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

Message from the AIMSE President

July 2017

Dear AIMSE Members:

As the newly elected President, I am honored to be part of the outstanding team leading AIMSE in the coming 12 months. Chris Paolella and Michael Gillis join me on the Executive Committee as Vice President and Treasurer, respectively. Our sincere thanks to our outgoing President and current President Emeritus, Chris Rae, for his dedication and commitment to AIMSE. We also greatly appreciate the contributions from Matt Crowe and Paul Foster, our retiring Board members. Four new Board members began this term and please join us in welcoming Greg Bauer, Adam Gerentine, Tasleem Jamal, and Rodrigo Soto.

Our volunteer Board of Directors has helped AIMSE evolve our organization as we progress in new directions and continue to thrive. Many members associate AIMSE with our three flagship conferences which continue to sell out to capacity. Additionally, our regional events are multiplying as demand spurs growth and content is now provided in 15 regions.

In addition to providing learning opportunities at these venues, the Board has listened to feedback from members at different stages in their careers. An AIMSE Emeritus Group was launched this year to determine how AIMSE can benefit and engage with those who were active in AIMSE leadership roles earlier in their careers. On the other side of the career spectrum, we heard from those newer to the industry that philanthropic outlets were important. We partnered with The Robert TOIGO Foundation, TOIGO, in a pilot to mentor select Fellows. The feedback was tremendous and thus we decided to go a step further. We are very excited and proud to announce that we will expand this relationship and offer an AIMSE scholarship program this academic year. More details on that to follow.

Regarding the aforementioned three conferences, our Fall Conference will be held on October 11-12, 2017 at The Princeton Club in New York City. Conference co-chairs Tim Hill and Michael Gillis and the entire conference planning committee have put together an outstanding program. We look forward to you joining us as we explore the theme, “Ahead of the Curve”. In addition, the 25th Annual Canadian Conference chaired by Jay Wiltshire will be held in Toronto on January 17-18, 2018. Last, and certainly not least, our 41st Annual Marketing & Sales Conference in the Spring, chaired by Holly Verdeyen and Gus Catsavis, will be in Miami on April 29 - May 1, 2018. Please mark your calendars for these valuable events. The content delivered at these events merits CFA Institute Credits and a better value delivered for the cost and time does not exist in the industry.

Your involvement as members strengthens our organization. Please keep the questions and suggestions coming—we welcome your engagement. I look forward to seeing you at a future AIMSE event.

Warm regards,


Carolyn Patton, CFA
AIMSE President