August 1, 1995
TO: DIRECT MARKETING COMMITTEE No. 32-95
MARKETING POLICY COMMITTEE No. 36-95
MEMBERS - ONE PER COMPLEX No. 65-95
PUBLIC INFORMATION COMMITTEE No. 27-95
RESEARCH COMMITTEE No. 27-95
SALES FORCE MARKETING COMMITTEE No. 35-95
SHAREHOLDER COMMUNICATIONS COMMITTEE No. 27-95
RE: 1995 Shareholder Communications Seminars -- Advance Notice
______________________________________________________________________________
This fall, the Institute will sponsor three one-day seminars for mutual fund professionals who
communicate with shareholders via print, video, online, and in face-to-face settings. Seminars will be
held this October, November, and December in New York, Boston, and San Francisco, respectively.
Speakers will be drawn from ICI member fund organizations, and will provide information and insights
on a range of current topics. The seminars offer experienced fund professionals a chance to compare
notes with others in the field and provide newcomers to the mutual fund industry, or those new to
shareholder communications, with an understanding of key issues and important developments.
Registration for these seminars is limited to employees of ICI member fund organizations and their
advertising, design, and public relations agencies. Nonmembers of the Institute will be required to supply
a letter from the member with which they have a business relationship. Please register early, as space is
limited and it may not be possible to accommodate walk-in registrations.
A schedule of topics and speakers will be mailed out later this summer. Seminars will run from
approximately 9:30 am to 4:00 pm. Lunch will be served.
Dates and Locations
New York Wednesday, October 18, 1995
The Drake Swissotel
440 Park Avenue
New York, NY 10022
212/421-0900
Special rate: $180 single/double (reserve before September 26)
Boston Tuesday, November 7, 1995
The Colonnade Boston
120 Huntington Avenue
Boston, MA 02116
617/424-7000
Special rate: $165 single/double (reserve before October 17)
San Francisco Thursday, December 7, 1995
Hyatt Regency San Francisco
5 Embarcadero Center
San Francisco, CA 94111
415/788-1234
Special rate: $145 single/double (reserve before November 15)
Please make your own hotel reservation, and mention the Institute to receive the special rate.
How 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.
(Nonmembers should submit a check for $325 for each registration.) Mail to:
Conference Division
Investment Company Institute
1401 H Street, NW, Suite 1200
Washington, DC 20005-2148
202/326-5968
For More Information
Questions about registration and hotels may be directed to the Institute's Conference Division, 202/326-
5968. Questions about the program may be directed to Laurie Strollo in the Public Information &
Marketing Department, 202/326-5882.
Laurie Strollo
Assistant Director of Publishing
Registration Form
Investment Company Institute
1995 Shareholder Communications Seminars
Location (check one)
_____ New York _____ Boston _____ San Francisco
(Oct. 18) (Nov. 7) (Dec. 7)
Please type or print
Name(s) and Title(s)
________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
Name of Organization
________________________________________________________________________________
ICI Member Firm (if different)*
________________________________________________________________________________
Address
________________________________________________________________________________
City, State, Zip Telephone
_____ Please check here if you need special services due to a disability or have special dietary
requirements.
Registration Fee
_____ $200 First Registrant from Institute Member Organization
_____ $125 Each Additional Registrant from Same Member
Organization
_____ $325 Each Nonmember Registration
_____ Total Fees (Check payable to Investment Company Institute)
Return to: Conference Division
Investment Company Institute
1401 H Street, NW, Suite 1200
Washington, DC 20005-2148
*Nonmembers: Please supply a letter from a member stating the relationship of the registrant to the
member firm.
_________________________________________________________________________________
_
Office use only: Payment ______ Check # ______ Check Date ______ METS ______