UPCOMING EVENTS

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June 2026

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

AIMSE Summer Soiree

You're invited to the AIMSE Summer Soiree on Wednesday, September 17, at the picturesque Shore & Country Club in Norwalk, CT! Spend the afternoon and early evening connecting with peers and gaining valuable insights from top industry voices. This year’s program features a dynamic lineup of panels and speakers exploring the theme “How to Do Business in New York,” along with allocator and consultant perspectives on today's market trends. Check back for more details! ...
17 Sep
1:00 pm - 8:00 pm
Shore & Country Club
220 Gregory Boulevard, Norwalk CT, 06855
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

AIMSE Boston Super Regional

Mark your calendars for the 2026 AIMSE Super Regional Event! We will bring together allocators, consultants, and managers to explore timely and pressing dynamics impacting how we invest, how we engage with stakeholders, and how we do our jobs better. Check back for more details! ...
14 Oct
10:00 am - 5:00 pm
The Harvard Club
374 Commonwealth Ave Boston, MA 02215
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
April 2027
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

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]