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

AIMSE Atlanta | Fewer, Shorter, Better: How to Present When Every Moment Counts
"If ever there were easy times for asset management sales and distribution professionals, those days are long gone." Greenwich Associates opened their report on Best Practices in Institutional Distribution with that statement in 2014.

Anyone think it has gotten easier since then?
Most of us would answer, "No." Searches for active mandates have declined over the last five years. Fee pressures, industry consolidation, and a desire on the part of plan sponsors to manage fewer relationships have resulted in awards to a dwindling number of firms. Meanwhile, presentation time slots keep shrinking, giving us only 45 minutes… 30 minutes… even 15 minutes to explain what we do and why it matters.

Investment managers aren't the only ones reeling from "fewer" and "shorter."
Investment consultants are facing their own industry consolidation and fee pressures. What's more, market demand for greater specialization, need for increasingly sophisticated services, and fierce competition for OCIO mandates are requiring consultants to differentiate their offerings, sharpen their competitive advantages, and communicate their value-added to prospects more clearly than ever. Even firms that have enjoyed steady streams of client referrals are finding they need to market themselves to grow going forward. For many, this requires developing a different skill set.

As professionals, we know we need to adjust to remain competitive…but how?
We can't control the fewer. Trying to stop industry change is like trying to stop a freight train with an outstretched hand. We can't control the shorter. Media-induced ADD has all but guaranteed that shorter attention spans will be a persistent challenge. But we can control the better.

This talk will show you how.
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Whether your product is a single investment strategy or a complete outsourced solution... you're a manager or responsible for manager search. . .you deliver hour-long, formal presentations or 15-second, impromptu pitches. . . If you're looking to grow your business, join us as Rose L. Galloway from Parson's Hill Group illustrates—in both broad concepts and concrete steps—how the most effective presenters today develop clear and compelling messages that make every moment count.

When:
Wednesday, January 9, 2019
3:30-6:30 pm

Guest Speaker:
Rose L. Galloway
Partner
Parson's Hill Group

Agenda:
3:30 – 4:00 pm: Registration and Networking
4:00 – 5:00 pm: Formal Remarks with Q&A
5:00 – 6:30 pm: Networking Reception

Where:
The Westin Atlanta Perimeter North
7 Concourse Parkway NE
Atlanta, GA 30328

Fee:

  • $175 AIMSE Member
  • Complimentary for Consultants and Plan Sponsors but must RSVP to info@aimse.org by January 4, 2019

Must be an AIMSE member in order to participate. 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:
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

No scheduled events.

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

No scheduled events

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