2022 Agenda

Monday - March 28, 2022

7:30 AM 8:00 AM

6:30 AM 7:00 AM

5:30 AM 6:00 AM

4:30 AM 5:00 AM

Networking Breakfast and Registration Open (for those pre-registered for Exclusive Idea Exchange)

10:00 AM 5:00 PM

9:00 AM 4:00 PM

8:00 AM 3:00 PM

7:00 AM 2:00 PM

Exhibit Hall Hours

8:00 AM 10:00 AM

7:00 AM 9:00 AM

6:00 AM 8:00 AM

5:00 AM 7:00 AM

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

10:00 AM 10:10 AM

9:00 AM 9:10 AM

8:00 AM 8:10 AM

7:00 AM 7:10 AM

Chairperson Welcome Remarks

Jim Folwell, Client Relationship Manager,  

Door Ventures

10:10 AM 10:55 AM

9:10 AM 9:55 AM

8:10 AM 8:55 AM

7:10 AM 7:55 AM

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) 

 

10:55 AM 11:40 AM

9:55 AM 10:40 AM

8:55 AM 9:40 AM

7:55 AM 8:40 AM

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.

11:40 AM 12:25 PM

10:40 AM 11:25 AM

9:40 AM 10:25 AM

8:40 AM 9:25 AM

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


  

12:25 PM 1:25 PM

11:25 AM 12:25 PM

10:25 AM 11:25 AM

9:25 AM 10:25 AM

Networking Lunch

1:25 PM 2:10 PM

12:25 PM 1:10 PM

11:25 AM 12:10 PM

10:25 AM 11:10 AM

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

2:10 PM 2:55 PM

1:10 PM 1:55 PM

12:10 PM 12:55 PM

11:10 AM 11:55 AM

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

2:55 PM 3:15 PM

1:55 PM 2:15 PM

12:55 PM 1:15 PM

11:55 AM 12:15 PM

Networking Break

3:15 PM 4:00 PM

2:15 PM 3:00 PM

1:15 PM 2:00 PM

12:15 PM 1:00 PM

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 

 

4:00 PM 4:05 PM

3:00 PM 3:05 PM

2:00 PM 2:05 PM

1:00 PM 1:05 PM

Chairperson Closing Remarks

Jim Folwell, Client Relationship Manager,  

Door Ventures

4:05 PM 5:05 PM

3:05 PM 4:05 PM

2:05 PM 3:05 PM

1:05 PM 2:05 PM

Networking Cocktail Reception

Tuesday - March 29, 2022

8:00 AM 9:00 AM

7:00 AM 8:00 AM

6:00 AM 7:00 AM

5:00 AM 6:00 AM

Networking Breakfast

8:00 AM 3:00 PM

7:00 AM 2:00 PM

6:00 AM 1:00 PM

5:00 AM 12:00 PM

Exhibit Hall Hours

9:00 AM 9:10 AM

8:00 AM 8:10 AM

7:00 AM 7:10 AM

6:00 AM 6:10 AM

Chairperson Opening Remarks

Jim Folwell, Client Relationship Manager,  

Door Ventures

9:10 AM 9:55 AM

8:10 AM 8:55 AM

7:10 AM 7:55 AM

6:10 AM 6:55 AM

Strategies to Attract & Retain Talent to Strengthen Your Organization

  • Discuss the industry impact of the “Great Resignation” and craft effective retainment strategies to win the talent war 
  • Identify transferable skills of RFP professionals to other parts of the firm to lower retention and elevate your organization  
  • Combat staffing challenges with effective onboarding and cross training techniques 

 

Vicky Berke, Executive Director
Morgan Stanley Investment Management

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

9:55 AM 10:40 AM

8:55 AM 9:40 AM

7:55 AM 8:40 AM

6:55 AM 7:40 AM

Panel Discussion: Redefine Your Cybersecurity Program to Meet Current Demands

  • Develop an effective strategy to communicate your cybersecurity capabilities  
  • Understand the new cybersecurity rules to redefine your policies and program  
  • Explore the future of data privacy and how to position your organization for success 

 

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

 

Panelists: 

Rahul Mahna, Managing Director,  
Eisner Advisory Group LLC 

 

Michael Von Bevern, CPA, CAIA, Partner and Co-Founder,  
Socium Fund Services 

 

John Polis, Chief Operating Officer & Chief Technology Officer, 
Star Mountain Capital 

10:40 AM 11:00 AM

9:40 AM 10:00 AM

8:40 AM 9:00 AM

7:40 AM 8:00 AM

Networking Break

11:00 AM 11:45 AM

10:00 AM 10:45 AM

9:00 AM 9:45 AM

8:00 AM 8:45 AM

Panel Discussion: Effectively Integrate Automation into Your Workflow & Processes

  • Prevent costly mistakes by understanding the pros and cons of automation to determine your approach 
  • Learn which technology solutions are worth the investment and how to effectively prepare  
  • Explore how AI is being used to fill the automation gap and what to consider before integration

 

Moderator:
Bill Elcock, Head of Sales
Diligence Vault

Panelists:

Ellen Jones, Vice President, Global Marketing Services
Nuveen

Kellie Gries, Senior RFP Writer
Principal Global Investors

11:45 AM 12:45 PM

10:45 AM 11:45 AM

9:45 AM 10:45 AM

8:45 AM 9:45 AM

Networking Lunch

12:45 PM 1:30 PM

11:45 AM 12:30 PM

10:45 AM 11:30 AM

9:45 AM 10:30 AM

Determine Your Approach to Cryptocurrency

  • Discuss how crypto is gaining interest from institutional investors and the best strategies to communicate your offerings and prepare for growth in this unique space 
  • Understand the regulations and risk mitigations for cryptocurrency to successfully direct clients  
  • Learn best practices for operational due diligence and other considerations for this new growing trend 

 
Dominic Ward, Managing Director 
Iconic Holding  

Alexandra Barrage, Partner,  
Davis Wright Tremaine 

John D'Agostino, Senior Advisor, 
Coinbase 

 

1:30 PM 2:15 PM

12:30 PM 1:15 PM

11:30 AM 12:15 PM

10:30 AM 11:15 AM

Panel Discussion: Bust the Myths & Elevate Your RFP Team’s Credibility

  • Gain insight to positively position your team internally to gain credibility in your organization 
  • Utilize RFP content in different ways to foster internal collaboration and find new ways to use content 
  • Discuss challenges and opportunities of maintaining and sharing a content database  

 

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

Panelists:

Zack Bono, Vice President, Director, Business Services & Support
Federated Investors, Inc.

 

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

2:15 PM 2:25 PM

1:15 PM 1:25 PM

12:15 PM 12:25 PM

11:15 AM 11:25 AM

Chairperson Closing Remarks

Jim Folwell, Client Relationship Manager,  

Door Ventures