Jan
16
12:00 PM12:00

CFA Luncheon - Pittsburg

Want to make more money for you and your clients? Increase gender diversity in the investment management industry. There is a growing body of proof that adding women to investing can boost returns, reduce volatility and create jobs from Wall Street to Main Street. This luncheon discussion will provide key facts about how gender diversity can impact your bottom line, while also providing practical solutions to recruiting and retaining female employees.

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Oct
10
8:30 AM08:30

UMB Client Conference, Dana Point, CA

Are you trying to raise assets for your fund? Is it proving to be harder, more time consuming or simply more frustrating than you expected? This interactive session will help fund managers and marketers figure out how to effectively navigate the investor landscape, with an emphasis on the following topics:

  • Targeting the right investors at the right time
  • Effective strategies for first contact
  • Keeping in touch – balancing persistence with pestering
  • Asking for feedback
  • Getting to yes (or no)
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