Upcoming Events

26th Annual AIMSE Canadian Conference
January 16-17, 2019
Intercontinental Toronto Centre
Toronto, ON

42nd Annual Marketing & Sales Conference
April 28-30, 2019
Arizona Biltmore
Phoenix, AZ

2019 Fall Conference
October 16-17, 2019
The Westin New York at Times Square
New York, NY

Regional Events



AIMSE encourages all attendees to be respectful of our plan sponsors, consultants, and speakers by waiting until the regional event for introductions, questions, etc.

Atlanta

No scheduled events.

Regional Contacts:
Greg Bauer, CFA, CAIA
(678) 429-8199
gbauer@paraport.com

Derek Tubbs
(404) 968-2619
dtubbs@cornercap.com

Boston

No scheduled events.

Regional Contact:
Keith Wosneski
(313) 213-0706
kwosnesk@mackenzieinvestments.com

California

No scheduled events.

Regional Contacts:
Marni Harp
(212) 698-2916
marni.harp@Schroders.com

Sean Mihal
(858) 632-5931
smihal@russellinvestments.com

Rodrigo Soto
(206) 707-6848
rsoto@eatonvance.com

Chicago

AIMSE Chicago Consultant Presentation: DiMeo, Schneider & Associates
Join us for a presentation and q&a session featuring consultants from DiMeo, Schneider & Associates. The event will conclude with a networking reception.

When:
Tuesday, November 27, 2018
3:00 – 6:30 pm

Where:
Renaissance Chicago Hotel
1 West Wacker Dr.
Chicago, IL 60601

Guest Speakers:
Douglas Balsam
Principal, Director of Institutional Consulting

Bradford Long, CFA
Principal, Research Director – Global Public Markets

Agenda:
3:00 - 3:30 - Registration and Networking
3:30 - 5:00 - Consultant Presentation, Q&A
5:00 - 6:30 - Networking and Cocktails

Fee: $65
Must be an AIMSE member to attend. Capacity is limited and available on a first come, first served basis via online registration only. Refunds will not be issued. Registration fee is non-transferable.

Click Here to Register
If you require assistance, please contact the AIMSE office at info@aimse.org or 703.234.4098.

Regional Contacts:
John P. Mirante
(312) 461-6298
john.mirante@bmo.com

Sean Clark, CFA
(312) 350-2584
sclark@ofiglobal.com

Connecticut

No scheduled events

Regional Contact:
Kerra Smith
(203) 983-6649
kerra@forestercapital.com

Denver

No scheduled events

Regional Contacts:
Mark Robertson
(303) 951-2515
mrobertson@prop-cap.com

Kristin Fenik
(978) 764-7042
kfenik@arrowmarkpartners.com

Lewis Del Ponte
(303) 868-9144
ldelponte@rangercap.com

Miami

No scheduled events

Regional Contact:
Matt Crowe
(754) 312-6114
mcrowe@gqgpartners.com

New York

AIMSE NYC Holiday Party
Celebrate the holiday season with AIMSE and industry colleagues!

When:
Tuesday, December 4, 2018
6:00 – 9:00 pm

Where:
Andaz 5th Avenue
485 5th Ave.
New York, NY 10017

Fee:

  • $130 AIMSE Member
  • $180 Non-Member
  • Complimentary for Consultants and Plan Sponsors but must RSVP to info@aimse.org by November 29.

Open to members and non-members of AIMSE. Capacity is limited and available on a first come, first served basis via online registration only. Refunds will not be issued. Registration fee is non-transferable.

Click Here to Register
If you require assistance, please contact the AIMSE office at info@aimse.org or 703.234.4098.

Regional Contacts:
Miriam Tai
(415) 307-2283
Email: miriam.tai@franklintempleton.com

Philadelphia

AIMSE Philadelphia Holiday Party
Celebrate the holiday season with AIMSE and industry colleagues!

When:
Wednesday, December 19, 2018
5:30 – 8:30 pm

Where:
The Racquet Club of Philadelphia
215 South 16th St.
Philadelphia, PA 19102

Fee:
$135 AIMSE Member
$175 Non-Member
Open to members and non-members of AIMSE. Capacity is limited and available on a first come, first served basis via online registration only. Refunds will not be issued. Registration fee is non-transferable.

Click Here to Register
If you require assistance, please contact the AIMSE office at 703.234.4098 or info@aimse.org.

Regional Contact:
Ted Hart
(215) 255-8641
Ted.Hart@Macquarie.com

Phoenix

No Scheduled Events

Regional Contact:
Mark Robertson
(303) 951-2515
mrobertson@prop-cap.com

Portland

No Scheduled Events

Regional Contact:
Rodrigo Soto
(206) 707-6848
rsoto@eatonvance.com

Seattle

No Scheduled Events

Regional Contact:
Rodrigo Soto
(206) 707-6848
rsoto@eatonvance.com

St. Louis

No Scheduled Events

Regional Contact:
Gus Catsavis
(646) 717-8020
gcatsavis@pinnacle-lp.com

Texas

No Scheduled Events

Regional Contacts:
Mark Robertson
(303) 951-2515
mrobertson@prop-cap.com

Matt Pawlak
(512) 306-4376
matt.pawlak@dimensional.com

Toronto

No Scheduled Events

Regional Contact:
Jay A. Wiltshire, CFA
(416) 309-2598
jay.wiltshire@greystone.ca

Montreal

No Scheduled Events

Regional Contact:
Jay A. Wiltshire, CFA
(416) 309-2598
jay.wiltshire@greystone.ca