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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.
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.

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

Emily Fox
M&G Investments
[email protected]
Yana Turner
Beutel Goodman
[email protected]
Sean Clark, CFA
Westwood Management
(312) 515-8378
[email protected]

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]

Mark Robertson
CIFC Asset Management
(303) 951-2515
[email protected]
Daniel Krasnitsky
ArrowMark
[email protected]
Gene Guevara
Impax
[email protected]

Spencer Witherspoon
Shenkman Capital
[email protected]
Jordan Loh
Raymond James
[email protected]
Anthony Xuereb
Polen
[email protected]

Michelle Riffelmacher
EnTrust
(212) 418‑6615
[email protected]
Kevin Heller
Alpha Alternatives
[email protected]

Galen Haws
Lord Abbett
[email protected]
Jordan Grant
GQG
[email protected]
Molly Ono
Acuitas
[email protected]

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]

Mike Randall
PGIM
[email protected]
Jamie Damon
First Sentier
[email protected]
Lydia Gaylord
Wasatch
[email protected]

Michelle Riffelmacher
EnTrust
[email protected]
Christy McKee
Schroders
[email protected]
Satya Kumar
Sycamore Tree Capital Partners
[email protected]

Christy McKee
Schroders
[email protected]
Ramon Gonzalez
William Blair
[email protected]
Jay Wiltshire
Epoch
[email protected]
Justin Watson
WCM
[email protected]

Gus Catsavis
Pinnacle Asset Mgmt.
(646) 717-8020
[email protected]
David Carson
Capital Group