March 2, 1995
TO: DIRECT MARKETING COMMITTEE No. 14-95
MARKETING POLICY COMMITTEE No. 17-95
MEMBERS - ONE PER COMPLEX No. 26-95
PUBLIC INFORMATION COMMITTEE No. 8-95
RESEARCH COMMITTEE No. 11-95
SALES FORCE MARKETING COMMITTEE No. 14-95
SHAREHOLDER COMMUNICATIONS COMMITTEE No. 11-95
RE: 1995 ADVERTISING/MARKETING SEMINARS--SECOND NOTICE
______________________________________________________________________________
For the tenth 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 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, of 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 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. An agenda for the San Francisco Seminar 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 30 San Francisco
The Pan Pacific Hotel
500 Post Street
San Francisco, CA 94102
415/771-8600
Reserve your hotel
accommodations by: March 8, 1995
Room Rates: $160.00 single/double
April 19 New York
The Drake Swissotel
440 Park Avenue
X2NESTFORM(NEXTRECORD )NEXTRECORD NY
10022
212/421-0900
Reserve your hotel
accommodations by: March 28, 1995
Room Rates: $180.00 single/double
May 4 Chicago
The Westin Hotel Chicago
909 N. Michigan Avenue
Chicago, IL 60611
312/943-7200
Reserve your hotel
accommodations by: April 12, 1995
Room Rates: $120.00 single/double
June 22 Boston
Swissotel Boston
One Avenue de Lafayette
Boston, MA 02111
617/451-2600
Reserve your hotel
accommodations by: May 31, 1995
Room Rates: $155.00 single/$165.00 double
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
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
202/326-5968
Please make your own hotel reservations. Special room rates have been arranged at the hotel
for those who mention they are attending the Investment Company Institute seminar. Reserve
your hotel accommodations by the date indicated to obtain this special room rate.
Additional Information
For more registration or logistical information, contact the Conference Division at
202/326-5968. For additional information on the program, please contact Tracy Weiland at
202/326-5871.
Stephanie Brown Linda Brenner
Director, Marketing Manager, Sales Force
and Training Marketing and Financial
Planning Services