Datebook

APRIL

21-24 – Annual Spring Compliance Conference, National Regulatory Services. Westin La Paloma Resort, Tucson, Ariz. (860)435-0200 or nrs-inc.com.

23-27 – 2003 National Conference, National Association of Professional Financial Advisors. Nugget, Reno, Nev. (800) 366-2732 or [email protected].

27-30 – Spring Development Conference, Investment Management Consultants Association. Princess Hotel, Scottsdale, Ariz. (303)850-3083.

27-30 – Asset Allocation Summit, Opal Financial Group. The Broadmoor, Colorado Springs, Colo. (212)532-9898 Ext. 0.

28 – Educational Forum on Multidiscipline Products, IBC USA. Omni Parker House, Boston. (617)227-8600 or ibcusa.com.

28-29 – IA Compliance Summit, Investment Counsel Association of America and IA Week. Fairmont Hotel, Washington. (800)260-1545.

30-May 2 – Financial Services Business and Technology Conference, TowerGroup. Sheraton Boston Hotel. (781)292-5200 or towergroup.com.

may

1 – Forum 2003: Regaining your Edge, Financial Planning Association of New York. Roosevelt Hotel. (212)980-1524.

2-3 – 2003 Annual Convention, Investment Program Association. La Quinta (Calif.) Resort and Club. ipa-dc.org.

5-7 – Annual conference, Society for Asset Allocators and Fund Timers. Marriott Renaissance Vinoy Resort and Golf Club, St. Petersburg, Fla. (888)261-0787.

6-9 – Annual Operations Conference and Exhibit, Securities Industry Association. Boca Raton (Fla.) Resort and Club. sia.com.

11-14 – Operations Conference, National Association for Variable Annuities. Westin Charlotte (N.C.). (703)707-8830.

12-13 – Structured Hedge Fund Products Symposium, Financial Research Associates LLC. One Whitehall Place and Royal Horseguards Hotel, London. (800)280-8440 or frallc.com.

19 – Transition Management Forum, Financial Research Associates LLC. American Conference Center, New York. (800)280-8440 or frallc.com.

19-20 – Straight-Through-Processing Conference and Exhibit, Securities Industry Association. Marriott Marquis, New York. sia.com.

21-23 – General Membership Meeting, The Investment Company Institute. Hilton Washington. (202)326-5874.

28-29 – Northern California Regional Financial Planning Conference, the Northern California chapters of the Financial Planning Association. San Francisco Marriott Hotel. (650)851-9338.

29-30 – 2003 Investment Adviser Compliance Forum, Financial Research Associates LLC. Metropolitan Hotel, New York. (800)280-8440 or frallc.com.

JUNE

1-3 – National Conference, Society of Professional Administrators and Recordkeepers. Registry Resort, Naples, Fla. (860)658-5161 or rgwuelfing.com.

1-4 – Retirement Savings Plans for Employees, The American College. Bryn Mawr, Pa. (610)526-1455 or [email protected].

4-6 – FPA Southern California Financial Planning Conference. Marriott’s Rancho Las Palmas Resort and Spa, Rancho Mirage, Calif. (714)921-6442 or scfpc.org.

9 – Partnership 2003 Spring Regional Conference, TD Waterhouse Institutional Services Inc. Westin Michigan Ave Chicago. (800)934-6124 or tdwconferences.com.

12 – Chicago Regional Meeting, The Money Management Institute. University Club of Chicago. moneyinstitute.com.

12-13 – Vision 2003 Financial Products and Services Conference, Pershing LLC. Westin Diplomat Resort and Spa, Hollywood, Fla. (201)413-2453 or pershingconference.com.

13 – Market Structure Conference, Securities Industry Association. Grand Hyatt Hotel, New York. sia.com.

17-19 – Technology Management Conference and Exhibit, Securities Industry Association Operations Committee. Hilton Hotel, New York. sia.com.

18-20 – Global Investing Summit, Opal Financial Group. Snowbird (Utah) Resort. (212)532-9898 Ext. 0.