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

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

Stephanie Neruda
310-231-6137
sneruda@causewaycap.com

Chicago

AIMSE Chicago Consultant Presentation Featuring Segal Marco Advisors
Join us for a consultant presentation featuring Geoff Strotman of Segal Marco Advisors. Geoff will provide an update on his firm, current research initiatives and other developments of interest. The event will conclude with a networking reception.

When:
Wednesday, November 20, 2019
3:00 - 6:30 PM

Where:
Renaissance Chicago Downtown Hotel
1 West Wacker Drive
Chicago, IL

Speakers:
Geoff Strotman, CFA, Senior Vice President
Segal Marco Advisors

Agenda:
3:00- 3:30 PM | Registration & Networking
3:30- 5:00 PM | Consultant Presentation
5:00- 6:00 PM | Networking & Cocktails

Fee:
$75
Must be an AIMSE member to attend. Capacity is limited and available on a first-come, first-served basis via online registration only. Registration fee is non-transferable.

Registration Now Open

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

Sean Clark, CFA
(312) 515-8378
sclark@westwoodgroup.com

Connecticut

No scheduled events

Regional Contact:
Kerra Smith
(646) 779-4642
kerra@lawtonparkcap.com

Denver

No scheduled events

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

Kristin Fenik
(978) 764-7042
kfenik@cambiar.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 Breakfast with a Danish Pension Fund Hosted by Kirstein US, LLC Featuring Industriens Pension Fund
Please join us for a breakfast chat between Industriens Pension Fund, a 22bn EUR pension fund based in Denmark, and members of Kirstein, a Danish-based consulting firm, as they provide insight into the Nordic pension market.
This event gives AIMSE members the rare opportunity to better understand the needs of Nordic Investors, and how they interact with U.S. based managers.

When:
Tuesday, December 3, 2019
8:00- 10:30 AM

Where:
La Fonda Del Sol
Met Life Building
200 Park Ave
New York, NY 10166

Speakers:
Peter Lindegaard
Head of Listed Investments
Industriens Pension Fund

Jesper Kirstein
CEO
Kirstein

Marin Sønderskov Nielsen
President
Kirstein

AIMSE Member Fee:
$70

Non-Member Fee:
$100

This event is 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.

Registration Now Open

 

AIMSE New York Holiday Party
Please come celebrate the holiday season with AIMSE NYC and industry colleagues, local consultant, and plan sponsors!

Consultant and Plan Sponsors Complimentary, but must RSVP to info@aimse.org by November 29th.

When:
Tuesday, December 3, 2019
6:00- 9:00 PM

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

AIMSE Member Fee:
$130

Non-member Fee:
$180

This event is 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.

Registration Now Open

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

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