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
February 2025
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
May 2025

AIMSE Inaugural Private Markets San Francisco Forum

Join us for an insightful panel event in San Francisco at the Omni, where industry leaders will discuss the latest trends in private equity and private debt investment opportunities. The event will feature a distinguished ...
29 May
3:30 pm - 7:30 pm
Omni San Francisco, 500 California St., San Francisco, CA, 94104
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
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]