February 8, 1994
TO: DIRECT MARKETING COMMITTEE NO. 3-94
MARKETING POLICY COMMITTEE NO. 9-94
MEMBERS - ONE PER COMPLEX NO. 10-94
PUBLIC INFORMATION COMMITTEE NO. 6-94
RESEARCH COMMITTEE NO. 3-94
SALES FORCE MARKETING COMMITTEE NO. 4-94
SHAREHOLDER COMMUNICATIONS COMMITTEE NO. 3-94
RE: 1994 ADVERTISING/MARKETING SEMINARS--ADVANCE NOTICE
__________________________________________________________
For the ninth consecutive year, the Institute will conduct seminars
on the basics of mutual fund advertising and marketing for
newcomers to fund marketing and communications. This series of
regional one-day seminars, which will be held in four 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. Speakers will
include Thomas Pappas, Supervisor, Advertising/Investment Companies
Regulation, at the National Association of Securities Dealers, Inc.
(NASD), as well as industry legal and marketing executives. 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 and are seeking a
"refresher" course.
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 is necessary.
The seminars will begin at 9:30 a.m., and end at approximately
4:15 p.m. Lunch will be served.
Dates and Location
March 18 San Francisco
Hyatt Regency San Francisco
5 Embarcadero Center
San Francisco, CA 94111
(415)788-1234
April 5 Boston
Swiss-Hotel Boston
One Avenue de Lafayette
Boston, MA 02111
(617)451-2600
May 10 New York
Hotel Inter-Continental New York
111 E. 48th Street
New York, NY 10017-1297
(212)755-5900
June 23 Denver
To be announced
How to Register
To register, complet the attached registration form and return it,
along with a check for $200 for the first registration, and $125
per additional registration from the same fund group attending the
same meeting (non-members should submit a check for $325 for each
registration) to:
Conference Division
Investment Company Institute
1401 H Street, NW
12th Floor
Washington, DC 20005-2148
202/326-5800
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 three weeks prior to the event.
Additional Information
For more registration or logistical information, contact Fred Moore
202/326-5968. For additional information on the program, please
contact Tracy Weiland at 202/326-5871.
Stephanie Brown Barbara Levin
Marketing Director Director-Sales Force
Marketing and Financial
Planning Services
Attachments