Before the RFP – Getting the Data Right, Right Now
Thursday, May 14, 2009
2:00 PM - 3:30 PM EDT
Register here: https://www1.gotomeeting.com/register/214764784
Mention priority code: G1U2169W1LIBLOG
About the web seminar:
In these days of increased scrutiny and tougher regulations, you need to know how to properly interpret and present your firm’s data to investors, consultants, third party databases and to your management. This lively discussion will focus on the tools and techniques that can help your marketing teams streamline the daunting task of delivering more data, more often, to a wider audience.
What you will learn:
•What are the key data elements required in all databases and proposals?
•Every data field, every proposal question – how to complete them all
•How to ensure consistency between database profiles and RFPs
•How to answer the tough data questions: gained/lost client charts
•Discussion of financial data and how to present it best
Presenters:
Lauren Cola, President & CEO
Lauren Cola is the President and CEO at A.S.A.P. Advisor Services, Inc. She has over 24 years of investment marketing and technical project management experience. Lauren began her career in investment management at Citibank Asset Management and continued for the next decade with several sales and marketing positions at Bankers Trust Company, HSBC Asset Management and Chase Asset Management. In 1998, she founded A.S.A.P. Advisor Services, Inc., a marketing and data management firm, dedicated to the investment management industry.
Melanie Horvath, EVP, Director of Global Sales & Marketing
A.S.A.P. Advisor Services, Inc.
Melanie Horvath is the Executive Vice President and Director of Global Sales and Marketing at A.S.A.P. Advisor Services, Inc. She has over 18 years of investment marketing, product management, and database / RFP management experience.
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