Asset Manager Learning Lab – Boston

Prospecting for Sales Opportunities and Positioning Your Products

Overview
High-performing asset managers employ a repeatable, data-driven research methodology to achieve distribution excellence. In this live workshop, we will show you how you can achieve distribution alpha and get an edge over competitors through a more impactful use of eVestment.

This Learning Lab is a hands-on workshop where you’ll apply what you learn in real-time and receive coaching from eVestment’s product experts.

You’ll Learn How To:

  • Stay ahead of changes in your competitive landscape
  • Prospect more effectively to uncover sales opportunities sooner
  • Position your products by the differentiating factors investors value
  • Develop an actionable sales strategy driven by targeted data

Who Should Attend?
You don’t need to be an eVestment user to attend, but your position should involve identifying, pursuing or closing sales opportunities. We especially encourage Sales & Marketing leaders, Client Portfolio Managers, and Consultant Relations professionals to attend. You’re welcome to invite colleagues from across your firm whom you think would benefit.

What is Required?

  • Space is limited so be sure to register early.
  • Bring your laptop to the lab — Computers will not be provided.
  • There is no fee. Learning labs are complimentary for members of eVestment’s client firms.

Questions?
Please reach out to clienttraining@www.evestment.com.

Date

Wednesday, October 17, 2018

Location

The Langham Hotel
250 Franklin St
Boston, MA 02110

Agenda

8:30-10:30   Consultant Briefing with Noel O’Neill, Cambridge*
11:00-11:15   Welcome, Learning Lab
11:15-12:00   Understanding Distribution Excellence & Activity 1: Bottom-Up Planning
12:00-12:30   Lunch & Discussion Questions
12:30-1:00   Activity 2: Understanding How The Market Perceives Your Products
1:00-1:45   Activity 3: Pursuing Sales Opportunities & Positioning Your Product Effectively
1:45-2:00   Q&A

*If you wish to attend the Consultant Briefing before the Learning Lab, Register Here.

Trainer

Josh Gardere

Josh Gardere joined the eVestment Client Service team in June 2016. He is primarily responsible for building a rapport with clients while troubleshooting their issues within the Analytics platform. Before joining eVestment, Josh graduated from Kennesaw State University with a B.S. in Political Science and International Affairs.