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Conference Summaries
 
Invaluable opportunities to stay current on our industry are the many well-run conferences held around the country. When our team attends conferences, we provide clients with notes from sessions we find informative. We hope you will find the highlights from past AIMSE, PAICR, IMN and IMI conferences of help to you.


AIMSE 35th Annual Marketing & Sales Conference - April 24-24, 2012
Turnberry Isle Miami was the setting for AIMSE's annual two-day conference. Some of the standout sessions at the conference included the plan sponsor panels and the consultant roundtables. Candor was the rule of the day.
  AIMSE 2012 Highlights (PDF)


Investment Management Institute's 27th Spring Annual Consultants Congress - April 7-8, 2011
The San Francisco Hilton hosted the annual two-day Consultants Congress, which featured "one-on-one" meetings with the consultant of your choice. Managers utilized this time to introduce their firms and learn about the consultants priorities in the selection of managers. Forty-five consulting firms were represented.
  IMI's 27th Spring Annual Consultants Congress (PDF)


27th AIMSE Annual Conference
Entitled "Looking Toward New Horizons... Developing Winning Strategies," participants at the 27th AIMSE Annual Conference tackled a number of burning issues and explored what makes an investment strategy a true winner. With ever-evolving trends, creative new ideas and advancements in technology, this conference hosted a number of enlightening sessions to address these pressing issues.
  27th AIMSE Annual Conference 2004 (PDF)


PAICR 6th Annual Conference
The Westin New York at Times Square was the location for "Springing Ahead: The Next Generation of Investment Communications," a perfect title for the 6th Annual PAICR Conference. Combining experienced industry professionals, educational workshops and groundbreaking roundtables made this conference invaluable to all attendees. The conference covered a wide array of issues ranging from RFPs to Hedge Fund Marketing.
  PAICR 6th Annual Conference (PDF)


AIMSE's 26th Annual Marketing & Sales Conference
"Back to Basics" was the theme for AIMSE's 2003 Annual Conference. We gleaned valuable information on education and sales training, and from the opportunity to dialogue with plan sponsors and consultants. Summaries from several sessions we attended are below.
  The Afterburners: Plan, Brief, Execute, Debrief, Win! (PDF)
  Keynote Speaker: William J. Nutt (PDF)
  Straight Talk: The Consultant Roundtable (PDF)
  Meet the Plan Sponsor Roundtable (PDF)
  A Fresh Look at the Rapidly Changing 401(k) Market (PDF)
  Director of Marketing Roundtable (PDF)
  Is Your Firm Prepared for the Coming Boom in Alternative Distribution? (PDF)
  Managing Organizational & Career Transistions (PDF)


Information Management Network's 6th Annual Plan Sponsor & Pension Fund Consultants' Circle
  IMN's Consultants' Circle(PDF)


PAICR West Coast Conference
"Moving in a New Direction for Growth - Practical Applications for Investment Industry Professionals" was the theme for PAICR's West Coast Conference. Hot topics of discussion at the conference included current industry trends in defined contribution and defined benefit markets, "Discerning Trends from Chaos" and new developments in AIMR compliance. Roundtables honed in on a variety of challenges investment communications professionals face, and a mock presentation panel offered insight into making finals presentations with feedback from the plan sponsor and consultant perspective.
  PAICR West Coast Conference 2002 (PDF)


AIMSE Annual Conference
Another thought-provoking conference with "straight talk" from the consultants and insights on how to approach the new European market. John Bogle's review of the last 25 years was enlighting.
  AIMSE Annual Conference 2002 (PDF)


AIMSE Annual Conference
The 24th Annual AIMSE conference was held May 6 - May 9, in Phoenix, AZ., and covered topics from "moving clients from acquaintances to colleagues" to "tips on surviving and winning in the New Era."
  AIMSE Annual Conference 2001 (PDF)


AIMSE Annual Conference
The 23rd Annual AIMSE conference was held April 30 - May 3, in Orlando, FL. With the industry evolving, competition toughening, and technology expanding, common themes throughout the conference focused on the use of technology and importance of superior client service.
  AIMSE Annual Conference 2000 (PDF)


IMI Consultant Congress
The annual IMI Consultants Congress was held April 4 - 5, in San Francisco, covering topics from "Marketing Down the Information Superhighway " to "Building Consultant Relationships that Win New Business." Fourteen sessions were held with two-to-three consultants participating on each panel. In total, 37 consultants attended the conference. Attendees of the conference ranged from institutional and private investment managers to client service and marketing professionals; 96 attendees in all.
  IMI Consultant Congress (PDF)


PAICR Midwest Conference
The historic Chicago Club served as the backdrop for PAICR's September Midwest Conference. The evening reception was a fabulous mix of new and familiar faces mingling in a refined, friendly atmosphere. Great food and lively conversation set the stage for the next day and a half of education, meeting our peers and fun.
  PAICR Midwest Conference (PDF)


PAICR Newport Conference Wrap Up
The 2000 West Coast Conference "Enhancing Client Service & Marketing through Technology," took place against the unseasonably sultry but no less scenic backdrop of the Hyatt Newporter in Newport Beach, CA. The participants' arrival created an ostensible energy and enthusiasm in eager anticipation of a wonderfully rewarding and educational PAICR event.
  PAICR Newport Conference Wrap Up (PDF)


PAICR Seminar Series, "Working Behind the Scenes to Enhance Client Service & Marketing"
  PAICR Seminar Series (PDF)


IMI Consultants Congress
The annual IMI Consultants Congress was held April 20 - 21, in San Francisco, covering topics from "Getting Into Tomorrow's Searches" to "Differentiating Your Firm in a Competitive Market." Fourteen sessions were held with two-to-three consultants participating on each panel. In total, 34 consultants attended the conference. Attendees of the conference ranged from institutional and private investment managers to client service and marketing professionals; 108 attendees in all.
  IMI Consultants Congress (PDF)


 
 
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