AIMSE Annual Conference
Step Up to the Plate: AIMSE Spring Training
Are you ready to hit your sales targets out of the park? Join us at the iconic Fairmont Scottsdale Princess in Scottsdale, Arizona, for AIMSE’s 48th Annual Sales and Marketing ...
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May 2025
AIMSE West Coast Spring Alternatives Event
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 ...
June 2025
AIMSE/Mercer Austin GIF Welcome Happy Hour
AIMSE and Mercer are Keeping Austin Weird! Join AIMSE on Sunday June 1st, 2025 from 6 pm – 9 pm CT for a pre-Global Investment Forum welcome happy at Yeti (220 S Congress Ave, Austin, ...
Allocator Discussion: The Role of Private Equity vs Public Equity in Institutional Investment Portfolios
In light of a continuously volatile market environment, many allocators question how best to optimize investment selections between private and public equities, while managing liquidity and return drivers. Our panel of experts will discuss the ...
Soccer with STL Investor Community
Don’t Miss St. Louis City SC vs Orlando City
Save the date for a St. Louis Regional AIMSE networking event! The evening will feature engaging Allocator and Consultant Panels, networking opportunities, and a thrilling MLS game. ...
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 ...
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: ...
August 2025
AIMSE Philadelphia Phillies Game
AIMSE’s Annual networking event at the Philadelphia Phillies game. ...
September 2025
Fall Conference 2025
AIMSE is thrilled to announce the 2025 Fall Conference, to be held in Chicago on September 29th and 30th at the luxury Swissotel. Our event will feature an exceptional lineup of leading Consultants and Allocators. ...
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Greg Bauer, CFA, CAIA
Parametric
(678) 429-8199
[email protected]
Derek Tubbs
CornerCap
(404) 968-2619
[email protected]
Keith Wosneski
Man Group
(312) 213-0706
[email protected]
Matthew Applestein, CFA
Eastspring
(312) 730- 9540
[email protected]
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]
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
Kerra Smith
Trinity Street
(332)877-3545
[email protected]
Jennifer Pittman
AllianceBernstein [email protected]
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]
Mike Randall
GoldenTree Asset Mgmt.
(646) 965-8264
[email protected]
Jay Alexander
Amundi
(612) 965-5426
[email protected]
Adam Gerentine
Trinity Street
(914) 489-5361
[email protected]
Kevin Heller
Q India Corp
(516) 480-3679
[email protected]
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]
Christa Maxwell, CFA
Acuitas
(210) 799-9293
[email protected]
Kieran Stover
Raymond James Investment Management
(503) 396-9795
[email protected]
Ryan Casey
Dimensional Fund Advisors
(512) 306-4358
[email protected]
Daniel House
Westwood Management
(301) 461-7255
[email protected]
Beth Brewer
T. Rowe Price
(410) 577-8032 (o)
(443) 617-2422 (m)
[email protected]
Matt Pawlak
Sands Capital
(703) 253-4573
[email protected]