8:00 am - 8:15 am Welcome by Conference Co-chairs & introductions from Sponsors/Exhibitors. Conference co-chairs:

Transcription

1 7:15 am 8:00 am Registration and Full Breakfast 8:00 am - 8:15 am Welcome by Conference Co-chairs & introductions from Sponsors/Exhibitors Conference co-chairs: Jamie Lee Director of Institutional Communications at Harbor Funds Distributors Diane Hallett - RFP Manager at Eaton Vance Management 8:15 am 9:15 am General Session Consultant s Perspective: How the RFP Process Has Changed, Trends, and Best Practices John Hartman - Managing Director at Rocaton Investment Advisors Nancy Tanguay - Analyst and RFP Writer at Segal Rogerscasey TBD 1

2 9:15 am 10:15 am Concurrent Breakout Sessions 1. Customized Executive Summaries (and Proposals) in a Snap How can you take boilerplate RFP content and make it feel tailored for each client when you don t have an extra minute? This workshop will give you several strategies that you can implement easily and immediately to add client-centric cueing and messaging to your Executive Summaries and Proposals. Ellen Jones Manager, Segment Marketing at TIAA 2. Recalibrate! Project Management 101 How to recalibrate your RFP process in response to rising volumes, increasing complexity, and shorter deadlines Anne Farro - Head of Business Management, North America Institutional at Allianz Global Investors 3. Core Content Management the Essentials One of the most important aspects in putting together a winning RFP is having access to great content. Join the panel for a discussion on how that can be done: getting the most out of your content management systems, engaging your SMEs on regular reviews, and much more. Sydney Blackett - Firm Language Specialist at Invesco Ailin Wang Global PMAPS Administrator Associate at Lazard April 6, 2016 Board Meeting Asset Management Erin O Brien - Investment Reporting Manager at Wellington Management Company 10:15 am - 10:45 am Networking Break & Visit with Exhibitors 2

3 10:45 am 11:45 am Concurrent Breakout Sessions 1. Blueprint for Success: Building a Best-in-Class RFP Team Increasing volumes, greater complexity, and tighter deadlines are daily challenges for RFP Teams. Let s talk about how to structure and organize your team in order to meet these challenges and set your personnel up for success while avoiding burnout and lowering turnover. Colleen Dunne Head of RFP at Voya Investment Management 2. Qualifying RFPs A roundtable discussion: What are the key points to consider before dedicating the time and energy to an opportunity? Maggie Mair Manager, RFP at Invesco 3. Understand the Sales Process As a RFP Writer, you support the sales team in winning new business for your firm. Do you truly understand the efforts of the sales team? Learn the intricacies of the comprehensive sales process through the insights of experienced institutional and intermediary sales people to better appreciate the partnership between sales and marketing and your role in the process. Craig Peterson Institutional Distribution at Guggenheim Investments Becky Bowler Managing Director Strategic Partnership Group at Guggenheim Investments Mike Siciliano Head of Sales and Business Development, North America at Baring Asset Management 11:45 am 1:00 pm Lunch & Visit with Exhibitors 3

4 1:00 pm 2:00 pm General Session Lifecycle of an RFP: Perspectives from Everyone Who Touches an RFP and Q&A with the panel Kristen Fenik Director, Consultant Relations & Client Service at Arrowpoint Partners Colleen Dunne Head of RFP at Voya Investment Management Cathryn Kaehr Vice President, Marketing Communications at Jennison Associates Corinne Ratliff Compliance Officer at Brown Advisory 2:00 pm 3:00 pm Concurrent Breakout Sessions 1. Outsourcing Third party resources can enhance the efficiencies of your team and increase productivity. Discover unique ideas on working with them to optimize your output. Lisa Williams Head of RFP Management (North America) at Allianz Global Investors Cathy McLagan Head of RFP & Consultant Databases at Invesco 2. Career Development life after the RFP team Are you a career RFP professional or are there other parts of the investment world that you would like to explore? This session will provide insights from a career RFP professional as well as from graduates of RFP teams that have pursued other investment careers. Diane Hallett - RFP Manager at Eaton Vance Management Stephanie Lamb Consultant Database Manager at Jennison Associates 4

5 Michi McDonough Managing Director Consultant Relations at Parametric Dorothy Friedrich RFP Manager at AXA Investment Managers 3. Core Content Management the Essentials One of the most important aspects in putting together a winning RFP is having access to great content. Join the panel for a discussion on how that can be done: getting the most out of your content management systems, engaging your SMEs on regular reviews, and much more. Sydney Blackett - Firm Language Specialist at Invesco Ailin Wang Global PMAPS Administrator at Lazard Asset Management Erin O Brien - Investment Reporting Manager at Wellington Management Company 3:00 pm - 3:30 pm Networking Break & Visit with Exhibitors 3:30 pm 4:15 pm General Session Secrets of a Winning RFP Learn what investors and consultants say are their biggest RFP red flags, when in the search process they use RFPs, how much a great RFP contributes to an eventual mandate win, and more. Ms. Tepper shares insights from Chestnut's proprietary market research on this crucial asset manager business topic. Amanda Tepper - Founder and CEO at Chestnut Advisory Group 4:15 pm 5:00 pm General Session Market Trends and Projections Mike Evans - President at FUSE Research Network 5

6 5:00 pm 5:15 pm Closing Remarks 5:15 pm 6:15 pm Informal Reception/Networking Location: Westin Lobby Bar 6