Venue
Loews Boston Hotel
Loews Boston Hotel, 154 Berkeley St, Boston, MA 02116, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Wed Oct 12 EDT - Fri Oct 14 EDT (in 5 months)
Location Loews Boston Hotel
154 Berkeley St, Boston, MA 02116, USA
Region Americas
Details

Learn to communicate more effectively with clients and consultants

This session, which lasts two-and-a-half days, is designed to help investment managers communicate more effectively with clients and consultants. It provides insight into industry best practices, while also addressing pitfalls that should be avoided.

The course is beneficial to anyone involved in the business of investment management, including:

• Client services professionals
• Business development officers
• Consultant relations professionals
• Portfolio managers
• RFP writers
• Marketing professionals
• Topics covered within the session include:

Review of the asset management process
• Current industry trends
• Manager structure
• Manager search process
• Communication best practices
• Presentation skills

Speakers

2022 Speakers

Citlali Cuevas
Senior Analyst, Callan Institute

Joan Dorow
Senior Vice President, Institutional Consulting

Anne Maloney
Senior Vice President, Institutional Consulting