UPCOMING EVENTS

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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 $350 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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Affiliate Member

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.

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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
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]

California

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]

Chicago

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
Claud[email protected]

Charlotte Walsh, CFA
Jennison Associates​
(212) 833-0754
[email protected]

Connecticut

Kerra Smith
Trinity Street​
(332)877-3545
[email protected]

Denver

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]

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]

Philadelphia

Tony Buscemi​
Gallatin Capital ​

John Larson​
Federated Hermes​

Carolyn Patton, CFA​
Sustainable Growth Advisers

Portland / Seattle

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]

St. Louis

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

Texas

Ryan Casey
Dimensional Fund Advisors​
(512) 306-4358
[email protected]

Toronto / Montreal

Michael Peck, CFA
Invesco​
(416) 324-7679
[email protected]

Washington DC Metro

Matt Pawlak
Sands Capital​
(703) 253-4573
[email protected]