March 3, 1994
TO: DIRECT MARKETING COMMITTEE NO. 4-94
MARKETING POLICY COMMITTEE NO. 12-94
PUBLIC INFORMATION COMMITTEE NO. 7-94
RESEARCH COMMITTEE NO. 6-94
SALES FORCE MARKETING COMMITTEE NO. 5-94
SHAREHOLDER COMMUNICATIONS COMMITTEE NO. 4-94
RE: 1994 ADVERTISING/MARKETING SEMINARS--SECOND 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 A. Pappas, Assistant Director, 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 for the San
Francisco seminar is attached (speakers at each of the locations will vary). 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
Room Rate: $135.00 single/$150.00 double
Cut-off Date: March 15, 1994
May 10 New York
Hotel Inter-Continental New York
111 E. 48th Street
New York, NY 10017-1297
(212)755-5900
Room Rates: $165.00 single/double
Cut-off Date: April 18, 1994
June 23 Denver*
Hyatt Regency Denver
1750 Welton Street
Denver, CO 80202
(303)295-1234
Room Rates: $112.00 single/$137.00 double
Cut-off Date: June 1, 1994
*Please note that registration for the Denver seminar is limited to 50 participants.
Please register early.
How to Register
To register, complete the attached registration form and return it, along with a
check for $200 for the first registration, and $125 for each additional registration
from the same fund group attending the same meeting (non-members should submit a
check of $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