Connect with industry experts who have written, received and analyzed RFPs and made decisions based on the answers provided.
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
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
Patricia Barron, IACCP, Senior Managing Director, Chief Operating Officer, CCO, CRO
Barrow Hanley
Robyn Hatcher, Founder and CEO,
SpeakEtc.
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!
Moderator:
Patricia Barron, IACCP, Senior Managing Director, Chief Operating Officer, CCO, CRO
Barrow Hanley
Panelists:
Amanda Tepper, Founder, CEO
Chestnut Advisory Group
Ellen Jones, Vice President, Global Marketing Services
Nuveen
Moderator:
Melissa Lane, Senior RFP Associate
Baron Capital
Panelists:
Monica Patterson, CF, APMP, Customer Success Manager
RFPIO
Alison Bray, Director, RFPs and Due Diligence
Baron Capital
Moderator:
Daniel Rollins, Assistant Vice President, Global Marketing Operations
MFS Investment Management
Panelists:
Travis Antoniono, Associate Portfolio Manager, Sustainable Investment & Stewardship Strategies
California State Teachers’ Retirement System
Elizabeth Hiss, Investment Research Analyst
Brown Advisory
Moderator:
Safia Mehta, CFA, Managing Director
Manager Analysis Services, LLC
Panelists:
Alison Bray, Director, RFPs and Due Diligence
Baron Capital
Beth Mosley, Senior Manager, Global Product Information
Principal Global Investors
Patricia Barron, IACCP, Senior Managing Director, Chief Operating Officer, CCO, CRO
Barrow Hanley
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!
Daniel Rollins, Assistant Vice President, Global Marketing Operations
MFS Investment Management
Moderator:
Elana Margulies-Snyderman, Senior Manager
EisnerAmper
Panelists:
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
Moderator:
Afiya Kirk, Senior Consultant Relations Associate
American Century Investments
Panelists:
Jeff Schachter, President & Chief Operating Officer
Crawford Lake Capital Management LLC
Brett Hickey, Founder & Chief Executive Officer
Star Mountain Capital, LLC
Gus de los Reyes, Chief Information Security Officer
Brown Advisory
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!
Moderator:
Krishna Rangarajan, Chief Executive Officer
Big Pi Ventures
Panelists:
Alison Bray, Director, RFPs and Due Diligence
Baron Capital
Atul Suklikar, Chief Product Officer
Big Pi Ventures
Kevin Kearney, Director of Proposals and Client Retention
Equitable
Daniel Rollins, Assistant Vice President, Global Marketing Operations
MFS Investment Management
Michael Clarke, Head of Reporting & Performance
Walter Scott & Partners Limited
Moderator:
Raleigh Mayer, Gravitas Guru & Principle
Raleigh Mayer Consulting
Panelists:
Michael Clarke, Head of Reporting & Performance
Walter Scott & Partners Limited
Alison Hope, Senior Manager
Walter Scott & Partners Limited
Daniel Rollins, Assistant Vice President, Global Marketing Operations
MFS Investment Management