CALENDAR

FEBRUARY

26-28 – Third annual investment adviser conference, Jack White & Co. Hyatt Regency San Diego. (800)233-3411.

26-March 1 – Western district conference, Securities Industry Association. Lodge at Pebble Beach (Calif). (212)618-0577.

MARCH

3-5 – Ibbotson asset allocation, communicating asset allocation concepts and advanced asset allocation workshops. Marriott East Side, New York. (800)758-3557.

4-5 – Alternative assets, Association for Investment Management and Research. Westin Hotel Copley Place, Boston. (804)963-6880.

4-5 – Leveraged loans and high-yield debt, Frank J. Fabozzi/Information Management Network. Helmsley Hotel, New York. (212)768-2800.

5 – Hong Kong: financing Asia’s economic development, Hong Kong Trade Development Council. Grand Hyatt New York. (212)838-8688.

5-6 – Investment adviser basic training, National Regulatory Services. Fairmont Hotel, San Francisco. (860)435-2541 ext. 851.

7 – Nasdaq investor forum, KFNN financial news radio. Phoenix Civic Center Plaza. (602)241-1510.

9-10 – Brokerage conference, LIMRA International. San Antonio Marriott Rivercenter. (860)298-3959.

9-11 – Due diligence and compliance, Prospect Reef Hotel and Business Center, Road Town, Tortola, British Virgin Islands. (809)494-6430.

8-13 – Securities industry institute, Securities Industry Association. Wharton School, University of Pennsylvania, Philadelphia. (212)618-0577.

10-11 – Global offshore funds forum, Cadogan International Conferences Limited. Four Seasons Hotel, London. 44 (0)171 336-8710.

12-13 – New York consultants conference, Investment Management Consultants Association. Plaza Hotel. (303)770-3377.

14 – Money watch live, International Association for Financial Planning, New Orleans Chapter. Ernest Morial Convention Center. (504)828-4571.

17 – New changes in retirement plans, International Association for Financial Planning, Minnesota chapter. Sheraton Metrodome, Minneapolis. (612)257-7247.

16-18 – Financial communications forum (for senior business and tech
nical staff), Advanced Programming Techniques. Tremont House Hotel, Boston. (888)374-7150.

18-SEP vs. SIMPLE plans and Roth IRAs, International Association for Financial Planning, Greater Boston Chapter. Northeastern University Dedham Campus. (888)GBC-IAFP.

18-19 – New York consultants conference, Investment Management Consultants Association. Sheraton New York. (303)770-3377.

19 – XYZs of life insurance, International Association for Financial Planning. Norwalk (Conn.) Inn and Conference Center. (203)335-9046.

22-25 – National fiduciary and securities operations conference, American Bankers Association. Hyatt Regency Dallas. (202)663-5469.

25 – Future of the investment management profession, Association for Investment Management and Research. Ritz Carlton, Philadelphia. (804)963-6880.

22-26 – Education foundation mutual funds and investment management conference, FBA/Investment Company Institute. Walt Disney World Dolphin, Orlando, Fla. (202)326-5800.

26-27 – Field officers annual conference, LIMRA International. Anaheim (Calif.) Hilton. (860)298-3959.

29-April 1 – Fixed-income conference, Barra/Global Advanced Technology. Silverado Country Club and Resort, Napa, Calif. (212)785-9630.

APRIL

1-2 – Asset allocation in a changing world, Association for Investment Management and Research. Hotel Inter-Continental, London. (804)963-6880.

1-3 – Annuity conference, Life Office Management Association, LIMRA International and Society of Actuaries. Hyatt Regency, Orlando, Fla. (860)285-7754.

3 – Issues in financial disclosure, National Investor Relations Institute. Hyatt, Denver. (703)506-3570.

4-5 – Money wise personal finance fair, International Association for Financial Planning. Bartle Hall, Kansas City, Mo. (913)381-4458.

13-16 – Investment adviser and broker-dealer compliance conference, National Regulatory Services. Boca Raton (Fla.) Resort and Club. (860) 435-2541 ext. 851.

15-16 – The nuts and bolts of initial public offerings, National Investor Relations Institute. Fairmont Hotel, S
an Jose, Calif. (703) 506-3570.

19-21 – Operations conference, National Association for Variable Annuities. Fairmont Hotel, New Orleans. (703)620-0674.

19-22 – Compliance and legal division seminar, Securities Industry Association. Scottsdale (Ariz.) Princess. (212) 618-0577.