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

Venue: The Princeton Club

Location: New York, New York, United States

Event Date/Time: Oct 18, 2012 End Date/Time: Oct 19, 2012
Registration Date: Oct 19, 2012
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Description

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

Venue

15 West 43rd Street
New York
New York
United States
MORE INFO ON THIS VENUE