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AIMSE Annual Conference

May 1, 2016 - May 3, 2016

Craig Metrick, Director, Manager Due Diligence and Thematic Research, will participate at this event.

Association of Investment Management Sales Executives (AIMSE)

The 39th Annual Marketing & Sales Conference is the preeminent educational conference for sales, marketing, and client service professionals in the institutional investment industry. This multi-day event offers AIMSE members the opportunity to participate in discussions and educational workshops on timely topics with leading institutional investors, investment consultants, and industry experts. Attendees will benefit from skills training sessions and the collegial atmosphere of peer-to-peer networking.


May 3rd
10:35 -11: 25 am

“ESG Investing: Understanding the Motivations and Needs of ESG Investors”

Interest in Environmental, Social, and Governance (ESG) investing has grown significantly in recent years. There is increasing evidence that there is value in values, that information gathered from the analysis of ESG considerations can have a material impact on the risk and return of an investment portfolio. The manner in which investors choose to implement these considerations is largely influenced by the organization’s motivation for incorporating values. In this panel discussion, we will explore the differing motivations for incorporating values, and the resulting solutions that are demanded from investment managers.

Moderator: KC Connors, CFA, CAIA Partner, Philanthropic Team NEPC, LLC

Panelists (list in development):  Craig Metrick, CAIA, Director, Manager Due Diligence and Thematic Research, Cornerstone Capital Group.


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 800 members nationally.

For more information and a full agenda, please visit the event site.


May 1, 2016
May 3, 2016
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Ritz Carlton Orlando, Grand Lakes
4012 Central Florida Parkway
Orlando, FL 32837 United States
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