The 11th Annual Mastering Client Services and RFPs for Institutional Investors

March 17-18, 2026
New York City

Master RFPs, Streamline Operations, and Win More Mandates

This unique event brings together industry experts and marketing professionals to provide actionable guidance on RFPs and due diligence best practices. You’ll gain proven strategies for aligning RFP and client services teams, optimizing operations, and increasing your chances of winning the mandate. Walk away with a clear roadmap to excel in today’s fiercely competitive landscape.

Don’t miss this opportunity to sharpen your competitive edge, drive growth, secure more bids, and maintain excellence — all while preventing burnout and keeping your team motivated.

 

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Current Issues. Core Insights. Practical Takeaways.

Strategic Alignment for Winning Mandates

Discover how to synchronize RFP narratives with final presentations, ensuring a cohesive and compelling story that resonates with investors.

Operational Excellence and Team Integration

Explore strategies to unite RFP and client services teams, fostering collaboration and efficiency.

Leveraging Technology and Data for Competitive Advantage

Evaluate the role of AI in interpreting complex investment narratives, understanding its limitations and potential.

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Thinking About Attending? Here's Why You Should

  • Align RFP presentations with investor priorities and DDQs
  • Integrate AI with human oversight in proposal workflows
  • Optimize ESG reporting for transparency and stakeholder trust
  • Streamline RFP-to-client services handoffs and onboarding
  • Eliminate redundant data entry with smarter tech solutions

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

  • Heads of Client Services

  • Head of RFPs  

  • Relationship Managers  

  • Proposal Writers, Proposal Services   

  • RFP Database Managers  

  • Head of Investor Relations  

  • Communications Strategists and Directors  

  • Marketing Directors, Managers  

  • Heads of Business Development / Sales  

  • Institutional Sales Directors, Managers   

  • Investor Relations   

  • Consultant Database Manager 

  • Communications Managers  

  • Data Analysts

We'll be in the center of it all in New York City

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.

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