April 27, 1994
TO: DIRECT MARKETING COMMITTEE NO. 11-94
MARKETING POLICY COMMITTEE NO. 20-94
PUBLIC INFORMATION COMMITTEE NO. 15-94
RESEARCH COMMITTEE NO. 12-94
SALES FORCE MARKETING COMMITTEE NO. 14-94
SHAREHOLDER COMMUNICATIONS COMMITTEE NO. 10-94
RE: TWO ADVERTISING/MARKETING SEMINARS LEFT THIS YEAR
__________________________________________________________
There are two Advertising/Marketing seminars yet to be held this
year to help newcomers to fund marketing and communications learn
the basics. These regional one-day seminars 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, Assistant
Director, Advertising and 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 New York
seminar is attached (speakers will vary at each of the locations).
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
May 10 New York
Hotel Inter-Continental New York
111 E. 48th Street
New York, NY 10017-1297
(212)755-5900
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 in Denver 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
per additional registration from the same fund group attendin 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