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

AIMSE Atlanta Bowling for Bentleys

When:
Wednesday, October 12, 2021
Consultant Panel: 2-3:30 PM
Happy Hour: 4-6 PM (TBD)

Where:
Consultant Discussion
GoToWebinar

Happy Hour
Restaurant TBD

Guest Speakers:
Chetan Grover, CFA
Senior Investment Consultant, AON
Bill Emmett
Senior Vice President, Callan
Taylor Covey, CFA, CAIA
Senior Vice President/Principal, LCG
David Barnes, CFA, CAIA
Senior Consultant, NEPC

Fee:
Members $250 | Non-Members: $300
*Sponsorships Available $500

For any sponsorship inquiries or questions please contact John Lessard at [email protected]

Refunds will not be issued. Registration fee is non-transferable.
Please note this event is not sanctioned or sponsored by any consulting firms participating in the event.

Registration Now Open!
*You must sign into your AIMSE account to complete the registration process*

Regional Contacts:
Greg Bauer, CFA, CAIA
(678) 429-8199
[email protected]

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

Boston

AIMSE Boston Social Networking Event at Trillium Brewery Rooftop
Borrowing a quote from Randolph in Coming to America “We’re Back!” We are excited to host our first regional event of 2021 on the rooftop of Trillium Brewery. Please sign up for the chance to network with consultants, allocators, and many of your fellow AIMSE members.

When:
Wednesday, September 8, 2021
5:30-8:30 PM

Where:
Trillium Brewery Fort Point Location
50 Thomas Place
Boston, MA 02210

Member Fee:
$130

Non-Member Fee:
$135

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.

Registration Now Open!

Regional Contact:
Keith Wosneski
(313) 213-0706
[email protected]

Chris Powers
(617) 672- 6863
[email protected]

Matthew Applestein
(312) 730- 9540
[email protected]

California

No scheduled events.

Regional Contacts:
Marni Harp
(212) 698-2916
[email protected]

Stephanie Neruda
310-231-6137
[email protected]

Chicago

No scheduled events

Regional Contacts:
John P. Mirante
(312) 461-6298
[email protected]

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

Connecticut

No scheduled events

Regional Contacts:
Kerra Smith
(332)877-3545
[email protected]

Jennifer Murphy Feeley
(212) 922-2693
[email protected]

Denver

AIMSE Denver Night at the Ballpark
Please join us for a networking event with the Denver investor community while watching the Colorado Rockies play the Washington Nationals. Registration fee includes game ticket, food and beverages.

When:
Monday, September 27, 2021
6:15 PM

Where:
Coors Field
2001 Blake Street
Denver, CO 80209

AIMSE Member Fee:
$375

This event is open to AIMSE members only. One person per firm, please. 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 email [email protected] to be added to the waitlist.

Regional Contacts:
Mark Robertson
(303) 951-2515
[email protected]

Kristin Fenik
(978) 764-7042
[email protected]

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

Minneapolis/St. Paul

No scheduled events

Regional Contact:
Alyssa Cheatham
(612) 667- 3638
[email protected]

New York

SAVE the DATE – AIMSE Super Regional Half-Day Event with panels & networking sessions | October 13th in Midtown

Registration Opening Soon!

Regional Contacts:
Miriam Tai
(415) 307-2283
Email: [email protected]

Adam Gerentine
[email protected]

Philadelphia

No scheduled events

Regional Contact:
Ted Hart
(215) 255-8641
[email protected]

Portland

No scheduled events.

Regional Contact:
Christa Maxwell
[email protected]

Molly Ono
[email protected]

Seattle

No Scheduled Events

Regional Contact:
Christa Maxwell
[email protected]

Molly Ono
[email protected]

St. Louis

AIMSE St. Louis Regional Baseball Event

Let’s play ball! The AIMSE St. Louis region is excited to host a networking event with the St. Louis investor and consulting community while overlooking the St. Louis Cardinals vs. The Milwaukee Brewers game with a rooftop view! First join us for Tomorrow’s Investment Office Model: Consultants, OCIO’s and a New Approach.

The traditional consulting and OCIO channel are well entrenched in the institutional marketplace, but what’s on the horizon for the advisory business vertical? Tony Waskiewicz has formed a new firm “Investment Office Resources” https://www.investmentofficeresources.com/ designed to assist investment office leaders access investment talent, subject matter, and industry know how. Come hear Tony and a few of his clients walk through their process and structure for serving sophisticated investment offices.

When:
Tuesday, September 28, 2021
4:30-5:30 PM Hilton “Gateway Room”
6:00-9:00 PM Rooftop Night at the Ballgame
Attire: Ballpark casual

Where:
360 Rooftop at the Hilton
1 South Broadway
St. Louis, MO 63102

AIMSE Member Fee:
$375

Non-Member Fee:

$500

Moderator:
Tony Waskiewicz
Founder, President
Investment Office Resources

Speakers:
Mark Cagwin, CFA
Managing Director, Investments
SSM Healthcare

Dale Hunt
Private Equity Specialist
Investment Office Resources

Vince Stegman
Managing Director
Ascension Investment Management

This event is open to AIMSE members only. 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.

Registration Now Open!

Regional Contact:
Gus Catsavis
(646) 717-8020
[email protected]

Texas

No Scheduled Events

Regional Contacts:
Matt Pawlak
(512) 306-4376
[email protected]

Toronto

No scheduled events

Regional Contact:
Kimberley Woolverton
[email protected]

Montreal

No Scheduled Events

Regional Contact:
Kimberley Woolverton
[email protected]