This one-of-a-kind event brings together experts and marketing professionals to receive comprehensive guidance on RFP and due diligence best practices. You'll gain strategies for uniting RFP and client services teams to advance operation and win the mandate, and leave with an in-depth view on how to excel in a drastically competitive landscape.
This year's highly-researched content is focused on these key themes:
- Regulation and Legislative Updates
- Technology and Generative AI
- Build Everlasting Client Relationships
Don't miss this perfect opportunity to refuel your competitive edge, drive growth, secure more bids, and prevent burnout while remaining dedicated to excellence in your organization.
This conference is curated for anyone in institutional investing who works in client services and business development. Consultants and technology providers are also encouraged to attend. The conference was created for those with the following titles:
There's a reason your peers come back year after year to this highly rated conference. Your peers are attending this year to:
Rose English, Aviva Investors
Marvin Zuniga, Nuveen, a TIAA company
Beau Collins, Prudential
Gregory J. Strautmann, Edward Jones