Upcoming Events

43rd Annual Marketing & Sales Conference
November 15-17, 2020
Boca Raton Resort & Club
Boca Raton, FL

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Current Board of Directors

 

2020-2021 Officers


Kurt P. Terrien
President, AIMSE
Clarkston Capital Partners

Miriam Tai, CFA, CAIA
Vice President, AIMSE
Franklin Templeton Investments

Adam Gerentine
Treasurer
Trinity Street Asset Management

Michael R. Gillis
President Emeritus
TD Asset Management

2020-2021 BOARD OF DIRECTORS


Gregory T. Bauer, CFA, CAIA
Parametric Portfolio Associates

Tony Buscemi
Gallatin Capital

Gus Catsavis, CFA
Pinnacle Asset Management, L.P.

Sean Clark
Westwood Holdings Group, Inc.

Peter Crivelli
Carillon Tower Advisers

Lewis Del Ponte
Harvest Volatility Management, LLC

Ami Fox
Artisan Partners, Limited Partnership

Maureen Hays
Principal Global Investors

Tasleem Jamal, CFA
Sprucegrove Investment Management Ltd.

Christa Maxwell, CFA, CIPM
Acuitas Investments, LLC

John P. Mirante, CFA, CPA
BMO Global Asset Management

Matt Pawlak
Dimensional Fund Advisors

Kerra Smith
Lawton Park Capital Management, LP

Mark A. Sullivan
Elevation Marketing Advisory

James Stafford, CFA
Atlanta Capital

Derek Tubbs
CornerCap Investment Counsel

Kimberley Woolverton, CFA
Foyston, Gordon & Payne, Inc.

Keith Wosneski
Mackenzie Investments