UPCOMING EVENTS

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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 pm
Chicago, IL

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: ...
24 Jul
4:00 pm - 8:00 pm
Britt’s Pub
1110 Nicollet Mall Minneapolis, MN 55403
August 2025

AIMSE Baltimore Orioles Game

Join us for an unforgettable evening of Orioles baseball at Camden Yards! T. Rowe Price is rolling out the red carpet for AIMSE with a night filled with fun as the Baltimore Orioles take on ...
13 Aug
5:00 pm - 9:00 pm
Camden Yards
333 W Camden St, Baltimore, MD, 21201
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. ...
29 - 30 Sep
All Day
Swissotel Chicago
323 East Upper Wacker Drive, Chicago, IL, 60601
October 2025

AIMSE Detroit Regional Event

The event will take place at the Detroit Athletic Club in the Main Dining Room on the second floor. The event will start off with welcome cocktails at 4PM, followed by an allocator panel starting ...
07 Oct
4:00 pm - 8:00 pm
Detroit Athletic Club
241 Madison St, Detroit, MI, 48226

AIMSE Taft-Hartley Panel & Networking Mini Golf Event

Join us for an informative and engaging Taft-Hartley Panel at the Glenmede’s Offices. Following the panel, unwind and connect with fellow attendees at Puttshack – a tech-infused mini golf experience. ...
15 Oct
4:00 pm - 8:00 pm
Glenmede’s Offices
1650 Market Street & Puttshack – 1625 Chestnut Ave, Philadelphia, PA, 19103

AIMSE Paddles and Perspectives

An engaging event that brings together the rising stars of Texas’ institutional investment community. We will kick things off with a 40-minute panel discussion spotlighting the next generation of investment officers from the spectrum of ...
30 Oct
4:00 pm
Austin, TX
Austin, TX, 78722
January 2026

AIMSE Canadian Conference 2026

Join us for the Association of Investment Management Sales Executives (AIMSE) 2026 Annual Canadian Conference! Once again, it is being held in Toronto, Ontario, at The Queen’s Quay. This is the one event that provides ...
14 - 15 Jan
The Queen’s Quay
Toronto, Canada
April 2026
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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.

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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

Todd Harlicka
GQG
[email protected]

Greg Bauer, CFA, CAIA
Parametric
(678) 429-8199
[email protected]

Ryan Manthey
Leucadia
[email protected]

Rachel Bailey
Barings
[email protected]

Boston

Keith Wosneski
Man Group
(312) 213-0706
[email protected]

John Lutz
Nuveen
[email protected]

Andrea Mack
Pathway
[email protected]

Kenzie Wedge
Polen
[email protected]

Charlotte

Daniel House
Westwood
[email protected]

Chicago

Sean Clark, CFA
Westwood Management​
(312) 515-8378
[email protected]

Mariya Krol
Barrow Hanley
214-953-7547
[email protected]

Emily Fox
M&G Investments
[email protected]

Craig Mauri
Eastspring
[email protected]

Yana Turner
AMG Funds
[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

Kristin Fenik, CFA
AllianceBernstein​
(978) 764-7042
[email protected]

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
GoldenTree Asset Mgmt.​​
(646) 965-8264
[email protected]

New York

Michelle Riffelmacher
EnTrust
(212) 418‑6615
[email protected]

Pacific Northwest

Kieran Stover
Raymond James Investment Management
(503) 396-9795
[email protected]

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]

Bronwyn Dewey
Conestoga
[email protected]

Salt Lake City

Mike Randall
PGIM
[email protected]

Jamie Damon
First Sentier
[email protected]

Jeremy Getson
Northllight

Lydia Gaylord
Wasatch
[email protected]

San Francisco

Margy Lowdermilk
MFS
[email protected]

Kosta Stathopoulos
Brown Advisory
[email protected]

Michelle Riffelmacher
EnTrust
[email protected]

Seema Dala
Orbis
[email protected]

Southern California

Christy McKee
Schroders
[email protected]

Ramon Gonzalez
William Blair
[email protected]

Chelsea Ramos
Ares
[email protected]

Jay Wiltshire
Epoch
[email protected]

Martin Wing
Pathway
[email protected]

St. Louis

Gus Catsavis
Pinnacle Asset Mgmt.​
(646) 717-8020
[email protected]

David Carson
Capital Group

Texas

Lin Fitzenhagen
Lord Abbett
[email protected]

Devin Benton
American Century
[email protected]

Jin Philips
Lindsell Train
[email protected]

Toronto / Montreal

Michael Peck, CFA
Pier21
(289) 400-1074
[email protected]

Vancouver

Lucy So
Nicola Wealth
[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]