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Save the Date for March 2023

Save the Date for the 8th Annual Mastering Client Services and RFPs for Institutional Investors


This one-of-a-kind event brings together experts and marketing professionals to get 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.  

Stay tuned for updates on the 2023 event!

Who Should Attend


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  
  • Analysts 
  • Data  

Top Reasons to Attend


Staying on top of the latest strategies such as vital “how-to” updates for winning RFP responses, plus client life cycle maintenance, is key to developing client servicing techniques and expectations for increased client retention. Here are top reasons attendees joined us in 2022.

  • Create winning RFP responses to complex requests with limited resources.
  • Refine your DEI data strategy and discuss innovative approaches to broaden diversity
  • Learn “need to knows” to successfully direct clients wanting to invest in cryptocurrency
  • Integrate the right technology to automate and customize workflow and processes to avoid costly mistakes.
  • Gain insight to positively position your team internally and gain credibility in your organization.