- About Us
- Mission
- Objectives
- Code of Ethics
- Board of Directors
- Committees
- Past Presidents
- President's Letter
Upcoming Events
43rd Annual Marketing & Sales Conference
November 15-17, 2020
Boca Raton Resort & Club
Boca Raton, FL
Committees
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.
2020 Annual Conference Committee
Matt Pawlak — Chair
Dimensional Fund Advisors
Maureen Hays
Principal Global Investors
Organizes the program for the Annual Conference
Awards Committee
Michael Gillis — Chair
President, AIMSE
TD Greystone Asset Managemento
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, CFA — Co-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
2019 Fall Conference Committee
Tasleem Jamal, CFA — Co-Chair
Sprucegrove Investment Management Ltd.
Derek Tubbs — Co-Chair
CornerCap Investment Counsel
Organizes the program for the Fall Conference
Finance Committee
Miriam Tai, CFA. CAIA — Chair
Franklin Templeton Investments
Michael R. Gillis
TD Greystone Asset Management
Chris Paolella
Invesco
Kurt P. Terrien
Clarkston Capital Partners
Performs financial oversight activities in coordination with the AIMSE management team and AIMSE executive officers
Membership Committee
Derek Tubbs, Co-Chair
CornerCap Investment Counsel
Tony Buscemi, Co-Chair
Gallatin Capital
- Membership development
- Pro-active Growth Program
- Mentorship Program
Nominating Committee
Christopher Paolella
President Emeritus
Invesco
- Vets potential Board and Executive Committee candidates
- Oversees Board of Directors succession
Partner Relations Committee
Adam Gerentine — Co-Chair
Trinity Street Asset 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
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
Scholarship Committee
John P. Mirante, CFA, CPA — Co-Chair
BMO Global Asset Management
Kerra Smith — Co-Chair
Lawton Park Capital Management, LP
Research and development of AIMSE scholarship fund
Strategic Planning Committee
Michael R. Gillis — Co-Chair
TD Greystone Asset Management
Kurt P. Terrien — Co-Chair
Clarkston Capital Partners
Chris Paolella
Invesco
Miriam Tai, CFA. CAIA
Franklin Templeton Investments
Research and development of future programs and initiatives to provide continued value to the membership and direction of the organization