Harvard Club of New York City
March 26 – 27, 2024
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:
There's a reason your peers come back year after year to this highly rated conference. At our last event industry executives attended to:
Rose English, Aviva Investors
Jessica Walsh, Cornerstone Capital Management
Beau Collins, Prudential
Gregory J. Strautmann, Edward Jones