Sign up for free newsletter

 

Winning and Retaining Institutional Mandates

Event : Winning and Retaining Institutional Mandates

Thu, 24/07/2014  
Conducted by : Financial Research Associates
Contact : Whitney Betts

Institutional investors, consultants, and leading practitioners reveal how to dramatically increase your AUM, gain new clients, retain and expand existing relationships--and even profit from setbacks. Ensure that your RFP/ database responses and client servicing functions are at the top of their game!

Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer
 
Top Reasons to Attend:
Learn directly from investors and consultants about how to win mandates
Understand how to gain strategic advantage before you even submit your response
Hear the most up-to-date marketing methods to develop your firm’s brand as an asset
Find out what things you should always double-check before you submit
Learn how to motivate your proposal team to create a culture of winning
Hear the secrets behind the success stories of leading industry practitioners
Examine the latest best practices for improving client-servicing team productivity
Find out how to update your CRM model to cement client connections
Investigate the importance of consistent messaging throughout all your client communications
Network with potential clients and industry leaders
 
Click here to view the conference brochure
 
Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer.

For more information, please contact Whitney Betts at 704-341-2445 
 


features
Article

Fund managers and investors are in a tug-of-war over the issue of transparency. Once content with a performance update, basic valuation and general market commentary, Limited Partners (LPs) are now digging deeper, asking more questions and requiring more information from General Partners (GPs) than ever before. ... »

Special report
How to Access Europe using third party AIFMs

Read how managers seeking to distribute in Europe can appoint a third party AIFM (or ManCo), and the fund distribution benefits this can bring, both for new fund launches and redomiciled funds... »

Comment
Richard Hoey, BNY Mellon

Global gross domestic product (GDP) growth should accelerate somewhat in 2015 and 2016 from the pace of the last three years because of much lower oil prices, the avoidance of special drags on the world economy, and continuing easy monetary policies from global central banks, according to  BNY Mellon Chief Economist Richard Hoey. Hoey (pictured) made the comments in his February outlook.  ... »

Article
Christiopher Elvin, Preqin

55% of private equity firms surveyed by Preqin at the end of 2014 stated they would deploy greater levels of capital in 2015, although 39% suggested it is more difficult to find attractive investments. Preqin’s Christopher Elvin comments: ... »

Article
Christopher ELvin, Preqin

977 private equity funds held a final close throughout the year raising a total of USD486bn, higher than any annual amount between 2009 and 2012, and on track to match the 2013 total. Preqin’s Christopher Elvin (pictured) reviews a year of private equity fundraising:  ... »

latestjobs
IBD Associate - TMT/Technology (NYC)

Sun, 19 Apr 2015 00:00:00 GMT

Leveraged Finance/Restructuring Analyst

Sun, 19 Apr 2015 00:00:00 GMT

Investment Banking Healthcare VP

Sun, 19 Apr 2015 00:00:00 GMT

events
2 days from now - Boston
2 days from now - Boston
3 days from now - Hong Kong
specialreports