Upcoming Events

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


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

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

Derek Tubbs
CornerCap Investment Counsel

Tasleem Jamal
Sprucegrove Investment Management Ltd.

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

Carolyn Patton, CFA

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


Membership Committee

Derek Tubbs
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
Consilium Investment 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

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

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