42nd Annual Marketing & Sales Conference
April 28-30, 2019
2019 Fall Conference
October 16-17, 2019
The Westin New York at Times Square
New York, NY
27th Annual Canadian Conference
January 15-16, 2020
Intercontinental Toronto Centre
Board of Directors Bios
Chris Paolella is a Managing Director and Head of North America Institutional's Outsourced Chief Investment Officer (OCIO) channel. He is a member of Invesco's North America Institutional Management team.
Prior to joining Invesco in 2018, Mr. Paolella spent 10 years as a managing partner of a partnership group that launched and operated a series of investment boutiques: Perimeter Capital, Concourse Capital and Liquid Strategies. Mr. Paolella also served as head of consultant relations for Trusco Capital. He began his career at Great-West Life and Annuity, where he focused on defined contribution retirement plans.
Mr. Paolella earned a BA degree in economics from the University of Richmond. He holds the Series 7 and 66 registrations.
Michael R. Gillis
TD Greystone Asset Management
Michael Gillis is Vice President and Director, Institutional Relationships for TD Greystone Asset Management.
Immediately prior to joining Greystone, Michael held the position of Vice-President Institutional Marketing and Sales for a number of years with Seamark Asset Management. Previously, he worked for the Halifax Grammar School for 2 years, as a Teacher. Michael has also worked as a Director of Business Development for National Trust, and has held the position of Senior Account Representative for both Royal Trust and National Trust.
Michael's professional credentials include a Bachelor of Education, which he completed at Mount Saint Vincent University and a Bachelor of Business Admin., which was obtained from St. Francis Xavier University.
Michael is also an active board member for the Association of Investment Management Sales Executives (AIMSE) and Benefits and Pensions Monitor. Michael is also actively involved in the Canadian Benefits and Pension Institute (CPBI), the Association of Canadian Pension Managers (ACPM), the Canadian Association of University Business Officers (CAUBO), and the International Foundation of Employee Benefits (IFEBP). Michael serves on the board of two charities, MAGICANA and Georgetown Walk for Wishes (Ontario).
Kurt P. Terrien
Clarkston Capital Partners
Kurt joined Clarkston Capital Partners in 2013 and oversees the firm's institutional business, including sales, consultant relations and client service. Kurt has over 20 years of industry experience. Most recently, he was the Director of Sales and Consultant Relations for Johnson Institutional Management. Prior to that, he was Vice President of Institutional Asset Management at National City Bank and a Senior Client Services Manager at World Asset Management.
Kurt received a Bachelor's degree in Finance from Walsh College and a MBA from Wayne State University. He is a member of MAPERS (Michigan Association of Public Employees Retirement Systems) and serves on the board of AIMSE.
Carolyn Patton, CFA
Carolyn Patton, CFA has 26 years of experience in the investment management industry and is a frequent public speaker. She most recently was the Head of Distribution, Americas at First State Investments. First State Investments is a diverse global asset management business headquartered in Australia with expertise in a range of asset classes including direct and listed infrastructure, Asia Pacific and emerging markets equities.
Previously, Carolyn was Managing Director, Head of East Coast Sales and Americas Head of Consultant Relations at Deutsche Asset Management. Previously, Ms. Patton was Executive Managing Director and Principal, leading the global distribution team at Turner Investments. For over six years, she lived in Denver, Colorado and was Global Head of Consultant Relations at Janus Capital Group representing all asset managers within the multi-boutique including Janus, INTECH, and Perkins. Before Janus, Carolyn was based in London, England and in West Conshohocken, PA. She was Managing Director at Morgan Stanley Investment Management Ltd. and Morgan Stanley Investment Management, respectively. She also worked at Delaware Investments, now known as Macquarie Group, and started her career at SEI Investments.
Carolyn received her B.A. in Economics from The University of Virginia and is a CFA Charterholder.
2018-2019 Board of Directors
Caspian Capital LP
Alejandra Argüello, CFA, CAIA has 16 years of experience in the investment management industry. She is a member of the marketing and investor relations team for Caspian Capital, a $3 billion alternative credit manager. Previously, Ms. Argüello worked as Director of Marketing at Moneda USA and Senior Associate at Everest Capital. Prior to joining Everest, she was Vice President at BiscayneAmericas Advisors. She also worked as Assistant Director of Development at the Cato Institute in Washington, DC. Fluent in Spanish, Ms. Argüello received a B.S. in Economics and Political Science from Florida State University. She holds the CFA and CAIA designations.
Ms. Argüello is a board member of the Association of Investment Management Sales Executives (AIMSE) and a member of Toigo Foundation, New Americas Alliance and the Alternative Investment Committee for the New York Society of Security Analysts (NYSSA).
Gregory T. Bauer, CFA, CAIA
Parametric Portfolio Associates
Mr. Bauer is responsible for developing, coordinating, and executing the sales and marketing strategies for Parametric's unique family of products in the Southeast region of the United States. Prior to joining Parametric in 2015, Greg worked at Crawford Investment Counsel where he was the Director of Institutional Services, responsible for leading the institutional sales and consultant relations efforts. Prior to Crawford, Greg worked for both Callan Associates and NEPC. Greg earned a B.A. from Brown University and an MBA from the Georgia Institute of Technology. Greg is a CFA charterholder and a member of the CFA Society of Atlanta. He also holds a CAIA designation.
Heather Conforto Beatty
First Eagle Investment Management, LLC
Heather is a vice president on the Institutional team at First Eagle Investment Management, and is responsible for managing relationships with institutions and consultants primarily in the Midwest and on the West Coast. Prior to joining First Eagle in March 2016, she was a senior vice president at TCW and, before that, co-director of global consultant relations for Thornburg Investment Management. At both firms, she focused on managing and cultivating consultant and institutional relationships. Heather began her career in investment management at Palisades Investment Partners, where she drove all efforts related to institutional business development, client service and marketing. She is a graduate of Miami University of Ohio and holds her Series 7 and Series 66 licenses. Heather is involved in several national and regional organizations. She is a co-founder of Women in Institutional Investments Network (WIIIN), a Los Angeles-based 501c3, and a board member at the Association of Investment Management Sales Executives (AIMSE).
Tony Buscemi is a Partner of Gallatin Capital LLC. Prior to co-founding Gallatin Capital in May 2003, Mr. Buscemi was at Moore Capital with responsibilities in client services and new business/product development. Mr. Buscemi joined Moore Capital after working closely with the firm in his prior position as Vice President of the Financial Institutions Investment Banking Group within the Chase Manhattan Bank's Securities Division. In that capacity, he was responsible for executing domestic and cross border equity private placement transactions for both insurance companies and investment management firms, as well as the structuring and execution of mergers and acquisitions. Mr. Buscemi joined Chase in 1991 as an Associate in its Global Project and Trade Finance Group and was promoted to Vice President in 1995 after completing Chase's Associate Development and Credit Analyst training programs. Mr. Buscemi graduated magna cum laude with a Bachelor of Business Administration degree from Northwood University and earned his Master of Business Administration degree in Finance from the Stern Graduate School of Business at New York University.
Gus Catsavis, CFA
Pinnacle Asset Management, L.P.
Prior to joining Pinnacle in June 2008, Mr. Catsavis was a Principal at Focus Capital Management LLC from February 2000 to May 2008. From July 1986 to January 2000, he was the President of Asset Consulting Group, Inc. Mr. Catsavis received a B.A. in Economics from Southern Methodist University and an MBA in Finance from Washington University.
Artisan Partners, Limited Partnership
Ami Fox is a Director on the institutional client services team at Artisan Partners with responsibility for institutional marketing and client service of the strategies managed by the firm's Global Equity team. Prior to joining Artisan Partners in September 2018, Ms. Fox was a marketing and client service associate at DePrince, Race & Zollo, Inc. Ms. Fox holds a bachelor's degree in international business from Rollins College and is fluent in French.
Trinity Street Asset Management
Adam Gerentine is a Managing Director with Trinity Street Asset Management. His responsibilities include managing key relationships with institutional investors and investment consultants throughout North America. Prior to joining Trinity Street in 2017, Adam was a Director with Tremblant Capital, where he was responsible for managing relationships with institutional consultants and direct plan sponsors. He began his career began with HGK Asset Management where he ultimately was overseeing all aspects of the firm's business development and client service functions. Adam received his Bachelor of Science degree in Business Finance from Rochester Institute of Technology and serves on the Boards of Directors Association of Investment Management Sales Executives (AIMSE).
Timothy P. Hill
Consilium Investment Management
Timothy Hill is Director of Marketing for Consilium Investment Management. Prior to joining Consilium, Tim was a Vice President for Q — Emerging Markets Corp, responsible for running all aspects of Sales and Marketing for the firm in North America. Tim has had a wide variety of experience in multiple parts of the world, multiple asset classes, and multiple roles over his career. Prior to joining Q-Emerging Markets, Tim was Founder and CEO of Icon Global Strategies, an Asset Management Sales and Marketing firm. Prior to Icon Global, Tim was the Global Co-Head of Consultant Relations for Thornburg Investment Management, an asset manager with multiple equity and fixed income strategies. Before Thornburg, Tim was the Head of the US Institutional Group at Mirae Asset, South Korea's largest money manager.
Tim was also a Senior Vice President at Lehman Brothers and Neuberger Berman in their Private Bank, Hedge Fund Group and was Global Co-Head of Sales for LibertyView, a Lehman-owned hedge fund.
Prior to his asset management sales career, Tim spent an additional 12 years in the derivatives world, as a prop trader, risk manager, and institutional derivatives salesperson in multiple asset classes for O'Connor and Associates, Swiss Bank Corporation, ABN AMRO and Kovell Calwell LLC in the USA, the UK and Switzerland.
Tim graduated from the Wharton School of the University of Pennsylvania with a BS in Economics in 1990, where he was President of the Class of 1990.
Tasleem Jamal, CFA
Sprucegrove Investment Management Ltd.
Ms. Jamal graduated from McMaster University with Bachelor of Commerce and Bachelor of Arts (Psychology) degrees in 1996 and with an MBA (Finance) in 1999. In 1998, Ms. Jamal joined Ernst & Young Investment Advisory Services as an Investment Analyst and in 2000 she was promoted to Vice President. In this role she provided investment consulting services and managed the performance reporting team of analysts. In 2003, she joined Hewitt Associates as an Investment Consultant providing a variety of institutional client's investment consulting services including asset allocation, investment policy development, manager reviews and searches. In 2007, she joined Burgundy Asset Management where she focused on client relationship management and business development for Burgundy's Canadian institutional clients. Ms. Jamal was appointed Vice President of the firm in July 2010.
Ms. Jamal joined Sprucegrove in 2010 as Vice President, Marketing & Client Services and was promoted to Vice President, Head of Marketing & Client Services in 2014, overseeing all the firm-wide Marketing & Client servicing initiatives. Ms. Jamal was appointed to the Business Management Committee in 2014, which is responsible for the day to day management of Sprucegrove.
Ms. Jamal is a CFA charterholder. Ms. Jamal has also studied in the Executive Education programs of the Harvard Business School, Columbia University Graduate School of Business and the CFA Institute.
Ms. Jamal is an active board member for the Association of Investment Management Sales Executives (AIMSE) and is also a member of the Toronto CFA Society and the CFA Institute.
Bart Marchant is a Regional Director with GQG partners, developing and maintaining relationships with intermediary firms and teams in the Northeast US. Previously Bart assisted in building out the Institutional business with WisdomTree from 2013 – 2017, covering both directs and consultants in the US & Canada; prior to that he supported the active equity teams in a CPM role with Goldman Sachs Asset Management. Bart is active in community service in the New York City area and sits on the young board of iMentor, which helps underprivileged youth reach and achieve their goals to be first in their families to attend college. He enjoys running, golf, archery and creative writing.
John P. Mirante, CFA, CPA
BMO Global Asset Management
John is a member of BMO Global Asset Management's institutional client relationship team. In this role, John acts as a key advisor to the firms' clients, managing and expanding relationships across multiple asset classes. John is also a member of the BMO GAM's Responsible Investing-ESG Committee. He began his financial services experience in 1994, and joined BMO Global Asset Management U.S. in 2013.
Prior to joining the firm, he was an Investment Relationship Manager with Northern Trust Asset Management's institutional client group. Prior to Northern Trust, John was a Vice President with Credit-Suisse, and served as a Portfolio Consultant for their CS HOLT research division. Prior to Credit-Suisse, John was an internal auditor for Kraft Foods, and an external auditor for Crowe Chizek.
John received a B.S. in Accountancy from Northern Illinois University. He holds the Chartered Financial Analyst® (CFA) designation. He is a member of the CFA Society of Chicago, and currently serves as Co-Chair of the Society's Career Management Advisory Group. He holds the Series 3,7 & 63 securities licenses, and is a Certified Public Accountant.
Dimensional Fund Advisors
Matt Pawlak has 15 years of experience in the investment industry. Matt is responsible for developing and executing strategic marketing and business plans for Dimensional Fund Advisors (Dimensional). He works with institutional investment consultants through proactive engagement and promotes Dimensional's investment philosophy, processes, and investment strategies. Prior to joining Dimensional in January 2012, Matt worked for eight years at Hewitt EnnisKnupp. As a senior consultant, he acted as lead and co-lead consultant for a number of corporate DB/DC, endowment/foundation and public fund retirement plans. Before moving into a client advisory role, Matt was a member of Hewitt EnnisKnupp's defined contribution research group.
Matt is a member of the Defined Contribution Institutional Investment Association (DCIIA) and is a member of its Retirement Income Committee. He is also DCIIA's Texas Regional Ambassador. Matt is a member of Association of Investment Sales and Marketing (AIMSE) and is the Texas Regional Coordinator for events.
Matt holds a BA in economics from the University of Iowa and an MBA in finance from Loyola University Chicago.
Lawton Park Capital Management, LP
Kerra (Marmelstein) Smith has 16 years of experience in investment management with three years in investment consulting and 13 years of hedge fund industry experience. Kerra attended Bowdoin College, where she graduated with an AB in Mathematics and Economics. After Bowdoin, she worked as a Consulting Associate at Cambridge Associates in Boston. In 2005, Kerra joined JP Morgan Alternative Asset Management focusing on Client Solutions and was promoted to Vice President. Following JP Morgan, Kerra developed new business and managed existing relationships for several hedge fund firms, including Gotham Asset Management, Hudson Bay Capital, and most recently, Forester Capital. She is a member of 100 Women in Finance and serves as a board member of the Association of Investment Management Sales Executives (AIMSE).
Mark A. Sullivan
Bridgeway Capital Management
Mark leads Bridgeway's Client Service and Marketing team. He has deep experience working with institutional, sub-advisory and private investors and their advisors. He brings over thirty years of client service, sales and consultant relations experience at several leading asset management firms, including AB and Nicholas-Applegate Capital Management. Mark attended the United States Military Academy at West Point and earned a B.S. in Languages and Linguistics from Georgetown University. He is involved in charities that focus on education, hunger and Veteran's causes.
Miriam Tai, CFA, CAIA
Franklin Templeton Investments
Miriam Tai is currently Vice President of Consultant Relations for Franklin Templeton Investments. Previously, she was Managing Director at CIFC Asset Management, where she was responsible for managing consultant relationships and business development. Prior to that, she was Global Head of Consultant Relations at Itaú Asset Management, Head of US Consultant Relations at Man Investments, and a Director of Consultant Relations at BlackRock (formerly BGI). Before her asset management days, she spent time in structured finance as well as management consulting. Miriam has an MBA from the Haas School of Business, UC Berkeley, and an A.B. in Political Science from the University of Chicago. She holds both the CFA and CAIA designations. She is a native of Hong Kong, fluent in Cantonese and passable in French and Portuguese. She spends her spare time on circus activities, golf, teaching Pilates and traveling.
CornerCap Investment Counsel
Derek is an Associate Portfolio Manager and the Vice President of Institutional Development for CornerCap. He joined in 2013 with over 16 years of institutional investor experience and is a non-voting member of the investment committee. His primary responsibility is to expand CornerCap's reach with institutional investors. Prior to joining CornerCap, Derek was a Senior Relationship Manager with a $15 billion equity team at Wells Capital Management where he was the primary point of contact for the largest, most sophisticated and most complicated institutional clients. Derek started his investment career in 1996 and spent the next 12 years in institutional sales with both CIBC World Markets (formerly Oppenheimer) and Prudential Equity Group. He has an MBA from the Kelley School of Business at Indiana University and earned his BA with honors from Texas A&M University.
Foyston, Gordon & Payne, Inc.
Kimberley joined Foyston, Gordon & Payne as Senior Vice President, Institutional Client Services, in May of 2018. Kimberley is responsible for leading the institutional client servicing team and is also a member of the Investment Committee.
Prior to joining Foyston, she was responsible for business development and client servicing for Aberdeen Standard Investments' Canadian business for almost 9 years. Kim spent close to 5 years at Burgundy Asset Management, where she was also responsible for business development and client servicing. In addition, she spent over 3 years with Merrill Lynch in Denver, Colorado as a Special Services Financial Planner, prior to returning to Toronto.
Kimberley earned her BSc (Distinction) degree from McGill University, completed her Canadian Securities Course (Honours) in 1995 and became a CFA charterholder in 2004. She has also completed numerous Executive Education programs including those through the Harvard Kennedy School, the Rotman School of Management and Columbia Business School. She is a member of the CFA Institute and currently serves on the Canadian and US Board of Directors of AIMSE.
Keith joined Mackenzie Investments in April of 2018. Prior to joining Mackenzie Investments Keith served as a Consultant Relations Officer at Acadian Asset Management. Previous experience includes working with institutional clients in a variety of sales and client service roles at Mercer, Aurora Investment Management LLC, Northern Trust Global Investments, and Barclays Global Investors. Keith earned an M.B.A. from the University of Notre Dame and holds a B.S.B.A. in international business from the University of Denver.