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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
Spotlight

Alternative methods of accessing the private real estate market, including separate accounts, joint ventures and co-investments, are under the spotlight in this extract from the Preqin Investor Outlook: Alternative Assets, H2 2015. ... »

Article
Richard Ansyet, Intralinks

Over the last 10 years, organisations have undergone a wholesale change in the way they run their businesses. Thanks to cloud-based platforms, wireless Internet, and the proliferation of desktop and mobile device applications, the perimeter of most businesses has moved beyond the four walls of their office. This has revolutionised the way people work: no longer tied to their desks they can be equally as effective aboard an aircraft or sitting next to the beach on vacation.  ... »

Article
Locked door

Cybersecurity issues have existed as long as the internet. What seems to have changed in the last 18 months is not only that the nature of the breaches has become more sophisticated, but also the fact that hedge funds have become a much bigger target.  ... »

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