Page 19 - NAFIF-2019-Facility-Reference-Guide

Ending Portfolio Size
Tier (Product IOPs) Post Field Bonus
1 151+ $ 1,000.00
2 101-150 $ 750.00
3 51-100 $ 500.00
4 1-50 $ 250.00

Control Sheet Instructions

Control sheet notes will contain useful information for your interviewing campaign:

· Relationship manager name: We have identified several accounts with the goal
of providing extra attention from GA. Each of these accounts is assigned to
either Jennifer Litwin or Will Llamas, and you’ll be able to work with them to
cement the relationship with these important buy side clients. Your control
sheets will call out the relationship manager name for any of these accounts.
· Hedge Fund: please let us know if you have any hedge funds that do not have
this note!
· Recording instructions: will appear for every account. All interviews should be
recorded, and GA will transcribe open-ends.
· Institution Type
· Priority: Priorities are our most wanted accounts, please pay particular attention
to these as there is additional focus on these names.
· Positive Client Outreach – will be indicated on the control sheet

Found in Field Guidelines
This year, if a Buy-Side Client suggests that they can do another interview, please
complete, record, and complete it. We will examine the data to determine eligibility for
the program.

Recording Instructions
Recorded interviews have become more valuable to GA for a number of reasons.
First, we are able to more easily verify trading volumes and other important
information. Second, we can have interviews transcribed in an effort to get more
detailed commentary to dealers. Finally, when GA is able to transcribe an interview, it
allows the interviewer team to focus on the interview, without the distraction of having
to type out the open-ended commentary.

· Develop a simple, rehearsed statement to go through, such as “In order to save
time during this interview, and since you talk faster than I can write, I’d like to
record this conversation.”
· In most facilities, more than half of the EI team is able to record over 90% of
their interviews. We’ll be closely monitoring these numbers during NAFIF, and
will again be distributing a $250 bonus for 90% or higher recording rate.

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