Upcoming Events

2017 Fall Conference
October 11-12, 2017
The Princeton Club
New York, NY
As of September 12, the AIMSE Fall Conference is sold out. Please contact info@aimse.org to be added to our waiting list. We will contact you directly should we be able to accommodate your participation.
Preliminary Program
Sponsor & Exhibitor Prospectus

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

2017-2018 OFFICERS


Carolyn Patton, CFA
President, AIMSE
First State Investments

Christopher Paolella
Vice President, AIMSE
Liquid Strategies, LLC

Michael R. Gillis
Treasurer, AIMSE
Greystone Managed Investments, Inc.

Christopher D. Rae
President Emeritus, AIMSE
Elevation Marketing Advisory

2017-2018 BOARD OF DIRECTORS


Alejandra Argüello
Caspian Capital LP

Gregory T. Bauer, CFA, CAIA
Parametric Portfolio Associates

Heather Conforto Beatty
First Eagle Investment Management, LLC

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

Brian Crowell, CFA
Millennium Management LLC

Jack C. Ebenreiter, CFA
Federated Investors, Inc.

Adam Gerentine
Trinity Street Asset Management

Tasleem Jamal, CFA
Sprucegrove Investment Management Ltd.

Kevin A. Joy
Weitz Investment Management

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

Mark Robertson
Proprietary Capital, LLC

Rodrigo Soto
Eaton Vance Management

Kurt P. Terrien
Clarkston Capital Partners

Holly Verdeyen
Russell Investments

Greg Weissman
Putnam Investments

Kimberley Woolverton, CFA
Aberdeen Asset Management