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We feel the current market environment warrants our taking a more active role in assisting our clients in refining their marketing efforts and helping them strategically develop their business models.   As part of our Manager Advisory Program (MAP), we focus on maintaining deep relationships with the institutional investment community and keeping our clients abreast of general industry trends, capital flows and investment mandates. 

The program is a resource for clients to refine their marketing approach and gain quality feedback. You will be able to use our sales team to practice and hone your presentation skills. We will also be able to introduce you to exceptional marketing and capital raising specialists.

To stay abreast of the changing needs of the investment community, Conifer will be actively engaging with the appropriate decision makers to stay apprised of changes in allocations, active mandates and other relevant data points and in turn will be regularly disseminating this data to you.

In addition, we hold manager forums, roundtable discussions and other events to ensure that our clients are kept current on changes and trends in the industry and fundraising environment.