Client Servicing/RFPs for Consultant Databases

Effective Strategies for Enhancing the Client Experience and Attracting the Clients You Want

May 20-21, 2013
Boston, MA

Hear directly from plan sponsors, consultants, and industry leaders on what clients really want! Back by popular demand, the Client Servicing for Institutional Asset Managers and Mastering RFPs & Consultant Databases conference provides effective solutions to the complex issues facing client servicing professionals today as well as the best practices and methods for developing data submissions and proposals that will stand out from your competitors’. Attend day one, day two or both days and gain valuable insight and applied examples on how to successfully attract the clients you want and retain the clients you have.

Topics at a Glance

  • The investor’s perspective: what do investors require from their managers in terms of client servicing?
  • Methods for enhancing client-review materials
  • Effective approaches for building strong consultant relationships and the red flags consultants look for
  • The best practices in client retention
  • The latest in client reporting preferences, standards and outsourcing options
  • Managing and raising the efficiency of your RFP and database response team(s)
  • The resources required to develop high-impact, high-quality RFP and due diligence responses
  • The latest regulatory and compliance developments affecting RFPs and consultant databases
  • Client servicing challenges specific to managers with alternative assets

… And so many more!!

  • What are investors requiring of their manager’s client servicing efforts?
  • What are consultants requiring with regards to client servicing? How can you best provide the information they need?
  • How are your peers improving their operations to best impact client servicing?
  • What are the best practices in client reporting?
  • How can you retain clients long term?
  • What constitutes a high-impact, high-quality response?
  • What are some of the most important things consultants look for in a response?
  • How do you best assemble and manage your RFP and database response team?
  • How do different firms manage data input for multiple databases?

May 20-21, 2013
The Harvard Club of Boston
374 Commonwealth Avenue
Boston, MA 02215
(617) 536-1260

Home to three restaurants, eight squash courts, eleven function halls, forty-two overnight rooms, and over five thousand members, our address is your address. And it always will be.

A block of rooms at The Harvard Club of Boston have been reserved at a special negotiated rate. To make accommodations, call (617) 536-1260. Make sure to mention the “Client Servicing and RFPs” conference when placing your room reservation.

  • Hear directly from plan sponsors and consultants--get the inside scoop on what they’re looking for in managers’ client servicing efforts
  • Get the latest on how to best retain clients long-term
  • Hear from your peers on how they’re facing and overcoming complex client servicing issues
  • Learn how to enhance client-review materials and organize client meeting agendas
  • Understand the latest in client reporting preferences, standards, and outsourcing options
  • Examine the RFP response evaluation process and consultant’s expectations
  • Network with your colleagues and learn from industry thought leaders
  • Gain valuable insight on how to assemble and manage your RFP and database response team
  • Hear the latest on managing data input for multiple databases

This conference is designed for institutional asset management professionals including (but not limited to):

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

Register Now: Space is Limited!

For more information and to register, contact Kathie Eberhard at
704-341-2439 or Keberhard@frallc.com. Group Discounts Available!

For speaking and sponsorship opportunities, contact Menna Lloyd-White at
704-341-2440 or Mlloydwhite@frallc.com.


[+] Register Now

NEWS & FEATURED EVENTS

The 4th Annual Private Investment Funds Tax Master Class

May 16-17, 2013 — The Princeton Club, New York, NY

Ensure that your fund’s tax plan is as efficient as possible. Whether your focus is on hedge fund or private equity tax, you will be poised to bring the most efficient levels of returns...

[+] READ MORE

The Outsourced CIO Summit

June 24-25, 2013 — The Ritz-Carlton South Beach, Miami, FL

Hear form investors who have gone through the outsourcing process at the only conference of its kind. Don’t miss your chance to hear form those who’ve “been there and done that!”

[+] READ MORE

©2012 Financial Research Associates, LLC | Site Design by Web Station Inc.