Upcoming Events

27th Annual Canadian Conference
January 15-16, 2020
Intercontinental Toronto Centre
Toronto, ON

43rd Annual Marketing & Sales Conference
May 3 - 5, 2020
Boca Raton Resort & Club
Boca Raton, FL

Become a Member

AIMSE Membership Brochure

  • Active Member (click to join)
    AIMSE Active Membership is open ONLY to those who devote all or a major portion of their time to the marketing or selling of investment management products/services. Membership is by individual only. Annual membership dues are $350 USD.
  • Associate Member (click to join)
    AIMSE Associate Membership is open ONLY to those who are regularly engaged in and devote a significant portion of his/her time to business activities directly relating to or involving the provision of goods and educational information and services to further enhance and promote the profession of investment management marketing and sales. Membership is by individual only. Annual membership dues are $450 USD. NOTE: Consultants, representatives of executive search firms, and members of the "working press" are not eligible for AIMSE Membership.

*AIMSE membership is based upon the calendar year and expires 12/31 annually.

AIMSE Member Benefits


Founded in 1977, the Association of Investment Management Sales Executives (AIMSE) is the only professional organization dedicated to serving the needs of investment management sales and marketing professionals. Beginning with 125 members, AIMSE today has close to 800 members nationally.


Positions at Respective Firms
Partners, Managing Directors, Vice Presidents, Associates

Institutional Sales, Investor Relations, Consultant Relations, Marketing Executives, Global Heads of Distribution

Types of Investment Firms
Every size and shape firm in the institutional investment industry
Global, national and regional firms
Single strategy boutiques
Multi-faceted, broad investment platforms
Traditional long-only equity and fixed-income firms
Alternatives firms with hedge funds, private equity and real estate investment strategies

AIMSE is access to Industry Insights and Trends
Industry Best Practices
Peer Interaction
Consultants & Plan Sponsors
Alternative Sales and Distribution Strategies


  • Access to information on key market is trends impacting plan sponsors, consultants, sales channels, and investment product demand
  • Access to industry-wide best practices
  • Access to knowledge that will raise the quality of your sales and marketing interactions
  • Access to consultants and plan sponsors
  • Access to sales and marketing plan development expertise

AIMSE REGIONAL EVENTS provide opportunities for education on current investment issues, insights into the latest sales and marketing techniques, and networking opportunities delivered in smaller, manageable settings with peers and contacts from your local area.

AIMSE CONFERENCES feature educational workshops, professional development courses, consultant and plan sponsor roundtables, motivational speakers, and exhibits.

A hallmark of AIMSE conferences, the CONSULTANT & PLAN SPONSOR ROUNDTABLE SESSIONS put you in the room with top consultants and plan sponsors where they give you unique insights into issues currently impacting their organizations and the corresponding effect on their asset allocation and manager selection decision-making processes.

Investment Consultants, Fund Sponsors and Asset Allocators Represented at Recent AIMSE Events:

Advocate Health Care
Air Canada Pension Investments
Aon Hewitt
Asset Consulting Group
Asset Strategy Consultants
Beaumont Health
BEL45 Advisors, LLC
Callan LLC
Cambridge Associates
Canada Post Pension Plan
Cardinal Investment Advisors
Carnegie Corporation of New York
Consolidated Edison Company of NY, Inc.
Curcio Webb
Daraja Capital
DiMeo Schneider & Associates
Drexel University
Ellement Consulting Group
Emera Inc.
Employees Retirement System of Texas
Florida State Board of Administration
FNY Capital Management LP
Gavion LLC
Healthcare Employee Benefits Manitoba
Healthcare of Ontario Pension Plan
HRM Pension Plan
Kirstein US LLC
Marquette Associates
Maryland State Retirement and Pension System
Meketa Investment Group, Inc.
Milliman Inc.
MMBB Financial Services
Morgan Creek Capital Management
Morneau Shepell Ltd.
Newport Capital Advisers
NextEra Energy
Pavilion Advisory Group Ltd.
Pennsylvania Public School Employees' Retirement System
Pension Consulting Alliance
Pine Street Alternative Asset Management
Prudential Financial, Inc.
Rocaton Investment Advisors
Royal Bank of Canada
RVK, Inc.
Segal Marco Advisors
Segal Rogerscasey Canada
Slifka Asset Management
State of New York Metropolitan Transportation Authority
State University of New York
Taaffeite Capital Management
Teachers' Retirement Allowances Fund
Textron Inc.
University of South Florida Foundation
University of Utah
UPS Group Trust
US Foods
USI Consulting Group
Vanguard Institutional Advisory Services
Vulcan Materials Company
Welton Investment Partners
West Virginia Laborers Trust Funds
Willis Towers Watson
Wilshire Associates
Witter Family Offices