B2577 - Web - 1000 x 550 Logo.png

Harvard Club of New York City
March 26 – 27, 2024

Mastering Client Services and RFPs for Institutional Investors

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. 

Our last event's highly-researched content was focused on 3 key themes:

- Regulatory and Legislative Updates
- Recruitment and Retention Approaches
- Insights on New Vendors, Security, and Data 

Don't miss this perfect opportunity to learn fresh, implementable strategies to boost recruitment and increase retention of valuable assets to remain competitive in today’s environment.

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:

  • Heads of Client Services  
  • Head of RFPs  
  • Relationship Managers  
  • Proposal Writers, Proposal Services   
  • RFP Database Managers  
  • Head of Investor Relations  
  • Communications Strategists and Directors  
  • Marketing Directors, Managers  
  • Heads of Business Development / Sales  
  • Institutional Sales Directors, Managers   
  • Investor Relations   
  • Consultant Database Manager 
  • Communications Managers  
  • Data Analysts

There's a reason your peers come back year after year to this highly rated conference.  At our last event industry executives attended to: 

  • Learn how new legislation updates from the SEC will impact how you operate
  • Hear from industry leaders on how to improve your recruitment efforts
  • Discover best practices to maximize and manage global teams
  • Leave with proven techniques to master responses related to DEI
  • Discuss techniques to improve retention issues through financial and non-financial incentives
  • Experience new technologies that can improve efficiency to reach your organizational goals  
  • Enjoy value-packed panel discussions from the best in the business to increase your educational experience
  • Connect with like-minded individuals to increase their network in a competitive industry
  • Equip their RFP writers with common pitfalls reducing chances of success