Upcoming Events

2017 Fall Conference
October 11-12, 2017
The Princeton Club
New York, NY

25th Annual Canadian Conference
January 17-18, 2018
Intercontinental Toronto Centre
Toronto, ON

41st Annual Marketing & Sales Conference
April 29 - May 1, 2018
National Doral Miami
Miami, FL

Regional Events



AIMSE encourages all attendees to be respectful of our plan sponsors, consultants, and speakers by waiting until the regional event for introductions, questions, etc.

Atlanta

No scheduled events

Regional Contacts:
Greg Bauer, CFA, CAIA
(678) 429-8199
gbauer@paraport.com

Derek Tubbs
(404) 968-2619
dtubbs@cornercap.com

Boston

No scheduled events.

Regional Contacts:
Gregory R. Weissman
(617) 760-3222
gregory_weissman@putnam.com

Keith Wosneski
(617) 598-6898
kwosneski@acadian-asset.com

California

AIMSE San Francisco Night at the Ballpark
Join us for a networking event in a luxury suite with the local investor community while watching the San Francisco Giants play the Milwaukee Brewers. Registration fee includes game ticket, food and open bar.

When:
Monday, August 21, 2017
6:45 pm | Audi Legends Club Opens
7:15 pm | Game Time

Where:
AT&T Park
24 Willie Mays Plaza
San Francisco, CA 94107

Attire: Casual

Fee:
$350
Open to AIMSE members only, limited to one person per firm. Capacity is limited and available on a first come, first served basis via online registration only. Refunds will not be issued. Registration fee is non-transferable.

Click Here to Register
If you require assistance, please call the AIMSE office at 703-234-4098 or e-mail info@aimse.org.

Regional Coordinator:
Heather Conforto Beatty
(212) 698-3170
heather.beatty@feim.com

Chicago

  • AIMSE/ CFA Society Chicago
    Distinguished Speaker Series: Jean-Marie Eveillard

    Join AIMSE members for the CFA Society Chicago Distinguished Speaker Series featuring Jean-Marie Eveillard on the topic of value investing.

    When:
    Wednesday, August 9, 2017
    11:30 am – 1:00 pm

    Where:
    Chicago Club
    81 E. Van Buren
    Chicago, IL 60605

    Fee:
    $45 AIMSE Member
    $55 Non-Member
    Open to members and non-members of AIMSE. Capacity is limited and available on a first come, first served basis via online registration only. Refunds will not be issued. Registration fee is non-transferable.

    Click Here to Register (Aug 9)
    If you require assistance, please call the AIMSE office at 703-234-4098 or e-mail info@aimse.org.

  • AIMSE Chicago Happy Hour
    Join us for a networking event in the historic Chicago Board of Trade Building. This is a great opportunity to network with others in the investor community. Feel free to invite others, members and non-members, all are welcome! Registration fee includes hors d'oeuvres, wine, mixed drinks, beer and soft drinks.

    When:
    Thursday, August 17, 2017
    5:30 – 7:30 p.m.

    Where:
    Ceres Cafe
    141 W. Jackson Blvd.
    Chicago, IL 60604

    Fee:
    $50
    Open to members and non-members of AIMSE. Capacity is limited and available on a first come, first served basis via online registration only. Refunds will not be issued. Registration fee is non-transferable.

    Click Here to Register (Aug 17)
    If you require assistance, please call the AIMSE office at 703-234-4098 or e-mail info@aimse.org.

  • AIMSE/ CFA Society Chicago
    Distinguished Speaker Series: Mario J. Gabelli

    Join AIMSE members for the CFA Society Chicago Distinguished Speaker Series featuring Mario J. Gabelli, CFA, chairman and chief executive officer of GAMCO Investors, Inc. and LICT Corp.

    When:
    Thursday, September 14, 2017
    11:30 am – 1:00 pm

    Where:
    The Standard Club
    320 S. Plymouth Ct.
    Chicago, IL 60604

    Fee:
    $45 AIMSE Member
    $55 Non-Member
    Open to members and non-members of AIMSE. Capacity is limited and available on a first come, first served basis via online registration only. Refunds will not be issued. Registration fee is non-transferable.

    Click Here to Register (Sept 14)
    If you require assistance, please call the AIMSE office at 703-234-4098 or e-mail info@aimse.org.

Regional Contact:
John P. Mirante
(312) 461-6298
john.mirante@bmo.com

Connecticut

AIMSE Connecticut Breakfast | Segal Marco Advisors

Speakers:
Timothy R. Barron, CAIA
Senior Vice President, Chief Investment Officer

Alan Kosan
Senior Vice President, Head of Alpha Investment Research

When:
Wednesday, August 2, 2017
8:00 – 9:30 a.m.

Where:
Segal Marco Advisors
19 Old Kings Highway South
Suite 220
Darien, CT 06820

Fee:
$15 AIMSE Member
$25 Non-Member
Open to members and non-members of AIMSE. Capacity is limited and available on a first come, first served basis via online registration only. Refunds will not be issued. Registration fee is non-transferable.

Sold Out! Please contact info@aimse.org to be added to the waiting list. You will be contacted directly if we are able to accommodate your participation.

Regional Contact:
Kerra Smith
(203) 983-6649
kerra@forestercapital.com

Denver

No scheduled events

Regional Contacts:
Kristin Fenik
(303) 398-2961
kfenik@ap-am.com

Mark Robertson
(303) 951-2515
mrobertson@prop-cap.com

Miami

No scheduled events

Regional Contact:
Matt Crowe
(754) 312-6114
mcrowe@gqgpartners.com

New York

Save the Date!

  • December 4, 2017 — AIMSE NYC Holiday Party

Regional Contacts:
Alejandra Arguello
Tel: (212) 826-7537
Email: alejandra@caspianlp.com

Miriam Tai
(415) 307-2283
Email: miriamtai@gmail.com

Philadelphia

Save the Date!

  • November 9, 2017 – Breakfast with Allocators
  • December 12, 2017 – Holiday Party

Regional Contacts:
John Larson
(610) 357-4467
johnstuartlarson@gmail.com

Jack Ebenreiter
(215) 510-2006
jebenreiter@federatedinv.com

Portland

No Scheduled Events

Regional Contacts:
Heather Conforto Beatty
(212) 698-3170
heather.beatty@feim.com

Rodrigo Soto
(206) 381-6111
rsoto@eatonvance.com

Seattle

No Scheduled Events

Regional Contacts:
Heather Conforto Beatty
(212) 698-3170
heather.beatty@feim.com

Rodrigo Soto
(206) 381-6111
rsoto@eatonvance.com

St. Louis

No Scheduled Events

Regional Contact:
Gus Catsavis
(646) 717-8020
gcatsavis@pinnacle-lp.com

Texas

No Scheduled Events

Regional Contact:
Mark Robertson
(303) 951-2515
mrobertson@prop-cap.com

Matt Pawlak
(512) 306-4376
matt.pawlak@dimensional.com

Toronto

No Scheduled Events

Regional Contact:
Jay A. Wiltshire, CFA
(416) 309-2598
jay.wiltshire@greystone.ca

Montreal

No Scheduled Events

Regional Contact:
Jay A. Wiltshire, CFA
(416) 309-2598
jay.wiltshire@greystone.ca