What is the optimal formula for combining marketing and sales efforts for optimal client retention?

At TSAM – The Summit for Asset Management East Coast in New York, Ancram IRBD Principal Nancy Vailakis and a remarkable group of speakers will delve into the topic: The golden formula for client retention – Finding synergy between Marketing and Sales.

For this talk, Nancy will be joined by:

Lara Hoffmans CFA Managing Director, Marketing at Diamond Hill;
Patrice TrichonHead of Marketing, Client Reporting and Digital in Investment Management, Brown Brothers Harriman;
Charles F. (Chuck) Burke Jr., Managing Director – Head of Global Marketing for Morgan Stanley Investment Management, Morgan Stanley;
Anthony Russo Senior Director of Product Marketing, Seismic.

For more information and free buyside tickets, click here.

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