CALENDAR

FEBRUARY

24 – What’s hot and what’s not in estate planning, International Association for Financial Planning, Greater Chicago Chapter. Harris Bank, Chicago. (708)799-6504.

24 – Hedge emerging market opportunities and perils, Managed Account Reports. Hotel Inter-Continental, Geneva. (212)213-6202.

24 – Frontiers in credit risk analysis: A fixed-income conference, Association for Investment Management and Research. Westin River North, Chicago. (800)247-8132.

24-25 – Private placement market: the “new” private capital markets, International Business Forum. Plaza, New York. (516)594-5979.

25-27 – National adviser conference, Waterhouse Institutional Services. Hyatt Regency San Diego. (800)895-0777.

25-28 – Conference for securities, brokerage and trust operations professionals, American Bankers Association. Palm Springs (Calif.) Convention Center. (800)338-0626.

28-2 – 1999 Congress on defined contribution plans, Institute for International Research. Sheraton, New Orleans. (888)670-8200.

MARCH

1-3 – Thirteenth annual asset allocation congress, Institute for International Research. Ritz Carlton Hotel, Palm Beach, Fla. (888)670-8200.

1 – Investment adviser compliance workshop, Securities Consultants International LLC. Embassy Suites Hotel, Dallas. (800)994-7249.

3 – Venture and expansion capital for high-tech companies, International Business Forum. Hyatt Regency, Monterey, Calif. (516)594-5979.

3-5 – 1999 retirement plans conference, Investment Company Institute. Sheraton New Orleans. (202)326-5968.

6-9 – Sixteenth asset management symposium, Institute of Real Estate Management. Marriott at Sawgrass Resort, Jacksonville, Fla. (904)285-7777.

7-12 – Securities Industry Institute, Securities Industry Association. Wharton School, University of Pennsylvania, Philadelphia. (212)618-0558.

8-9 – Risk management conference, Association for Investment Management and Research. Westin Copley Place, Boston. (800)247-8132.

8-9 – Maximizing distribution and gaining shelf space through mutual fund supermarkets, International Business Communications Group. Radisson Empire Hotel, New York. (508)481-6400.

10 – Social security benefits for spouses and others, International Association for Financial Planning, Greater Chicago Chapter. Highland Park Country Club, Highland Park, Ill. (847)540-9544.

15-16 – Real estate tax forum, Practising Law Institute. Hyatt Regency San Francisco. (800)260-4754.

15-19 – Corporate finance conference, International Faculty of Finance. Caliber Learning Center, New York. (941)364-2277.

16 – Using behavioral finance to improve investment decisions, Association for Investment Management and Research. Park Hyatt Philadelphia. (800)247-8132.

17 – Coping with broker-dealer regulation and enforcement, Practising Law Institute. PLI Conference Center, New York. (800) 260-4PLI.

17-18 – Unlocking value for strategic and financial buyers of troubled and bankrupt businesses, Strategic Research Institute. Crowne Plaza Hotel, New York. (800)599-4950.

17-18 – Generating, structuring and pricing mezzanine finance in a volatile market, Strategic Research Institute. Crowne Plaza Hotel, New York. (800) 599-4950.

18-19 – Valuation, taxation and planning techniques for sophisticated estates, Practising Law Institute. PLI Conference Center, New York. (800)260-4PLI.

18-19 – Capturing and retaining IRA rollovers, Institute for International Research. Omni Parker House, Boston. (888)670-8200.

21-25 – 1999 Mutual funds and investment management conference, Federal Bar Association, ICI Education Foundation. Marriott’s Desert Springs Resort and Spa, Palm Desert, Calif. (202)326-5986.

22-23 – Integrating private banking, brokerage and trust services, Institute for International Research. Omni Colonnade Hotel, Coral Gables, Fla. (888)670-8200.

23-26 – 1999 annual conference, Association for Investment Management and Research. Hyatt Regency Grand Cypress, Orlando, Fla. (800)247-8132.

24 – Tax-wise ways to gift to children, International Association for Financial Planning, Greater Chicago Chapter.

Harris Bank, Chicago. (708)799-6504.

24-26 – The annuity conference, Limra International. Hilton Palacio del Rio, San Antonio. (860)298-3959.

24-26 – Global asset allocation training, International Faculty of Finance. Caliber Training Center, New York. (941)364-2277.

25-27 – 1999 fixed income symposium and expositions, LaSalle National Bank. Boca Raton (Fla.) Resort and Club. (561)416-6191.

29-30 – Offshore life and annuities forum, International Business Communications. Marriott World Trade Center, New York. (508)481-6400.`

29-30 – How to profit from long-term investment abroad, International Quality and Productivity Center. Loews New York Hotel. (800)882-8684.

30-31 – SEC accounting and financial reporting, Practising Law Institute. Atlanta Hilton. (800)260-4PLI.

31 – Compliance: Doing it the right way, Insurance Broadcast System. Live three-hour broadcast. (888)918-3300, ext. 204.

APRIL

6-8 – Fifth annual life and annuities market conduct conference, International Business Communications Inc. Roosevelt Hotel, New York. (508)481-6400.

6-8 – Sixth annual institutional investors’ hedge fund forum, Institute for International Research. Windows on the World, New York. (888)670-8200.

11-14 – Compliance and legal division seminar, Securities Industry Association. Boca Raton (Fla.) Resort and Club. (518)785-0721.

12 – Fourth annual symposium on REIT mergers and acquisitions and consolidations in commercial real estate, New York University, Real Estate Institute. Hotel Pierre, New York. (212)790-1338.

14 – Biotech investing forum, International Business Forum. New York Marriott East Side. (516)594-5979.

14-16 – Spring compliance conference, National Regulatory Services Inc., Hyatt Regency Cerromar Beach Resort, Dorado, Puerto Rico. (860)435-2541 Ext. 851.