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Benefits of Membership:
- Access to thought leadership conferences, discussions, and all PAICR events
- Networking with industry leaders, business heads and peers from client firms, investment advisors and consultants
- Powerful and informative discussion sessions at conferences, regional roundtables, workshops, and member conference calls lead by industry leaders
- Share knowledge, learn what other firms are doing and “best practices”
- Access to the Member forum: where you can easily interact with a powerful network of investment communications professionals in your region, nationwide and internationally
- Post your profile and gain access to the member directory
- Access external professional mentors
- The Member Forum: Online gateway to member communications, information sharing opportunities, past PAICR conference presentations, current and past member surveys.
PAICR Events/Activities
• West Coast Conference
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• Annual Conference
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• RFP Conference
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• Member Calls
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• Regional Roundtable Discussions
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• Regional Workshops
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Over 250 Members’ firms which include:
AIG • Alliance • Bernstein • Bear Stearns • BlackRock • BNY • Brandes • Capital Guardian • CIBC • Cohen & Steers • Deutsche Bank • Dreyfus • Franklin Templeton • Fred Alger • GE • Goldman Sachs • HSBC • INVESCO • Janus • JPMorgan • Lazard • Legg • Mason • Lehman Brothers • McKinley • MetLife • New York Life • Nomura • Northern Trust • Nuveen • Oppenheimer • PIMCO • Pioneer • Principal • Prudential • Putnam • Rothschild • Russell • Standard & Poor's • State Street • Sun Life • T. Rowe Price • TCW • Bank of New York • Mellon • Hartford • Northern Trust • Vanguard • TIAA-CREF • Tishman Speyer • UBS • Waddell & Reed
Here is what some of our members are saying about our events:
“I like learning what other firms are doing”
“Presentations were refreshing and engaging”
“Topics were insightful and thought generating”
“Liked the amount of small firm attention”
“Hearing from industry leaders and investment professionals was insightful”
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The following are just a few of the topics covered at recent events:
- View from Business Heads, Clients, Consultants
- Small Firm Marketing
- Building Internal Relationships
- Writing Content and Marketing
- How to Manage and Automate Presentations
- Writing and Creating Content
- Simplifying your message
Trends
- The Explosion of Alternatives
- The Growing DC Market
- How to Market a Hedge Fund and Win Business
- The Marketing Challenges of Separately Managed Accounts
RFP
- RFP Workflow Time Management
- Improving Your Proposal and RFP Response Process
- Understanding Manager Classification and Universe Comparisons
- Navigating the RFP Process in Small and Large Firms
Consultants
- Strategies for Successfully Connecting with Consultants
- 360 Degree Branding
- Marketing with Compliance
- Challenges of Consultant Communications
Career
- Eight Resolutions to Enhance Your Career
- Career Paths/Options for RFP Professionals
- Steering a Career Path Work Family Balance
Performance
- Understanding Financial Ratios
- Understanding Performance
- Managing the Details on People Performance, Accounts and Assets
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Upcoming Roundtables
10th Annual Conference September 18 & 19, 2008
West Coast Conference March 16 & 17, 2009
RFP Conference Spring, 2009
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