Western States CREF 15

Transcription

1 18th Annual CREF Conference Las Vegas Sponsor-Exhibitor

2 Keynote Speaker Michael Lewis Journalist & Best-Selling Author of Flash Boys, Moneyball, and The Blind Side Financial Journalist and New York Times best-selling author Michael Lewis has published more than a dozen books on subjects ranging from politics to Wall Street. Lewis latest release, the NYT #1 best-seller Flash Boys, has taken the financial market and business world by storm since its release in March The story reveals how the legal but highly questionable practice of high-frequency trading (HFT) has allowed certain Wall Street players to work the stock market to their advantage, and has been called one of the most provocative books to hit shelves since Lewis The Big Short. In The Blind Side, published in 2006, Lewis tells the story of NFL Offensive Tackle Michael Oher, and how his life is transformed from being a teen living on the streets of Memphis after he is adopted by white Evangelical Christians. Before that, Lewis wrote Moneyball, a book ostensibly about baseball but also about the way markets value people. Both of his books about sports became Oscar nominated films. Two of his most popular releases, The Big Short and Boomerang, are narratives set in the global financial crisis. His other works include The New New Thing, about Silicon Valley during the Internet boom; Coach, about the transformative powers of his own high school baseball coach; Losers, about the 1996 Presidential campaign; and Liar s Poker, a Wall Street story based in part on his own experience working as a bond salesman for Salomon Brothers. AT THE PODIUM A sharp observer of politics, finance, and the evolution of American culture, Michael Lewis combines keen insight with his signature wit, making him one of today s leading social commentators. Lewis program takes a fresh, hard look at the ever-changing value systems that drive our economic markets, political landscapes, and cultural norms, and how organizations can adapt their thought strategies to facilitate growth among all three. BIOGRAPHY DETAILS Mr. Lewis is a columnist for Bloomberg News and a contributing writer to Vanity Fair. His articles have also appeared in The New York Times Magazine, The New Yorker, Gourmet, Slate, Sports Illustrated, Foreign Affairs, and Poetry Magazine. He has served as editor and columnist for the British weekly The Spectator and as Senior Editor and campaign correspondent for The New Republic. He has filmed and narrated short pieces for ABC-TV s Nightline; created and presented a four-part documentary on the social consequences of the internet for the BBC; and recorded stories for the American public radio show, This American Life. Mr. Lewis grew up in New Orleans and remains deeply interested and involved in the city. He holds a Bachelor s degree in Art History from Princeton and a Master s degree in Economics from the London School of Economics. He lives in Berkeley, California with his wife, Tabitha Soren, and their three children: Quinn, Dixie, and Walker. In 2009, he published Home Game: An Accidental Guide to Fatherhood, about his attempts to raise them.

3 Conference Sponsors 18th Annual CREF Conference September 16-18, 2015 Wynn Las Vegas Platinum

4 Conference Sponsors 18th Annual CREF Conference September 16-18, 2015 Wynn Las Vegas Titanium

5 Conference Sponsors 18th Annual CREF Conference September 16-18, 2015 Wynn Las Vegas Gold

6 Conference Sponsors 18th Annual CREF Conference September 16-18, 2015 Wynn Las Vegas Silver AEI Consultants LoanDocSolutions AES Due Diligence, Inc. Newmark Realty Capital, Inc. Curtis-Rosenthal, Inc. Nova Consulting Group Derivative Logic, Inc. Pacific Southwest Realty Services EMG Partner Engineering & Science, Inc. Grandbridge Real Estate Capital PM Environmental, Inc. GRS Group Total Lender Solutions JCR Capital Xceed Financial Credit Union Koss REsource Media Commercial Mortgage Alert Connect Media Mortgage Banking Magazine Mortgage Compliance Magazine MortgageOrb.com National Mortgage News Scotsman Guide Real Estate Business

7 Sponsorship Information Make Your Mark at the Nation's Premier Regional CREF Conference! Be one of the companies everyone is talking about! Sponsorships and exhibit spaces will position you in front of attendees for the annual CREF Conference! Make sure your company is featured at the conference, and make an impact on your audience! Great new options for 2015! All Sponsorships Include: Sponsor ID in the conference program and slideshow Sponsor ID/signage prominently displayed onsite at the conference Sponsor ID on the conference website Sponsor ID in all conference marketing Sponsor ID in the CMBA Events app Priority opportunity for meeting room and exhibit space assignments Pre- and Post-Conference registration lists with full contact information At least two (2) complimentary attendee registrations Other benefits as described below Note: Meeting Rooms guaranteed only to Platinum and Titanium Sponsor Levels on a first-come, first-serve basis. PLATINUM SPONSORSHIP BENEFITS In addition to the regular sponsorship benefits, the Platinum Sponsorship includes One (1) Exhibit Space or tabletop, logo on the cover of event program, ad (one month duration) on event website, full-page ad in electronic program, complimentary meeting space (available upon request) and Eight (8) conference registrations. Also included is an opportunity to select one of the following events/items for branding purposes: Lanyard Sponsorship (all item design and production costs, drayage provided by sponsoring company) Conference App Sponsor Keynote Luncheon Speaker Sponsor

8 Sponsorship Information Make Your Mark at the Nation's Premier Regional CREF Conference! Opening Session Sponsor Café CREF Sponsor TITANIUM SPONSORSHIP BENEFITS In addition to the regular sponsorship benefits, the Titanium Sponsorship includes One (1) Exhibit Space or tabletop, half-page ad in electronic conference program, complimentary meeting space (available upon request) and Six (6) conference registrations. Also included is an opportunity to select one of the following events/items for branding purposes: Opening Reception Sponsor (2 available) GOLD SPONSORSHIP BENEFITS In addition to the regular sponsorship benefits, the Gold Sponsorship includes One (1) Exhibit Space or tabletop, half-page ad in electronic conference program, and Four (4) conference registrations. Several exclusive opportunities are available to Gold Sponsors, on a limited basis. Call (916) or sponsor@cmba.com for more details. SILVER SPONSORSHIP BENEFITS (AVAILABLE TO NON-LENDERS ONLY) In addition to the regular sponsorship benefits, the Silver Sponsorship includes One (1) Tabletop, and Two (2) conference registrations. Several exclusive opportunities are available to Silver Sponsors, on a limited basis. Call (916) or sponsor@cmba.com for more details.

9 Conference Sponsorship Sponsor Options Check box and indicate preferred accompanying item/event $10,000 - Platinum + $7,500 - Titanium + APPLICATION INSTRUCTIONS $5,000 - Gold + $2,500 - Silver + Pricing is shown for California MBA member firms only. A 25% SURCHARGE APPLIES TO NON-MEMBER FIRMS. Fax completed application with credit card information to (916) completed application to sponsor@cmba.com Mail completed application to: California MBA 555 Capitol Mall, Ste. 440 Sacramento, CA Contact information for the person responsible for all sponsorship correspondence: Contract Acknowledgement I have read and accept the terms and conditions outlined in the contract. Contact Name: Company: Title: Address: City/State/Zip: Phone: Please provide the company information as you would like it displayed in the conference program. Company Name: Address: City/State/Zip: Phone: Fax: Website: PLEASE COMPLETE THE CREDIT CARD INFORMATION BELOW: Check Enclosed Visa Mastercard American Express Credit Card # Expiration Date: Signature: Name on card: Electronic Check Conversion NOTICE: When you provide a check as payment, you authorize us either to use information from your check to make a one-time electronic fund transfer from your account or to process the payment as a check transaction. Funds may be withdrawn from your account as soon as the same day and you will not receive the check back from your financial institution. If your payment is returned due to insufficient funds, you authorize us to make a one-time electronic fund transfer from your account to collect a fee of $25 as allowed by state law.

10 Golf Tournament Annual CREF Conference Golf Tournament September 16, 2015 Las Vegas Paiute Golf Resort 10:30 am $175/player World Golf Hall of Fame Inductee and Lifetime Achievement Award Recipient, Pete Dye, is the design force behind the three distinctive layouts found at this unique destination just 25 minutes northwest of the world famous Las Vegas Strip. Renowned for his course architecture, as well as comedic commentary about the game and the courses he has designed, Pete Dye proved how "One-of-a-Kind can now come in Threes" in his concept to realization of Snow Mountain, Sun Mountain and WOLF. Never missing a chance to infuse his legendary challenge of the field with his signature elements such as railroad tie bunkers and sweeping slope changes, he ensured each course within this Vegas Trio presents the golfer a different experience from its siblings. Premier Sponsors Transportation Sponsors

11 Golf Sponsorship Sponsor Options Each sponsor level includes signage at Golf Tournament and a sponsor recognition plaque $3,500 - Event Sponsor (4 Golf tickets included) $1,500 - Logo Gift (hat/visor) Sponsor (2 Golf tickets included) APPLICATION INSTRUCTIONS Fax completed application with credit card information to (916) completed application to sponsor@cmba.com Mail completed application to: California MBA 555 Capitol Mall, Ste. 440 Sacramento, CA $1,500 - Beverage Cart Sponsor (2 Golf tickets included) $1,000 - Transportation Sponsor (1 Golf ticket included) $750 - Score Card Sponsor $500 - Closest to the Pin Sponsor $500 - Longest Drive Sponsor Pricing is shown for California MBA member firms only. A 25% surcharge applies to non-member firms. Contact information for the person responsible for all sponsorship correspondence: Contact Name: Company: Title: Address: City/State/Zip: Phone: Please provide the company information as you would like it displayed in the conference program. Company Name: Address: City/State/Zip: Phone: Fax: Website: PLEASE COMPLETE THE CREDIT CARD INFORMATION BELOW: Check Enclosed Visa Mastercard American Express Credit Card # Expiration Date: Signature: Name on card: Electronic Check Conversion NOTICE: When you provide a check as payment, you authorize us either to use information from your check to make a one-time electronic fund transfer from your account or to process the payment as a check transaction. Funds may be withdrawn from your account as soon as the same day and you will not receive the check back from your financial institution. If your payment is returned due to insufficient funds, you authorize us to make a one-time electronic fund transfer from your account to collect a fee of $25 as allowed by state law.

12 Complimentary Registrations Platinum Sponsors: 8 Complimentary Registrations Titanium Sponsors: 6 Complimentary Registrations Gold Sponsors: 4 Complimentary Registrations Silver Sponsors: 2 Complimentary Registrations Please use this form to provide registration information for the complimentary sponsor and exhibitor registrations included in your selected sponsorship level. Registration #1 Name: Company: Title: Address: City/State/Zip: Phone: CMBA Events App Registration Maximize your conference experience! Check this box to have your name and information included in the mobile conference app for the 18 th Annual CREF Conference! Registration #2 Name: Company: Title: Address: City/State/Zip: Phone: CMBA Events App Registration Maximize your conference experience! Check this box to have your name and information included in the mobile conference app for the 18 th Annual CREF Conference! Registration #3 Name: Company: Title: Address: City/State/Zip: Phone: CMBA Events App Registration Maximize your conference experience! Check this box to have your name and information included in the mobile conference app for the 18 th Annual CREF Conference!

13 Contract 1. AGREEMENT TO CONDITIONS Each Sponsor/Exhibitor and employees of Sponsor/Exhibitor agree to abide by these conditions, it being understood and agreed that the sole control of the exhibit hall rests with California MBA. 2. ASSIGNMENT OF SPACE Assignment of space will be determined by sponsorship level and California MBA staff. Exhibitor participation is limited to those companies that regularly provide services and/or products for business organizations or financial institutions that hold membership in or are eligible for membership in the Association. 3. PAYMENT Payment in full is required and should accompany your application. Payment is due on or prior to August 16, HOTEL INFORMATION Please note that in order to have a reservation in the group room block, you must register for the CREF Conference. California MBA reserves the right to review the conference room block and remove those individuals who have not registered for the conference. Up to one (1) hotel reservation per registered delegate will be accommodated. The hotel reservation should be made under the corresponding registered delegate s name to avoid confusion. 5. CANCELLATION OR RELOCATION OF CONVENTION Upon cancellation of the meeting, the liability of California MBA shall be limited to a refund of the Sponsor/Exhibitor fee. 6. CANCELLATION BY SPONSOR/EXHIBITOR Should the exhibitor be unable to occupy and use the contracted exhibit space, California MBA must be notified in writing. Cancellations received by May 4, 2015 shall be entitled to 50% refund. No refunds will be issued after May 4, THE ASSOCIATION'S RIGHT TO REMOVE EXHIBITOR'S PROPERTY The California MBA reserves the right to remove from the hotel premises any or all of the property of the Exhibitor should the meeting be cancelled or relocated or should the licensee violate any of the conditions of the Exhibitor's Contract. If the contract is cancelled for violation of such conditions, the Association assumes no liability for the return of the rental fee or any part thereof. In recognition of the common interest of all Exhibitors and the Association in maintaining the appropriate standards of decorum, THE EXHIBITOR WAIVES ANY AND ALL RIGHTS TO ANY NOTICE OF HEARING PRIOR TO THE REMOVAL OF PROPERTY FROM THE HOTEL OR EXHIBIT HALL FOR THE REASONS STATED ABOVE. 8. LIABILITY The California MBA undertakes no duty to exercise care, nor assumes any responsibility for the protection of the property of the Exhibitor or its representatives, or of property used in connection with the exhibit from theft or damage or destruction by fire, accident or other cause. Small and easily portable articles should be properly secured or removed after exhibition hours and placed in safekeeping by the Exhibitor. Any protection exercised, in fact, by the Association shall be deemed purely gratuitous on its part and shall in no way be construed to involve it in liability by the Exhibitor. The California MBA shall not be liable for the fulfillment of this agreement as to delivery of space, if nondelivery is due to any of the following causes: destruction of or damage to the building or exhibit area by fire or acts of God; acts of a public enemy; strikes; the authority of the law; or any caused beyond its control. Sponsor/Exhibitor assumes entire responsibility and hereby agrees to protect, indemnify, defend and save the 18th Annual CREF Conference, the Wynn, the official exhibit company, and all employees and agents thereof (hereinafter collectively called "Indemnities") harmless against all claims, losses and damages to persons or property, governmental charges or fines and attorneys fees arising out of or caused by Sponsor/Exhibitor's installation, removal, maintenance, occupancy or use of the exhibition premises or a part thereof, excluding any such liability caused by the sole negligence of the indemnities and their employees and agents. In addition, Sponsor/Exhibitor acknowledges that California MBA and the Indemnities do not maintain insurance covering Sponsor/Exhibitor's property and that it is the sole responsibility of Exhibitor to obtain interruption and property damage insurance covering such losses by Exhibitor. 9. PROTECTION OF THE EXHIBIT FACILITY Nothing shall be posted on, or nailed, screwed, or otherwise attached to columns, walls, floors, or other parts of the hotel exhibit area without permission from the proper building authority. Packing, unpacking and assembly of exhibits shall be done only in designated areas and conformity with direction of the California MBA and hotel Manager or their assistants. 10. BOOTHS Standard Booth equipment (back and side wall draping, and identification sign) will be provided by California MBA without cost to the Sponsor/Exhibitor. If an Sponsor/Exhibitor plans to install a completely constructed display of such a character that the Exhibitor will not require or desire the use of standard booth equipment, no part thereof shall project as to obscure the view of the adjacent booths. No display may exceed a height of eight feet on the back wall nor be higher than side wall specifications, except with the specific permission of California MBA. Carpeting shall be limited to exhibitor's booth only, and will not be permitted to cross any aisles. 11. INSTALLATION AND DISMANTLING The specific requirements as to time for installation and dismantling of exhibits shall be supplied to Exhibitor. Such requirements shall be binding upon the licensee as though fully set forth herein. All displays must be in place and set up by the time of the official opening of the show. Booth space may not be dismantled prior to the conclusion of the conference. 12. DEFAULT OCCUPANCY Any Exhibitor failing to occupy space contracted for is not relieved of the obligation of paying for such space at the full rental price, and California MBA shall have the right to use such space as it sees fit to eliminate blank space in the exhibit hall, provided such booth space is not occupied before the official show opening. 13. VIOLATIONS OF THE CONDITIONS Any of the following actions by Exhibitor shall constitute a violation of the conditions of the Exhibitor's Contract. a. Use of a display which varies in any significant way from its description in the Application for Exhibit Space. b. Violation of any municipal, state, of Federal laws, rules or regulations, including safety codes. c. Failure to remove its property from the hotel or exhibit hall upon cancellation or relocation of the meeting. d. Dismantling of exhibit before conclusion of conference. 14. ACCESS TO DISPLAYS California MBA may from time to time promulgate such regulations governing hours of access to displays and eligibilities for admission thereto as may be found in its judgement to be most practicable. 15. PERSONNEL All licensees participating in the exhibit area of the California MBA meeting are expected to use special care wherever they deem it necessary to hire temporary help to assist in their exhibit or hospitality activities, so that the personnel so selected by them will be of a caliber in keeping with the high standards of the exhibition and the meeting. 16. USE OF SPACE Exhibits shall be shown only in the official exhibit area. Neither the Exhibitors nor the non-exhibitors shall be permitted to display articles, equipment or information concerning services, or movies of such articles, equipment, or services in private suites or rooms during the meeting, in accordance with prior agreements between the California MBA and officials of hotels and the convention bureau in the locale of the specific meeting. No Exhibitor shall permit any other corporation or firm or its representatives to use the space allotted to it, nor shall it display articles not manufactured or sold normally by it. Co-participation by any other corporation or firm or its representatives in space assigned to the original applicant must be by written permission of California MBA. No Exhibitor will be allowed to block the visibility of another Exhibitor. 17. DISTRIBUTION OF PRINTED MATTER Neither Exhibitors nor non-exhibitors shall distribute to the meeting delegates printed matter, samples, souvenirs and the like, except within rented space. Special distribution of such material elsewhere must be approved by California MBA. 18. HOSPITALITY SUITES AND HOSTED/SPONSORED FUNCTIONS Any type of company sponsored function (including Hospitality Suites) will only be permitted if in good financial standing with California MBA. Only conference sponsors may secure suites during the CREF Conference. Companies interested in reserving a Hospitality Suite at the hotel will need to contact Devon Keefe (sponsor@cmba.com). NOTE: Any type of company-sponsored function (including Hospitality Suites) is NOT permitted during official California MBA sponsored activities (sessions, exhibit hall, receptions, etc.). Any company found in violation will immediately have their 2015 booth and/or meeting space closed and will be given last selection/assignment for 2016.