Asset Management Leadership Roundtable 2024

In line with [i3]’s vision of facilitating dialogues between asset owners (fiduciary investors) and asset managers, this roundtable aims to help asset managers take stock of the changing environment and understand investors’ needs.

This discussion will cover a range of issues relating to how Business Development Managers (BDMs) can better engage and serve the institutional investment community.

Issues to be covered include:

• Investor communications and partnerships
• Needs vs wants
• How the manager can be a solution
• The importance of alignment of interest
• Hiring and firing
• Performance evaluation: How do you know if you did well?

This will be followed by the annual Christmas Drinks with clients, partners and friends.

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