"Callan College" for Investment Managers
Agenda
Improving Communication Skills and Practices
| Day One | |
| 7:30 am to 8:00 am | Breakfast |
| 8:00 am to 8:30 am | Introduction and Welcome Remarks |
| 8:30 am to 10:00 am | Review of the Asset Management Process Understand the language and theory of the asset management process and how you can use it to build stronger communication ties with your clients. |
| 10:00 am to 10:15 am | Break |
| 10:15 am to 12:00 pm | Current Industry Trends Panel |
| 12:00 pm to 1:15 pm | Lunch |
| 1:15 pm to 2:45 pm | Manager Structure The Manager Structure module will help participants understand how and why specific investment types are selected. It is useful in giving participants an appreciation of the roll various investment styles and products play in the structure of plans and how those roles evolved. |
| 2:45 pm to 3:00 pm | Break |
| 3:00 pm to 4:30 pm | Manager Search What goes on before a plan sponsor does a search? What issues, process, and decisions led to the search? What are the characteristics of successful products? |
| 4:30 pm | Adjourn |
| 6:00 pm | Dinner |
| Day Two | |
| 7:30 am to 8:00 am | Breakfast |
| 8:00 am to 9:00 am | Communication Best Practices How do successful firms meet the communication challenge? What are the "best practices" for consultant relations professionals, sales and marketing professionals, and client service professionals? |
| 9:30 am to 10:15 am | Presentations Skills Six qualities in presentations have the greatest impact on your audience. Whether your goal is to win new business, cross-sell to an existing client or enhance your existing client relationships, by mastering the "6 P's" you will become a more skilled and effective communicator. |
| 10:15 am to 10:30 am | Break |
| 10:30 am to 11:45 am | Presentation Skills (cont.) |
| 11:45 am to 12:00 pm | Presentation of Case Study Three challenges will be presented for the groups to work on. Each will contain elements addressing the previous day's material. |
| 12:00 pm to 1:00 pm | Working Lunch |
| 1:00 pm to 5:00 pm | Case Study Workshops - Breakout into 3 Groups Meet the communications challenge in these dynamic workshops. Working as groups you will use the skills and knowledge you received in the previous day and have to work out a problem and present a solution on Wednesday. |
| 5:00 pm | Adjourn |
| Day Three | |
| 7:30 am to 8:00 am | Breakfast |
| 8:00 am to 10:00 am | Presentation of Case Studies by Groups |
| 10:00 am to 10:15 am | Break |
| 10:15 am to 11:45 am | Presentation of Case Studies by Groups |
| 11:45 am to 12:30 pm | Feedback, Input, and Critique |
Contact Us
For more information on the "Callan College," contact Kathleen Cunnie at college@callan.com.