Patrick McDowell Speaking at 46th Annual AIMSE Conference 5/1

April 03, 2023

On Monday, May 1, Patrick McDowell, CPA, CAIA will be speaking at the 46th Annual Association of Investment Management and Sales Executives (AIMSE) Sales & Marketing Conference in Scottsdale, Arizona.

Patrick will be joining a panel entitled, “OCIO Services: How can you and your firm upskill your toolkit to grow your business?” described as follows: For more than a decade, institutional investors have elected to invest their assets via OCIO services. This trend in OCIO adoption is likely to continue; according to a 2022 Cerulli Associates survey, 25% of institutional investors are considering OCIO services in the next 24 months. Our panelists will include consultants and portfolio managers who recommend and manage OCIO programs. This panel will explore future opportunities in the sector and how to position your firm to successfully participate in the space.

The AIMSE is a not-for-profit professional organization that seeks to provide an educational forum for those employed in the investment management sales and marketing services profession worldwide.

For more information, please visit the AIMSE website.

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