A Community Powered by Morgan Stanley Financial Advisors
Made Possible With The Generous Support Of:
PLATINUM SPONSORS:
BlackRock
Columbia Threadneedle Investments
Davis Advisors
Invesco
T. Rowe Price
WisdomTree
GOLD SPONSORS:
Abbey Capital
Alliance Bernstein
Aristotle
Artisan Partners
BNY Mellon
Confluence Investment Management
FS Investments
Federated Hermes
First Eagle
Franklin Templeton
GQG
GoldenTree
Lazard
MFS
Millennium Management
Riverfront Investment Group
TCW
TrueBridge Capital
SILVER SPONSORS:
Allspring Global Investments • Congress Asset Management • Copeland Capital Management • Globalt Investments •
Lyrical Partners • Mondrian Investment Partners • Vanguard
SUPPORTING SPONSOR
Barron's
2024 SCHEDULE OF EVENTS
SUBJECT TO CHANGE (Last Updated 3/20/24)
MONDAY, JUNE 3
10:00AM – 1:00PM
Family Teams Precon (optional, no charge)
11:00AM – 2:00PM
Firm Technology Precon (optional, no charge)
2:00PM – 5:30PM
General Sessions
5:30PM – 7:00PM
Cocktail Reception with Asset Managers
7:00PM
Asset Manager Dinearounds
TUESDAY, JUNE 4
7:00AM – 8:00AM
Breakfast
8:00AM – 8:50AM
General Session
9:15AM – 10:05AM
Concurrent Breakouts
10:25AM – 11:15AM
Concurrent Breakouts
11:45AM – 1:20PM
Lunch & General Session
1:40PM – 2:30PM
Concurrent Breakouts
2:50PM – 3:40PM
Concurrent Breakouts
4:00PM – 4:50PM
General Session – 2024 Washington Update
5:00PM – 6:00PM
Cocktail Reception with Asset Managers
6:30PM – 9:00PM
APICtoberfest Dinner
WEDNESDAY, JUNE 5
7:00AM – 8:00AM
Breakfast
7:30AM – 8:20AM
Concurrent Breakouts
8:30AM – 9:20AM
Concurrent Breakouts
9:30AM – 10:30AM
General Session
10:30AM – 11:30AM
General Session – Jeremy Siegel
11:30AM – 12:30PM
Bus Departures for Airport, complimentary
Optional Pre-conference Sessions – No Additional Charge
MONDAY – 11AM-2PM
Firm Technology Sessions
Back by popular demand. APIC is proud to offer several 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. Additionally, field trainers and platform experts will be on-site to work with you individually throughout the conference.
Team for Teams: Just using Teams for chat? Unlock more capabilities and learn how to implement effective team communication through Teams.
AI@MS Debrief: Learn about Morgan Stanley’s newest AI capability which allows you to record, summarize, playback and track tasks in Salesforce.
Client-Facing Presentations: Modernize your client facing presentation process to tell the story to your clients digitally.
MONDAY – 10AM-1PM
Family Teams Workshop: Coaching and Feedback
Working with family members is a blessing but can also be quite complex. Two of the most complex issues that arise in family teams include how to coach and develop team members, especially family members, and deliver constructive feedback. When done poorly, these can lead to destructive team dynamics and at worst, potentially damage family relationships. When done correctly, these actions can unify the team, deepen family relationships, and provide a framework for elevating team performance and productivity.
In this session, we will examine key principles and tactics for developing team members through coaching and giving and receiving feedback in a healthy and constructive way.
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Discuss unique challenges and benefits to coaching a family team member
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Learn a coaching model that is practical and easy to implement
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Coach one another using a real-world scenario
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Learn a 5-step process for giving and receiving feedback in a way that helps team members improve and enhance performance.
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Practiced giving and receiving feedback through analyzing a case study.
2024 REGISTRATION FEES
UNSUBSIDIZED ATTENDANCE
Attendance at the APIC conference is subsidized by the support of our Asset Management Partners and sponsors. If you may not receive such support, you may elect to attend as an unsubsidized attendee.
$3000
FIRM MANAGEMENT
Home Office or Field members of management who are non-producing.
$995
MEMBERS
If you are a sole-advisor and member of APIC, or if your team has a Team Membership
$695
SOCIAL GUESTS
Friends/Family of attendees who do not work for a competing firm. These attendees may only attend cocktail receptions and the Tuesday Night social event
$350
ANALYSTS & CSAs
Non-producing team members that are part of a practice with a team membership are encouraged to attend at a reduced rate.
$395
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
Non-producing team members eligible for the discounted rate must have one of the following job titles:
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Business Development Associate
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Institutional Consulting Associate
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Wealth Management Analyst
-
Institutional Consulting Analyst
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PM Associate
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Consulting Group Analyst
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Financial Planning Analyst
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Wealth Management Associate
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Customer Service Associate
Attendees receive:
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Attendance at all APIC educational sessions
-
Attendance at all APIC meal functions as listed in the agenda
The fees listed above do not include:
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Hotel room costs (see HOTEL on this page)
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Travel costs, airfare, parking, transfers, etc.
HOTEL
The Grand America Hotel
555 Main Street, Salt Lake City, UT 84111
Phone: (801) 258-6000
Group Rate (paid by attendee):
$279.00 per night, plus tax (currently 12.92%) if booked by Friday, May 17, 2024. 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: 3:00 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 are non-smoking.
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-serve 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 2024 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 Salt Lake City are warm and dry; indoor meeting rooms can be quite chilly with air conditioning, so please plan accordingly.
TRAVEL
Suggested arrival time is a flight that lands no later than 12:30PM on Monday, June 3.
AIRPORT:
The Salt Lake City International Airport (SLC)
is 8 miles and about a 15-minute drive to The Grand America Hotel.
The Grand America Hotel DOES NOT have an airport shuttle, so please review the following transportation options:
RIDESHARE:
Lyft and Uber are available in Salt Lake City and services are available 24 hours a day, seven days a week.
CAR SERVICE:
As preferred partners to The Grand America Hotel, Driver Provider can provide transportation for all size parties. Please call the concierge at The Grand America for advance reservations and Meet & Greet services; 801-258-6703. Charges for transportation can be placed directly onto your hotel bill.
PARKING:
The Grand America Hotel provides valet and self-park parking options. Current valet parking rate: $34 + tax USD and current self-parking rate: $24 + tax USD for overnight, including in-and-out privileges.
EXPENSE REIMBURSEMENT AFG/BDA
& TUITION REIMBURSEMENT
All travel expenses related to the APIC Conference (hotel, taxi, parking, etc.) are the responsibility of the individual attendee.
Some members may be eligible for tuition reimbursement. Management pre-approval is required.
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. We also have a page with basic information on how to complete the form, available here.
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-in at the hotel for payment of the room and any incidentals.
The deadline for attendees to cancel from the conference without penalty is 2:00 PM EDT on Friday, May 31st. After this date, the following penalties will apply:
• CONFERENCE REGISTRATION FEE: 100%
• GUEST ROOM CHARGES
APIC Reserves the right to deduct late cancellation charges from registration fees before any refund is made.
