Save the Date for March 2024

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 details on next year's 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  
  • Data Analysts

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 last year.

  • Leave with proven techniques to master responses related to DEI.
  • Ensure valuable data is secure from attacks with fresh best practices.
  • Hear from industry leaders on how to improve your recruitment efforts.
  • Equip your RFP writers with common pitfalls reducing chances of success.
  • Learn how new legislation updates from the SEC will impact how you operate.