AIMSE 38TH ANNUAL MARKETING & SALES CONFERENCE April 26–28, 2015 Arizona Biltmore Resort & Spa Phoenix, Arizona Preliminary Program Learn. Adapt. Succeed. TABLE OF CONTENTS 2 WELCOME LETTER 3 SCHEDULE AT A GLANCE 6 EXTENDED SCHEDULE 7 HOTEL INFORMATION 9 GENERAL INFORMATION 17 REGISTRATION FORM Learn. Adapt. Succeed. 1 Learn. Adapt. Succeed. “Nothing is permanent but change.” 2 – Heraclitus AIMSE Members: We look forward to your attendance at AIMSE’s 38th Annual Marketing and Sales Conference. We are excited to have your participation along with leading asset allocators and peers from the investment management industry. For 2015 we have chosen Shift Happens—Learn. Adapt. Succeed. as our conference theme. Our program has been specifically designed to address the ever-changing landscape of institutional investing and how you can put your firm on a collision course with future success. The conference speakers and panelists include some of the industry’s brightest and most innovative asset allocators who will detail their current objectives, as well as their future anticipated needs. Here are some conference highlights: •Y ou will hear from two of the most preeminent global consulting firms, Mercer and RVK, who will present firm updates and outline areas of future growth. •D ay two will provide an AIMSE staple, the ever popular Consultant Roundtables. The roundtables allow up-close and direct access to leading national and regional consulting firms. •O ur separate Plan Sponsor panel will be a free and open exchange of ideas and concepts from the actual decision makers of leading institutions. •A nd, our breakout sessions will not only be relevant and on point, but will provide you with new insights and opportunities for future success. The AIMSE conference also allows ample time to enjoy interacting with your peers, the finest investment management sales executives in the industry. We are confident that the relationships, knowledge sharing, and networking that result will buoy your sales efforts for years to come. In addition, we have partnered with a variety of vendors who have built successful, forward-thinking businesses to meet the current and future needs of investment salespeople and marketers. Please take the time to hear more about their offerings while at the conference. This year’s conference committee has worked hard to make this year’s event the very best ever. If you are interested in becoming more involved in AIMSE, please seek out someone from the conference committee or the AIMSE Board of Directors. We hope to see you in Phoenix. Sincerely, Christopher J. Paolella Conference Chair Liquid Strategies, LLC Michael Gillis Conference Co-Chair Greystone Managed Investments, Inc. 38th Annual Marketing & Sales Conference | April 26-28, 2015 | Arizona Biltmore Resort & Spa SCHEDULE AT A GLANCE SUNDAY, APRIL 26 7:00–8:00 am Golf Tournament Registration & Breakfast 8:00 am–12:00 pm Golf Tournament 10:00–11:30 am Golf Clinic 12:00–1:30 pm Luncheon for Golf Tournament and Clinic Participants 2:30–5:30 pm Boot Camp 4:00–8:00 pm Conference Registration 6:00–6:30 pm Newcomer & Mentor Reception 6:30–9:30 pm Welcome & Exhibitor Reception Featuring the Magic of Bill Malone MONDAY, APRIL 27 7:00 am–4:00 pm Conference Registration 7:00–8:00 am Breakfast with Exhibitors 8:00–8:15 am AIMSE Presidential Welcome 8:15–9:15 am Keynote Address by Professor Peter Ricchiuti, Tulane University’s Freeman School of Business 9:15–9:35 am Refreshment Break with Exhibitors 9:35–9:45 am A Word from our Partners 9:45–10:45 am Featured Consultant: Mercer Troy Saharic, Senior Partner 11:00 am–12:00 pm CONCURRENT BREAKOUT SESSIONS Session 1: Purposeful Relationship Building Session 2: D efined Contribution Panel – Competing for the Future Session 3: U nderstanding the Shifting Sub-Advisory Marketplace 12:00–1:05 pm Networking Lunch with Exhibitors 3 Learn. Adapt. Succeed. 4 1:05–1:15 pm A Word from our Partners 1:15–2:45 pm The Enduring Value of Active, Long-Only Management 2:45–3:00 pm Refreshment Break with Exhibitors 3:00–4:00 pm CONCURRENT BREAKOUT SESSIONS Session 4: Alternative Investing: An Ever-Changing Landscape Session 5: E merging Managers – New Definitions, New Opportunities Session 6: Shifting to Sales Success in the Family Office Segment 4:30–6:45 pm Optional Outdoor Activities – Tennis Tournament – Volleyball Tournament 7:30–8:00 pm Cocktail Reception 8:00–11:00 pm Dinner & AIMSE Lothrop Award Presentation TUESDAY, APRIL 28 7:00 am–1:00 pm Conference Registration 7:15–8:15 am Breakfast with Exhibitors 8:15–9:15 am Keynote Address by Alison Levine On the Edge: The Art of High-Impact Leadership 9:30–10:15 am Featured Consultant: RVK, Inc. Rebecca Gratsinger, CFA, Chief Executive Officer & Senior Consultant, Principal 10:15–10:30 am Refreshment Break with Exhibitors 10:30–11:25 am Featured Sponsor Panel – Future of Alternatives 11:30 am–12:45 pm Consultant Roundtables 12:45–1:45 pm Networking Lunch with Exhibitors 1:45 pm Conference Adjourns Program is subject to change. Visit http://www.aimse.org for updates. 38th Annual Marketing & Sales Conference | April 26-28, 2015 | Arizona Biltmore Resort & Spa EXTENDED SCHEDULE SUNDAY, APRIL 26 7:00–8:00 am Golf Tournament Registration & Breakfast 8:00 am–12:00 pm Golf Tournament 10:00–11:30 am Golf Clinic Golf is a proven business development skill. Are you new to game or interested in an early season tune-up rather than playing the full tournament? We’ve organized the golf clinic just for you. The clinic includes use of rental golf clubs and offers 1.5 hours of personalized instruction from resort golf professionals on all the basics of the game (full swing, putting and chipping). Lunch, water and soft drinks will also be provided. Grab a few of your colleagues and sign up! 12:00–1:30 pm Luncheon for Golf Tournament and Clinic Participants 2:30–5:30 pm Boot Camp Moderators: Michael Gillis Senior Vice President, Business Development Greystone Managed Investments, Inc. Dick Hoag Managing Partner Landmark Global Advisors, LLC This pre-conference session is targeted toward those marketers new to the business as well as more experienced marketers looking to shift their sales performance into high gear. The goal of this session is to provide guidance on a “soup to nuts” approach to marketing success for both traditional and alternative products. The AIMSE boot camp is an opportunity to learn and ultimately succeed as this program was created by investment sales professionals for investment sales professionals. — — — — — — — — — Understanding the Investor Sales Cycle Building a Team Writing a Marketing Plan Engaging Investors Presentation Skills Building Relationships Due Diligence Marketing Resources Marketing Tips and Tricks 4:00–8:00 pm Conference Registration 6:00–6:30 pm Newcomer & Mentor Reception 6:30–9:30 pm Welcome & Exhibitor Reception Featuring the Magic of Bill Malone 5 Learn. Adapt. Succeed. MONDAY, APRIL 27 7:00–8:00 am Breakfast with Exhibitors 8:00–8:15 am AIMSE Presidential Welcome 8:15–9:15 am Keynote Address by Professor Peter Ricchiuti Tulane University’s Freeman School of Business Peter Ricchiuti is the business school professor you wish you had back in college! He teaches courses on the financial markets at Tulane University’s Freeman School of Business. His insight and humor have twice made him the school’s top professor. Peter started his career with the investment firm of Kidder Peabody and later managed over three billion dollars as the assistant treasurer for the state of Louisiana. In 1993 he founded Tulane’s highly acclaimed BURKENROAD REPORTS stock research program. He has been featured on CNN and CNBC as well as in The New York Times, BARRON’S, The Washington Post and The Wall Street Journal. Over the past twenty years Peter has addressed hundreds of groups in 47 states and several countries. He has presented to a wide variety of audiences including workshops for the New Orleans Saints. 9:15–9:35 am Refreshment Break with Exhibitors 9:35–9:45 am A Word from our Partners 9:45–10:45 am Featured Consultant: Mercer Moderator: Michael Tadlock, CFA Senior Consultant Relations Manager AXA Investment Managers Speaker: Troy Saharic, Senior Partner 11:00 am–12:00 pm Concurrent Breakout Sessions Session 1: Purposeful Relationship Building Speakers: Sally Stalcup President, Stalcup Consulting Doug Vander Linde Head of Development & Distribution, Americas Towers Watson Investment Services, Inc. 6 38th Annual Marketing & Sales Conference | April 26-28, 2015 | Arizona Biltmore Resort & Spa Relationships Shift: they begin, develop, flourish, change, end and restart. How you manage each of these different inflection points impacts the ultimate strength and success of the relationship – both internal and external relationships. We will explore and discuss tips, techniques and disciplines on how to initiate, nurture and re-start purposeful relationships to help ensure your success remains strong. Session 2: Defined Contribution Panel —Competing for the Future Moderator: Holly Verdeyen Director, Defined Contribution Investments Russell Investments Speakers: Timothy Atkinson Chair City of Austin Deferred Compensation Committee John Cleveland Vice President, Global Compensation, Benefits, Mobility & Compliance Seagate Technology Rebecca King, CFA Director, Investment Research Segal Rogerscasey Benjamin Taylor Vice President, Fund Sponsor Consulting Callan Associates efined contribution plans have grown to become the primary retirement D vehicle that the majority of private sector workers will use to fund their retirements. Rightly so, the overarching goal of “improving participant outcomes” has become a major focus for both plan sponsors and service providers. But what does this really mean? In this session, plans sponsors will define in their own words the how they are managing the many facets of their DC plans with the goal of participant success in mind. Don’t miss this jargon-free session about the key factors that influence successful retirement outcomes and how your firm can articulate the value it can deliver to plan sponsors and participants in this new outcome-focused environment. 7 Learn. Adapt. Succeed. 8 Session 3: Understanding the Shifting Sub-Advisory Marketplace Moderator: Adam Gerentine Managing Director, Marketing & Client Service HGK Asset Management, Inc. Speakers: Cleo Chang Chief Investment Officer, Managing Director Wilshire Funds Management Wilshire Associates Amy Duling Assistant Vice President, Head of Product Development Nationwide Financial Wayne Wicker Senior Vice President & Chief Investment Officer ICMA-RC As sub-advisory continues to grow into one of the largest most important market segments, we’ll sit down with some of the largest allocators in the space to better understand the landscape. This panel will explore current trends and how managers can best position themselves for shifts on the horizon. This interactive interview will also give insight on how best adapt, succeed, and differentiate. 12:00–1:05 pm Networking Lunch with Exhibitors 1:05–1:15 pm A Word from our Partners 1:15–2:45 pm The Enduring Value of Active, Long-Only Management Moderators: Tim McAvoy Director of Sales DePrince, Race & Zollo, Inc. Mark Sullivan Director, Institutional Sales & Relationship Management Stralem & Company Speakers: Peter Cera Vice President of Investments Golden LEAF Foundation Randy Kopsa National Treasurer Boy Scouts of America 38th Annual Marketing & Sales Conference | April 26-28, 2015 | Arizona Biltmore Resort & Spa Tony Minopoli Chief Investment Officer Knights of Columbus Market cycles, new products and fads come and go. Equities are in, then out of favor. Indeed, “shift happens.” Today, long-only equity strategies are under pressure from indexing and alternative strategies. Where do the major allocators see funds flowing in 2015 and beyond? Is it time for them to rethink their allocations to indexing and alternatives? Is there still value to active, long-only equity strategies? Listen and learn from our panel of industry-leading plan sponsors and participate in an active Q&A session. 2:45–3:00 pm Refreshment Break with Exhibitors 3:00–4:00 pm Concurrent Breakout Sessions Session 4: Alternative Investing: An Ever-Changing Landscape Moderator: Donald Steinbrugge, CFA Managing Partner Agecroft Partners Does “Shift Happen” in Alternative investing? Absolutely! Hear from an esteemed panel of experienced investors in the Alternative investment space. These are key decision makers who are on the forefront of Alternative investing. Learn where current and future interests are headed and how they plan to adapt their allocations accordingly. How will you succeed moving forward as a marketer of Alternative investment strategies? This panel will help you develop a winning game plan. Session 5: Emerging Managers —New Definitions, New Opportunities Moderator: Kurt Terrien Director of Institutional Business Clarkston Capital Partners Do you think you understand the emerging manager space? Think again. Traditional industry definitions of what it means to be an emerging manager have shifted. This has created new opportunities for both traditional and alternatives managers to participate in institutional searches. During this session with industry leaders, you will learn: the history of this space; the primary users of emerging managers; the consultants and manager-of-managers you need to be aware of; and how to position your firm for success. 9 Learn. Adapt. Succeed. Session 6: Shifting to Sales Success in the Family Office Segment Moderator: James Stafford Director of Financial Institutions Atlanta Capital Management At last estimate, there are more than 3,000 family offices in the U.S. managing more than $1.2 trillion in assets. While the growth in the number of offices and assets under management has been significant over the past decade, the family office industry remains one of the most secretive groups of asset allocators in the investment industry. What areas of the market will family offices focus on? What fee and vehicle structures do family offices most prefer? Who are the investment professionals within family offices? As sales professionals, how can you shift your marketing plan to succeed with these asset allocators? A panel of family office, multi-family offices (MFO) professionals, and sales professionals with experience navigating the family office industry will explore these questions so you may learn, adapt and ultimately succeed in the family office segment. 4:30–6:45 pm Optional Outdoor Activities – Tennis Tournament – Volleyball Tournament 7:30–8:00 pm Cocktail Reception 8:00–11:00 pm Dinner & AIMSE Lothrop Award Presentation TUESDAY, APRIL 28 7:00 am–1:00 pm Conference Registration 7:15–8:15 am Breakfast with Exhibitors 8:15–9:15 am Keynote Address by Alison Levine On the Edge: The Art of High-Impact Leadership Imagine yourself on the highest mountain in the world. You have to deal with the physiological effects of extreme altitude--along with bone-chilling temperatures, battering winds, and a climbing team that’s counting on all of its members to make smart decisions. There’s simply no room for poor judgment –- one mistake or misstep can result in an “unrecoverable error.” In any situation where lives on are the line or the stakes are exceptionally high there’s no better training ground for leaders than settings 10 38th Annual Marketing & Sales Conference | April 26-28, 2015 | Arizona Biltmore Resort & Spa where people are pushed beyond their perceived limits. Drawing on her experience as team captain of the first American Women’s Everest Expedition, Alison Levine makes a compelling case that the leadership principles that apply in the world of extreme adventure also apply to today’s rigorously competitive business environments. 9:30–10:15 am Featured Consultant: RVK, Inc. Moderator: Heather Conforto Beatty Co-Director of Global Consultant Relations Thornburg Investment Management Speaker: Rebecca Gratsinger, CFA Chief Executive Officer & Senior Consultant, Principal 10:15–10:30 am Refreshment Break with Exhibitors 10:30–11:25 am Paradigm Shift – The Evolving, Expanding, and Excellent Role of Alternatives Moderator: Christopher Rae Managing Director, Head of Business Development Sorin Capital Management, LLC Speaker: Jeffrey Heil Chief Investment Officer Doris Duke Charitable Foundation In 2014, CalPERS, the largest US public pension plan, announced that it was dropping hedge funds from its portfolio. Dutch pension PMT made a similar announcement. What does the future hold for alternatives? Has there been a paradigm shift in how investors view alternatives? Is the alternative world becoming more traditional with the ascendancy of ’40 Act and UCITS liquid alternatives structures? How will the regulatory environment continue to change and evolve? Which strategies will outperform? Will this list of questions ever end? Yes! During this session we will not just be asking questions, we will also provide the answers so you can learn, adapt, and succeed in marketing alternatives. 11:30 am–12:45 pm Consultant Roundtables Moderators: Timothy Hill Senior Portfolio Specialist James Stafford Director of Financial Institutions Atlanta Capital Management Speakers: Leo Festino, CFA, CAIA Managing Principal Meketa Investment Group, Inc. 11 Learn. Adapt. Succeed. Jeff Gabrione, CFA Director of Research The Bogdahn Group Jon Havice Principal & Chief Investment Officer Slocum Paul Malizia, CFA Partner Aon Hewitt Dan Pazar Associate Consultant Lowery Asset Consulting, LLC The consultant roundtables are always one of our most popular sessions and well worth the price of admission. Get ready to roll up your sleeves, ask questions and listen, learn, and adapt as top consultants share their firm’s priorities, manager search activity, organizational updates, and how best to communicate with research and field consultants. Best of all you don’t have to travel by planes, trains or automobiles to get these consultant meetings. You don’t even have to get out of your chair. We bring the consultants to you and every ten minutes the consultants will SHIFT from table to table just to sit down and meet with you. We intentionally keep each session small and intimate to encourage candid conversations where your most pressing questions will be answered. 12:45–1:45 pm Networking Lunch with Exhibitors 1:45 pm Conference Adjourns Program is subject to change. Visit http://www.aimse.org for updates. 12 38th Annual Marketing & Sales Conference | April 26-28, 2015 | Arizona Biltmore Resort & Spa HOTEL INFORMATION ARIZONA BILTMORE RESORT & SPA 2400 East Missouri Avenue Phoenix, Arizona 85016 United States Phone 602.955.6600 Reservations 800.950.0086 Online using Group Code AIMSE1 at www.arizonabiltmore.com The cut-off date to receive the AIMSE group rate is March 23, 2015 ROOM RATES & RESERVATIONS AIMSE has contracted a discounted room rate of $269.00 per night for the conference. All reservations must be made directly with the Arizona Biltmore Resort & Spa. Sales agents are available by phone at 800-950-0086. Be sure to indicate that you are attending the Association of Investment Management Sales Executives Conference when making your reservation. You may also book online at www.arizonabiltmore.com using the group code: AIMSE1 Rooms are reserved on a first come, first served basis. Reserve your room as early as possible to take advantage of the AIMSE group rate. The cut-off date to receive the AIMSE group rate is March 23, 2015. Hotel check-in is 4:00 p.m. and check-out is 12:00 p.m. 13 Learn. Adapt. Succeed. GENERAL INFORMATION NO SMOKING POLICY Smoking is not permitted during any conference activity. PRIVATE PARTY POLICY Hosted parties in which attendance is restricted to either verbal or written invitations are not permitted at any AIMSE Conference. ROOM DELIVERIES POLICY Only exhibiting companies are permitted to conduct deliveries of promotional materials to AIMSE Conference attendees’ rooms. RECOMMENDED DRESS All sessions and events are business casual. TRAVEL INFORMATION The airport nearest to the Arizona Biltmore Resort & Spa is the Phoenix Sky Harbor International Airport (PHX). PARKING 24-hour valet parking is available at the resort. Overnight valet is $28.00 per night. Overnight self-parking is also available for $12 per night. ATTENDANCE POLICY Only current paid AIMSE members are eligible to attend the AIMSE Annual Conference. Please call the AIMSE office at 703-234-4098 to verify your membership status or to request a membership application. Executive recruiters, consultants and members of the “working press” are not eligible for AIMSE membership and are therefore ineligible to attend AIMSE conferences. AIMSE MEDIA POLICY AIMSE does not issue media passes to any AIMSE conference or event. All media representatives must be current Associate members and pay the conference registration fees. All attendees must adhere to the AIMSE Media Policy. Exhibitor representatives MUST sign the Media Policy Agreement Form. NAME BADGES Badges are required for admittance to all conference general sessions, workshops/ roundtables and social functions. WORKSHOP/ROUNDTABLE REGISTRATION Conference workshops and roundtables are limited in size and will be assigned on a first-come, first-served basis. Complete registration is essential to reserve your space in selected workshops/roundtables. SPOUSE/GUEST REGISTRATION The spouse/guest category is reserved for individuals who do not qualify for membership. All spouses/guests attending any AIMSE Annual Conference event must register. Workshop assignments will be handled on-site based on availability. Spouse/guest onsite registration is $495. 14 38th Annual Marketing & Sales Conference | April 26-28, 2015 | Arizona Biltmore Resort & Spa EXHIBITOR REGISTRATION Please refer to the Sponsor & Exhibitor Prospectus for specific policies. All individuals attending the conference as exhibitors must submit registration forms and fees together. The exhibit fee allows four representatives from each exhibiting company to attend the AIMSE conference and participate in all activities, except sports events, at no additional cost. Exhibitors interested in participating in conference sports events must pre-register and pay applicable fees. Additional exhibit staff members wishing to attend the Conference must pay the Extra Exhibitor Fee plus any sports or spouse/guest fees. These individuals must be current AIMSE members. GOLF TOURNAMENT AND GOLF CLINIC REGISTRATION Name badges are not required for the tournament or clinic. Attendees registered for the tournament or clinic will check in at the Golf Registration Desk. Please note the golf events sell out quickly. Submit your registration form as soon as possible to reserve a space. GROUP DISCOUNTS To receive the Group Registration Discount for two or more members attending from the same firm, all payments and completed forms for each individual must be sent to AIMSE together on the same business day. Please use a separate form for each registrant. REFUNDS The deadline to request a refund is April 1, 2015. All requests for refunds must be made in writing. An administrative fee of $250 will be assessed to all refunds of $500 or more. No refunds will be granted after April 1, but another AIMSE member from your firm may attend in your place. ATTENDEE LIST Your registration must be received by April 1, 2015 for your name to be listed in the printed list of conference attendees. Attendee lists will not be distributed prior to the conference. ONLINE REGISTRATION Online registration is available at www.aimse.org. You must log into your AIMSE website account to complete registration. DEADLINES Hotel Room Reservations: Conference Registration Fee Discount: Cancellation Refund Requests: Registration Deadline: (for Inclusion in printed Attendee List) March 23, 2015 April 1, 2015 April 1, 2015 April 1, 2015 For clarification on registration policies or to verify your membership status, call the AIMSE office at 703.234.4098 AIMSE REGISTRATION HOURS Saturday, April 25: 2:00 pm – 5:00 Sunday, April 26: 4:00 pm – 8:00 Monday, April 27: 7:00 am – 4:00 Tuesday, April 28: 7:00 am – 1:00 pm pm pm pm 15 Learn. Adapt. Succeed. REGISTRATION FORM AIMSE MEMBER REGISTRATION Early Bird Registration | Ends April 1 O AIMSE Member registration: $1845 O Two members from the same firm:* $1795 O Three or more members from the same firm:* $1645 REGISTRATION | AFTER APRIL 1 O AIMSE Member Registration: $1995 O Two members from the same firm:* $1945 O Three or more members from the same firm:* $1895 ON-SITE REGISTRATION O AIMSE Member Registration: $2195 *In order to ensure that members registering from the same firm receive the discounted registration fee, all registration forms must be submitted on the same business day. Please note that discount refunds will not be issued. EXHIBITOR REGISTRATION Early Bird Registration | Ends April 1 O Exhibitor (If one of four booth reps.): $0 O Additional Exhibitor Staff (each): $1395 REGISTRATION | AFTER APRIL 1 O Exhibitor (If one of four booth reps.): $0 O Additional Exhibitor Staff (each): $1495 MEMBERSHIP DUES Only current paid AIMSE Members are eligible to attend the conference. If you are unsure of your membership status, please call the AIMSE office at 703.234.4098. O Active Member Annual Dues: $350 O Associate Member Annual Dues: $450 Subtotal $ _____________ 16 38th Annual Marketing & Sales Conference | April 26-28, 2015 | Arizona Biltmore Resort & Spa CONCURRENT BREAK-OUT SESSION REGISTRATION Please do not register for more than one session or course per time period. SUNDAY, APRIL 26 2:30 – 5:30 pm O Boot Camp MONDAY, APRIL 27 11:00 AM–12 NOON: CONCURRENT BREAK-OUT SESSIONS O Purposeful Relationship Building O Defined Contribution Panel—Competing for the Future O Understanding the Shifting Sub-Advisory Marketplace 3:00–4:00 PM: CONCURRENT BREAK-OUT SESSIONS O Alternative Investing: An Ever-Changing Landscape O Emerging Managers—New Definitions, New Opportunities O Shifting to Sales Success in the Family Office Segment Please print clearly. Complete a separate form for each registrant. FULL NAME JOB TITLE BADGE / NICKNAME FIRM MAILING ADDRESS CITY STATE / PROVINCE ZIP / PC COUNTRY PHONE FAX E-MAIL 17 Learn. Adapt. Succeed. MENTOR PROGRAM To assist newer AIMSE members attending the Conference, AIMSE is offering a mentoring program. If you would like a more experienced AIMSE member to share his/her insight at the conference, please check the appropriate box. If you would like to serve as a mentor to someone at the conference, please indicate by checking the appropriate box. O I Would Like to Be an AIMSE Mentor O I Would Like to Have an AIMSE Mentor O I am attending my first AIMSE Annual Conference Newcomers and those wishing to participate in the mentor program will receive an invitation to attend the Newcomer/Mentor Reception on Sunday. OPTIONAL ACTIVITIES Golf Tournament Sunday, April 26 7:00 am Continental Breakfast & Registration 8:00 am Shotgun Start 12:00 pm Lunch O $285 per person *For club rental, please contact the Golf Course directly. FULL NAME HANDICAP / AVERAGE SCORE Requested Team Members: PLAYER 2 PLAYER 3 PLAYER 4 Please include team members upon registration or email [email protected]. All team members must register for the tournament independently. Requesting team members here does not register them to play in the tournament. Space is limited. Please register immediately to reserve your space. Golf team assignments will be made according to handicap or average score unless you request a team assignment. Golf Clinic Sunday, April 26 10:00–11:30 am Clinic 12:00 pm Lunch O $135 per person *For club rental, please contact the Golf Course directly. 18 38th Annual Marketing & Sales Conference | April 26-28, 2015 | Arizona Biltmore Resort & Spa Tennis Tournament Monday, April 27 4:30 pm O $85 per person Volleyball Tournament Monday, April 27 4:30 pm O $85 per person TOURNAMENT POLICIES • Registration for Tournaments and Optional Activities will not be processed until fees are paid. • Refunds will not be issued after April 1 for cancellations of Optional Activities. I agree and acknowledge that I am undertaking participation in AIMSE sports as my own free and intentional act and I am fully aware that physical injury might occur to me as a result of my participation in AIMSE sports. I give this acknowledgment freely and knowingly and I represent and warrant to you that I am physically and mentally fit and that I am, as a result, able to participate in AIMSE sports, and I do hereby assume responsibility for my own well-being. You must sign this agreement in order to be registered for any of the tournaments. SIGNATURE NAMEDATE SPOUSE/GUEST REGISTRATION O $395 | Ends April 1 O $495 | After April 1 Spouses/guests must have a name badge to attend meal functions, general sessions and workshops. Complete the following as you would like your spouse/guest badge to appear: SPOUSE / GUEST FULL NAME SPOUSE / GUEST BADGE INFORMAL / FIRST NAME SPOUSE / GUEST OF •S pouse/guest fee includes all meal functions, all general sessions, and entry into available workshops. • Any spouse/guest who does not pre-register prior to the conference and wishes to participate in any conference activity must pay an on-site registration fee of $495. • Please note that children are not encouraged to attend any AIMSE functions. Tournament/Spouse/Guest Subtotal $ _____________ 19 Learn. Adapt. Succeed. PAYMENT METHOD OF PAYMENT Payments must be made in US Dollars TOTAL AMOUNT $ _____________ Please print clearly: O Check Enclosed (payable to AIMSE) O Credit Card Please charge: O Mastercard O Visa O American Express CARD NUMBER SIGNATURE EXPIRATION DATE If you have any physical needs, dietary restrictions or require other special accommodations in order to participate, please specify: SUBMIT REGISTRATION FORMS AND PAYMENT TO: AIMSE 12100 Sunset Hills Road, Suite 130 Reston, Virginia 20190 Phone | 703. 234. 4098 Fax | 703. 435. 4390 [email protected] 20 38th Annual Marketing & Sales Conference | April 26-28, 2015 | Arizona Biltmore Resort & Spa Learn. Adapt. Succeed. AIMSE 12100 Sunset Hills Road Suite 130 Reston, VA 20190 www.aimse.org
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