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Institutional Client Servicing & the RFP Master Class

July 25, 2016 @ 8:00 am - July 26, 2016 @ 5:00 pm

$1795 - $2195

We all know the importance of winning the mandate. We also know that there are many challenges in explaining your investment decisions, especially for more complex and long-term investment strategies. With so much relying on you to provide high quality and transparent solutions for your client, HOW your client servicing team presents your firm’s investment strategy is critical to the growth of your business.

Now in its fifth year, our prestigious conference – Institutional Client Servicing & the RFP Master Class –
is the forum where investors, consultants and managers collaborate on the best techniques to advance exemplary client services in the competitive institutional sector. Hear from industry experts and benefit from their wealth of experience in elevating the value of your institutional client servicing.

Through comprehensive research with top thought leaders, we’ve carefully crafted a unique agenda that will engage you in proven strategies for increasing your AUM.

Topics at a Glance

  • Investor/consultant roundtable: Client servicing do’s and don’ts
  • Tie-breakers in client service: Establishing a rapport with your clients
  • Maximizing the effectiveness of your client review materials and meetings
  • Institutional client servicing for alternative investors
  • Client servicing for ESG investors
  • Is your firm just another investment manager or will it be your client’s next OCIO?
  • Qualifying the opportunity – is this client “right” for your firm?
  • Content management as a first line of defense
  • Optimizing results by aligning your RFP, sales and client service teams
  • Your RFP presentation style: Is it helping you to win the client?