Winning & Retaining Institutional Mandates 2014

Key Topics

• 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

Who should Attend

• 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