UPCOMING EVENTS

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April 2026

AIMSE 49th Annual Conference

We are excited to welcome the AIMSE community to our 49th Annual Conference scheduled for April 26-28, 2026, at the inspiring and sophisticated Ritz-Carlton, Tiburón in Naples, Florida. Set along the pristine Gulf Coast, The Ritz-Carlton, Tiburon offers an unparalleled setting for this world-class conference experience.
Join industry peers, consultants, and clients for a highly interactive conference built for what’s next. In 2026 we will offer even more opportunities to connect — from dynamic-group panel discussions to informal networking sessions designed to spark meaningful conversation, collaboration, and action. Next year’s program includes new features such as client-led roundtables, an innovative AI session, an NEPC consultant spotlight panel, and new recreational opportunities to engage with decision-makers. The 2026 annual is focused on innovation and growth for the future. ...
26 - 28 Apr
The Ritz-Carlton, Naples
2600 Tiburon Drive, Naples, FL
May 2026

AIMSE West Coast Spring Alternatives Event

Please join us for the West Coast edition of our alternative investment events being held at the Omni San Francisco! We're bringing the investor community together from the Bay Area and beyond for dialogue and discussion on topics facing investors, consultants and managers, focusing on current themes and trends in the alts sector and how allocators are currently viewing investment opportunities. Attendees will forge new connections and build on established relationships with senior decision-makers across consultants and allocators. We hope you will join us for this insightful event! Registration now open! ...
28 May
3:30 pm - 7:30 pm
Omni San Francisco
June 2026

AIMSE | Mercer GIF Orlando Happy Hour

It's a Small World After All! AIMSE and Mercer are making magical things happen in Orlando. Join AIMSE on Tuesday, June 2nd, 2026 from 4:30 PM - 6:30 PM ET for a pre-Mercer Global Investment Forum (GIF) welcome happy hour at Summer House on the Lake (1498 E Buena Vista Dr, Lake Buena Vista, FL, 32830) in beautiful Disney Springs. Eat, drink and network with our friends from Mercer! Attendees will receive a commemorative, personalize monogrammed Mickey Mouse Ears Hat. Check back for more details. Note: Attendance is open to Global Investment Forum attendees only. ...
02 Jun
4:30 pm - 6:30 pm
Summer House on the Lake
1498 E Buena Vista Dr, Lake Buena Vista, FL, 32830

Chicago Consultant Spotlight Featuring Wilshire

Join us for an exclusive chance to hear directly from leading voices in investment consulting. Gain valuable insights from Rob Noe, Managing Director at Wilshire Associates, as he other Wilshire representatives shares perspectives on current market dynamics, portfolio strategy, and emerging research trends. The program will be followed by a lively networking reception with peers and industry leaders. Check back for more details. ...
17 Jun
3:00 pm - 7:00 pm
CME Center
10 S Wacker Dr
July 2026

Twin Cities Regional Event

Join us for a networking event at Brit's Pub. Learn from an investment roundtable discussion, enjoy dinner and drinks with friends and have some fun playing lawn bowling! Check back for more details. ...
30 Jul
4:00 pm - 8:00 pm
Brit’s Pub
1110 Nicollet Mall, Minneapolis, MN 55403
August 2026

AIMSE Chicago Cocktail Cruise

Join fellow plan sponsors, investment consultants, and asset management professionals for a relaxed networking event set against one of Chicago’s most iconic backdrops. This year’s gathering takes place aboard a Lake Michigan and Chicago skyline cruise, offering a unique opportunity to connect with peers while experiencing the city from an entirely new perspective. As we sail along the lakefront, guests will enjoy panoramic views of Chicago’s famous architecture and waterfront, creating an easy, engaging environment for meaningful conversations across the institutional investment community. Light refreshments and an open-air setting make this a memorable way to build relationships and meet new contacts in an informal atmosphere. ...
13 Aug
5:00 pm - 8:00 pm
Hornblower Group
Navy Pier: 600 E Grand Avenue, Chicago, IL, 60611
September 2026

AIMSE “Back to School” – Institutional Allocator Insights

Welcoming all as parents get their kids back to school and allocators focus on their year-end priorities; we will have a brief panel with notable Institutional Allocators who will discuss near term challenges, what they are excited about and what their specific priorities are entering the following calendar year, as well as discuss their overall process. More details coming soon. ...
10 Sep
5:00 pm - 8:00 pm
13th Storey
216 E 45th Street, 13th Floor, New York, New York, 10017
October 2026

AIMSE Detroit Regional Event

Join us for an event showcasing Southeast Michigan's investment community at the Detroit Athletic Club in downtown Detroit. The evening will consist of two allocator panels, food and beverages and networking opportunities to form new relationships and mingle with your peers. Please check back closer to the event for more information and a list of panelists. ...
13 Oct
4:00 pm - 7:30 pm
Detroit Athletic Club
241 Madison St, Detroit, MI, 48226
January 2027

AIMSE Canadian Conference 2027

Join us for the Association of Investment Management Sales Executives (AIMSE) 2027 Annual Canadian Conference! Once again, it is being held in Toronto, Ontario, at The Quay. This is the one event that provides you with access to Canadian investment plan sponsors and consultants, and topical presentations designed to broaden your knowledge and help you succeed. ...
20 - 21 Jan
All Day
The Quay
Toronto, Canada
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Active Member

Open ONLY to those who devote all or a major portion of their time to the marketing or selling of investment management products/services. Annual dues are $395 USD.

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Associate Membership

Designed for either: 1) newer investment management marketing and sales professionals, or 2) their colleagues who sit adjacent to the sales process. Annual dues are $200 USD.

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REGIONAL CONTACTS

Atlanta

Todd Harlicka
GQG
[email protected]

Rachel Bailey
Barings
[email protected]

Boston

Keith Wosneski
Lazard Asset Management
(312) 213-0706
[email protected]

John Lutz
Nuveen
[email protected]

Charlotte

Daniel House
Westwood
[email protected]

Chicago

Emily Fox
M&G Investments
[email protected]

Yana Turner
Beutel Goodman
[email protected]

Sean Clark, CFA
Westwood Management​
(312) 515-8378
[email protected]

Connecticut

Jennifer Pittman
AllianceBernstein [email protected]

Kerra Smith
Trinity Street​
(332)877-3545
[email protected]

Jillian Torey
EnTrust
[email protected]

Larry Pokora
Tilden Park
[email protected]

Denver

Mark Robertson
CIFC Asset Management
(303) 951-2515
[email protected]

Daniel Krasnitsky
ArrowMark
[email protected]

Gene Guevara
Impax
[email protected]

Florida

Spencer Witherspoon
Shenkman Capital
[email protected]

Jordan Loh
Raymond James
[email protected]

Anthony Xuereb
Polen
[email protected]

Minneapolis / St. Paul

Jay Alexander
Amundi
(612) 965-5426
[email protected]

New York

Michelle Riffelmacher
EnTrust
(212) 418‑6615
[email protected]

Kevin Heller
Alpha Alternatives
[email protected]

Pacific Northwest

Galen Haws
Lord Abbett
[email protected]

Jordan Grant
GQG
[email protected]

Molly Ono
Acuitas
[email protected]

Philadelphia

Ted (Edward) Hart
Glenmede Investment Management
(215) 419-6119
[email protected]

John Larson​
Vice President
Consultant Relations
Federated Hermes, Inc.
(610) 357-4467

Carolyn Patton, CFA​
TIFF
[email protected]

Liz Taverna
Sprucegrove Investment Management
[email protected]

Salt Lake City

Mike Randall
PGIM
[email protected]

Jamie Damon
First Sentier
[email protected]

Lydia Gaylord
Wasatch
[email protected]

San Francisco

Michelle Riffelmacher
EnTrust
[email protected]

Christy McKee
Schroders
[email protected]

Satya Kumar
Sycamore Tree Capital Partners
[email protected]

Southern California

Christy McKee
Schroders
[email protected]

Ramon Gonzalez
William Blair
[email protected]

Jay Wiltshire
Epoch
[email protected]

Justin Watson
WCM
[email protected]

St. Louis

Gus Catsavis
Pinnacle Asset Mgmt.​
(646) 717-8020
[email protected]

David Carson
Capital Group

Texas

Jin Philips
Lindsell Train
[email protected]

Lily Tu
Sage Advisory
[email protected]

Toronto / Montreal

Michael Peck, CFA
Pier21
(289) 400-1074
[email protected]

Vancouver

Lucy So
Nicola Wealth
[email protected]

Washington DC Metro

Matt Pawlak
Sands Capital​
(703) 253-4573
[email protected]