April 28, 1997
TO: DIRECT MARKETING COMMITTEE No. 10-97
INDUSTRY STATISTICS COMMITTEE No. 6-97
MARKETING POLICY COMMITTEE No. 13-97
PUBLIC INFORMATION COMMITTEE No. 12-97
RESEARCH COMMITTEE No. 7-97
SALES FORCE MARKETING COMMITTEE No. 10-97
SHAREHOLDER COMMUNICATIONS COMMITTEE No. 6-97
RE: Joint Committee Meetings, June 9-12 in Washington, DC
______________________________________________________________________________
As we previously informed you, the next meetings of the Institutes marketing, communications,
and research committees will be held June 9-12 in Washington, DC. All meetings will be held at
the Renaissance Hotel, except for the Sales Force Marketing Committee meeting, which will be
held in the David Silver Conference Room at the Institute.
Meeting Format
Attached is an updated schedule for the meetings, as well as preliminary agendas for the
committee-specific sessions (Please note that the times--but not the days--of various events have
changed slightly). With the exceptions of the Marketing Policy Committee meeting, the Research
Planning Subcommittee meeting and dinner, and the Research Committee breakfast, attendance at
the committee meetings will be open to all member attendees. As has been the case in the past,
committee members and substitutes for committee members will be seated at the meeting table;
additional seating will be provided for those who are not committee members. A members
spouse or guest may attend the dinners and the buffet lunch (on Thursday), but may not attend
any of the other meeting functions.
In addition to the committee-specific sessions, the meeting will feature several joint session
presentations.
Mary Schapiro, President of the National Association of Securities Dealers Regulation,
Inc., will discuss the fund industrys responsibilities in advertising, sales practices, and
investor education.
Rochelle Lamm Wallach, President, Strong Capital Management, Inc., will lead a panel
discussion of "Educating Shareholders and Empowering 401(k) Participants: How
Adults Learn."
A well-known expert will share thoughts on "Planning for the Unexpected."
Institute President Matthew P. Fink will report on legislative and regulatory issues.
Please note that there will be no breakfast discussion groups at the June meetings. Many members
have indicated that they will be participating in breakfast discussion groups at the Institutes
General Membership Meeting, scheduled a few weeks prior to the Joint Committee Meetings.
However, breakfast discussion groups are planned for the next Joint Winter Committee Meetings,
which will be held January 14-16, 1988 in New Orleans.
Registration Information
To attend the Joint Committee Meetings, please register with the Institute by completing and
returning the attached registration form. There is a registration fee of $150 for employees of
Institute member firms ($40 for a members spouse or guest) to help defray the cost of the dinners
and lunches. Please attach a check to the registration form, and send both to the Institute.
Hotel Information
The Institute has arranged a special room rate of $150 single/$175 double (Club Tower $170
single/$195 double) at the Renaissance Washington, DC Hotel for members who make their hotel
reservations by May 9, 1997. Please make your room reservation directly with the hotel by calling
202/898-9000.
The Renaissance Washington, DC Hotel is located at 999 Ninth Street, NW in Washington, DC.
Parking is available at the hotel for $15 per day.
Business attire is appropriate for all events.
More Information
For more information on these meetings, please call the Institute staff coordinator as follows:
Marketing Policy Committee Julie Domenick 202/326-5890
Direct Marketing Committee Stephanie Brown 202/326-5869
Sales Force Marketing Committee Linda Brenner 202/326-5883
Public Information Committee Elizabeth Powell 202/326-5860
Shareholder Communications Committee Sue Duncan 202/326-5880
Research Committee Sandra West 202/326-5912
Industry Statistics Committee Anne Schafer 202/326-5934
Lawrence Maffia
Senior Vice President,
Management
Attachments