Upcoming Events

2017 Fall Conference
October 11-12, 2017
The Princeton Club
New York, NY

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

Current Board of Directors

2016-2017 OFFICERS


Christopher D. Rae
President, AIMSE
Elevation Marketing Advisory

Carolyn Patton, CFA
Vice President, AIMSE

Christopher Paolella
Treasurer, AIMSE
Liquid Strategies, LLC

P. MacKenzie Hurd, CFA
President Emeritus, AIMSE
Jennison Associates

2016-2017 BOARD OF DIRECTORS


Alejandra Argüello
Caspian Capital LP

Heather Conforto Beatty
First Eagle Investment Management, LLC

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

Matthew Crowe
Proprietary Capital, LLC

Brian Crowell, CFA
Millennium Management LLC

Jack C. Ebenreiter, CFA
Federated Investors, Inc.

Paul Foster, CFA
The London Company

Michael R. Gillis
Greystone Managed Investments, Inc.

Kevin Joy
Weitz Investment Management

John Larson
Syntax, LLC

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

Mark Robertson
Proprietary Capital, LLC

Kurt P. Terrien
Clarkston Capital Partners

Holly Verdeyen
Russell Investments

Greg Weissman
Putnam Investments

Kimberley Woolverton, CFA
Aberdeen Asset Management