Upcoming Events

42nd Annual Marketing & Sales Conference
April 28-30, 2019
Arizona Biltmore
Phoenix, AZ

2019 Fall Conference
October 16-17, 2019
The Westin New York at Times Square
New York, NY

27th Annual Canadian Conference
January 15-16, 2020
Intercontinental Toronto Centre
Toronto, ON

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Committees

Make the most of your membership! Volunteer to serve on an AIMSE Committee. For more information, contact the AIMSE office at info@aimse.org or the committee chairperson.

 

Annual Conference Committee


Heather Conforto Beatty — Chair
First Eagle Investment Management, LLC


Tony Buscemi — Co-Chair
Gallatin Capital

Organizes the program for the Annual Conference

 

Awards Committee


Christopher Paolella — Chair
Invesco

Oversees nomination and selection process of Richard A. Lothrop Award and Friends of AIMSE Award

 

Canadian Committee


Kimberley Woolverton — Chair
Foyston, Gordon & Payne, Inc.

  • Organizes the program for the AIMSE Canadian Conference
  • Board liaison
  • Membership development beyond Toronto environs (liaison with membership committee)

 

Communications Committee


Gus Catsavis — Chair
Pinnacle Asset Management, L.P.


Mark Sullivan — Co-Chair
Bridgeway Capital Management

  • Oversees maintenance of the AIMSE website, AIMSE resources library, and social media accounts
  • Conducts media relations and legislative issues if necessary
  • Develops and organizes educational programs and initiatives for the membership

 

Fall Conference Committee


Adam Gerentine — Chair
Trinity Street Asset Management


Kerra Smith — Co-Chair
Lawton Park Capital Management, LP

Organizes the program for the Fall Conference

 

Finance Committee


Kurt P. Terrien — Chair
Clarkston Capital Partners


Michael R. Gillis
TD Greystone Asset Management


Chris Paolella
Invesco


Carolyn Patton, CFA

Performs financial oversight activities in coordination with the AIMSE management team and AIMSE executive officers

 

Membership Committee


Rodrigo Soto — Chair
Morgan Stanley


Derek Tubbs — Co-Chair
CornerCap Investment Counsel

  • Membership development
  • Pro-active Growth Program
  • Mentorship Program

 

Nominating Committee


Carolyn Patton, CFA

  • Vets potential Board and Executive Committee candidates
  • Oversees Board of Directors succession

 

Partner Relations Committee


Tim Hill — Chair
Q — Emerging Markets Corp.


Greg Bauer, CFA, CAIA — Co-Chair
Parametric Portfolio Associates

Works to ensure that sponsors and exhibitors receive value and recognition through their participation

 

Regional Events Committee


Miriam Tai, CFA, CAIA — Chair
Franklin Templeton Investments


Greg Weissman — Advisor
Jennison Associates

Organizes and develops content for regional workshops and networking events

 

Scholarship Committee


Carolyn Patton, CFA — Chair


Alejandra Arguello
Caspian Capital LP


Heather Conforto Beatty
First Eagle Investment Management, LLC

 

Research and development of AIMSE scholarship fund

 

Strategic Planning Committee


Michael R. Gillis — Chair
TD Greystone Asset Management


Chris Paolella
Invesco


Kurt P. Terrien
Clarkston Capital Partners


Carolyn Patton, CFA

Research and development of future programs and initiatives to provide continued value to the membership and direction of the organization