Venue
Arizona Biltmore, A Waldorf Astoria Resort
Arizona Biltmore, A Waldorf Astoria Resort, 2400 E Missouri Ave, Phoenix, AZ 85016, USA

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Event Date Sun Apr 28 EDT - Tue Apr 30 EDT (over 2 years ago)
Location Arizona Biltmore, A Waldorf Astoria Resort
2400 E Missouri Ave, Phoenix, AZ 85016, USA
Region Americas
Details

The Association of Investment Management Sales Executives (AIMSE) is the only professional organization dedicated to serving the needs of investment management sales and marketing professionals. Founded in 1977 with a total of 125 members, AIMSE today has more than 900 members nationally.

The AIMSE mission is to provide an educational forum for those employed in the investment management sales and marketing services profession worldwide. AIMSE fosters high ethical and professional standards among our members regarding representation of investment products and services, with an educational emphasis on improving skills, enabling members to adapt to the changing needs of the marketplace.

Speakers

2019 Speakers

Michael Gillis
Vice President & Director, Institutional Relationships, TD Greystone Asset Management

Chris Rae
Managing Director, Elevation Marketing Advisory

Bonnie Stanfield, CFA
Director, Consultant Relations, Putnam Investments

Janet Becker-Wold, CFA
Senior Vice President & Manager, Callan

Stephen McCourt, CFA
President & Co-Chief Executive, Meketa Investment Group

Rich Nuzum, CFA
President, Wealth, Mercer

George Tarlas, CFA
Senior Managing Director, Asset Consulting Group

Kurt Terrien
Director, Institutional Business, Clarkston Capital Partners

Erin Archer, CFA
Treasurer, DePaul University

Thomas Foster, CFA
Director, Pension & Trust Investments, Pinnacle West Capital Corporation

Anurag Pandit, CFA
Chief Investment Officer, ALSAC, St. Jude Children’s Research Hospital

Ronald Thompson, CFA, CAIA
Vice President, Pension Investments & Chief Investment Officer, Alcoa Corporation

Pete Keliuotis, CFA
Executive Vice President, Head of Alternatives Consulting, Callan

Kirill Buzinov
Associate, Absolute Return, Perella Weinberg Partners

Mark Cagwin
System Director, Treasury & Investments, SSM Health Care Corporation

Troy Searles, CFA
Co-Chief Investment Officer, Federated Management Services

Trevor Williams, CFA, CAIA
Managing Director, Portfolio Manager, Penn Mutual Asset Management

Michael Gillis
Vice President & Director, Institutional Relationships, TD Greystone Asset Management

Chris Paolella
Managing Director, OCIO, Invesco

Amanda Tepper
Chief Executive Officer, Chestnut Advisory Group

Stephen Beinhacker, CFA
Managing Director, Global Head of Manager Research, SEI

Andrew Junkin, CFA, CAIA
President, Wilshire Consulting, Wilshire Associates

David Kelly, CFA, FIA, FSA
Partner, Chief Investment Officer for North America, Aon

Dr. Mariela Vargova
Senior Vice President & Senior Sustainability & Impact Analyst, Rockefeller Capital Management

Meredith Jones
Founder, MJ Alternative Investment Research, Partner, Global Head of Responsible Investing & Head of Emerging & Diverse Manager Research, Aon Hewitt

Tim Kavanaugh
Director of Investments, Mercy Investment Services

Colleen Smiley
Principal, Assistant Director of Public Markets Manager Research, Meketa Investment Group

Dimitrios Stathopoulos
Senior Managing Director, Head of Institutional Sales, Nuveen

Turner Bailey
Senior Associate, Private Markets, Mercer

Kevin Keneally
Deputy Chief Investment Officer, General Retirement System of the City of Detroit

Stephen McCourt, CFA
President & Co-Chief Executive, Meketa Investment Group

Francois Otieno
Director of Credit Research, Segal Marco Advisors

Christa Maxwell
Director of Business Development, Kennedy Capital Management, Inc.

Chad Myhre
Portfolio Manager, Missouri Public School & Education Employee Retirement Systems

Mark-André Saucier-Nadeau
Portfolio Manager, Global Equities, Caisse de dépôt et placement du Québec

Kristin Varela
Deputy Chief Investment Officer, Public Employees Retirement Association of New Mexico

Leonard Oremland
Managing Director, Head of Global Consultant Relations, OFI Global Asset Management

Joseph Cortese, III
Senior Consultant & OCIO Financial Institutions Practice Leader, DiMeo Schneider & Associates

David Hyman, CFA
Partner & US Wealth Manager Solutions Segment Leader, Mercer

Dennis Sabo
Partner, Portfolio Manager, Edge Capital Group

Tonja Truesdell
Regional Director, Institutional Group, Thornburg Investment Management

Michael Horst
Senior Director, Investment Management, Kaleida Health

Dina Richard
Chief Investment Officer, Trinity Health

James Wesner, CFA
Managing Partner, Marquette Associates

Gary Wyniemko, CFA
Principal, Senior Consultant, NEPC

Don Stracke, CFA, CAIA
Senior Consultant, NEPC

Karl Polen
Chief Investment Officer, Arizona State Retirement System

Mark Steed
Chief Investment Officer, Arizona Public Safety Personnel Retirement System

Kurt Terrien
Director, Institutional Business, Clarkston Capital Partners

Neen James
Motivational Keynote Speaker, Neen James Inc.

Tasleem Jamal, CFA
Vice President, Head of Marketing & Client Services, Sprucegrove Investment Management Ltd.

William Beck
Vice President, Wilshire Associates

Roger Fenningdorf, CFA
Partner, Head of Manager Research, Rocaton Investment Advisors

Margaret McRae Hoy, CFA
Associate Director, Public Markets, Verus

Eric Huff, CFA, CAIA
Vice President, Manager Research, LCG Associates

Spencer Hunter
Consultant, RVK, Inc.

Russell Ivinjack
Senior Partner, Aon

Nat Kellogg, CFA
Director of Manager Search, Managing Partner, Marquette Associates

Danielle Natonson, CFA
Managing Director, Cardinal Investment Advisors

Colleen Smiley
Principal, Assistant Director of Public Markets Manager Research, Meketa Investment Group

Eric Thielscher, CFA
Global Head of Public Investments, Cambridge Associates

Greg Ungerman, CFA
Senior Vice President, DC Practice Leader, Callan

Sponsors & Partners

2019 Sponsors, Partners and Exhibitors

PLATINUM SPONSORS
• EVESTMENT
• MANDATE WIRE
• SATUIT TECHNOLOGIES

SILVER SPONSOR:
• Callan

CONFERENCE SPONSOR:
• Pensions & Investment
• StyleAnalytics
• FT

EXHIBITORS:
• Callan
• Institutional Investors
• S&P Global Market Intelligence
• Fundmap
• fin/searches