The golden formula for client retention – Finding synergy between Marketing and Sales panel discussion

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 Trichon Head 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: https://tsam.foxonmedia.com/east-coast/event-agenda/ 

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