Program
Description:
Callan's Institutional
Consulting Group is offering a one-day workshop designed to help investment
managers communicate more effectively with clients and consultants.
In this workshop, we will review:
- Industry
Trends and Search Activity
- Common Questionnaire Pitfalls
- RFP Best
Practices
- Effective
Newsletters and Client Letters
- New
Business and Final's Presentation
- Client
Service
- Best Practices
for Communicating Firm and Product Changes
Instructors:
Nicole M. Torkelsen, Senior Vice President, Institutional Consulting Group
Selvi Cobanoglu, Associate Consultant, Institutional Consulting Group
Benefits:
Participants will
come away with a comprehensive perspective on how to effectively communicate
and position their organization and products within the institutional
marketplace. This workshop will provide detailed examples for each of
the areas we are covering. Each participant will receive a private assessment of
their marketing material prior to the conference for review.
Who should
attend:
Asset management
professionals who are involved in the marketing, servicing, and communication
of investment products to the institutional marketplace.
Fee:
$3,000 per person.
Fee includes instruction, all materials, assessment of firm
marketing material, continental breakfast, and lunch.
To
register, please email Selvi Cobanoglu at
cobanoglu@callan.com
the
following:
Participant Information
Name
Title
Firm name
Address
Phone number
Email address
If you have any questions, please call Selvi Cobanoglu at 415.291.4161.
We must inform all new and remind existing clients that clients of the
Institutional Consulting Group are not entitled to any preferential treatment in the services conducted by Callan Associates; such manager relationships do not affect the outcome or process by which any of Callan's services are conducted.
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