Meet Past Speakers
Learn more about the experts and industry leaders who shared insights at our last edition of Mastering Client Services and RFPs for Institutional Investors
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Sari J. Mayer
Director of Marketing and Investor Relations
Global Credit Advisers, LLC
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Lauren Caldwell
Client Relationship Manager
Kennedy Capital Management
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Sarah Saunders
Institutional Consultant Relations Lead Analyst
MFS Investment Management
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Loren Fox
Director of Research
FUSE Research Network
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Vicky Berke
Executive Director
Morgan Stanley
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Keith Eiger
Director
Alan Biller and Associates
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Julia Tseng
Vice President - Global Sales and Distribution
Morgan Stanley
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Diane Hallett
Executive Director
Morgan Stanley
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Bruce Kahn
Senior Portfolio Manager
Shelton Capital Management
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Dylan Lane
VP of Investor Relations
AEW Capital Management
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Atul Suklikar
Chief Product Officer
Big Pi Ventures
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Seema Pereira
Global Head- Request for Proposal
Goldman Sachs Asset Management
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Colleen Dunne
Head of Americas and EMEA RFP & Global Databases
Invesco Ltd.
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Kristen Carloni
Director, Head of Business Proposals Team and Sales Optimization
Aladdin by BlackRock
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Dawn Mills
Sales Enablement
NWPS
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Jennifer Cannizzaro
VP Product Marketing
Responsive
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Faezeh Taghvaee
Director, Global Heal of Client & Product Services Team
KKR
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Rebecca Hughes
Manager | Business Development- Marketing & Sales Enablement
CAPTRUST
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Michael Cantor Ceurvorst
Lead Product Manager
Nasdaq Analytics
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Patrick Theriault
Senior Account Executive
Loopio
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