April 24, 1995
TO: DIRECT MARKETING COMMITTEE No. 20-95
MARKETING POLICY COMMITTEE No. 22-95
MEMBERS - ONE PER COMPLEX No. 40-95
PUBLIC INFORMATION COMMITTEE No. 12-95
RESEARCH COMMITTEE No. 15-95
SALES FORCE MARKETING COMMITTEE No. 21-95
SHAREHOLDER COMMUNICATIONS COMMITTEE No. 17-95
RE: 1995 ADVERTISING/MARKETING SEMINARS--REMINDER
______________________________________________________________________________
There are still two seminars to be held this year in the Investment Company Institute's series of
Advertising/Marketing seminars. This is the tenth consecutive year that the Institute has conducted
these seminars, which are 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 that attendees may integrate into their own marketing programs. An agenda
for the Chicago 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 Locations of the Seminars Yet to be Held
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
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