Calendar

MARCH

8-10 – 2000 global conference, Milken Institute. Beverly Hilton Hotel, Beverly Hills, Calif. (310)998-2605.

9-10 – Basic training seminar for investment advisory compliance professionals, National Regulatory Services. Grand Hyatt on Union Square, San Francisco. (860)435-2541 Ext. 851.

12-15 – Public funds summit, Frank J. Fabozzi Inc./Information Management Network. Pointe Hilton at Tapatio Cliffs, Phoenix. (212)768-2800 Ext. 1.

19-21 – Financial communications forum, Art Plus Technology. Royal Sonesta Hotel Boston, Cambridge, Mass. (888)374-7150

21 – Using derivatives for equity portfolio management conference, Association for Investment Management and Research. Westin Copley Place, Boston. (804)951-5500.

22-23 – Investment professional 401(k) visionary roundtable, Investors Press. Le Meridien, Boston. (203)270-4575, www.financialplannercafe.com

23-24 – Asia/Pacific Business Outlook 2000 conference, International Business Education and Research Program of Marshall School of Business. University of Southern California’s Davidson Conference Center, Los Angeles. (213)740-7130.

23-24 – Basic training seminar for investment advisory compliance professionals, National Regulatory Services. Hampton Inn and Suites, Chicago. (860) 435-2541 Ext. 851.

26-30 – Education Foundation mutual funds and investment management conference, Investment Company Institute and Federal Bar Association. Marriott’s Desert Springs, Palm Desert, Calif. (202)326-5968.

27-28 – Web-based marketing and client servicing conference for investment advisers, Institute for International Research. Marriott East Side, New York City. (888)670-8200.

27-29 – E-business strategies for the insurance marketplace conference, IBC USA Conferences Inc. Hilton Scottsdale Resort and Villas, Scottsdale, Ariz. (508) 481-6400.

27-29 – Integrating private banking, brokerage and trust services forum, Institute for International Research. Doral Golf Resort and Spa, Miami. (888) 670-8200.

29-31 – Annuity conference, Limra International. Grand Hyatt Buckhead Hotel, Atlanta. (800)235-4672.

30-April 2 – Third annual national health care investment and finance symposium, Yanni-Bilkey Investment Consulting. Ritz-Carlton Hotel, West Palm Beach, Fla. (412)232-1000.

APRIL

2-4 – Innovative structured products conference, Managed Account Reports. Southampton (Bermuda) Princess. (212) 213-6202.

2-4 – Spring conference, North American Securities Administrators Association Inc. Washington Court Hotel, Washington. (202)737-0900.

2-5 – Operations conference, National Association for Variable Annuities. Disney’s Coronado Springs Resort, Orlando, Fla. (703)707-8830.

3-4 – High yield media and telecommunications conference, Merrill Lynch & Co. Plaza Hotel, New York City.

5-6 – Fund management conference-Europe 2000, Association for Investment Management and Research. Zurich (Switzerland) Marriott Hotel. (804)951-5500.

6-8 – Eighteenth annual fixed income symposium and exposition, LaSalle Bank. Boca Raton (Fla.) Resort and Club. (561)416-6191.

10-12 – New York technology investment conference, Intershow. New York Hilton. (800)970-4355.

10-12 – Internet investors 2000 seminar, International Business Forum. Tribeca Rooftop, New York. (516)594-3000.

17-19 – Spring 2000 compliance conference, National Regulatory Services. Loews Miami Beach. (860)435-2541.

25 – Forum 2000, New York Chapter, Financial Planning Association. Grand Hyatt Hotel, New York. (212)835-2805.

27-30 – Retreat 2000, Financial Planners Association. Pointe Hilton at South Mountain, Phoenix. (800)322-4237.

27-28 – Tenth annual Hyman P. Minsky conference on financial structure, Jerome Levy Economics Institute of Bard College. Annandale-on-Hudson, N.Y. www.levy.org

30-3 – Annual conference, Association for Investment Management and Research. Hyatt Regency Chicago. (800) 247-8132.

30-3 – Spring professional development conference, Investment Management Consultants Association. Loews Ventana Canyon Resort, Tucson, Ariz. (303)770-3377.

30-3 – Globalization of mutual funds seminar, Investment Company Institute. Southampton (Bermuda) Princess. (202) 326-5968.

MAY

1-5 – Global benefits management conference, International Foundation of Employee Benefit Plans. Georgetown University, Washington. (888)33-IFEBP.

4-7 – National conference, National Association of Personal Financial Advisors. Hyatt Regency, Minneapolis. (212) 835-2805.

7-10 – Annual meeting, Association for Advanced Life Underwriting. Hilton Washington. (202)331-2165.

15-16 – Investment management operations efficiencies forum, Institute for International Research. Empire Hotel, New York. (888)670-8200.

16-18 – Las Vegas money show, Intershow. Bally’s, Las Vegas. (800) 970-4355.

17-19 – Fifteenth annual venture forum, Securities Data Publishing. Fairmont Hotel, Boston. (212)333-9281

22-24 – Midyear conference on alternative investment strategies, Managed Account Reports. Palace Hotel, San Francisco. (212)213-6202.

22-24 – Investments institute seminar, International Foundation of Employee Benefit Plans. Hershey (Pa.) Lodge and Convention Center. (262)786-8670.

JUNE

4-5 – Regulatory affairs conference, National Association for Variable Annuities. JW Marriott, Washington, D.C. (703)620-0674.

5-7 – Mutual fund training conference, Investment Company Institute. Hilton Washington and Towers, Washington, D.C. (202)326-5968.

6-7 – Venture capital investing 2000 seminar, International Business Forum. Stanford Court, San Francisco. (516)594-3000.

28-30 – 2000 investment conference,

Morningstar Inc. Hyatt Regency Chicago on the Riverwalk. (800)735-0700.

28-30 – Advanced pension conference,

Corbel/Pension Publications of Denver. Fairmont Plaza-Copley Plaza, Boston. (800)326-7235 Ext. 1237.

JULY

13-15 – Practice management and marketing conference, Financial Planning Association. Sheraton Chicago Hotel and Towers. (800) 322-4237.

16-19 – Discover 2000 conference: Succeeding in the 21st century, Datalynx and Trustlynx Services of First Trust Corp. Westin Tabor Center, Denver. (800)328-2596 Ext. 2861.

16-21 – 2000 investment management workshop,

Association for Investment Management and Research. Princeton University, Princeton, NJ. (804)951-5500.

23-28 – 2000 financial analysts seminar,

Association for Investment Management and Research. Northwestern University, Evanston, Ill. (804)951-5500.

AUGUST

4-6 – San Francisco Money Show, Intershow. San Francisco Marriott. (800)970-4355.

SEPTEMBER

9-12 – Success Forum 2000, Financial Planning Association national convention. Hynes Convention Center, Boston. (800)322-4237.

11-13 – Investment Management Exposition, Investment Management Consultants Association. Chicago Sheraton Hotel and Towers. (303)770-3377.

14-17 – West region conference, National Association of Personal Financial Advisors. Omni Interlaken Hotel, Broomfield, Colo. (800)322-4237.

17-19 – Annual conference, North American Securities Administrators Association Inc. Queen Elizabeth Hotel, Montreal. (202)737-0900.

17-20 – Tax and accounting conference,

Investment Company Institute. Sheraton Chicago. (202) 326-5968.

21-23 – Northeast/Mid-Atlantic region conference, National Association of Personal Financial Advisors. Westin Hotel, Providence, R.I. (800)322-4237.

26-28 – Advanced pension conference, Corbel/Pension Publications of Denver. Hyatt Regency Woodfield, Chicago. (800)326-7235 ext. 1237.

OCTOBER

5-8 – Midwest region conference,

National Association of Personal Financial Advisors. Elms Resort and Spa, Excelsior, Mo. (800) 322-4237.

9-11 – South region conference,

National Association of Personal Financial Advisors. Emory Conference Center Hotel, Atlanta. (800)366-2732.

15-17 – Ninth annual meeting,

National Association for Variable Annuities. Atlanta Marriott Marquis. (703)620-0674.

15-18 – Operations conference,

Investment Company Institute, Sheraton/Westin Harbor Beach Hotel, San Diego. (202)326-5968.

23-25 – Annual meeting,

Limra International. Atlanta Marriott Marquis. (800)235-4672.

23-27 – Global benefits management, International Foundation of Employee Benefit Plans. Training Center, Brookfield, Wis. (888)33-IFEBP, option 2.

24-25 – Defined contribution 401(k) conference,

International Business Forum and Pensions & Investments. Renaissance Parc 55 Hotel, San Francisco. (516)594-3000.

NOVEMBER

5-7 – Variable life conference,

National Association for Variable Annuities. PGA National Resort and Spa, Palm Beach Gardens, Fla. (703)620-0674.

9-11 – South region conference,

National Association of Personal Financial Advisors. Emory Conference Center, Atlanta. (847)537-7722.

DECEMBER

4-5 – Securities law developments conference, Investment Company Institute. Renaissance Washington. (202)326-5968.