Agenda

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

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

• 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,
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!

• 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

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

• 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

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

• 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

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

• 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

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!