Live Event | September 25, 2024

RFP Roundtable: Tackling the External Forces Influencing Teams

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Location

699 Boylston St, Floor 15 | Back Bay Conference Room | Boston, MA 02116

Join Us

Join Cerulli’s Laura Levesque, Michele Giuditta, and Jack Tamposi for a morning dedicated to addressing the top challenges and opportunities for RFP teams. Through peer-driven discussions and highlights from Cerulli’s proprietary research, this session will provide valuable insights on best practices for RFP teams. The event will consist of roundtable discussions focused on RFP teams’ organization and structure, use and maintenance of vendor relationships, and the impact of AI.

View Agenda

Our Moderators

Laura Levesque, CFA

Laura Levesque, CFA

Director

Bio →

Laura Levesque, CFA

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

Michele Giuditta, CFA

Director

Bio →

Michele Giuditta, CFA

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

James Tamposi, CFA

Associate Director

Bio →

James Tamposi, CFA

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.

This event is currently full.

Please reach out to [email protected] with any questions.

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Cerulli White Paper

Current Institutional Investor Appetite for ESG

Despite slowing growth from political pressure and regulatory scrutiny, institutional investors' adoption of ESG still gaining ground

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