Mastering Client Services and RFPs for Institutional Investors 2019 | Foundation Research Associates (FRA) | 28 March 2019 | The Harmonie Club | New York, NY, 4 E 60th St NY 10022, USA

FRA’s Mastering Client Services and RFPs for Institutional Investors is the leading event for learning and networking with client service professionals. Every year financial services executives come to gain new insights into the latest challenges and techniques for effective communication with consultants and prospective clients as well as best practices for successfully maintaining client relationships. This year's theme is how to become more effective through improved efficiency and customization. If you are looking for a sophisticated dive into client services and writing RFPs or new to this field this year’s event is not one you will want to miss.

2019 Speakers

Amy Pramer
Senior Consultant, Chestnut Advisory Group

Amanda Tepper
Chief Executive Officer, Chestnut AdvisoryGroup

Amanda Tepper
The Founder and CEO of Chestnut Advisory Group, a firm that provides business development consulting for asset managers.

Brett Threlkeld
Senior Director, Institutional Solutions and Relationships Marketing
TIAA

Bruce Kahn
Portfolio Manager,Sustainable Capital Management (SICM)

Drianne Benner
Managing Director,Appomattox Advisory, In

Jeffry Haber
Professor, Iona College

Sari Mayer
Director of Marketing and Investor Relations,Global Credit Advisers

Ellen Jones
Ellen Jones is a VP and Marketing Content Manager for Nuveen. She manages asset management RFP content and related processes that ensure up-to-date, consistent and integrated messaging and product descriptions.

Nicole Taetsch
Vice President,ZAIS Group, LLC

Kristin Koloniaris
Global Head of Operational Due Diligence ,The Carne Group

Melanie Murray
Proposals Manager,Baillie Gifford & Co

Diane Hallett
RFP Manager,Eaton Vance

Sean Holland
Principal,Comave

Zach Bono
Assistant Vice President, Senior Manager, Business Development Services,Federated Investors, Inc
Zachary J. BonoAVP, Senior Manager, Business Development Services, haS been with Federated Investors since 2011.

Lucie Gordon
Manager, Proposal & Core Content,Federated Investors, Inc.

Safia Mehta
Managing Director, Outsourced Investment Solutions,MANAGER ANALYSIS SERVICES, LLC

Tim Maul
Timothy Maul, Managing Director Tim Maul partners with institutional investors, including corporations, endowments, foundations and public entities in the northeastern United States, as well as Taft-Hartley plans nationally, to understand their individual needs and to provide solutions from the firm's broad product offerings.

Theodore Wong
Vice President,StepStone Group

Michael Cairns
Partner,NEPC

Robin Spencer
Director, Global Proposal Services,Manulife Asset Management

Elana Margulies-Snyderman
Senior Manager,EisnerAmper

2019 Sponsors:

BRONZE SPONSORS
• HEDGE CONNECTION