April 13, 2021

9:00AM – 9:10AM EST

Welcome & Chairperson Opening Remarks

9:10AM- 11:10AM EST

Pre-Conference Workshop: Keys to Well-Written & Well-Structured RFPs

Connect with industry experts who have written, received and analyzed RFPs and made decisions based on the answers provided.

  • Learn strategies and best practices to craft clear and concise responses to differentiate yourself from the competition
  • Understand who is writing RFPs, how they are analyzed, and how to adjust your response accordingly

Participate in an interactive Q&A session to address your questions and challenges in the RFP process

Jeffry Haber, Professor,
LaPenta School of Business, Iona College

Zack Bono, Assistant Vice President Senior Manager, Business Development Services
Federated Investors, Inc.

Diana Merenda, CSCP®-BD,IA Claritas® Investment Foundations Certificate, Consultant,
Alpha Consulting & Project Management LLC
Adjunct Professor Zicklin School of Business, Dept of Management
Baruch College, CUNY

11:10AM - 11:25AM EST

11:25AM - 11:35AM EST

Welcome & Chairperson Opening Remarks

11:35AM - 12:30PM EST

Keynote Address: Secrets to Authentically Engage, Communicate and Serve Clients and Employees

  • Build your personal brand and value proposition to differentiate yourself, effectively connect, and serve clients in a unique way
  • Increase virtual engagement and develop interactive activities to motivate remote employees
  • Identify and leverage communication styles to customize your language and reach goals

Robyn Hatcher, Founder and CEO,

12:30PM - 1:15PM EST
Lunch & Tools & Technology Showcase

Separate registration required – limited seating available!

Join us in our Virtual Networking Lobby as leading solution providers during rapid fire showcases present the latest offerings on tools and technology to help you save time and money during the RFP process!

1:15PM - 2:00PM EST

Create a Consistent Client Journey Experience to Build and Differentiate Your Brand

  • Learn best practices for developing a positive and consistent experience for clients
  • Craft a consistent message to establish and enhance your brand in the marketplace
  • Integrate sales and other internal stakeholders to provide a healthy customer service culture

Amanda Tepper, Founder, CEO
Chestnut Advisory Group

Ellen Jones, Vice President, Global Marketing Services

If you would be interested in joining this session as a panelist please contact Reagen Brown at

2:00PM - 2:15PM EST

2:15PM - 3:00PM EST

Effectively Manage the High Volume & Increased Complexity of RFPs

  • Manage the high volume of RFPs and excessive workloads with ease
  • Gain a competitive advantage by meeting the increasing expectations for detailed inquiries and RFPs
  • Determine if e-vestments are an effective strategy to manage volume issues


Alison Bray, Director, RFPs and Due Diligence
Baron Capital


Zack Bono, Assistant Vice President Senior Manager, Business Development Services
Federated Investors, Inc.

Melissa Lane, Business Development Proposal Manager
Crewcial Partners, LLC


3:00PM - 3:15PM EST

3:15PM - 4:00PM EST

Develop a Customized ESG Investment Strategy

  • Evaluate the shifts in approaches to ESG investing driven by COVID-19 and the resurgent social justice movement
  • Avoid "commoditizing" ESG investing and practice an authentic approach to incorporating environmental, social, and governance factors into your firm's investment strategies
  • Learn current cutting edge and best practices around ESG and impact reporting


Bruce Kahn, Ph.D., Director of Investor Relations
Edgewood Capital Advisors


Brian A. Rice, Portfolio Manager, Sustainable Investment & Stewardship Strategies
California State Teachers’ Retirement System

Elizabeth Hiss, Investment Research Analyst
Brown Advisory

4:00PM - 4:15PM EST

4:15PM - 5:00PM EST

Craft an Effective Response Strategy to Tell Your Diversity and Inclusion Story

  • Develop a unique diversity and inclusion story to share and learn best practices for implementation
  • Examine transparency, legal and confidentiality challenges on the increasing trend of diversity and inclusion requests
  • Collaborate with HR on policies to release sensitive information and metrics
  • Train staff to navigate diversity and inclusion inquiries


Safia Mehta, CFA, Managing Director
Manager Analysis Services, LLC 


Alison Bray, Director, RFPs and Due Diligence
Baron Capital

Beth Mosley, Senior Manager, Global Product Information
Principal Global Investors

5:00PM - 5:10PM EST

Chairperson Closing Remarks

5:10PM EST
Close of Conference

April 14, 2021

9:00AM – 9:10AM EST

Welcome & Takeaways from Day One

9:10AM - 9:55AM EST

Master the Art of Client Relations in a Virtual World

  • Learn best practices and strategies to effectively service clients virtually
  • Build a solid communication strategy to successfully build client relationships
  • Identify virtual preferences to customize your approach and exceed client expectations

Elana Margulies-Snyderman, Senior Manager


Sari J. Mayer, CAIA, Director of Marketing and Investor Relations
Global Credit Advisers, LLC

Sharon Hayman, CFA, Head of Relationship Management
Jackson Square Partners, LLC

9:55AM - 10:10AM EST



10:10AM - 10:55AM EST

Best Practices for Virtual Due Diligence

  • Learn virtual etiquette techniques to structure meetings to be more effective
  • Evaluate the challenges, best practices and effectiveness of due diligence in a virtual environment
  • Identify technology solutions to assist your team in a successful due diligence process

Jeff Schachter, President & Chief Operating Officer
Crawford Lake Capital Management LLC

Brett Hickey, Founder & Chief Executive Officer
Star Mountain Capital, LLC

Afiya Kirk, Senior Consultant Relations Associate
American Century Investments

10:55AM – 11:10AM EST

11:10AM – 11:55AM EST

Success Strategies to Gain Attention and Win Over Consultants

  • Develop an effective strategy to gain the attention of consultants
  • Gain insight on how to win over consultants with RFPs and DDQs
  • Review best practices for those receiving proposals from consultants

Michael D. Cairns, CEBS, Partner

11:55AM - 12:30PM EST
Lunch & Virtual Networking Lobby

Don’t Miss Out! Turn on your camera and join us in the Virtual Lobby for that face-to-face networking experience we’ve all been missing. Connecting with your peers and vendors has never been easier - click on an open seat, say hello to familiar faces, and take part in discussions on industry hot topics.  We’ll see you in the lobby!

12:30PM - 1:15PM EST

Automation and Technology Solutions to Increase Productivity

  • Avoid costly mistakes by understanding the pros and cons of automation
  • Increase workflow and productivity with effective technology solutions to handle the significant increase in workload
  • Hear lessons learned from firms who invested in automation during COVID and determine if it’s the best approach for your organization
1:15PM – 1:30PM EST

1:30PM – 2:15PM EST

Safeguard Strategies to Combat the Increasing Threat of Cybersecurity

  • Discuss the increasing threat of cybersecurity due to COVID and identify strategies to safeguard your organization against security breaches
  • Gain best practices for remote working to decrease cybersecurity threats and ensure data is secure
  • Explore how automation can help improve response

Gus de los Reyes, Chief Information Security Officer
Brown Advisory

2:15PM - 2:30PM EST

2:30PM - 3:15PM EST

Build a Successful and Strong RFP Team in a Virtual Environment

  • Discover the best approaches and processes for RFP teams to receive cross collaborative training quickly and effectively
  • Learn proven systems and practical approaches to quickly train new writers and build a strong RFP team
  • Identify technology solutions to help you capitalize in a virtual environment
  • Learn best practices for working remote, tips to effectively manage international teams and what the future holds for remote work


Raleigh Mayer, Gravitas Guru & Principle
Raleigh Mayer Consulting


Michael Clarke, Head of Reporting & Performance
Walter Scott & Partners Limited

Alison Hope, Senior Manager
Walter Scott & Partners Limited

3:15PM - 3:30PM EST

3:30PM - 4:15PM EST

Effective Staffing and Training Models to Grow and Retain Your Team

  • Learn internal communication strategies for managing and training employees quickly and effectively
  • Analyze staffing models, outsourcing functions and reporting systems to determine best practices and solutions to fit your organization
  • Tackle the challenges of onboarding and motivating remote employees and adapt your processes to offer an attractive work/life balance to retain your team
  • Discuss the pros and cons of generalist or specialist models and the qualifying opportunities

Daniel Rollins, Assistant Vice President, Global Marketing Operations
MFS Investment Management

Michael Clarke, Head of Reporting & Performance
Walter Scott & Partners Limited

4:15PM - 4:25PM EST

Chairperson Closing Remarks

4:25PM EST
Close of Conference