Events Home - Association of Investment Management Sales Executives

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July 2024

Twin Cities Regional Event

Join us for a networking event at Brit's Pub. Learn from an investment panel discussion, enjoy dinner and drinks with friends and have some fun playing lawn bowling! Agenda: 4:00 PM - 5:00 PM: Investment Panel Discussion 5:00 ...

25 Jul

Brit’s Pub

1110 Nicollet Mall, Minneapolis, MN 55403

Regional Events

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August 2024

AIMSE Denver Night at the Ballpark

Please join us for a networking event with the Denver investor community while watching the Colorado Rockies play the Florida Marlins. Registration fee includes game ticket, food, and beverages. Must be an AIMSE Member to attend. One ...

27 Aug

6:15 pm

Regional Events

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September 2024

September Soirée at the Indian Harbor Yacht Club

Save the date! The Women of AIMSE invite you to a lovely evening on the sound at Indian Harbor Yacht Club in Greenwich, CT. Consultants, investors from local family offices and plan sponsors are planning to ...

12 Sep

4:00 pm - 6:30 pm

Indian Harbor Yacht Club

710 Steamboat Road, Greenwich, CT 06830

Regional Events

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May 2025

48th Marketing & Sales Conference

04 - 06 May

Fairmont Scottsdale Princess

Scottsdale, AZ

Annual Sales/Marketing Conference

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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.

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.

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]