Industry Leaders Round Table – Heads of RFP

Yesterday morning, Leverton Search hosted another insightful Industry Leaders roundtable, bringing together Heads of RFP and Proposals from across the asset management sector.

The discussion was dynamic, collaborative and at times passionately delivered, as participants tackled the key challenges shaping the future of RFPs, including:

⏰ The balancing act between speed and quality in responses

🤖 The evolving role of AI and automation

🌳 The increasing complexity of ESG-related requests

We also delved into the growing impact of regulatory changes on RFP processes and shared strategies for talent retention within RFP teams in an increasingly competitive market.

A big thanks to Alexis Wales, Belinda Spouse, Claire Fletcher, Dan Feury, Eric Groslin, MBA, Gavin Gunavardhana, Justin Phipps, Nicholas Burrows, Sophie Turner-Creedy and Will Hayward for your contributions.

I believe attendees left with a clearer vision of how the industry is adapting to current periods of change and opportunity.

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