Client Servicing for Institutional Asset Managers and Mastering RFPs & Consultant Databases 2013

  • 17-18 Oct 2013
  • Princeton Club of New York, New York City, NY, United States

Description

Client Servicing for Institutional Asset Managers and Mastering RFPs & Consultant Databases 2013 is a conference that covers topics such as:

  • Now, Let’s Hear from the Consultants – What Are OUR Client Servicing Dos and Don’ts?
  • Investor Roundtable: Best Practices in Client Servicing, from Our Side of the Fence
  • Client Servicing Challenges Specific to Managers with Alternative Assets
  • Together for the Long Term—Best Practices for Client Retention
  • Developing Global Relationships Using Effective Client Servicing
  • The Essential Guide: Understanding Client Reporting Preferences, Standards and Outsourcing Options
  • Strategies to Enhance Client-Review Materials and Organizing Client Meeting Agendas
  • No Holds Barred: An Interactive Discussion of Today’s Challenges for Client Servicing Professionals
  • Fine-Tuning Your RFP and Database Response Teams
  • Creating High-Impact, High-Quality RFP and Due Diligence Responses
  • Strategically Managing Multiple Databases
  • Experts Speak Out: They’re Getting These Questions, Hear Their Answers
  • The Essential Guide to Client Reporting
  • Compliance and Regulatory Updates for RFPs and Consultant Databases

Client Servicing for Institutional Asset Managers and Mastering RFPs & Consultant Databases 2013 is intended for institutional asset management professionals.

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Important

Please, check "Client Servicing for Institutional Asset Managers and Mastering RFPs & Consultant Databases" official website for possible changes, before making any traveling arrangements

Event Categories

Business: Finance
Services: Banking

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