Fidelity, Merrill, Montgomery, AIM, IPS Funds, Whatifi.com and Investec to Headline CyberFunds 2000 Conference on October 17-20, 2000 in Bermuda

http://www.srinstitute.com/divisions/cx/cx308/cx308index.html


NEW YORK, Sept. 6, 2000 (PRIMEZONE) -- Strategic Research Institute proudly presents CyberFunds 2000 scheduled to take place October 17-20, 2000 at the Fairmont Southampton Princess in Bermuda. Join mutual fund industry decision-makers to discuss "How the Internet Is Transforming the Mutual Fund Industry."

This 3-day conference will address the critically important issues of sales and distribution, marketing, product development, customer services, wireless technology, privacy issues and feature some of the industry's most successful mutual fund leaders and innovative thinkers of financial products and services.

Sarah Libbey Senior Vice President Product Management and Development - Fidelity Investments, and Byron Vielehr Global Head of E-Business - Merrill Lynch Investment Managers will deliver keynote presentations focusing on how the Internet is impacting the mutual fund industry. Stephen Cohn Co-Founder and Managing Director - Sage Online will discuss "How Mutual Fund Companies Leverage E-Communities to Build a Personal Investor Connection."

Heidi Khashabi Director Mutual Funds - Montgomery Asset Management and Robert Loest, Ph.D Portfolio Manager - IPS Funds will present, "Funds That Pull Aside the Curtain: The Push For Greater Disclosure." Monica Chandra EVP Product Development - Whatifi.com and Mike Witz Founder and CEO - StockJungle.com will be featured in a segment entitled, "Here Come the E-Funds."

Other speakers include: Kevin Wilkins Sr. VP - State Street Research and Management, Margaret Reilly Vinson VP and Director of e-Commerce - AIM Distributors, Elizabeth Bramwell President and CIO - Bramwell Capital Management, Steve Roussin President and COO - New York Life Asset Management, Iang Jeon Sr. Managing Director of e-Commerce - Pioneer Asset Management, Jonas Max Ferris CEO and Founder - MaxFunds.com, Jim Atkinson Managing Director - Investec Asset Management, Deborah Fuhr Head of Global Marketing for Exchange Traded Funds - Morgan Stanley International, Robert Lewin CEO and Executive Director - TRUSTe, Dan Ross President - Wechsler Ross and Partners, Allen Clark Chairman and CEO - Opus 2 Direct, Scott Zoltowski Partner - Dechert, Bill McMonagle VP Financial Services - W-Trade Technologies, Barry Barbash Partner - Shearman and Sterling, Ronald Feiman Partner - Mayer, Brown and Platt, Margaret Sheehan Partner - Alston and Bird, Darlene DeRemer Director of Internet Advisory Services - New River Investor Communications, Sue Tidswell VP Sales - RR Donnelley Financial, Lee Thompson Account Executive - Experian and Dan Smith VP Product Management - Pegasystems.

Panel discussions, case studies and presentations include: How Direct Marketed Fund Companies Are Using the Internet for Direct and Indirect Business, Retaining Clients in Cyberspace, Measuring the Value of E-Commerce Strategies, Wireless Investing, Overcoming Investors' Concerns About Privacy, Defining Your Brand for the Internet Era, Mutual Funds Exclusively for Online Customers, The Internet and Decline of Mutual Funds, Evolving CRM for Mutual Fund Investing.

To register and/or receive the full conference agenda, contact info@srinstitute.com or visit our website: http://www.srinstitute.com/divisions/cx/cx308/cx308index.html

For sponsorship and exhibition, contact Donna Erskine at derskine@srinstitute.com (212/967-0095, ext. 246).



            

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