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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.
For those who devote a significant portion of their time to selling goods and services to investment management marketing and sales professionals. Annual membership dues are $450 USD.
Greg Bauer, CFA, CAIA
Parametric
(678) 429-8199
[email protected]
Derek Tubbs
CornerCap
(404) 968-2619
[email protected]
Keith Wosneski
MacKenzie Investments
(312) 213-0706
[email protected]
Chris Powers, CFA, CAIA
Parametric
(617) 672- 6863
[email protected]
Matthew Applestein, CFA
Eastspring
(312) 730- 9540
[email protected]
Chelsea Carbonnel, CFA
Ares Management
(310) 917-1460
[email protected]
Chris Edgar, CFA
NinetyOne
(917) 206-5157
[email protected]
Christy McKee
ClearBridge Investments
(212) 805-2726
[email protected]
Jay Wiltshire
Epoch
(212) 303-7219
[email protected]
Sean Clark, CFA
Westwood Management
(312) 461-6298
[email protected]
John Mirante, CFA
(312) 515-8378
[email protected]
Claudette Grant, J.D., CAIA
Capital Group
(312) 251-1188
[email protected]
Charlotte Walsh, CFA
Jennison Associates
(212) 833-0754
[email protected]
Mark Robertson
Proprietary Capital
(303) 951-2515
[email protected]
Kristin Fenik, CFA
Vontobel
(978) 764-7042
[email protected]
Lewis Del Ponte
Passaic Partners
(303) 868-9144
[email protected]
Mike Randall
GoldenTree Asset Mgmt.
(646) 965-8264
[email protected]
Jay Alexander
Amundi
(612) 965-5426
[email protected]
Tony Buscemi
Gallatin Capital
John Larson
Federated Hermes
Carolyn Patton, CFA
Sustainable Growth Advisers
Christa Maxwell, CFA
Acuitas
(210) 799-9293
[email protected]
Kieran Stover
Carillon Tower Advisers
(503) 396-9795
[email protected]
Molly Ono
Impax Asset Management
(503) 998-1113
[email protected]
Nicole Edwards
Pacific Current Group
(818) 257-1031
[email protected]