FAQs
Find everything you need to know about attending Mastering Client Services and RFPs for Institutional Investors.
What is the Mastering Client Services and RFPs for Institutional Investors?
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.
Who shares the stage?
Speakers include senior leaders in RFP management, client services, sales operations, and consultant relations, offering expert insights on proposal strategy, DDQ alignment, content optimization, and workflow automation to help institutional investment firms scale operations and enhance client engagement.
Who should attend?
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
What’s included in registration?
- Access to all sessions and networking events
- Digital event materials and presentations
- Refreshments, lunch, and cocktail reception
Are group discounts available?
To receive a group discount, all registrations must be submitted at the same time. Contact us at help@fraconferences.com for assistance.
Does FRA distribute the attendee list?
FRA only shares limited attendee information with our official conference sponsors as part of their sponsorship benefits. We never sell or broadly distribute attendee lists. Unfortunately, there are fraudulent organizations that claim to have our lists and may try to sell them. Please know these solicitations are scams. If you receive one, we recommend deleting it and not engaging with the sender.
Is FRA affiliated with any third-party housing companies or travel services?
No, FRA is not affiliated with any third-party housing companies or travel services. If you are contacted by an outside agency offering special rates or urging you to book through them, please note they are not an authorized partner. To ensure your reservation is secure, hotel bookings should only be made using the official link provided or by calling the hotel directly. Our discounted group rate applies equally to all attendees, whether you’re exhibiting, speaking, or participating.
Why do online travel sites sometimes show lower hotel rates?
Online travel sites like Expedia, Hotels.com, and Booking.com may display lower nightly rates, but these prices often exclude taxes, fees, and resort charges. To receive the fully negotiated group rate and all included perks for this event, we recommend booking through the official hotel links provided on the Hotel & Travel page of this event website. We continually monitor rates to ensure our attendees receive the best possible value.
Have more questions?
Contact our concierge at help@fraconferences.com or call Jean Hartnett at (704) 341-2390.
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