Registration Desk Open

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

Exhibit Hall Open

Day 1 Opening Remarks

RFPs in an Era of Market Volatility: Aligning with Investor Concerns

• Learn to address liquidity risks in RFPs for private equity and infrastructure funds
• Discuss how to incorporate downside risk scenarios into RFP narratives
• Review strategies to manage expectations around fundraising targets

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, Director, Global Head of Business Proposals 
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 

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
• Explore data entry protocols to improve consultant database accuracy

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 

Elevating Due Diligence Questionnaires (DDQs) for RFP Success

• Review techniques for streamlining DDQ responses to meet RFP deadlines
• Discuss how to align DDQs with evolving investor priorities
• Learn to balance comprehensiveness with clarity in DDQ narratives

Elana Margulies-Snyderman, Director

Eisner Advisory Group

Bruce Kahn, Senior Portfolio Manager

Shelton Capital Management

Leveraging Data for Smarter RFP Decisions

• Identify when to challenge low-conviction RFPs 
• Analyze screening metrics to assess opportunities 
• Discover how to unlock insights with consultant databases 

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

Russell Elliott, Head of Asset Management Market Intelligence 
eVestment 

Robert Ankenbauer 
Morgan Stanley 

Networking Cocktail Reception

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