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Fuel your RFP process - Provide the right catalyst for exceptional growth and scalability
As RFPs continue to play a pivotal role in generating new business for asset and wealth managers globally, RFP teams need to be both resilient and agile to adapt to changing global dynamics. With institutional investors requesting nuanced information and data, often on an accelerated basis, RFP managers globally are exploring multiple avenues to address the new normal.

Acuity Knowledge Partners is excited to bring together a cohort of RFP thought leaders from across the global asset and wealth management industry to deliberate on some of the best practices in this space and share key insights on the way forward. Join this webinar to hear industry experts from Capital Group, Voya Investment Management and Matthews Asia speak on tips and tricks for managing high-impact RFP teams, best practices for crafting compelling proposals and optimising ROI.

Sep 29, 2021 11:00 AM in Eastern Time (US and Canada)

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Speakers

Andre Guzman
Global Client Services Manager @Capital Group
• Global Client Services Manager, leading North American RFP team at Capital Group • 10+ years of experience building and leading high performance RFP teams in high-velocity sales environments • Sitting on multiple leadership committees at Capital including CG Investment Operations’ Managing with Data and Learning & Development committees • Masters of Business Administration from USC Marshall School of Business, Bachelor’s degree in Political Science from Boston University
Jennifer Taglia
Senior Vice President, Head of Distribution Business Management @Voya Investment Management
20+ years of experience leading high performing teams in RFP, consultant databases, business management, operations and project management Supports Global Distribution across Institutional, Insurance Solutions, Intermediary and Bank Advisory channels Member of Voya Investment Management’s ESG Steering Committee Ex-GE Asset Management, UBS Certified Master Black Belt in Lean Six Sigma Bachelor of Science in Finance from Fairfield University, Fairfield, CT
Sheetal Joshipura
Head of RFP, Client and Data Reporting @Matthews Asia
Head of RFP, Client and Data Reporting team at Matthews Asia Primarily responsible for new business and due diligence pipelines as well oversight of client and data reporting 15+ years within business development and client reporting and 4+ within the mortgage space Ex-BlackRock Bachelor of Arts in Economics from the University of Michigan
Pedro Armstrong
Senior Director, Business Development @Acuity Knowledge Partners
Head of Commercial Banking and Asset Management Business Development Leads business development efforts in the Americas for the corporate and commercial banking and buy-side segments Manages key client engagements and works in partnership with capital-market firms to provide customised solutions across research and analytics support, origination and lending support, and marketing and compliance support Ex-Central Bank of Barbados Chevening Scholar; master’s degree (honours) in Banking and International Finance from Cass Business School, City University, London
Sailaja Devireddy
Senior Director, Head of Fund Marketing Services @Acuity Knowledge Partners
Head of Fund Marketing Services (FMS) at Acuity Over 18 years of experience working with global asset & wealth management clients in leading RFP/DDQ, Performance reporting, marketing, consultant database, and digital marketing solutions Is responsible for Business Unit growth Strategy, Client engagements, Process excellence, automation initiatives, new services ideation & development for FMS vertical. Ex-ICICI Bank and CRISIL Is a qualified Chartered Accountant from the Institute of Chartered Accountants of India