Client Resources
Zephyr OnTOUR
In a continuing effort to engage customers more directly, our senior executives are embarking on a six city tour. The morning agenda, led by Zephyr's senior executives, will include updates on the information presented during the annual Client Conference and will also offer participants an opportunity to share ideas about our product roadmap. There is no charge to attend, but space is limited. Pre-registration is required. If you have any questions, please contact Jolie Urushibata at jolie@styleadvisor.com.
StyleADVISOR Lab Training
Get the most out of StyleADVISOR/AllocationADVISOR by learning about its flexible, robust and powerful analytic capabilities. Our hands-on sessions allow you to follow along in a computer lab setting and get a feel for exactly how the software can improve workflow and give you a competitive advantage. These sessions are recommended for both beginning and advanced users as they cover topics ranging from basic manager analysis and understanding the results to the academic underpinnings of returns-based style analysis, advanced chart editing, manager searches and report automation.
To register, simply click the RSVP link beside the session you would like to attend. If you have any questions, please contact Jolie Urushibata at jolie@styleadvisor.com. Pre-registration is required.
U.S. Agenda
| 8:00 a.m. - 8:45 a.m. | Breakfast with Zephyr's Senior Executives |
| 8:45 a.m. - 9:00 a.m. | Results Matter |
| 9:00 a.m. -9:30 a.m. | Software Results — The Future of StyleADVISOR and AllocationADVISOR | 9:30 a.m. -10:00 a.m. | Software Results — Zephyr's Web Solutions |
| 10:00 a.m.-10:30 a.m. | Voice of the Customer and Q&A |
| 10:30 a.m.-10:40 a.m. | Break |
| 10:40 a.m. - 12:15 p.m. | StyleADVISOR Lab Training |
| 12:15 p.m. - 1:00 p.m. | Lunch |
| 1:00 p.m. - 4:00 p.m. | StyleADVISOR Lab Training |
To view a complete U.S. training outline, please click here.
Schedule and Registration
| City | Location | Date | RSVP |
