Made Possible With The Generous Support Of
PLATINUM SPONSORS
Aristotle
Columbia Threadneedle Investments
T. Rowe Price
GOLD SPONSORS
BCG Pension Risk Consultants I BCG Penbridge
BlackRock
Eaton Vance
Franklin Templeton
FS Investments
Goldentree Asset Management
GQG Partners
Great Lakes Advisors
Invesco
Lazard
Millennium
PIMCO
Touchstone Funds
VanEck
Vanguard
SILVER SPONSORS
Allspring Global Investments • Artisan Partners • GCM Grosvenor • Hartford/Schroders • Lyrical Asset Management • Mondrian Investment Partners
2023 SCHEDULE OF EVENTS
SUBJECT TO CHANGE (Last Updated 3/3/23)
MONDAY, JUNE 5
10:00AM – NOON
Pickleball Clinic & Tournament (optional, add'l charge)
9:00AM – 1:00PM
Family Teams Workshop - Succession Planning
(optional, no charge) Session Description Available Below
Dr. Tim Ursiny, Zach Ursiny
Sponsored by Columbia Threadneedle Investments
10:00AM – 2:00PM
Firm Technology Precon (optional, no charge)
2:00PM – 6:00PM
Content Sessions
6:00PM – 7:00PM
Cocktail Reception with Asset Managers
8:00PM – 10:00PM
Barron's Networking & Dessert Party
TUESDAY, JUNE 6
6:45AM – 7:15AM
Bootcamp Sweat Fest
8:00AM – 9:00AM
Breakfast & Optional Content
9:00AM – 12:PM
Content Sessions
12:00PM – 1:50PM
Lunch & General Sessions
2:00PM – 5:05PM
Content Sessions
5:05PM – 6:30PM
Cocktail Reception with Asset Managers
6:30PM
Sponsor Dinners, or Dinner On Your Own
WEDNESDAY, JUNE 7
6:45AM – 7:15AM
Sunrise Yoga
8:00AM – 9:00AM
Breakfast & Optional Content
9:00AM – 11:45AM
Content Sessions
11:45AM
Conference Concludes. Boxed Lunches provided
12:00PM – 1:30PM
Optional Post Conference Meeting (no charge)
12:00PM – 12:30PM
Bus Departures for Airport, complimentary
Optional Pre-conference Sessions – No Additional Charge
MONDAY – 9AM-1PM
Family Teams - Succession Planning
Dr. Tim Ursiny, Zach Ursiny
Hosted by Marybeth Emson
Family Teams present unique joys, opportunities and challenges in an advisory business but UNTIL NOW coaching and support did not recognize their unique dynamics.
APIC is on the cutting edge of helping to develop specialized resources. Come join us for this highly interactive program that will allow existing family teams (as well as teams considering adding family members) the opportunity to engage in exercises that:
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Helps them to identify the different psychological stages individuals go through during the succession process and learn how to navigate them successfully (both retiring advisor and the successor)
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Examines how to leverage the unique benefits of transitioning a practice to a family member
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Helps them to identify the actions that successor leaders can take to assume leadership in the eyes of the team and the clients
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Allows existing leaders to examine the process of exiting the team and how that changes the focus of their daily lives
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Examines the roles of trust, communication and accountability in the transition process
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Allows team members to practice the best methods for communicating each stage of transition to clients
MADE POSSIBLE WITH
THE GENEROUS SUPPORT OF
MONDAY – 10AM-2PM
Firm Technology Sessions
Back by popular demand. APIC is proud to offer five in-depth sessions on how to leverage firm technology to increase efficiency and produce results. Each session is independent - so feel free to attend just those you are interested in.
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Become a Champion of Efficiency - Create a repeatable and scalable investment process in Select UMA (UMAX) and PM (LYDIA)
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Uncover Business Opportunities through the Portfolio Risk Platform and WealthDesk (plus a sneak peek to PRP 2.0!)
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Ways to Build a Pipeline - Incorporating Morgan Stanley Online with Total Wealth View with New and Existing Clients
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Unlock the potential of Salesforce CRM to help drive efficiency and NAA. Learn how to find opportunities and create campaigns to drive results
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Strategic Client Reporting and Digital Stapler best practices for customized client packages and efficient client reviews
2023 REGISTRATION FEES – REGISTRATION OPENS MARCH 20
MEMBERS
If you are a sole-advisor and member of APIC, or if your team has a Team Membership
$695
ANALYSTS
New for 2023. Analysts with the titles specified below are encouraged to attend Analyst University at a reduced rate.
$395
FIRM MANAGEMENT
Home Office or Field members of management who are non-producing.
$1195
SOCIAL GUESTS
Friends/Family of attendees who do not work for a competing firm. These attendees may only attend cocktail receptions and the Monday Night social event
$350
PLEASE READ DETAILS BELOW REGARDING ADDITIONAL COSTS & REQUIREMENTS
As a member-supported organization, speakers are asked to pay their respective registration fee regardless of registrant type.
FEES
Analysts eligible for the discounted rate must have one of the following job titles:
• Business Development Associate
• Institutional Consulting Associate
• Institutional Consulting Analyst
• PM Associate
• Consulting Group Analyst
• Financial Planning Analyst
• Wealth Management Associate
• Wealth Management Analyst
Attendees receive:
• Attendance at all APIC educational sessions
• Attendance at all APIC meal functions as listed in the agenda
The fees listed above do not include:
• Hotel room costs (see HOTEL on this page)
• Travel costs, airfare, parking, transfers, etc.
HOTEL
The Ritz-Carlton, Grande Lakes, Orlando
(Forbes Four Star, AAA Five Diamond resort)
4012 Central Florida Pkwy, Orlando, FL 32837
Phone: (407) 206-2400
https://www.ritzcarlton.com/en/hotels/florida/orlando
Group Rate (paid by attendee):
$295.00 per night, plus tax (currently 12.5%) and resort fee of $25/night, if booked by Monday, May 22, 2023. APIC cannot guarantee the rate after this date.
HOW TO BOOK:
APIC is holding a block of rooms for the Conference. Instructions for booking your room in the APIC block will be provided during Registration.
Check-In: 4:00 PM
Check-Out: 11:00 AM
Early check-in requests are not guaranteed and are based on availability the day or arrival. Late check-out requests are handled similarly.
All guest rooms at are non-smoking.
EXPENSE REIMBURSEMENT AFG/BDA
All travel expenses related to the APIC Conference (hotel, taxi, parking, etc.) are the responsibility of the individual attendee.
If you wish to receive reimbursement for your hotel costs, you may need to submit an eReq in advance. This applies even though you are not booking the hotel through the MS travel agency. For more information, type ENC into your firm browser.
CANCELLATION POLICY
Payment – You will need to provide a credit card on the secure Conference Registration website. In addition, all attendees will be required to present a credit card upon check at the hotel for payment of the room and any incidentals.
The deadline for attendees to cancel from the conference without penalty is 11:59 PM EDT on Monday, June 5th. After this date, the following penalties will apply:
• CONFERENCE REGISTRATION FEE: 100%
• GUEST ROOM AT THE RITZ-CARLTON, GRANDE LAKES, ORLANDO: The cancellation policy is 5 days prior to the individual's reservation/arrival date to not incur a one night room and tax penalty. APIC will be held financially responsible for your guest room, and therefore, must pass the cancellation charges on to you.
APIC Reserves the right to deduct late cancellation charges from registration fees before any refund is made.
BOOTCAMP SWEAT FEST
Gird your loins for Bootcamp!
Tuesday, June 6th to start at 6:45am
Complimentary for APIC guests.
Water, towels, mats and any equipment needed for the class will be provided.
SUNRISE YOGA
Sun-salutations!
Wednesday, June 7th to start at 6:45am
Complimentary for APIC guests.
Water, towels, mats and any equipment needed for the class will be provided.
TRAVEL
Suggested arrival time is a flight that lands no later than 12:30PM on Monday, June 5.
AIRPORT:
The Orlando International Airport (MCO)
1 Jeff Fuqua Blvd, Orlando, FL 32827 is 11 miles and about a 15-minute drive to The Ritz-Carlton, Grande Lakes, Orlando.
The Ritz-Carlton, Grande Lakes, Orlando DOES NOT have an airport shuttle, so please review the following transportation options.
TAXIS:
There are several taxi companies available in Orlando Airport, available 24 hours a day, seven days a week.
- Ace Metro / Luxury Cab: +1 407-855-1111
- Diamond Cab Company: +1 407-523-3333
- Quick Cab: +1 407-447-1444
- Town & Country Transport: +1 407-828-3035
- Mears Taxi Yellow/City Cab: +1 407-422-2222
Taxis may carry up to 9 passengers, and charge the same rate regardless of the number of passengers. All taxicabs picking up at the Airport are regulated by the City of Orlando's Vehicle-for-Hire ordinance which requires fares to be determined by a taximeter.
The estimated cost for a one-way airport transfer to the hotel is $30 - $45 and takes 17 minutes.
RIDESHARE:
Lyft, Wingz and Uber are available in Orlando Airport and services are available 24 hours a day, seven days a week.
CAR SERVICE:
As preferred partners to The Ritz-Carlton, Grande Lakes, please call Mears Transportation Group for advance reservations and Meet & Greet services; 407-423-5566 or www.mears.com. The estimated cost for a one-way Town car transport to the hotel is $104. Luxury vans and SUVs available.
PARKING:
The Ritz-Carlton, Grande Lakes, Orlando provides valet parking. Current valet parking rate: $50 + tax USD for overnight, including in-and-out privileges
TUITION REIMBURSEMENT
Some members may be eligible for tuition reimbursement. Management pre-approval is required.
GUESTS & SPOUSES
• Due to compliance reasons, guests may not attend any content sessions - this includes all breakouts and general sessions.
• Guests will be permitted on a first-come, first-served basis. All guests are subject to approval by APIC before attendance is granted. APIC does not guarantee guest space is available if not registered in advance of the event, before the registration cut-off date.
• Guests may not be employed by an asset management firm or service provider. Additionally, guests may not be employed by other financial institutions other than Morgan Stanley.
• Guests must be over the age of 21.
• APIC extends a discount to members who attend the annual conference below the actual cost of food & services provided. Guests who attend events are expected to pay for the actual costs associated with their attendance. The cost for guests in 2023 is $350.
• You will be given the option to register a guest during the Conference Registration process. If you would like to register a guest after your Registration is complete, please e-mail info@apicms.org
ATTIRE
Business Casual attire (no tie required!) will be appropriate during the evening festivities on Monday night and Conference on Monday, Tuesday and Wednesday.
Temperatures in Orlando are warm and humid; indoor meeting rooms can be quite chilly with air conditioning, so please plan accordingly.
PICKLEBALL
The fastest growing sport in the United States!
Five pickleball courts accommodating 20 players have been reserved for a combination clinic and tournament on Monday, June 5; 10:00 am - Noon.
A minimum of players is required to hold the tournament. Deadline to reserve is May 5. APIC may elect to cancel this activity on May 5 if there are not enough players. Any existing reservations would be refunded.
GOLF
Due to a large tournament already booked on site, golf as an organized APIC outing is not scheduled this year.
Sunday morning golf tees times starting at 10:00AM are available on a first-come, first served basis for all attendees. As a concession, the greens fees are $131.75 + tax for the first 40 players (includes golf cart & practice facility). After the first 40 players, the rate is $155 + tax. Rental clubs are $85 per set and include ½ dozen golf balls.
Guests can call the Golf Event Manager to reserve tee times up to 30 days in advance, (407) 393-4900 or contact Thomas.Croad@ritzcarlton.com.
All golf charges are the responsibility of the guest.