EMERYVILLE, CA. April 13, 2004 – The McHenry Group today announced that its founder and managing director, Ward Harris, has been asked to present a speech on mutual revenue sharing at a conference in Washington, DC on May 4. The event, hosted by Gail Weiss & Associates and TMark Associates. LTD, will provide an insider's view of how mutual funds operate in conjunction with the issues facing the mutual fund industry today.
Key topics to be covered in the day long session include:
• Late Trading • Fund Disclosure
• Market Timing • Regulatory Inquiries
• Revenue Sharing • ERISA Issues
• Soft Dollars • National Fund Trading Platforms
The event is scheduled for May 4th in Washington, DC. The historic Hay Adams Hotel is the location of the event, from 9 am to 5 pm. Registration is available online and the event fee is $ 795, with discounts available for government employees.
"The topics to be covered are particularly important in today's environment," said Harris. "We are proud to join a distinguished group of experts and help provide valuable information that is not available elsewhere."
Harris is the primary author of a groundbreaking report on mutual fund revenue sharing with a focus upon employee retirement plans and high net worth investor services.
"Ward and his firm lead the market on this topic," said Gail Weiss. "He will bring a lot of value for our conference participants and we welcome McHenry's clients as well." Additional speakers will include attorneys and others engaged in public policy, legal and operational roles.
Attendance at the conferences is appropriate for any interested corporate or institutional investor, whether retirement plan sponsor or trustee; as well as any of the following:
• Attorneys • Regulators
• Bankers • Accountants & Auditors
• Investment Managers • Compliance Professionals
• Pension Trustees • Mutual Fund Executives
Additional information on the event may be had via email. McHenry clients will benefit from a special discount, available by calling 800-638-8121, extension 121.
The McHenry Group is a diversified service firm, providing risk management and business development support to the investment based benefits marketplace. Clients include service providers, institutions, advisors and technology firms, as well as employers and employer groups. McHenry maintains offices in Emeryville, CA; Washington, NY and Irvington, NY and additional information may be found at The McHenry Group website.
Bill Fleig, 1-800-337-9840, ext. 115
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