Learn to communicate more effectively with clients and consultants
Registration for this session is closed. Should you wish to be added to the waitlist for this event, please email the Callan Institute at [email protected].
This session, which lasts two-and-a-half days, is designed to help investment managers communicate more effectively with clients and consultants. It provides insight into industry best practices, while also addressing pitfalls that should be avoided.
This is a fee-based educational offering.
The course is beneficial to anyone involved in the business of investment management, including:
- Client services professionals
- Business development officers
- Consultant relations professionals
- Portfolio managers
- RFP writers
- Marketing professionals
Topics covered within the session include:
- Review of the asset management process
- Current industry trends
- Manager structure
- Manager search process
- Communication best practices
- Presentation skills
We look forward to seeing you there!
Prerequisites: None required.
