July 23, 1993
TO: DIRECT MARKETING COMMITTEE NO. 39-93
MARKETING POLICY COMMITTEE NO. 30-93
PUBLIC INFORMATION COMMITTEE NO. 39-93
RESEARCH COMMITTEE NO. 25-93
SALES FORCE MARKETING COMMITTEE NO. 37-93
SHAREHOLDER COMMUNICATIONS COMMITTEE NO. 31-93
SMALL FUNDS COMMITTEE NO. 15-93
RE: 1993 Shareholder Communications Seminars
__________________________________________________________
This fall, the Institute will sponsor three one-day seminars for mutual fund
professionals who communicate with shareholders via print, video, and in face-to-
face settings. Seminars will be held this September, October, and November in
San Francisco, New York, and Boston, respectively. Speakers will be drawn from
ICI member fund organizations, and will provide information and insights on a
range of current topics. The seminars offer experienced fund professionals a
chance to compare notes with others in the field and provide newcomers to the
mutual fund industry, or those new to shareholder communications, with an
understanding of key issues and important developments.
Registration for these seminars is limited to employees of ICI member fund
organizations and their advertising, design, and public relations agencies.
Nonmembers 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 is limited and it may not be possible to
accommodate walk-in registrations.
TOPICS TO BE COVERED
The following is a preliminary list of topics under consideration.
o New prospectus disclosure requirements
o Simplifying/redesigning shareholder communications
o Communicating risk to shareholders
o Establishing a corporate identity through communications
o Communicating with the defined contribution plan market
o Communicating with tomorrow's shareholders (teaching children a b o u t
investing)
o Crisis communications with shareholders/brokers
o Technological developments in fulfillment
DATES AND LOCATIONS
San Francisco Tuesday, September 28, 1993
Westin St. Francis Hotel
Union Square, 335 Powell St.
San Francisco, CA 94102
415/397-7000
Special rate: $150.00 single/double (call before Sept. 6)
New York Thursday, October 21, 1993
Loews New York Hotel
569 Lexington Avenue
New York, NY 10022
212/752-7000
Special rate: $149.00 single/double (call before Sept. 29)
Boston Wednesday, November 17, 1993
The Colonnade Hotel
120 Huntington Avenue
Boston, MA 02116
617/424-7000
Special rate: $125.00 single/double (call before Oct. 26)
Please make your own hotel reservation, and mention the Institute to receive the
special rate.
TIMES
Registration (with coffee and pastries) will begin at 8:30 am. Seminars will
begin at 9:30 am and end at approximately 4:00 pm. Lunch will be served.
HOW TO REGISTER
Complete the attached form and return it, along with a check for $175 for the
first registration and $100 for each additional registration for the same fund
group (nonmembers should submit a check for $250 for each registration), to:
Marti Yocum
Investment Company Institute
1600 M Street, NW, Suite 600
Washington, DC 20036
MORE INFORMATION
For more registration information, please contact Marti Yocum at 202/955-3508.
For additional information on the content of the program, contact Laurie Strollo
at 202/955-3533.