Make every dollar count: Transform your consultant database process for exceptional outreach and deal conversion

Webinar

Event speakers

Dawn Perry

Beth Mosley

Pedro Armstrong

Vimal Tripathi

and 2 more speakers Show Less

Event Date

16 Sep 2020

Event Time

10am EDT

3pm BST

Overview

Institutional asset managers are facing daunting challenges such as data inconsistency, crunched timelines, lower product visibility, and growing costs. These challenges make a compelling argument for crafting a transformational consultant database process that facilitates better outreach and higher deal conversion.

To gain insight on the dynamic and changing investment consultant landscape and learn best practices to improve the overall efficiency of consultant database maintenance operations, join this webinar with Dawn Perry (Senior Vice President, Global Head of RFP & Consultant Databases, PineBridge Investments) and Beth Mosley (Senior Manager, Global Product Information, Principal Global Investors).

We recommend this webinar to those looking to transform their consultant database update processes and harness them to drive new business and growth.

Key Takeaways

Challenges and impact on asset managers in the new normal
Challenges in the consultant database update process and best practices for transformation
How to emerge stronger and improve ROI by blending people, process and technology

Speaker Profile

Dawn Perry

Senior Vice President, PineBridge Investments

Global Head of RFP & Consultant Databases
Over 20 years of experience in leading a high-performing Global RFP & Consultant Databases functions
Member of PineBridge’s ESG Investment Committee
Ex-Neuberger Berman, BNY Mellon, Morgan Stanley Investment Management, Lord Abbett
Bachelor of Science in Business Economics with a double minor in Marketing and Finance from The State University of New York, Oneonta

Beth Mosley

Senior Manager, Principal Global Investors

Head of Global Product Information
Over 18 years of experience in leading RFP, Client Due Diligence, Consultant Database, and Product Content Teams
Manages 13 investment boutiques across the organisation
Ex-VSR Financial Services, Miles Capital
Bachelor’s degree in Finance from Drake University; has passed the FINRA Series 7 and 63 examinations

Pedro Armstrong

Senior Director, Business Development Acuity Knowledge Partners

Head of Commercial Banking and Asset Management Business Development
Leads business development efforts in the Americas for the corporate and commercial banking and buy-side segments
Manages key client engagements and works in partnership with capital-market firms to provide customised solutions across research and analytics support, origination and lending support, and marketing and compliance support
Ex-Central Bank of Barbados
Chevening Scholar; master’s degree (honours) in Banking and International Finance from Cass Business School, City University, London

Vimal Tripathi

Director, Fund Marketing Services Acuity Knowledge Partners

RFP and consultant database operations expert with over 14 years of experience in supporting global asset management clients in leading consultant database, RFP/DDQ, and marketing programmes
Currently focused on helping Acuity’s global clients to streamline processes, implement industry best practices and drive process and cost efficiencies across the fund marketing services value chain
Ex-Genpact
achelor’s degree in Finance from Devi Ahilya University, Indore, India