UPCOMING EVENTS

Filter by category or region:

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
June 2026

Wilshire Chicago Consultant Highlight

Rob Noe and other members of the Wilshire research team will present on their outlook and process. Registration will be from 3-3:30. Wilshire speaking from 3:30-5:00, Light apps and Happy Hour from 5-7. ...
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
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]

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
AMG Funds
[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]

Mike Randall
PGIM Quantitative Solutions
[email protected]

New York

Michelle Riffelmacher
EnTrust
(212) 418‑6615
[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]