Upcoming Events

2017 Fall Conference
October 11-12, 2017
The Princeton Club
New York, NY
Conference Program
Sponsor & Exhibitor Prospectus
*Conference Presentations are located within the AIMSE Library.

25th Annual Canadian Conference
January 17-18, 2018
Intercontinental Toronto Centre
Toronto, ON

41st Annual Marketing & Sales Conference
April 29 - May 1, 2018
National Doral Miami
Miami, FL

Committees

Make the most of your membership! Volunteer to serve on an AIMSE Committee. For more information, contact the committee chairs listed below or contact AIMSE at (703) 234-4098 or email your inqury to info@aimse.org.

 

Alternatives Committee


Chris Rae — Chair
Elevation Marketing Advisory
TEL: (646) 468-1841
Email


Tim Hill
Q — Emerging Markets Corp.
TEL: (917) 428-2977
Email


Alejandra Arguello
Caspian Capital LP
TEL: (212) 826-7537
Email


Mark Robertson
Proprietary Capital, LLC
TEL: (303) 951-2515
Email

Outreach to alternatives segment of institutional investing industry

 

Annual Conference Committee


Gus Catsavis — Co-Chair
Pinnacle Asset Management, L.P.
TEL: (646) 717-8020
Email


Holly Verdeyen — Co-Chair
Russell Investments
TEL: (312) 286-3539
Email

Organizes the program for the Annual Conference

 

Awards Committee


Carolyn Patton — Chair
First State Investments
TEL: (610) 635-8869
Email

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

 

Canadian Committee


Kimberley Woolverton — Chair
Aberdeen Asset Management
TEL: (416) 777-5572
Email

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

 

Communications Committee


Mark Robertson — Chair
Proprietary Capital, LLC
TEL: (303) 951-2515
Email


Gus Catsavis
Pinnacle Asset Management, L.P.
TEL: (646) 717-8020
Email

  • Oversees maintenance of the AIMSE website and social media accounts
  • Conducts media relations and legislative issues if necessary

 

Education Committee


Brian Crowell — Chair
Millennium Management LLC
TEL: (203) 344-6350
Email


Kevin A. Joy
Weitz Investment Management
TEL: (312) 961-6526
Email

Develops and organizes educational programs and initiatives for the membership

 

Fall Conference Committee


Tim Hill — Chair
TEL: (917) 428-2977
Email


Michael Gillis — Co-Chair
Greystone Managed Investments
TEL: (416) 309-2190
Email

Organizes the program for the Fall Conference

 

Finance Committee


Michael Gillis — Chair
Greystone Managed Investments
TEL: (416) 309-2190
Email

Financial oversight activities in coordination with the management firm and Executive Committee

 

Membership Committee


Miriam Tai — Co-Chair
Email


Rodrigo Soto — Co-Chair
Eaton Vance Management
TEL: (206) 381-6111
Email

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

 

Nominating Committee


Chris Rae — Chair
Elevation Marketing Advisory
TEL: (646) 468-1841
Email

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

 

Regional Events Committee


Greg Weissman — Chair
Putnam Investments
TEL: (617) 760-3222
Email


Holly Verdeyen — Co-Chair
Russell Investments
TEL: (312) 286-3539
Email

Organizes and develops content for regional workshops and networking events

 

Scholarship Committee


Carolyn Patton — Chair
First State Investments
TEL: (610) 635-8869
Email


Alejandra Arguello
Caspian Capital LP
TEL: (212) 826-7537
Email


Heather Beatty
First Eagle Investment Management, LLC
TEL: (212) 698-3170
Email


Kevin A. Joy
Weitz Investment Management
TEL: (312) 961-6526
Email

Research and development of AIMSE scholarship fund

 

Strategic Planning Committee


Carolyn Patton — Chair
First State Investments
TEL: (610) 635-8869
Email


Chris Paolella
TEL: (770) 350-8709
Email


Michael Gillis
Greystone Managed Investments, Inc.
TEL: (416) 309-2190
Email


Chris Rae
Elevation Marketing Advisory
TEL: (646) 468-1841
Email

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

 

Vendor Relations Committee


Kurt Terrien — Chair
Clarkston Capital Partners
TEL: (248) 273-8000
Email


Tim Hill — Co-Chair
TEL: (917) 428-2977
Email

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