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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
Special report
Cayman Islands Hedge Fund Services 2014

Cayman Islands Hedge Fund Services 2014

Fri, 19/12/2014 - 10:24

With service providers reporting growth in hybrid funds, funds for single investors and bespoke managed accounts, this report examines the regulations and new services being developed in Cayman to tackle the fast-changing offshore funds market... »

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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: ... »

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Guide to relocation 2014

Guide to Relocation 2014

Mon, 24/11/2014 - 10:53

The GFM Guide to Relocation 2014 draws together in one volume the key points covering the relocation of investment funds and managers to the following major jurisdictions – The Bahamas, BVI, Guernsey, Malta and Ticino... »

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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:  ... »

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Over half of infrastructure funds that closed in 2014 exceeded their fundraising target, up from 37% of funds in 2013. Andrew Moylan, Preqin’s Head of Real Assets Products, takes a look at infrastructure fundraising over the last 12 months: ... »

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