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View Pass Options for 11th Annual Mastering Client Services and RFPs for Institutional Investors

Register to attend

Register now for the best rates to attend the 11th Annual Mastering Client Services and RFPs for Institutional Investors. Don’t miss this opportunity to sharpen your competitive edge, drive growth, secure more bids, and maintain excellence.

Early Bird
Through January 16

$1,995
Standard
Through March 16

$2,195
Day Of Event $2,395

Your Ticket Includes:

  • Access to all sessions and materials

  • Daily breakfasts, lunches, refreshment breaks, and evening receptions

  • Access to exhibitors and sponsors

  • Eligibility for discounted hotel rates in the room block

Bring Your Team & Save Big

This unique event brings together industry experts and marketing professionals to provide actionable guidance on RFPs and due diligence best practices. 

By attending together, your group can:

  • 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

It’s a cost-effective way to learn, collaborate, and drive results — together.

Bonus: bringing your team means big savings!

For more information on group discounts, please contact Jean Hartnett at (704) 341-2390 or jhartnett@fraconferences.com. 

Request a Group Rate

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