Upcoming Events

27th Annual Canadian Conference
January 15-16, 2020
Intercontinental Toronto Centre
Toronto, ON

43rd Annual Marketing & Sales Conference
May 3 - 5, 2020
Boca Raton Resort & Club
Boca Raton, FL

Our Objectives

  • To foster professionalism of the investment management sales industry.

  • To educate membership to improve skills to enable membership to adapt to change in the marketplace.

  • To provide information to membership.

  • To encourage membership to be representative of the investment management sales industry.