CALENDAR

MARCH

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 and ICI Education Foundation. Marriott’s Desert Springs Resort Hotel 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 – 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, Greater Chicago Chapter, International Association for Financial Planning. Harris Bank, Chicago. (708)799-6504.

24-26 – 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 Hotel and Towers. (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, World Trade Center, 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.

19-21 – International conference on alternative investment strategies, Managed Account Reports. Hotel Majestic, Cannes, France. (212)213-6202.

20-21 – Management conference, Securities Industry Association. Drake Hotel, Chicago. (212)618-0577.

20-21 – Financial analysts seminar-Europe, Association for Investment Management and Research. Hotel Castellana Inter-Continental Madrid, Spain. (800) 247-8132.

21-24 – Spring professional development conference, Investment Management Consultants Association, Sheraton Palace Hotel, San Francisco. (303)770-3377.

22-23 – Global indexing service, IIR Ltd. Castle Harbour Marriott, Hamilton, Bermuda. +44 (0) 171-915-5055.

22-25 – Conference for Advanced Planning, International Association for Financial Planning. Marriott Orlando (Fla.) World Center. (800)945-IAFP.

23 – Annual spring forum, New York Chapter, International Association for Financial Planning. Marriott East Side Hotel, New York. (212)677-1204.

25-27 – 1999 operations conference, National Association for Variable Annuities. Sheraton El Conquistador, Tucson, Ariz. (703)620-0674.

26-28 – Twenty-first annual conference, Society of Asset Allocators and Fund Timers, the Buttes, Tempe, Ariz. (602)225-9000.

29 – Planning for the millennium, Southeast Michigan Chapter, International Association for Financial Planning. Detroit Athletic Club. (888)736-4237.

29-30 – Asset-based financing, Practising Law Institute. PLI Conference Center, New York. (800)260-4PLI.

29-30 – Adviser focus conference, National Regulatory Services Inc. Plaza San Antonio, San Antonio. (860)435-2541 Ext. 851.

30-1 – Twenty-seventh annual Northern California regional conference, International Association for Financial Planning, Sheraton Palace Hotel, San Francisco. (415)474-4501.

MAY

2-5 – Annual conference: Selling in the new century, Association of Investment Management Sales Executives, La Quinta (Calif.) Resort and Club. (202)296-3560.

2-5 – Globalization of mutual funds, International Bar Association and Investment Company Institute. Southampton (Bermuda) Princess Hotel. (212)371-2723.

3-5 – Eleventh annual Morningstar investment conference. Chicago Hilton and Towers. (312)696-6461.

4-5 – Financial management conference, Limra International. Westin Innisbrook Resort Hotel, Tampa, Fla. (860) 298-3959.

11-14 – Operations conference and exhibit, Securities Industry Association. Boca Raton (Fla.) Resort and Club. (518) 785-0721.

12 – Twelfth annual IAFP/ICFP joint symposium, Philadelphia area chapter, International Association for Financial Planning, American College, Bryn Mawr, Pa. (609)234-0330.

12 – Thirty-second annual real estate capital markets conference, New York University, Real Estate Institute. New York Hilton and Towers. (212)790-1338.

18-19 – Canadian Consultants Conference, Investment Management Consultants Association. Old Mill, Toronto. (303) 770-3377.

19 – Broker-Dealer Conference, Foundation for Accounting Education of the New York State Society of CPAs. Sheraton New York Hotel and Towers. (212)719-8470.

19-21 – Windy City summit, Treasury Management Association of Chicago. Chicago Hilton and Towers. (847)480-9080 ext. 233.

19-21 – Southern California conference, National Association for Financial Planning. Hyatt Regency, Long Beach. (714) 542-5187.

19-21 – Third annual forum on nonqualified executive benefit programs, International Business Communications. Crowne Plaza Manhattan, New York City. (508)481-6400.

20-21 – Nuts and bolts of securities law, Practising Law Institute. Vanderbilt University School of Law, Nashville, Tenn. (800)260-4PLI.

23-26 – Annual conference, Association for Investment Management and Research. Hyatt Regency Grand Cypress, Orlando, Fla. (804)963-6880.

24-26 – Successful strategies for electronic distribution of mutual funds, International Business Communications Group Inc. Radisson Empire Hotel, New York. (508)481-6400.

28-June 4 – Investment cruise, Intershow. Crystal Harmony, Acapulco, Mexico. (888)684-7245.

JUNE

1-2 – Venture market Europe, the Red Herring. Dorchester London. (415)865-2277.

2-4 – Marketing forum, Limra International. Renaissance Harborplace Hotel, Baltimore. (860)298-3959.

2-6 – National conference, National Association of Personal Financial Advisors. Omni Shoreham, Washington. (800)366-2732.

3-5 – Expo ’99 and money school, Southeast Florida Chapter, International Assciation for Financial Planning. Broward County Convention Center, Fort Lauderdale. (954)434-4234.

7-8 – Private Equity Forum, Frank J. Fabozzi Inc. Marriott Eastside, New York. (212)768-2800 Ext. 1.

14 – Pension fund investment in real estate conference, New York University, Real Estate Institute. Hotel Inter-Continental New York. (212)790-1338.

22-24 – Mid-year conference on alternative investment strategies, Managed Account Reports. Hyatt Regency Tahoe, Incline Village, Nev. (212)213-6202.

27-30 – Regulatory compliance conference, American Bankers Association. Grand Hyatt Hotel, Washington, D.C. (800)338-0626.

28-30 – Money market ’99 fund forum, International Business Communications Inc. Roosevelt Hotel, New York. (508)481-6409 Ext.450.

JULY

18-23 – Thirty-second annual investment management workshop, Association for Investment Management and Research. Princeton University, Princeton, N.J. (804)963-6880.

25-30 – Financial analysts seminar, Association for Investment Management and Research. Northwestern University, Evanston, Ill. (804)963-6880.