August 28, 1995
TO: BROKER/DEALER ASSOCIATE MEMBERS No. 18-95
DIRECT MARKETING COMMITTEE No. 35-95
INDUSTRY STATISTICS COMMITTEE No. 17-95
MARKETING POLICY COMMITTEE No. 40-95
MEMBERS - ONE PER COMPLEX No. 73-95
OPERATIONS COMMITTEE No. 24-95
PENSION MEMBERS No. 38-95
PUBLIC INFORMATION COMMITTEE No. 30-95
RESEARCH COMMITTEE No. 29-95
SALES FORCE MARKETING COMMITTEE No. 39-95
SHAREHOLDER COMMUNICATIONS COMMITTEE No. 30-95
SMALL FUNDS COMMITTEE No. 15-95
RE: Research Seminars: Market Trends and Strategies - NEW DATE!
______________________________________________________________________________
The ICI’s Research Department will be conducting four regional one-day seminars during
October for Institute members. The seminars are to provide a forum for member discussions of
current and future industry developments and to acquaint members with the major results of
the Institute’s research on a variety of timely subjects. These presentations will be designed to
assist:
managers and executives concerned with the environment for mutual fund sales;
marketing managers;
planning managers;
product development managers;
those involved in all areas of research;
economists; and
those responsible for communicating with the press, the public, and shareholders.
Registration for these seminars will be limited to ICI members and associate members. We
encourage you and your staff to attend.
PLEASE REGISTER WITHOUT DELAY
Topics to be Covered
This series of seminars will feature presentations on the economic environment for mutual funds,
past and future industry trends including the retirement/institutional market, and shareholders
need for investment information and advice. Member firms can utilize the seminar material in
developing their own future business strategies and may identify ideas to integrate into their
marketing programs.
The seminars will begin promptly at 9:00 am and end at 3:30pm. The meetings will be structured
so as to allow time for questions and general discussion. Lunch will be provided for all attendees
which will allow for additional informal discussions of the issues.
Dates and Location
October 10 New York
NEW Hotel Inter-Continental - New York Room Rates: $195 single/double
HOTEL! 111 East 48th Street Hotel Cut-off: September 8, 1995
New York, NY 10017
(212) 755-5900
October 11 Boston
The Colonnade Boston Room Rates: $155 single/double
120 Huntington Avenue Hotel Cut-off: September 19, 1995
Boston, MA 02115
(617) 424-7000
October 27 Houston
NEW J.W. Marriott Room Rates: $118 single/double
DATE! 5150 Westheimer Hotel Cut-off: October 12, 1995
Houston, TX 77056
(713) 961-1500
October 30 San Francisco
NEW Hotel Nikko San Francisco Room Rates: $118 single/double
DATE! 222 Mason Street Hotel Cut-off: October 9, 1995
San Francisco, CA 94102
(415) 394-1111
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 to:
Conference Division
Investment Company Institute
1401 H Street, NW., 12th Floor
Washington, DC 20005-2148
202/326-5968
Additional Information
For more registration or logistical information, contact the Conference Division at 202/326-
5968. For additional information on the program, please contact Dee Mueller at 202/326-5913.
Sandra J. West
Director, Marketing Research