Marquette Speaking at 2026 AIMSE Annual Conference 4/28

February 04, 2026

On Tuesday, April 28, Stephanie Osten and James R. Wesner, CFA will be speaking at the 49th Annual Association of Investment Management and Sales Executives (AIMSE) Sales & Marketing Conference, being held in Naples, Florida.

Stephanie will be joining a panel entitled, “Evolving Priorities: How Endowments & Foundations Navigate Markets, Mission, and Liquidity,” described as follows: This session will explore how endowments and foundations are positioning portfolios amid shifting markets, evolving liquidity needs, and increased scrutiny around mission alignment. Our panelists will discuss the forces influencing allocation decisions, governance dynamics, global opportunity sets, and what they look for in manager partnerships during a period of heightened complexity.

Jamie will be joining the Private Credit & Specialty Finance: Opportunity Amid Complexity panel. Private credit and specialty finance continue to offer compelling opportunities across a range of strategies, but recent developments have also raised important questions around liquidity, structure, and risk. This panel will bring together experienced investors to discuss where they are finding value, how they are navigating evolving market dynamics, and what it takes to allocate thoughtfully in an increasingly complex environment.

Stephanie and Jamie will also be representing Marquette at the Consultant Roundtables portion of the event.

AIMSE’s mission is to provide a worldwide forum for sales and marketing professionals in the investment management industry. For more information, please visit the AIMSE website.