September 6, 1995
TO: DIRECT MARKETING COMMITTEE No. 38-95
MARKETING POLICY COMMITTEE No. 43-95
MEMBERS - ONE PER COMPLEX No. 76-95
PUBLIC INFORMATION COMMITTEE No. 32-95
RESEARCH COMMITTEE No. 33-95
SALES FORCE MARKETING COMMITTEE No. 42-95
SHAREHOLDER COMMUNICATIONS COMMITTEE No. 33-95
RE: 1995 Shareholder Communications Seminars -- Second 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.
Topics To Be Covered
The following is a list of anticipated presentation topics.
Managing Investor Expectations Through Communications
Establishing a Corporate Identity Through Communications
The Profile Prospectus: A Case Study
Communicating with the Retirement Market
Online Shareholder Communications
Redesigning Shareholder Reports
New Developments in Shareholder Account Statements
A preliminary agenda, including speakers, will be mailed out in the near future.
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
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.
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, Assistant
Director of Publishing, 202/326-5882.
Laurie Strollo
Assistant Director of Publishing