Live Event | September 20, 2023
RFP Roundtable: Scaling for Success

Location
699 Boylston St, Floor 15 | Back Bay Conference Room | Boston, MA 02116
Join Us
Join leaders from Cerulli's Institutional Practice for a morning dedicated to addressing the top challenges and opportunities for RFP teams. This complimentary session is geared to provide you with best practices, gleaned from Cerulli data and peer-driven discussion, on how RFP teams are evaluating team structure, operational capabilities and environmental, social, and governance (ESG) considerations to achieve ongoing requirements from their firms.
Our Moderators

Laura Levesque, CFA
Director
Bio →

Laura Levesque, CFA
Director
Laura has over 15 years of institutional investment management industry experience. She is a member of the Institutional practice, where she leads research for two annual reports. Her focuses are institutional investment solutions including OCIO, and sales and services models. Her experience and knowledge of the institutional asset management space provide a directional framework to ongoing consulting projects. She also regularly contributes to The Cerulli Edge series.
Prior to joining Cerulli Associates, Laura held equity research, product, and analytics roles at Columbia Threadneedle and MFS Investment Management. She is a CFA charterholder and member of the CFA Society Boston.
Full biography here.

Michele Giuditta, CFA
Director
Bio →

Michele Giuditta, CFA
Director
Michele is a director of the Institutional practice and leads research for annual reports and strategic consulting engagements. She specializes in environmental, social, and governance investing and outsourced CIO research.
Prior to joining Cerulli Associates, Michele worked at Cambridge Associates as an Associate Director in the Client Relationship Management Group. Additionally, she worked at Manulife Asset Management in the Institutional Investment Sales & Services Group, and held roles in Product Management and Client Relationship Management. She began her career as an analyst in the Investment Policy & Research Group at John Hancock.
Full biography here.

James Tamposi, CFA
Associate Director
Bio →

James Tamposi, CFA
Associate Director
James (Jack) is the lead author of Cerulli’s North American Institutional Markets report and sets the agenda for The Cerulli Edge—U.S. Institutional Edition. Jack has led U.S. market entry strategy and U.S. institutional pricing optimization projects, supporting both foreign and domestic asset managers. During his time at Cerulli, he has contributed to reports across Cerulli’s suite of institutional research, focusing on topics such as insurance general accounts, outsourced chief investment officers, alternative investments, and U.S. subadvisory.
Prior to joining Cerulli, Jack worked as a Research Associate for Chatham Partners.
Full biography here.
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