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SCHWAB INSTITUTIONAL TO SPONSOR INVESTMENT CONFERENCE IN NEW YORK CITY JACK KEMP KEYNOTE SPEAKER

 SAN FRANCISCO, Aug. 4 /PRNewswire/ -- Schwab Institutional, a division of Charles Schwab & Co., Inc., (NYSE: SCH) today announced it will sponsor the third annual National Financial Advisors Conference for investment managers and advisors at The New York Hilton Towers at Rockefeller Center on October 28 and 29.
 Jack Kemp, Co-founder of Empower America, and former Secretary of Housing and Urban Development, will be the keynote speaker to address hundreds of investment professionals at the two day conference. Mr. Kemp, a leading proponent of individual empowerment through policies to expand economic growth, job creation and entrepreneurship, was selected specifically for the Schwab-sponsored conference. Other featured speakers will include Professor Paul Kennedy of Yale University, the prominent author and commentator on global political and economic issues, and John Connolly, partner at Miller, Anderson & Sherrerd and former Chief Investment Strategist with Dean Witter Reynolds.
 "This conference will bring a tremendous source of information to investment managers with the sharing of ideas on investing, marketing, legal and compliance issues, and the use of technology to increase efficiency," stated Charles R. Schwab, Chairman and CEO of The Charles Schwab Corporation. "Our aim is to provide investment managers with many creative resources and various points of view."
 The conference theme of "Windows on Wall Street" will feature roundtable discussions and workshops on investment strategies, global and international markets, new opportunities in pension markets, compliance issues, and technology management. An in-depth workshop on The Future of Information Services will be chaired by Michael Bloomberg, President of Bloomberg Financial Markets, Commodities and News. Other workshops include Opportunities in International Markets, led by M. David Testa, Chairman of Rowe Price-Fleming International, Inc. and Lilia Clemente of Clemente Capital, Analysts' Approach to Selecting Securities, led by Ronald Baron, President of Baron Capital, Global Portfolio Management, led by Roger Ibbotson, Ph.D., President of Ibbotson Associates, and Socially Responsible Investing, led by Sophia Collier, President of Working Assets Capital Management and Jerome Dodson, President of Parnassus Financial Management.
 "Providing services, products and support for investment managers and advisors has proven to be a much needed function," stated John Phillip Coghlan, Executive Vice President of Schwab Institutional. "We have become the fastest growing division at Charles Schwab & Co., Inc. with client assets from investment managers growing from $100 million in 1986 to over $17 billion today."
 Schwab Institutional's package for investment managers includes the custody services through The Charles Schwab Trust Company, a new 401(k) program, SchwabLink 2000(TM), an advanced computer program to manage trading and back office operations, and the Schwab Mutual Fund OneSource(TM), a marketplace of over 200 no-load (see note) mutual funds without transaction fees charged by Schwab. Schwab Institutional also has strategic 401(k) alliances with two major pension plan administrators: KPMG Peat Marwick and Coopers & Lybrand.
 For further information and to make a reservation for the conference, call 1-800-648-6021.
 NOTE: Some funds may charge 12b-1 fees in excess of 0.25 percent.
 -0- 8/4/93
 /CONTACT: Desmond Towey, or Bernadette McLaughlin, both of Desmond Towey & Associates, 212-888-7600, both for Schwab Institutional/
 (SCH)


CO: Schwab Institutional ST: California, New York IN: FIN SU:

LD -- NY003 -- 9210 08/04/93 08:59 EDT
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Publication:PR Newswire
Date:Aug 4, 1993
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