11:00
11:20
Networking Coffee Break
Fine Tuning Your Fund’s Client Servicing Game-Plan • Best ways to implement a new client services plan with minimal disruption • How to survey clients without being bothersome • How to execute seamlessly Drianne Benner, Managing Director APPOMATTOX ADVISORY
12:20
1:30
Networking Luncheon
Communication is Key—Creating Strong Client Servicing Communications • Ways to develop a marketing and communication plan for your business • Best ways to communicate with existing and potential clients • Managing crises and staying on message Drianne Benner, Managing Director
Adrienne Garafalo, Head of Business
APPOMATTOX ADVISORY
Development
Sari Mayer, Director of Marketing
GAGNON SECURITIES
and Investor Relations
Elana Margulies-Snyderman, Senior
GLOBAL CREDIT ADVISORS
Manager, Asset Management, EISNERNAMPER
2:30
Technology Trends and Innovations Likely to Change the RFP Industry • Learn about new technologies that can create efficiencies and opportunities for RFP writing and client services • A look at AI and how automation may change the industry in the years ahead • Emerging roles and exciting ideas that may shape your career path
3:30
8
Tracy Smith, COO
Thusith Mahanama, CEO
TAREO CAPITAL MANAGEMENT
ASSETTE
Closing Reception