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.  Your peers attended last year to:

• Stay current on regulatory and litigation risk exposure in RFPs.
• Learn valuable tips to enhance client services and relationship management through data-driven strategies.
• Review ideas on leveraging management consultant databases for RFPs and client services.
• Understand the importance of transparent ESG reporting to stakeholders.
• Master how to leverage technology and generative AI for client services.
• Get updated insights on building a team structure that best supports the needs of the business.
• Engage with a panel of experts reviewing the SEC Advertising Rule one year later.
• Discuss best practices for selecting and onboarding vendors.
• Explore strategies for nurturing team morale and well-being, including work-life balance and resilience-building techniques.