News & Views

Events

Chatham Partners executives have chaired conferences and led individual sessions and panels at major industry events geared toward financial services professionals. We have also developed and presented our own webcasts on timely topics for retirement and asset manager audiences. Below is an event calendar showing some of our recent and upcoming programs. 

Center for Due Diligence 2012 Advisor Conference

October 22-24, 2012, The Swissotel, Chicago
Chatham Partners CEO Peter Starr will deliver the talk "What the Voice of the Customer Tells Us: The Drivers of Wins, Losses & Satisfaction in the Retirement Markets."  Using quantitative and qualitative data as well as market insights, Starr will examine the primary factors that influence sponsor decisions, including provider selection, plan sponsor satisfaction, dissatisfaction and departures.  The session will conclude with an assessment of what the Voice of the Customer tells us that can positively impact client satisfaction and loyalty.  More
 

Update: Client Servicing for Institutional Asset Managers
Hosted by Financial Research Associates

October 18-19, 2012, The Princeton Club, New York
Chatham Partners' Managing Director Joshua Dietch and Susan Benedetto will provide new insights into their research into client reporting preferences.  They will discuss a variety of topics, including the role investment reporting plays in client servicing, essential report components, and reporting standards and compliance. More


Client Servicing for Institutional Asset Managers
Hosted by Financial Research Associates

May 31st-June 1st, 2012, The Harvard Club Boston
Chatham Partners' Managing Director Joshua Dietch and Susan Benedetto of Investment Metrics will speak about "Client Reporting Essentials." The speakers will discuss a wide range of topics related to reporting, including personalization, applications, best practices, frequency, data integrity, automation, and regulatory considerations.  More


New Opportunities in the DCIO Market
Hosted by Financial Research Associates

January 23-24. 2012, Boston, MA

Chatham Partners Vice President Luis Fleites will moderate the panel discussion "Streamlining Your Operations to Maximize Profitability." More  
 

Client Experience 360 (Webinar)

November 15, 2011 from 1:00 p.m. - 1:30 p.m.
Peter Starr, CEO of Chatham Partners, will conduct this seminar outlining the introduction of the firm's new "Client Experience 360" program.  Client Experience 360 is designed to bring "The Voice of the Customer" to asset management firms so they can better evaluate sales and service initiatives and target problem areas.  Click here to view slides from the event.
 

Client Servicing for Institutional Asset Managers Hosted by Financial Research Associates

October 3, 2011, Princeton Club, Manhattan
Joshua Dietch, Managing Director of Chatham Partners, will participate in a panel discussioni that examines the definition of good client service, the role of client service, and how it has changed in the post-2008 environment. Read more from Joshua on this topic.  (You may need a FundFire account to access this article). 
 

Capturing Institutional Investment Outsourcing Opportunities: Study Overview (Webinar)

June 8, 2011 from 2:00 p.m. - 2:30 p.m. EDT
Chatham Partners' CEO Peter Starr and VIce President Luis Fleites will provide a brief overview of the methodology and rationale for this multi-client study.  Click here to view for slides from this event.
 

How to Maximize Sales Effectiveness in Retirement Marketing (Webinar)

May 17, 2011 from 2:00 p.m. - 3:00 p.m. EST
Chatham Partners' CEO Peter Starr and Managing Director Joshua Dietch will present critical success factors for winnning new clients in the retirement service market.  Click here to view slides from this event.
 

Drivers of Client Satisfaction and Dissatisfaction in Retirement Markets (Webinar)

May 17, 2011 from 2:00 p.m. - 3:00 p.m. EST
In this complimentary webinar, we will discuss critical success factors for attracting new and retaining existing clients in the retirement service market.  Chatham CEO Peter STarr and managing Director Joshua Dietch will host the event.  Click here to view slides from this event. 
 

Hedge Fund Institutional Forum, Senior Delegates Roundtable

February 9-11, 2011, Naples, FL
Chatham CEO Peter Starr will conduct the workshop "Measuring Client Satisfaction and Doing a Win/Loss Analysis: FOF." Click here for a copy of the slide presentation from this event.
 

New Opportunities in the DCIO Market Conference Hosted by Financial Research Associates

January 19-20, 2011,Boston, MA
Chatham Partners' Vice President Luis Fleites will moderate the panel discussion on "Innovations in Product Structure."
 

Does Client Service Matter?  And If So, How Much?
Chatham Partners (Webinar)

December 14, 2010 from 2:00 p.m. - 3:00 p.m. EST
Chatham Partners Managing Director Joshua Dietch and Investment Metrics Director Susan Benedetto will discuss their recent study on portfolio performance and client service.  Click here to access the white paper.