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2008 Workshop Registration Form

Assessing Profitability and Economies of Scale —
Critical Judgement in Contract Renewal

The Program

10:30 am
Discuss requirements of 15(c) for
review of profitability analysis.
Discuss Gartenberg and other
legal precedents in case law and SEC
pronouncements.

11:00 am
Discuss four main elements of a thorough
profitability analysis review:
Revenue, Fall-out Benefits, Direct Expenses,
and Allocated Expenses.

11:30 am
Understand the three components of
the mutual fund business
(1) managing money
(2) processing money
(3) raising money.

12:30 pm
Light working lunch.
Focus on benchmarking issues with
public and third-party survey data.

1:30 pm
Measuring economies of scale.

2:00 pm
Sharing economies of scale through
break-points and expense waivers.
Measuring the impact on profitability.

4:00 pm
Adjourn

REGISTER EARLY!
ATTENDANCE LIMITED TO 25 TRUSTEES
AND THEIR DEDICATED STAFF OR RELATED RESOURCES.

Name:
Title:
Company:
Complex:
Street Address 1:
Street Address 2:
City: State: Zip:
Phone: Fax:
E-Mail:


My Board is a Member of the Mutual Fund Director’s Forum.
Please bill me $595.
Please bill me the Non-Member rate of $995.

Please indicate the location you wish to attend:
Philadelphia 5/28 San Francisco 9/22 Denver 12/5

Would your fund complex be interested in having a special session
exclusively for your board? Yes No

  
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