Greenwich Webinars

Best Practices for Formal Meetings with Investment Consultants

Greenwich Webinar
February 2016
Presenter(s): Christopher Dunn
Greenwich Associates' Christopher Dunn shares some of the insights about how to prepare for a formal meeting with an investment consultant.

Greenwich Associates Most Impactful Research Findings of 2015

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December 2015
A review of the top market structure trends of 2015 and what they mean for 2016.

Persona-Based Client Segmentation Model for Investment Managers

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November 2015
Presenter(s): Lydia Vitalis, Andrew McCollum, Davis Walmsley
Learn how managers can upgrade their distribution models to better serve an increasingly complex and fragmented institutional client-base.

Differentiated Customer Experience Through Advanced Segmentation

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November 2015
Presenter(s): Gary Parilis, Larry Baily
Gary Parilis and Larry Baily explore the various types of market segmentation available and provide guidelines for which option is best for a given situation or need.

Swap Execution Facilities: What's Next?

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October 2015
Presenter(s): Kevin McPartland
Kevin McPartland, Head of Market Structure and Technology Research, and special guest speakers take a closer look at Swap Execution Facilities.

Mobile Banking Capabilities in Wholesale Banking

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October 2015
Presenter(s): Chris McDonnell
The changing importance of mobile in the wholesale landscape and the realities of an effective mobile platform.

The Power of Real-Time Feedback in CEM Programs

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September 2015
Presenter(s): Larry Baily
Learn share how companies in the financial services sector are benefitting from an EFM implementation.
John Colon presents a 30-minute review of Greenwich Associates research examining the U.S. equity market.
Kevin McPartland and Dan Connell review how Blockchain, and other distributed ledger technology, has the potential to massively disrupt capital markets.

The Future of Institutional Relationship Management

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June 2015
Andrew McCollum reviews the changes of the relationship management function within asset management organizations and the requirements for relationship management professionals in the future.


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