About | Mastering Client Services and RFPs for Institutional Investors | A FRA Conference

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Harvard Club of New York City
March 26 – 27, 2024

Mastering Client Services and RFPs for Institutional Investors
Gain Strategic Insights for Success to Fuel Growth and Win Bids

This one-of-a-kind event brings together experts and marketing professionals to receive comprehensive guidance on RFP and due diligence best practices. You'll gain strategies for uniting RFP and client services teams to advance operation and win the mandate, and leave with an in-depth view on how to excel in a drastically competitive landscape. 

This year's highly-researched content is focused on these key themes:

- Regulation and Legislative Updates
- Technology and Generative AI
- Build Everlasting Client Relationships

Don't miss this perfect opportunity to refuel your competitive edge, drive growth, secure more bids, and prevent burnout while remaining dedicated to excellence in your organization. 


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. The conference was created for those with the following titles:

  • 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


There's a reason your peers come back year after year to this highly rated conference.  Your peers are attending this year to:

  • Stay current on regulatory and litigation risk exposure in RFPs.
  • Learn valuable tips to enhance client services and relationship management through data-driven strategies.
  • Review ideas on leveraging management consultant databases for RFPs and client services.
  • Understand the importance of transparent ESG reporting to stakeholders.
  • Master how to leverage technology and generative AI for client services.
  • Get updated insights on building a team structure that best supports the needs of the business.
  • Engage with a panel of experts reviewing the SEC Advertising Rule one year later.
  • Discuss best practices for selecting and onboarding vendors.
  • Explore strategies for nurturing team morale and well-being, including work-life balance and resilience-building techniques.