2008 Survey On Consulting: Managers And Clients On Consultants
"The Future of Institutional Consulting II" is the industry's first survey of managers and plan sponsors about consultants. It covers the strengths and opportunities from each perspective and suggests ways organizations can benefit from working with consultants in the future.
Just $1,250
Consultant GOLD Membership +PLUS
This monthly program delivers access to consultants though monthly calls, online RFPs, the monthly marketing newsletter, email updates, and it also shares insights from recent conferences... and more.
BUT! With your paid membership to the GOLD program you will ALSO receive Product Profile membership (placement of investment product information) at half price!
There is simply no better way to kick-start and support consultant connections and client liaisons.
For More information:
Added Bonus! if you subscribe in the next three days--You will also receive Your Choice of any three audio CDs from our past teleclasses (A $237 VALUE.) This is a great way to educate yourself and add value to your services.
Endowments & Foundations Roundtable
Old Greenwich, CT
Hyatt Regency Greenwich Endowments & Foundations Forum
This 3 day gathering of endowments, foundations and consultants will discuss critical issues facing their institutions.
- Protecting portfolios from inflation
- What exactly is beta in a world devoid of reliable alpha?
- Hedge funds: risk, relevance and transparency
- Protective value of diversification
- Evolution of SRI in an organization's mission
- Global fixed income; the new alpha generator
- Evaluting and measuring risks in a portfolio
- A "holististic" look at foreign exchange
- Inflation hedges: oil, metals and other commodities
Endowments, Foundations wishing to see an agenda please contact Elizabeth Geske 203-622-5851 Ext. 13
Money Managers wanting to learn about speaking opportunities please contact Linda Gunneson at 203-622-5851 Ext. 19
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September 20 - September 22, 2010
Consultants Retreat
Newport, RI
OceanCliff Hotel Consultants Retreat
This 3 day intimate gathering of leading consultants will focus on building and managing their firms to serve their institutional investor clients. Among the topics:
- Challenges facing consultants
- Managing change while educating clients
- Moving away from traditional thinking
- Fixed income: The new alpha generator
- Accessing new uncorrelated asset classes
- Managing client risk
- Developing solutions in uncharted waters
- The emergence of inflation risk technology
- Engineering the consultant firm of the future
Consultant firms wishing to see an agenda please contact Mark Bereday at 203-622-5851 Ext. 16
Money Managers wanting to learn about speaking opportunities please contact Sal Gabriele at 203-622-5851 Ext 18
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