The 11th Annual Mastering Client Services and RFPs for Institutional Investors
March 17-18, 2026
New York City
$400 Early Bird Savings Expire January 16
Register now to join your peers at the Harvard Club of New York City and lock in the lowest rate before pricing increases.
Register & Save $400
Early Bird: $1,995 | Final: $2,395
Strengthen Client Service and RFP Execution Under Pressure
This one-of-a-kind event brings together experienced practitioners and industry experts to deliver practical guidance on managing today’s client service, RFP, and DDQ demands. Gain clear strategies for optimizing workflows, managing compressed timelines, improving data integrity, and applying AI responsibly across response processes. Leave with operating practices you can use immediately to improve quality, consistency, and team sustainability in an increasingly demanding environment.
Join peers navigating the same pressures to gain insight, benchmark approaches, and return with a clearer path forward for 2026 and beyond.
Current Issues. Core Insights. Practical Takeaways.
Investor Expectations and Evaluation Standards
See how rising expectations around risk, governance, data integrity, and transparency are shaping how teams are evaluated across RFPs and DDQs.
Workflow Optimization and Team Integration
Explore practical ways to streamline workflows, improve cross-functional coordination, and deliver high-quality output under tighter timelines.
Technology, Data, and Responsible AI Adoption
Learn how teams are using AI, portals, and data infrastructure to improve consistency and efficiency while maintaining oversight and accuracy.
Thinking About Attending? Here's Why You Should
- Manage expanding RFP and DDQ requirements with greater clarity and control
- Optimize workflows to deliver quality work under compressed timelines
- Apply governance-aligned AI use cases to improve accuracy and consistency
- Strengthen data integrity, version control, and audit readiness
- Improve handoffs, onboarding, and long-term client service execution
You'll Be in Good Company
Take a look at who you'll be sitting next to. If you touch client services and business development in instititutional investing, you belong here!
Organizations That Attend
This conference is curated for anyone in institutional investing who works in client services and business development. Consultants and technology providers are also encouraged to attend.
Job Functions You'll Network With
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Heads of Client Services
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Head of RFPs
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Relationship Managers
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Proposal Writers, Proposal Services
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RFP Database Managers
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Head of Investor Relations
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Communications Strategists and Directors
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Marketing Directors, Managers
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Heads of Business Development / Sales
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Institutional Sales Directors, Managers
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Investor Relations
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Consultant Database Manager
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Communications Managers
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Data Analysts
We'll be in the Heart of Midtown Manhattan
The 11th Annual Mastering Client Services and RFPs for Institutional Investors will take place at the Harvard Club. Steeped in history and old-world charm, this iconic Midtown landmark offers stunning architecture, elegant meeting spaces, and a warm, club-like atmosphere.
Platinum Sponsors
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