UPCOMING EVENTS

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May 2024

Dallas Regional Event: Lone Star Institutional Panel

Join us in the Lone Star State for an insightful panel discussion and Q&A session with Dallas-based institutional professionals. Gain allocator and consultant perspectives around public and private market considerations in light of current and ...
16 May
4:00 pm - 6:30 pm
Fairmont
1717 N Akard St. Dallas, TX 75201
June 2024
July 2024

Chicago Cocktail Cruise

Join your fellow AIMSE colleagues and members of the Chicago investment community aboard the private yacht CHICAGO ELITE for a sunset cocktail cruise on Lake Michigan. You will be able to take in the beautiful ...
11 Jul
5:30 pm - 8:00 pm

Twin Cities Regional Event

Join us for a networking event at Brit's Pub. Learn from an investment panel discussion, enjoy dinner and drinks with friends and have some fun playing lawn bowling! Agenda: 4:00 PM - 5:00 PM: Investment Panel Discussion 5:00 ...
25 Jul
Brit’s Pub
1110 Nicollet Mall, Minneapolis, MN 55403
May 2025
No event found!


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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

Greg Bauer, CFA, CAIA
Parametric
(678) 429-8199
[email protected]

Derek Tubbs
CornerCap
(404) 968-2619
[email protected]

Boston

Keith Wosneski
Man Group
(312) 213-0706
[email protected]

Matthew Applestein, CFA
Eastspring​
(312) 730- 9540
[email protected]

California

Chelsea Carbonnel, CFA
Ares Management ​
(310) 432-8653
[email protected]

Ramon Gonzalez
William Blair
(310) 709-2780
[email protected]

Christy McKee
ClearBridge Investments​
(212) 805-2726
[email protected]

Jay Wiltshire
Epoch​
(212) 303-7219
[email protected]

Chicago

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

Claudette Grant, J.D., CAIA
BlackRock
(312) 251-1188
[email protected]

Charlotte Walsh, CFA
(212) 833-0754

John Mirante, CFA
(312) 952-8933
[email protected]

Connecticut

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

Jennifer Pittman
AllianceBernstein [email protected]

Denver

Mark Robertson
Proprietary Capital​
(303) 951-2515
[email protected]

Kristin Fenik, CFA
Vontobel​
(978) 764-7042
[email protected]

Lewis Del Ponte
IBEX Investors
(303) 868-9144
[email protected]

Minneapolis / St. Paul

Mike Randall
GoldenTree Asset Mgmt.​​
(646) 965-8264
[email protected]

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

New York

Adam Gerentine
Trinity Street​
(914) 489-5361
[email protected]

Kevin Heller
Q India Corp
(516) 480-3679
[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]

Portland / Seattle

Christa Maxwell, CFA
Acuitas​
(210) 799-9293
[email protected]

Kieran Stover
Raymond James Investment Management
(503) 396-9795
[email protected]

St. Louis

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

Texas

Ryan Casey
Dimensional Fund Advisors​
(512) 306-4358
[email protected]

Daniel House
Westwood Management
(301) 461-7255
[email protected]

Toronto / Montreal

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

Washington DC Metro

Beth Brewer
T. Rowe Price
(410) 577-8032 (o)
(443) 617-2422 (m)
[email protected]

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