CutterCast: Completing RFPs, DDQs & Consultant Databases
Apr 14 Thu · 2022 10:30am - 11:30am EDT


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Event Summary

When selling to institutions, asset managers need to populate their investment strategies in consultant databases, complete RFPs, and provide responses to due diligence questionnaires when requested by clients. This work involves providing information about your firm, your investment strategies, your results, and the history of how your investments were structured. In this panel discussion, we talk about the methods and approaches firms use to support these processes.



Gina McCafferty

Principal – Head of Research

Philip Orlando, CFA

Senior Director, Consulting

Cindy Castellano, CFA


Diane Nestor

RFP Manager, Polen Capital

Theola To, CFA

RFP/Reporting Team Leader, Dodge and Cox

Wendy Lunko

Senior Financial Writer, PFM Asset Management

Whether developing operational strategies that drive meaningful value, or evaluating, selecting, and implementing systems, Cutter is here to help.