Consulting

We've worked with a variety of companies in a consulting capacity and can offer the following three services:

Conference planning for investment managers

Increase networking opportunities with institutional investors at current industry conferences without increasing your budget.

Event design and conference production training

Onsite training and remote support from building an event team to delivering a conference.

Bespoke institutional investor database building

Pension Funds, Sub-Advisory, Private Banks & Insurance CIO and/or heads of fund/manager selection. Updates or new-builds.