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!
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:
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.
Rose English, Aviva Investors
Jessica Walsh, Cornerstone Capital Management
Beau Collins, Prudential
Gregory J. Strautmann, Edward Jones