Effective Strategies for Enhancing the Client Experience and Attracting the Clients You Want
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
… And so many more!!
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.
This conference is designed for institutional asset management professionals including (but not limited to):
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.
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...
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!”
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