AII & III Virtual Senior Delegates Roundtable- October 2020

Oct 8th 2020
2:00 p.m. EST
Virtual Event


* CHANGE NOTICE *


The Endowments & Foundations Roundtable previously scheduled for June 1-2  has been rescheduled to September 14-15.

“… And Then the Pandemic Hit.”

It’s now a journalistic cliché: Start a story with what was supposed to happen, and then insert the following phrase:  “And then the pandemic hit.”

Yet for sales and distribution, it’s entirely true. Famine, drought, coup d'état, war – in a horribly perverse way, all would have had less of an impact on asset management fundraising than a global pandemic.

Still, there’s no crying over spilled allocations. At the inaugural Quarterly Virtual Senior Delegates Roundtable, prod, discuss, and question peers on how they’ve handled pandemic-era distribution – and what steps they foresee on the eventual return to normalcy. 

The Quarterly Virtual Senior Delegates Roundtable is limited to AII and III virtual members’ senior delegates only.

View the PDF Agenda

Agenda
  • Thursday October 8
  • 2:00 PM - 2:10 PM

    Welcome & Benchmarking

  • 2:10 PM - 2:40 PM

    What…. Just Happened?

  • 2:40 PM - 2:50 PM

    Transition

  • 2:50 PM - 3:20 PM

    Concurrent #1. Did Consultant Relations Just Become Your Team’s Most Essential Function?

  • 2:50 PM - 3:20 PM

    Concurrent #2. Budget Targets & Compensation Structures Under Duress

  • 2:50 PM - 3:20 PM

    Concurrent #3. Making Diversity a Competitive Edge Instead of a Confounding Challenge

  • 2:50 PM - 3:20 PM

    Concurrent #4. The Secrets of ZoomRaising

  • 3:20 PM - 3:30 PM

    Transition

  • 3:30 PM - 4:00 PM

    Concurrent #1. Rethinking – and Remeasuring – Distribution Structures

  • 3:30 PM - 4:00 PM

    Concurrent #2. The Unique Challenges Faced by Young Firms

  • 3:30 PM - 4:00 PM

    Concurrent #3. The Increasing Importance of Data, Databases, and the Shadow Search

  • 3:30 PM - 4:00 PM

    Concurrent #4. “No One Wants to Be the One to Kill Chris Ailman”: Safely Inching Back to Normal

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Questions?
For more information, please contact:

Randy Klein
+1 212 224 3629
randy.klein@institutionalinvestor.com