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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
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.  ... »

Article
up arrow

Private equity fundraising through the first quarter is examined in this extract from the Preqin Quarterly Update: Private Equity, Q1 2015. ... »

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... »

Article
Ken MacCuish, Intralinks

A couple of years ago, the title Chief Information Security Officer, or CISO for short, was a foreign concept within the hedge fund community. The winds have changed, however, as hedge funds become increasingly targeted by cyber hackers, causing many to hire a CISO to uphold the network integrity of the firm.  ... »

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