Registration Desk Open

Registration Desk Hours: 8:00AM - 4:00PM

Exhibit Hall Open

Day 1 Opening Remarks

Alexandria Jenkins, Senior Manager, RFP 
Invesco 

Driving Success Through Team Collaboration: Optimizing RFP Processes Across Departments

• Discover best practices for coordinating efforts across sales, marketing, and product management teams 
• Learn how to implement efficient workflows for collecting and managing data during the RFP process 
• Review strategies to navigate compliance challenges effectively while ensuring alignment across teams 

Alexandria Jenkins, Senior Manager, RFP 
Invesco 

Michael Clarke, Head of Client Reporting and Performance 
Walter Scott and Partners 

Selecting and Onboarding Vendors for RFP Excellence

• Review criteria for evaluating vendor scalability and alignment with firm objectives
• Discuss strategies for mitigating vendor-related compliance risks
• Learn how to integrate vendor solutions into end-to-end RFP workflows

Jared Spann, Associate Director, RFP 
Principal Asset Management 

Kristen Carloni, Head of Aladdin Sales Operations
Aladdin by BlackRock  

Morgan Struebing, Senior Content Editor 
Principal Asset Management 

Beyond the Finals Deck: Winning Presentations for Institutional Clients

• Learn methods for tailoring presentations to institutional clients' priorities
• Outline strategies for aligning final presentations with RFP narratives
• Review examples of interactive pitch technologies used by top firms

Nancy Vailakis, Principal 
Ancram IRBD 

Keith Eiger, Director 
Alan Biller and Associates 

Lauren Colonna, Managing Partner 
Ovis Creative 

Kristin Steele, Founder 
Launchpad Creative 

Navigating Consultant Database Challenges: Unlocking Competitive Insights

• Outline strategies to keep consultant data aligned with evolving product offerings
• Discover how top firms utilize database insights in crafting RFP responses
• Hear how to partner with your sales teams to use databases for prospecting. 

Danielle Corey, Associate Director 
MFS Investment Management 

Matt Plucienik, Content Strategy & RFP Manager 
Vanguard 

Lauren White, Director of Marketing Databases 
Fidelity Institutional and Asset Management Marketing 

Modernizing RFP Processes: Innovation, Compliance, and Executive Alignment

• Understand how to transition from legacy RFP processes to AI-driven approaches that improve efficiency and outcomes 
• Outline a roadmap for building a strong business case for AI adoption that aligns with compliance requirements 
• Discover techniques to win C-suite and compliance buy-in by demonstrating AI's value and scalability in business operations 

Krishna Rangarajan, Founder 
BigPi 

Dylan Lane, Vice President, IR Infrastructure and Due Diligence 
AEW Capital Management 

Elaine Flynn, Lead Manager 
Equitable 

Leveraging Data for Smarter RFP Decisions

• Focus proposals on client-specific goals to understand bidding reasons, money management and alignment with their portfolio strategy 
• Evaluate metrics to understand competition, spot opportunities, and assess consultant database effectiveness 
• Use data to identify and decline RFPs with low win potential when resources are tight 

Zack Bono, VP, Director, Business Services and Support 
Federated Hermes 

Russell Elliott, Head of Asset Management Market Intelligence 
eVestment 

Wendy Chan, Vice President 
Morgan Stanley 

Smarter RFPs: How AI is Reshaping Financial Services

• Discuss insights on emerging trends and technologies shaping the financial services industry 
• Explore how financial services firms are using AI when fundraising 
• Learn how AI can be used for DDQs and Pitchbooks 

Kym Harrington, CEO 
SalesEdge LLC 

Maki Hattori, Managing Director, Head of Investor Relations, Marketing 
Wafra 

Stephanie Cadena, Senior Investor Relations Associate 
Shenkman Capital Management 

Rachel Brown, Director, Global Database and Content Management 
Manulife Investment Management 

Day 1 Closing Remarks

Alexandria Jenkins, Senior Manager, RFP 
Invesco 

Networking Cocktail Reception

Join us for drinks, hors d’oeuvres, and face-to-face networking with peers.