Datebook: Events, Happenings

MARCH

1-4 — Investment education symposium, Opal Financial Group and Council of Louisiana Trustees. Le Meridien, New Orleans. (914)244-4400.

2-3 — Latin Venture 2000 conference, Latin Venture Ltd. Sheraton Biscayne Bay Hotel, Miami. www.latinventure.com

7 — Symposium, American Association for Long-Term Care Insurance. Pasadena Convention Center. (805)379-3910

8-10 — The Milken Institute 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/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 –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, 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 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.