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Connect with peers and gain critical market insights at the AIMSE Summer Soiree on Thursday, September 17, 2026, at the Shore & Country Club in Norwalk, CT.
Spend the afternoon and evening networking and hearing from top industry voices. This year's lineup focuses on key trends and practical tools to help drive your sales strategy, featuring:
Don't miss this opportunity to connect with peers and elevate your sales agenda. Check back soon for more details!
...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.

Keith Wosneski
Lazard Asset Management
(312) 213-0706
[email protected]
John Lutz
Nuveen
[email protected]

Emily Fox
M&G Investments
[email protected]
Yana Turner
Beutel Goodman
[email protected]
Sean Clark, CFA
Westwood Management
(312) 515-8378
[email protected]

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]

Mark Robertson
CIFC Asset Management
(303) 951-2515
[email protected]
Daniel Krasnitsky
ArrowMark
[email protected]
Gene Guevara
Impax
[email protected]

Spencer Witherspoon
Shenkman Capital
[email protected]
Jordan Loh
Raymond James
[email protected]
Anthony Xuereb
Polen
[email protected]

Michelle Riffelmacher
EnTrust
(212) 418‑6615
[email protected]
Kevin Heller
Alpha Alternatives
[email protected]

Galen Haws
Lord Abbett
[email protected]
Jordan Grant
GQG
[email protected]
Molly Ono
Acuitas
[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]
Liz Taverna
Sprucegrove Investment Management
[email protected]

Mike Randall
PGIM
[email protected]
Jamie Damon
First Sentier
[email protected]
Lydia Gaylord
Wasatch
[email protected]

Michelle Riffelmacher
EnTrust
[email protected]
Christy McKee
Schroders
[email protected]
Satya Kumar
Sycamore Tree Capital Partners
[email protected]

Christy McKee
Schroders
[email protected]
Ramon Gonzalez
William Blair
[email protected]
Jay Wiltshire
Epoch
[email protected]
Justin Watson
WCM
[email protected]

Gus Catsavis
Pinnacle Asset Mgmt.
(646) 717-8020
[email protected]
David Carson
Capital Group