Argyle Executive Forum is pleased to host its 2009 Marketing Leadership Forum for Investment Management Professionals.  This breakfast forum will bring together the marketing leadership of investment management firms for a series of discussions on the latest in leading the marketing, investor relations, client servicing, reporting and overall communication and business development for your firm.

Topics for our forum include but may not be limited to:

• First it was Madoff, now its Galleon – what’s next? – dealing with, and proactively preparing for,  high profile negative situations in the industry – what and how to communicate to clients, how clients react / changing client requests, etc
• A review of the last 12 months – flow of assets in and out of asset classes, a prognosis as we enter 2010, changing client / investor behavior, etc
• The current role of the consultant – best practices in interacting with these influential members of the investing community
• Generating stable and attractive returns are not enough – while necessary, its not sufficient to entirely rely on returns to build and keep clients – how do leading investment firms add additional value and become trusted advisors and business partners to their clients?

This event is by invitation only, and an invitation code is required. If you did not receive an invitation but would like to inquire about attendance, please click here.

*This event is closed to the press.

Perspectives By:

Jesse Eisinger
Senior Reporter
ProPublica

Ted Gooden
Managing Director
Berkshire Capital

Neal Howe
Managing Director
Harbert Management Corporation

Christopher Krein
Director of Institutional Sales
WisdomTree Asset Management

Donald Steinbrugge
Managing Member
Agecroft Partners

*Argyle Executive Forum's receptions are by invitation only. Argyle Executive Forum reserves the right to review and approve all attendees.