2022 Agenda

Exclusive Idea-Exchange & Networking Experience with Industry Experts

Connect with industry thought leaders on hot topics in an exclusive idea-exchanging panel format followed by an intimate environment for networking.  
*This session is an add-on to your conference experience. Space is limited. 

Gain insight from key players in the industry in an interactive Q&A panel on these hot topics and more: 

• Identify new industry trends to position yourself for success 
• Learn best practices to effectively manage consultant relationships 
• Discover keys for success to launch a successful career in RFPs and Client Relations 
• Receive tips & strategies to uplevel your career

Moderator:
Elana Margulies-Snyderman, Senior Manager
Eisner Advisory Group LLC

Panelists:
John Trammell, Managing Director, Head of Global Strategic Initiatives
Symphony Financial Partners, Japan

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

Patricia Carroll, Vice President, Global Head of RFP, Institutional Client Group
State Street Global Advisors

Chairperson Welcome Remarks

Jim Folwell, Client Relationship Manager,  

Door Ventures

Distribution 2.0: New Opportunities in Client Engagement

Professional buyers of investment management control increasing levels of industry assets – creating an environment where access to high quality, transparent and timely due diligence and client service resources are primary areas of differentiation.  Compounded with the opportunities (and challenges) that digitization of information presents, how are asset managers acting to take advantage of this competitive arena?   

• Learn how professional buyers are evolving – in terms of their influence and interests
• Assess next-generation engagement models
• Evaluate sales and client service resource allocation decisions to ensure long-term gain

Roland Meerdter, Founder,  

Door Ventures 

Kira Mikulecky, Senior Manager,  

Casey Quirk (Deloitte) 

Best Practices for High Quality Content Management

• Learn strategies to keep content well managed, well maintained and easy accessible 
• Explore challenges and best practices to effectively manage your consultant database 
• Discuss what to consider and evaluate before expanding to a global presence 

Moderator: 

John Trammell, Managing Director, Head of Global Strategic Initiatives 
Symphony Financial Partners, Japan 

Panelists:

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

Nancy Vailakis, Principal
Ancram IRBD 

Ganesh Shankar, Chief Executive Officer and Cofounder
RFPIO, Inc.

Panel Discussion: Innovative Ways to Connect with Investors and Build Trust

• Explore relationship management strategies and creative ways to maintain and grow client relationships in the ever-changing hybrid environment 
• Discuss communication challenges, best practices and lessons learned during the pandemic  
• Learn effective virtual communication techniques and how to foster virtual etiquette within your organization
  
  

Moderator:

Afiya Kirk, Senior Consultant Relations Associate
American Century Investments

Panelists:

Alison Darrar, Director of Client Relations
Corbin Capital Partner, L.P.

Adrienne Garofalo, Partner, Head of Business Development and Client Management
Gagnon Securities

Networking Lunch

Deep Dive into the RFP Process

• Discuss trends in asset management impacting RFPs and best practices for a successful RFP process  
• Understand the role consultants play in the RFP and deselection process to prepare effectively   
• Learn specific metric techniques such as win rate and content usage to track the success of RFPs 

Laura Levesque, CFA, Co-Head of Institutional
Cerulli Associates

Patricia Carroll, Vice President, Global Head of RFP, Institutional Client Group
State Street Global Advisors

Panel Discussion: Develop, Measure & Sustain a Successful ESG Investment Strategy

• Define ESG, discuss the social aspects and learn how to accurately measure and sustain ESG in your portfolio  
• Discuss the evolving regulatory environment for RFPs to position yourself for success 
•  Develop a well aligned approach to ensure your performance doesn’t suffer from the growing focus on impact investment strategies 

Moderator:
John Trammell, Managing Director, Head of Global Strategic Initiatives
Symphony Financial Partners, Japan

Panelists:
Elizabeth Hiss, Investment Research Analyst
Brown Advisory

Cindy Chen Delano, Founder
Invictus Capital Management

Panel Discussion: New Approaches to Broaden Diversity and Refine Your DEI Strategy

• Adopt an effective data strategy to collect the right data to meet your DEI goals  
• Discuss how to broaden diversity through community partnerships and other innovative initiatives 
• Implement strategies to ensure transparency and protect personal information to remain considerate to employees 

Moderator:
Elana Margulies-Snyderman, Senior Manager
Eisner Advisory Group LLC

Panelists:
Annemarie Burgess, AIF, CRPS, Institutional Consultant & RFP Analyst
Raymond James, Institutional Fiduciary Solutions

Cindy Chen Delano, Founder 
Invictus Capital Management 

Gerson Guzman, Co-Founder,  
Ceiba Capital Partners 

Eleni Delimpaltadaki Janis, Managing Partner and Chief Investment Officer,  
Equivico by NCRC 

Chairperson Closing Remarks

Jim Folwell, Client Relationship Manager,  

Door Ventures

Networking Cocktail Reception