Client Servicing for Institutional Asset Managers AND Mastering RFPs & Consultant Databases

 Day One’s Client Servicing for Institutional Asset Managers will discuss the following key topics:

• What does good client service look like in today’s market?
• Best practices for client retention and business development
• What investors and consultants look for in managers
• Up-to-the-minute developments and innovations in reporting and presentations
• Plus, New this year: The Unique Challenges for Managers with Alternative Assets
 
Day Two’s Mastering RFPs and Consultant Databases will discuss the following key topics:
• Keeping up with RFP demands while ensuring quality content
• Choosing which RFPs to respond to
• ADV changes that can sink your proposal
• How to manage data for multiple consultant databases
• Ensuring your data is up to industry standards
 
Subscribers of Global Fund Media are entitled to a 10% discount.  Mention FMP115 during registration to enjoy this offer.  For more information, view the conference brochure click here or contact Kathie Eberhard at 704-341-2439