December 12, 1995
TO: SALES FORCE MARKETING COMMITTEE No. 60-95
RE: AGENDA FOR JANUARY 18, 1995 MEETING
______________________________________________________________________________
Attached is the preliminary agenda for the January 18, 1996 meeting of the Sales Force
Marketing Committee, which is scheduled for 8:00-10:30 am at the Sonesta Beach Hotel in Key
Biscayne, Florida. Hotel and registration information was sent to you in an earlier notice. Please
contact Beth Simons at 202/326-5968 if you have not yet registered for these meetings and wish
to attend.
As you will note from the agenda, the Sales Force Marketing Committee meeting will feature
three concurrent break-out sessions. These sessions will be open only to members (or their
substitutes) of the Sales Force Marketing Committee.
Please indicate on the attached form the break-out session that you are most interested in
attending. If you do not register for a specific break-out session, you will be assigned to one
based on space considerations.
If you have any questions about the agenda, or if I can be of assistance in any way, please call
me at 202/326-5883. I look forward to seeing you in January.
Linda Brenner
Director, Sales Force Marketing
and Financial Planning Services
Attachments
Break-Out Sessions
Sales Force Marketing Committee
Investment Company Institute
January 18, 1996
I am interested in participating in the following break-out sessions at the January 18, 1996 Sales
Force Marketing Committee meeting (please rank, with 1 being most interested and three being
least interested):
_____ Asset Allocation: Are There Meaningful Benefits for Clients?
_____ Mutual Fund Wrap Fee Programs
_____ The No-Load Marketplace
Name: ____________________________________________________________________________
Fund Company: ___________________________________________________________________
Phone Number: ____________________________________________________________________
Please return this form by January 11, 1996 to:
Linda Brenner
Investment Company Institute
1401 H Street, NW
Washington, DC 20005
202/326-5868 (phone)
202/326-5878 (fax)