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"Callan College" for Investment Managers - Boston
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Boston

Learn to communicate more effectively with clients and consultants

This session, which lasts two-and-a-half days, is designed to help investment managers communicate more effectively with clients and consultants. It provides insight into industry best practices, while also addressing pitfalls that should be avoided.

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
  • Presentation skills

We look forward to seeing you there!

Prerequisites: None required.

Date & Time

Starts 2022-10-12
8:30 AM ET
Ends 2022-10-14
11:30 AM ET

Location

Loews Hotel in Boston
154 Berkeley Street
Boston, MA 02116
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Location and Cost

The October 12-14, 2022 “Callan College” for Investment Managers session will be held at the following location:
• Loews Boston Hotel, 154 Berkeley Street, Boston, MA 02116.
• Contact Loews at (617) 266-7200 to secure your room rate of $299/night.

 

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The tuition for each session is $3,500 per person. The fee includes instruction, all materials, breakfast and lunch on each day, and a dinner with instructors on the first evening.

Event Speakers

Citlali Cuevas
Citlali Cuevas
Callan Institute
Joan Dorow
Joan Dorow
Institutional Consulting
Anne Maloney
Anne Maloney
Institutional Consulting

Attendee Lists

Agenda

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