Upcoming Events

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

AIMSE Boston Consultant Presentation: Aon
Join us for breakfast and a presentation by Aon. AIMSE encourages all attendees to be respectful of our presenter by waiting until the regional event to make introductions, ask questions, etc.

Guest Speaker
Kurt Weber
Senior Consultant
Aon

When:
Wednesday, February 27, 2019
8:00 – 9:30 a.m.

Where:
Four Seasons Boston
200 Boylston St.
Boston, MA 02116

Fee:
$90
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 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
(212) 296-9160
rodrigo.soto@morganstanley.com

Chicago

AIMSE Chicago Consultant Presentation: Mercer
Join us for a presentation and q&a session featuring consultants from Mercer. The event will conclude with a networking reception. AIMSE encourages all attendees to be respectful of our presenter by waiting until the regional event to make introductions, ask questions, etc.

Guest Speakers: Sean Chatburn, CFA
Principal, Head of North American Equity Manager Research
Mercer

Ron Hetzel, CFA
Principal, Senior Manager Research Consultant, Fixed Income
Mercer

Keith Mote, CFA
Partner and Not-For-Profit Business Leader
Pavilion, a Mercer Practice

When:
Monday, March 11, 2019
3:00 – 6:30 pm

Agenda:

3:00 - 3:30 Registration & Networking
3:30 - 5:00 Consultant Presentation
  • Mercer/Pavilion Research Integration
  • Pavilion Not-For-Profit Practice
  • Q&A
5:00 - 6:30 Networking & Cocktails

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

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.

Sold Out! Please contact info@aimse.org to be added to the waiting list. You will be contacted directly if we are able to accommodate your participation.

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

Save the Date
Consultant Breakfast Featuring Aksia | 8:00 – 10:00 am on March 6, 2019

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

Philadelphia

No scheduled events

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
(212) 296-9160
rodrigo.soto@morganstanley.com

Seattle

No Scheduled Events

Regional Contact:
Rodrigo Soto
(212) 296-9160
rodrigo.soto@morganstanley.com

St. Louis

Save the Date
AIMSE St. Louis Night at the Ballpark | July 16, 2019

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