Returning to New York for the 6th successive year, this buy-side summit has been crafted for practitioners in Client Reporting, Client Service, Marketing & Communications who want to connect with others in the field and keep abreast of the latest industry developments. Throughout the day you will be sat in small groups at roundtables, and you will have the opportunity to discuss the presentations as well as topics chosen by you during dedicated discussion periods.

At Client Reporting & Communications you will:

DISCOVER how to get the most out of digital reports and platforms
LEARN how your peers have overcome challenges in client services projects
GAIN crucial, practical insights into how client experiences are changing at other firms
PARTICIPATE in roundtable discussions on topics chosen by you
ACCESS a host of client reporting vendors whose products you’ll be able to review
BE a part of Client Reporting& Communications ever growing global community

You will be in the company of 15+ expert speakers, the majority of whom weren’t with us last year. They include:


Biography	Kai Saathoff, Saathoff Capital Beteiligungsgesellschaft mbH	Biography	Rhowena Blank, Senior Vice President and Director, Mesirow Financial, Inc	Biography	Linda Jayakar, Director – Client Services and Technology, GE Asset Management
Biography	Jennifer Hunnewell, Director – Client & Prospect Communications, Wellington Management Company LLP	Biography	Gary Buchalter, AVP Client Reporting and Proxy, Jennison Associates LLC	Biography	Jim Tessmer, Senior Vice President, State Street

View our full speaker line-up

Evermore savvy and distrustful investors are demanding greater transparency. They want more customized reporting. They want to know their exposure to this bank or that country. They want their report at the touch of the button. And they want it now. This is putting client reporting teams under increasing pressure to deliver in shorter time-frames than ever before, and because of slashed budgets across the middle and back offices, many are forced to do all of this with dwindled resource. Competition between investment managers is fierce, and getting your client communication strategy spot-on could well be the thing that sets you apart from your closest competitors.

Who you’ll be joining

You’ll connect with other Directors, Vice Presidents, Heads and Managers of:

Client Reporting
Client Services
Client Relationship Management
Client Communications
Performance Reporting

Praise for the New York Conference in 2012

“I loved the conference and speaking at the conference it was excellent . You folks did a wonderful job.”
- Rohit Sood, Cutwater Asset Managment

“This year’s annual Client Reporting & Communications conference was a very well organized event hosted by OsneyMedia/TSAM. The event was full of well respected leaders and experts throughout the Asset Management industry and as a participant I learned so much through the series of presentations, panel, and round table discussions. The topics were carefully selected to illustrate the challenges we face as it relates to Client Reporting. I was also able to network with a room full of my peers and make many great connections. I look forward in attending future.”
- Jasmine Oommen, Northern Trust

“I thought that the event was well attended, and the topics seemed particularly relevant.”
- Tricia Karr, Black Capital LLC

To get involved at Client Reporting & Communications North America, email us on events@osneymedia.com, or call 877 661 1090 (calls from US only) or +44 (0) 20 7336 4600

Check out a sample of last year’s attendees to get a better idea of who you’ll meet.

View program

View full speaker line-up