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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.
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]
Keith Wosneski
Man Group
(312) 213-0706
[email protected]
John Lutz
Nuveen
[email protected]
Andrea Mack
Pathway
[email protected]
Kenzie Wedge
Polen
[email protected]
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]
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]
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]
Spencer Witherspoon
Shenkman Capital
[email protected]
Jordan Loh
Raymond James
[email protected]
Anthony Xuereb
Polen
[email protected]
Jay Alexander
Amundi
(612) 965-5426
[email protected]
Mike Randall
GoldenTree Asset Mgmt.
(646) 965-8264
[email protected]
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]
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]
Mike Randall
PGIM
[email protected]
Jamie Damon
First Sentier
[email protected]
Jeremy Getson
Northllight
Lydia Gaylord
Wasatch
[email protected]
Margy Lowdermilk
MFS
[email protected]
Kosta Stathopoulos
Brown Advisory
[email protected]
Michelle Riffelmacher
EnTrust
[email protected]
Seema Dala
Orbis
[email protected]
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]
Gus Catsavis
Pinnacle Asset Mgmt.
(646) 717-8020
[email protected]
David Carson
Capital Group
Lin Fitzenhagen
Lord Abbett
[email protected]
Devin Benton
American Century
[email protected]
Jin Philips
Lindsell Train
[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]