Datebook

MARCH

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/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. (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 Hotel. (860)435-2541.

25 — Forum 2000, New York Chapter, Financial Planning Association. Grand Hyatt Hotel, New York City. (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 — Professional development conference, Investment Management Consultants Association. Loews Ventana Canyon, 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 Conference Center, Washington. (888)33-IFEBP, option 2

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 — Increasing 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 Resort, Las Vegas, Nev. (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. (703)620-0674.

5-7 — Mutual fund training conference, Investment Company Institute. Hilton Washington and Towers, Washington. (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 Hotel on the Riverwalk. (800)7350700.

28-30 — Advanced pension conference, Corbel/Pension Publications of Denver. Fairmont Plaza-Copley Plaza, Boston. (800)326-7235 Ext. 1237.