitation will be sent directly to all
registered attendees from the Bank of Bermuda.
To register for the conference, please return the attached
registration form along with the appropriate fee to the
Conference Administrator, Investment Company Institute as early
as possible. We expect substantial interest in the conference,
and space is limited to the first 300 registrants. If you have
any questions regarding registration, please call Clare Glynn or
Marti Yocum at 202-955-3508.
We look forward to seeing you in Bermuda.
Catherine L. Heron
Vice President -Tax and Pension