Upcoming Events

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

43rd Annual Marketing & Sales Conference
May 3 - 5, 2020
Boca Raton Resort & Club
Boca Raton, FL

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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.

 

2020 Annual Conference Committee


Matt Pawlak — Chair
Dimensional Fund Advisors


Maureen Hays
Principal Global Investors

Organizes the program for the Annual Conference

 

Awards Committee


Michael Gillis — Chair
President, AIMSE
TD Greystone Asset Managemento

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, CFA — Co-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

 

2019 Fall Conference Committee


Tasleem Jamal, CFA — Co-Chair
Sprucegrove Investment Management Ltd.


Derek Tubbs — Co-Chair
CornerCap Investment Counsel

Organizes the program for the Fall Conference

 

Finance Committee


Miriam Tai, CFA. CAIA — Chair
Franklin Templeton Investments


Michael R. Gillis
TD Greystone Asset Management


Chris Paolella
Invesco


Kurt P. Terrien
Clarkston Capital Partners

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

 

Membership Committee


Derek Tubbs, Co-Chair
CornerCap Investment Counsel


Tony Buscemi, Co-Chair
Gallatin Capital

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

 

Nominating Committee


Christopher Paolella
President Emeritus
Invesco

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

 

Partner Relations Committee


Adam Gerentine — Co-Chair
Trinity Street Asset Management


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


Sean Clark, CFA — Co-Chair
Westwood Holdings Group, Inc.


Keith Wosneski — Co-Chair
Mackenzie Investments

Organizes and develops content for regional workshops and networking events

 

Scholarship Committee


John P. Mirante, CFA, CPA — Co-Chair
BMO Global Asset Management


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

Research and development of AIMSE scholarship fund

 

Strategic Planning Committee


Michael R. Gillis — Co-Chair
TD Greystone Asset Management


Kurt P. Terrien — Co-Chair
Clarkston Capital Partners


Chris Paolella
Invesco


Miriam Tai, CFA. CAIA
Franklin Templeton Investments

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