UPCOMING EVENTS

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January 2026

AIMSE Canadian Conference 2026

Join us for the Association of Investment Management Sales Executives (AIMSE) 2026 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. ...
14 - 15 Jan
The Quay
Toronto, Canada

AIMSE San Francisco Consultant Spotlight – Featuring Callan

Registration opening soon! Join us for an insightful evening featuring leadership from Callan. This event will include a 90-minute panel discussion where industry experts will share their perspectives on current trends and strategies in investment consulting. Following the panel, attendees are invited to enjoy drinks and hors d'oeuvres, providing an excellent opportunity to network and mingle with fellow professionals. ...
29 Jan
3:30 pm
InterContinental Mark Hopkins
999 California St, San Francisco, CA 94108
February 2026

AIMSE NYC Winter Alternatives Event

We hope you will join us for our annual NYC Winter Alternatives Event on Tuesday, February 10th, 2026, at Ease1345. Join senior allocators and consultants as we discuss trends across the alternative investment space in a lively debate-style forum, as well as a fire-side chat where we learn about allocation opportunities and which strategies are in scope in the new year. Check back for more details. ...
10 Feb
3:30 pm - 6:00 pm
Ease 1345
1345 Avenue of Americas, New York, NY
March 2026
April 2026

AIMSE 49th Annual Conference

We are excited to welcome the AIMSE community to our 49th Annual Conference scheduled for April 26-28, 2026, at the inspiring and sophisticated Ritz-Carlton, Tiburón in Naples, Florida. Set along the pristine Gulf Coast, The Ritz-Carlton, Tiburon offers an unparalleled setting for this world-class conference experience.
Join industry peers, consultants, and clients for a highly interactive conference built for what’s next. In 2026 we will offer even more opportunities to connect — from dynamic-group panel discussions to informal networking sessions designed to spark meaningful conversation, collaboration, and action. Next year’s program includes new features such as client-led roundtables, an innovative AI session, an NEPC consultant spotlight panel, and new recreational opportunities to engage with decision-makers. The 2026 annual is focused on innovation and growth for the future. ...
26 - 28 Apr
The Ritz-Carlton, Naples
2600 Tiburon Drive, Naples, FL
No event found!


Active Member

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.

JOIN NOW


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.

JOIN NOW

REGIONAL CONTACTS

Atlanta

Todd Harlicka
GQG
[email protected]

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

Ryan Manthey
Leucadia
[email protected]

Rachel Bailey
Barings
[email protected]

Boston

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

John Lutz
Nuveen
[email protected]

Andrea Mack
Franklin Templeton
[email protected]

Kenzie Wedge
Polen
[email protected]

Charlotte

Daniel House
Westwood
[email protected]

Chicago

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

Mariya Krol
Barrow Hanley
214-953-7547
[email protected]

Emily Fox
M&G Investments
[email protected]

Craig Mauri
Eastspring
[email protected]

Yana Turner
AMG Funds
[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]

Lin Fitzenhagen, CFA
Lord Abbott & Co. LLC
[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]

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

New York

Michelle Riffelmacher
EnTrust
(212) 418‑6615
[email protected]

Pacific Northwest

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

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]

Bronwyn Dewey
Conestoga
[email protected]

Salt Lake City

Mike Randall
PGIM
[email protected]

Jamie Damon
First Sentier
[email protected]

Jeremy Getson
Northllight

Lydia Gaylord
Wasatch
[email protected]

San Francisco

Margy Lowdermilk
MFS
[email protected]

Michelle Riffelmacher
EnTrust
[email protected]

Southern California

Christy McKee
Schroders
[email protected]

Ramon Gonzalez
William Blair
[email protected]

Chelsea Ramos
Ares
[email protected]

Jay Wiltshire
Epoch
[email protected]

Martin Wing
Pathway
[email protected]

St. Louis

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

David Carson
Capital Group

Texas

Lin Fitzenhagen
Lord Abbett
[email protected]

Devin Benton
American Century
[email protected]

Jin Philips
Lindsell Train
[email protected]

Toronto / Montreal

Michael Peck, CFA
Pier21
(289) 400-1074
[email protected]

Vancouver

Lucy So
Nicola Wealth
[email protected]

Washington DC Metro

Beth Brewer
+1 (443) 617-2422
[email protected]

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