Winning & Retaining Institutional Mandates 2014

  • 17-18 Nov 2014
  • The Harvard Club of Boston, MA, United States

Description

Winning & Retaining Institutional Mandates 2014 is a conference that covers topics such as:

  • Building and Enhancing a Brand Identity to Stand Out from the Crowd
  • How to Stay Ahead of the Competition
  • Optimal Team Building and Organization
  • Effectively Articulating an Investment Philosophy
  • An Interactive Discussion of the Latest Issues Facing Client-Servicing Professionals
  • New Considerations in Risk, Transparency and Due Diligence
  • Enhancing Client Review Materials; Creating Winning Sales Support Collateral
  • Best Practices for Client Retention
  • Developing Global Relationships Using Effective Client Servicing
  • Challenges Specific to Managers with Alternative Assets
  • Fine-Tuning Your RFP and Database Response Teams
  • Creating Successful RFP and Due Diligence Responses
  • Leveraging Automation and Outsourcing
  • Effectively Managing Multiple Databases

Winning & Retaining Institutional Mandates 2014 brings together:

  • Director of Client Relations
  • VP Institutional Client Service
  • Relationship Manager
  • Director of Consultant Relations
  • Marketing Director
  • Managing Director
  • Proposal Writer
  • Communications Director
  • Sales Director
  • RFP Manager
  • Database Manager
  • Client Reporting

Past Events

Important

Please, check "Winning & Retaining Institutional Mandates" official website for possible changes, before making any traveling arrangements

Event Categories

Business: Customer Service, Finance, Management, Marketing & Sales, Operations, Risk Management
Technology: Data management, Information Technology (IT), Telecommunication

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