Winning and Retaining Institutional Mandates

Boost Your AUM with Breakthrough RFP and Database Response Strategies and Advance Your Client Servicing to the Next Level!

July 24-25, 2014
New York, NY
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NEWS & FEATURED EVENTS

The Marketing & Advertising Compliance Forum for Investment Advisors

August 22-23, 2016 - New York, NY

Enhance your growth potential through compliant advertising & marketing practices

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The Private Investment Fund Operations and Compliance Forum

August 25-26, 2016 – San Francisco, CA

The one-stop shop for private equity and hedge funds that are looking to maximize operational efficiency while minimizing overall costs

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The 22nd Sub-Advised Funds Forum

September 20-21, 2016 – New York, NY

The industry’s #1 event that focuses solely on achieving astonishing success within the Sub-Advised industry

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Valuation of Hard-to-Value Securities & Portfolios

September 26-27, 2016 – New York, NY

Latest valuation guidance on private equity, debt & real estate investments

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