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UPCOMING EVENTS

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January 2025

AIMSE Consultant Spotlight – Featuring Callan

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 ...
29 Jan
3:30 pm - 7:30 pm
InterContinental Mark Hopkins
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February 2025

Women of AIMSE: Empowerment, the Fun Way

Empowerment. It’s a multi-faceted word. In the context of female confidence and leadership, what does it really mean and what are some of the ways we can improve it? 2 WORDS - Texas Hold’Em. Seems unlikely? Perhaps to ...
27 Feb
4:00 pm - 6:30 pm
Wintrust Building
231 S La Salle St, Chicago, IL, 60604
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March 2025

AIMSE Night at the Rink

Join your fellow AIMSE colleagues and members of the Chicago investment community for a fun Night at the Rink. Watch the Blackhawks and young phenom Connor Bedard battle the Minnesota Wild at the Madhouse on ...
26 Mar
6:30 pm
United Center
Chicago, Illinois
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May 2025
July 2025

Cocktail Cruise

Join your fellow AIMSE colleagues and members of the Chicago investment community aboard the private yacht CHICAGO ELITE for a sunset cocktail cruise on Lake Michigan. You will be able to take in the beautiful ...
17 Jul
5:30 am
Chicago, IL
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August 2025
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

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

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

Boston

Keith Wosneski
Man Group
(312) 213-0706
[email protected]

Matthew Applestein, CFA
Eastspring​
(312) 730- 9540
[email protected]

California

Chelsea Carbonnel, CFA
Ares Management ​
(310) 432-8653
[email protected]

Ramon Gonzalez
William Blair
(310) 709-2780
[email protected]

Christy McKee
Schroders
(212) 805-2726
[email protected]

Jay Wiltshire
Epoch​
(212) 303-7219
[email protected]

Chicago

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

Claudette Grant, J.D., CAIA
BlackRock
(312) 251-1188
[email protected]

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

Charlotte Walsh, CFA
Jennison
(212) 833-0754

Connecticut

Kerra Smith
Trinity Street​
(332)877-3545
[email protected]

Jennifer Pittman
AllianceBernstein [email protected]

Denver

Mark Robertson
CIFC Asset Management
(303) 951-2515
[email protected]

Kristin Fenik, CFA
AllianceBernstein​
(978) 764-7042
[email protected]

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

Minneapolis / St. Paul

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

Jay Alexander
Amundi
(612) 965-5426
[email protected]

New York

Adam Gerentine
Trinity Street​
(914) 489-5361
[email protected]

Kevin Heller
Q India Corp
(516) 480-3679
[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]

Portland / Seattle

Christa Maxwell, CFA
Acuitas​
(210) 799-9293
[email protected]

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

St. Louis

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

Texas

Ryan Casey
Dimensional Fund Advisors​
(512) 306-4358
[email protected]

Daniel House
Westwood Management
(301) 461-7255
[email protected]

Toronto / Montreal

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

Washington DC Metro

Beth Brewer
T. Rowe Price
(410) 577-8032 (o)
(443) 617-2422 (m)
[email protected]

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