Process, Search, and Communications
This session, which will take place over 3 days, is designed to help investment managers learn about the process and communication skills to work effectively with clients and consultants. The course will provide insight into industry best practices, while also addressing pitfalls that should be avoided. Please note that this “Callan College” session is a modification of the traditional manager sessions.
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
We look forward to seeing you there!
Prerequisites: None required.