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Marketing Today: Name that client! Kevin Duggan Equity Derivative Trading and Strategy Ontario Teachers’ Pension Plan August 19th, 2005
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Overview Marketing : External Relationships Broker marketing to us Our marketing to the world Marketing : Internal Relationships Marketing to other PMs internally Marketing to senior management and the Board
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Client : Traditional Research Generic Custom Delivery
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Client : Traditional
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Research Generic Custom Delivery Relationship Management Trend
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Relationship Manager TAA Public Equities Fixed Income Private Capital Currency and Commodities Alternative Investments Relationship Manager
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Client : Traditional Research Generic Custom Delivery Relationship Management Trend Investor seminars Other OTC developments in Europe
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Client : The Street Why bother? Pricing methodology Investment philosophy ART relationships Road shows End user surveys
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Client : Internal Peers Public Equities Private Capital TAA Investment Planning Committee
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Agency Traders Futures, Options, Non Standard Equity, Index Products Equity Derivatives Trading Advisors Management of Joint Portfolios Client : Internal Peers
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Client : Senior Management
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Hop In!!
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