February 24, 1995
TO: ACCOUNTING/TREASURERS COMMITTEE No. 11-95
DIRECT MARKETING COMMITTEE No. 10-95
INTERNATIONAL MEMBERS No. 3-95
INVESTMENT ADVISER MEMBERS No. 12-95
MARKETING POLICY COMMITTEE No. 14-95
MEMBERS - ONE PER COMPLEX No. 22-95
OPERATIONS MEMBERS No. 9-95
RESEARCH COMMITTEE No. 9-95
SALES FORCE MARKETING COMMITTEE No. 10-95
SEC RULES MEMBERS No. 12-95
TAX MEMBERS No. 15-95
RE: GLOBALISATION OF MUTUAL FUNDS CONFERENCE, MAY 7-10
______________________________________________________________________________
Attached is the conference brochure for the sixth annual conference on the Globalisation
of Mutual Funds, to be held in Bermuda at the Southampton Princess Hotel, May 7-10, 1995.
The Investment Company Institute is co-sponsoring the conference with the International Bar
Association.
This year’s conference will address a variety of globalisation issues from both the legal
and business perspective. Our program includes an in depth study on investing in emerging
markets, as well as panels on marketing offshore products to institutional clients, using
derivatives in international investing, and innovative products and new developments
affecting the cross-border marketing of fund products.
As in past years, the conference speakers will represent a cross-section of mutual fund
business executives, attorneys and accountants from the U.S. and a variety of other countries.
Since it is anticipated that conference attendees also will represent a wide number of different
disciplines from different geographic locations, ample opportunity will be provided for social
interaction among attendees and speakers.
Conference activities will include an opening reception, a cocktail party hosted by Bank
of Bermuda, Bank of Butterfield and Bermuda Commercial Bank and a buffet sponsored by the
International Bar Association and the Institute.
To register for the conference, please return the attached registration form along with
the appropriate fee to the Investment Company Institute without delay. Space is limited and
we expect to reach our capacity in registrations soon. If you have any questions regarding
registration, please call the Institute’s Conference Division at 202-326-5968.
We look forward to seeing you in Bermuda.
Catherine L. Heron
Vice President - Tax & Pension
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