Committees

Make the most of your membership! Volunteer to serve on an AIMSE Committee. For more information, contact the AIMSE office at [email protected] or the committee chairperson.

2022 Annual Conference Committee


Keith Wosneski — Co-Chair
Mackenzie Investments


Peter Crivelli
Carillon Tower Advisors

Education Committee


Chelsea Carbonel – Chair

Awards Committee


Kurt P. Terrien — Chair
Clarkston Capital Partners

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

Canadian Committee


Michael Peck — Chair

  • 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.

Claudette Grant — Co-Chair

  • 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

Finance Committee


Tony Buscemi, Chair
Gallatin Capital

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

 

Membership Committee


Derek Tubbs, Co-Chair
CornerCap Investment Counsel


Tasleem Jamal, CFA — Co-Chair
  • Membership development
  • Pro-active Growth Program
  • Mentorship Program

Nominating Committee


Kurt P. Terrien — Chair
Clarkston Capital Partners

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

Partner Relations Committee


Keith Wosneski — Co-Chair
Mackenzie Investments


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

 

Diversity, Equity, and Inclusion Committee


Mark Sullivan — Co-Chair
Bridgeway Capital Management


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

Strategic Planning Committee


Kurt P. Terrien — Co-Chair
Clarkston Capital Partners


Miriam Tai, CFA, CAIA – Co-Chair
Franklin Templeton Investments

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