View The Agenda
Explore the full schedule of sessions that will be taking place at Mastering Client Services & RFPs for Institutional Investors, March 17-18, 2026 in New York City
Tuesday - March 17, 2026
8:00 AM
8:00 AM – 6:00 PM
Exhibit Hall Open
8:00 AM
8:00 AM – 9:00 AM
Networking Breakfast
8:00 AM
8:00 AM – 4:00 PM
Registration Desk Open
9:00 AM
9:00 AM – 9:10 AM
Day One Opening Remarks
Speaker
Jennifer Cannizzaro
VP Product Marketing at Responsive
9:10 AM
9:10 AM – 10:00 AM
The New RFP Landscape: What Institutional Investors Are Asking for Now
- Identify the emerging themes and new categories of questions institutional investors are prioritizing in RFPs and DDQs, including operational risk, cybersecurity, data governance, and DEI disclosures
- Evaluate how shifting market conditions, regulatory expectations, and governance trends are shaping the information investors request and how firms are assessed
- Adapt internal processes and content libraries to ensure responses remain current, accurate, and aligned with investor expectations
Speaker
Bruce Kahn
Senior Portfolio Manager at Shelton Capital Management
Speaker
John Trammell
Trustee at NY Episcopalian Diocesan Investment Trust
10:00 AM
10:00 AM – 10:50 AM
Modern DDQ Management: Navigating Portal Proliferation and the Push for Efficiency
- Evaluate the operational challenges and compliance considerations that arise when responding within multiple portals and formats
- Leverage internal AI tools to automate repeatable steps, improve consistency, and maintain efficiency without sacrificing quality or oversight
- Develop workflows that balance portal-driven demands with internal capacity constraints, ensuring responses remain accurate, timely, and aligned with investor expectations
Speaker
Shahrukh Khan
Editor-in-Chief at Cash and Carried
10:50 AM
10:50 AM – 11:10 AM
Networking Break
11:10 AM
11:10 AM – 12:00 PM
Next Phase of RFP Renewal: Governance, Efficiency, and Strategic Integration
- Evaluate how AI-enabled tools can elevate response quality, increase accuracy, and reduce operational risk across the RFP lifecycle
- Identify emerging governance and documentation requirements to ensure RFP modernization efforts remain aligned with compliance expectations
- Develop strategies to deepen collaboration with senior leadership by linking RFP enhancements to priorities such as growth, efficiency, and risk mitigation
Moderator
Krisha Rangarajan
Chief Executive Officer at Big Pi Ventures
Speaker
Atul Suklikar
Chief Product Officer at Big Pi Ventures
Speaker
Dylan Lane
VP of Investor Relations at AEW Capital Management
12:00 PM
12:00 PM – 1:00 PM
Networking Lunch
1:00 PM
1:00 PM – 1:50 PM
Overcoming Database and Data Integrity Challenges
- Evaluate best practices for centralizing content and performance data to improve consistency, accuracy, and audit readiness
- Apply strategies for leveraging structured and unstructured data to enhance investor reporting and proposal responses
- Assess how AI and automation tools can support data validation, content retrieval, and workflow efficiency without compromising governance
Speaker
Sarah Saunders
Institutional Consultant Relations Lead Analyst at MFS Investment Management
1:50 PM
1:50 PM – 2:35 PM
Mastering Due Diligence Questionnaires (DDQs): Managing Complexity, Consistency, and Investor Expectations
- Understand how DDQs have evolved in length, depth, and technical scope in response to regulatory, cybersecurity, operational, and governance demands.
- Identify best practices for maintaining consistency, version control, and data integrity across repeated and customized DDQ requests.
- Manage question creep by recognizing how and why questionnaires expand over time and implementing strategies to control scope without compromising investor confidence.
Speaker
Sari J. Mayer
Director of Marketing and Investor Relations at Global Credit Advisers, LLC
2:35 PM
2:35 PM – 2:50 PM
Tools and Tech Spotlight
2:50 PM
2:50 PM – 3:10 PM
Networking Break
3:10 PM
3:10 PM – 4:00 PM
Designing the Modern Client Service & RFP Team: Structuring for Efficiency, Scale, and Specialization
- Identify which team structure best aligns with firm size, growth plans, investor base, and product complexity
- Assess how specialization (e.g., dedicated DDQ experts, technical writers, or compliance-aligned reviewers) can improve accuracy and turnaround times
- Implement workflow and communication strategies that support efficient collaboration regardless of structure
Speaker
Lauren Caldwell
Client Relationship Manager at Kennedy Capital Management
Speaker
Colleen Dunne
Head of Americas and EMEA RFP & Global Databases at Invesco Ltd.
4:00 PM
4:00 PM – 4:50 PM
Roundtable Discussions – Choose Your Own Adventure!
Participate in a facilitated roundtable discussion and deep dive with peers on timely topics in the industry.
1. Stress Management Strategies for High-Pressure Teams
Join this discussion on practical techniques for managing burnout, sustaining performance under tight deadlines, and creating team cultures that support resilience in demanding RFP environments.
Moderator: Bruce Kahn, Senior Portfolio Manager, Shelton Capital Management
2. Selecting & Onboarding Vendors Without Disrupting Your Workflow
Explore how teams evaluate, implement, and integrate new vendors, technology, data, and services, while minimizing disruption and ensuring measurable value from day one.
Moderator: Kristen Carloni, Director, Head of Business Proposals Team and Sales Optimization, Aladdin by BlackRock
3. From Service Desk to Strategic Partner: Repositioning the RFP Team
Discuss how RFP and client service teams are shifting from reactive support roles to proactive strategic partners that drive growth, consistency, and institutional client confidence.
Moderator: Danelle Morrow, Head of Strategic Response, Vanguard
4. Training the Next Generation of RFP & Client Service Talent
Share best practices for onboarding, upskilling, and retaining high-performing RFP and client service professionals in an increasingly technical, fast-paced environment.
Moderator: Kelsey Meiners, Senior Associate, RFP – Global Proposal Team, Principal Asset Management
Moderator
Bruce Kahn
Senior Portfolio Manager at Shelton Capital Management
Moderator
Kristen Carloni
Director, Head of Business Proposals Team and Sales Optimization at Aladdin by BlackRock
Moderator
Kelsey Meiners
Senior Associate, RFP – Global Proposal Team at Principal Asset Management
Moderator
Danelle Morrow
Head of Strategic Response at Vanguard
4:50 PM
4:50 PM – 5:00 PM
Day One Closing Remarks
Speaker
Jennifer Cannizzaro
VP Product Marketing at Responsive
5:00 PM
5:00 PM – 6:00 PM
Networking Cocktail Reception
Join us for drinks, hors d’oeuvres, and face-to-face networking with peers.
Wednesday - March 18, 2026
8:00 AM
8:00 AM – 1:20 PM
Exhibit Hall Open
8:00 AM
8:00 AM – 9:00 AM
Networking Breakfast
8:00 AM
8:00 AM – 11:30 AM
Registration Desk Open
9:00 AM
9:00 AM – 9:10 AM
Welcome Remarks and Day One Takeaways
Speaker
Michelle Oke
VP, Sales at Loopio
9:10 AM
9:10 AM – 10:00 AM
How Leading Firms Scale Proposal Operations with AI—Without Sacrificing Quality
- Explore how leading asset management firms use AI to scale RFP and due diligence responses while maintaining the customization clients expect
- Examine how disciplined content management and clear ownership enable AI acceleration while preserving human judgment, product expertise, and brand voice
- Identify practical guardrails and SME engagement strategies that ensure quality, accuracy, and differentiation remain central as AI becomes embedded in the proposal lifecycle
Moderator
Jennifer Cannizzaro
VP Product Marketing at Responsive
Speaker
Rebecca Hughes
Manager II | Business Development- Marketing & Sales Enablement at CAPTRUST
Speaker
Faezeh Taghvaee
Director, Global Heal of Client & Product Services at KKR
10:00 AM
10:00 AM – 10:50 AM
Onboarding Excellence: How an Investor Becomes a Long-Term Partner
- Set clear expectations around communication, timelines, deliverables, and performance reporting to build transparency and trust
- Identify common onboarding pain points and apply solutions that reduce delays, minimize errors, and enhance the investor’s experience
- Design an onboarding workflow that transforms new investors into engaged, long-term relationships
Speaker
Lauren Caldwell
Client Relationship Manager at Kennedy Capital Management
Speaker
Keith Eiger
Director at Alan Biller and Associates
10:50 AM
10:50 AM – 11:05 AM
Tools and Tech Spotlight
11:05 AM
11:05 AM – 11:20 AM
Networking Break
11:20 AM
11:20 AM – 12:10 PM
Optimizing Workflows for High-Performing Client Service and RFP Teams
- Evaluate common workflow challenges within client service and RFP teams and identify opportunities for improvement
- Implement strategies to streamline information flow across investment, operations, marketing, and compliance stakeholders
- Apply tools and technologies, including AI and workflow platforms, to automate repeatable tasks and reduce turnaround times
Speaker
Kellie Gries
Associate Director – Global RFP Services at Principal Asset Management
Speaker
Loren Fox
Director of Research at FUSE Research Network
12:10 PM
12:10 PM – 1:20 PM
Networking Lunch
1:20 PM
1:20 PM – 2:10 PM
Managing Compressed Timelines: Delivering High-Quality Work Under Increasing Pressure
- Identify the key factors that contribute to tighter deadlines and expanding project scopes in institutional client service and RFP environments
- Apply prioritization and workflow strategies that maintain quality while accelerating turnaround times
- Leverage tools and cross-functional coordination techniques to reduce bottlenecks and improve information flow
Speaker
Diane Hallett
Executive Director at Morgan Stanley
Speaker
Julia Tseng
Vice President - Global Sales and Distribution at Morgan Stanley
Speaker
Kristen Carloni
Director, Head of Business Proposals Team and Sales Optimization at Aladdin by BlackRock
2:10 PM
2:10 PM – 2:55 PM
Industry Leader Conclusion: Lessons Learned in Client Service & RFP Excellence
- Synthesize the most critical insights shared throughout the conference on client service strategy, workflow optimization, AI adoption, and RFP modernization
- Identify the common themes and challenges that cut across client service and RFP operations, including communication standards, compliance alignment, and data expectations from institutional investors
- Commit to ongoing innovation, collaboration, and continuous improvement to ensure their organizations remain competitive and responsive to investor needs
Moderator
Michelle Oke
VP, Sales at Loopio
Speaker
Vicky Berke
Executive Director at Morgan Stanley
Speaker
Keith Eiger
Director at Alan Biller and Associates
2:55 PM
2:55 PM – 3:00 PM
Closing Remarks
Speaker
Michelle Oke
VP, Sales at Loopio
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