Trustee Directory - American Resort Development Association
Transcription
Trustee Directory - American Resort Development Association
TRUSTEE DIRECTORY A Commitment to Industry Excellence The Trustee member companies of the American Resort Development Association (ARDA) represent the resort industry’s premier leadership. These companies, through their stewardship, are committed to industry growth and excellence. ARDA Trustee member companies are recognized for their exemplary leadership in developing and delivering world-class vacation experiences for consumers around the globe. ARDA Trustee members represent developers/operators; law firms; finance companies; marketing and sales companies; title insurance firms; architecture/design/construction companies; and companies that provide a variety of value-added services and products to resort developers/operators and their customers. ARDA is the professional association representing the vacation ownership and resort development industries. Established in 1969, ARDA today has more than 800 corporate members, ranging from privately held firms to publicly traded companies and international corporations with expertise in shared ownership interests in leisure real estate. The membership also includes timeshare owner associations (HOAs), resort management companies and owners through the ARDA Resort Owners Coalition (ARDA-ROC). Headquartered in Washington, DC, ARDA is committed to the prosperity and global expansion of the vacation industry, with a primary focus on education, research, legislative representation, and public and consumer advocacy. For updates to the ARDA Trustee Directory, visit the ARDA web site at www.arda.org. Questions about VIP Membership? Contact ARDA’s Membership Team at 202.371.6700 or membership@arda.org © 2014 American Resort Development Association Trustee profiles are based on information provided by member companies as of December 2013. Profiles are deemed reliable by ARDA, but their accuracy is not guaranteed. 2014 TRUSTEE DIRECTORY 1 Accelerated Assets, Inc. 2 American Express 3 Aspen National Collections 4 Averett Warmus Durkee, P.A. 5 Baker & Hostetler LLP 6 Ballard Spahr LLP 7 Berkley Group Inc., The 8 Bluegreen Corporation 9 Breckenridge Grand Vacations 10 Capital One 11 CapitalSource 12 Christel House 13 Christie Lodge Owners Association, The 14Concord 15 Continental Central Credit, Inc. 16 Cross, Fernandez & Riley, LLP 17CustomerCount 18 Daily Management, Inc. 19 Defender Resorts, Inc. 20 Diamond Resorts International 21 Disney Vacation Club 22 DLA Piper LLP (US) 23 Eck, Collins & Richardson 24 Equiant Financial Services 25 Exclusive Resorts, LLC 26 Extreme Engineering 27 Fidelity National Timeshare 28 Fiesta Americana Vacation Club 29 First American Title Insurance Company 30 FNTC America Ltd. 31 Foley & Lardner LLP 32 Generator Systems Ltd. 33 Global Exchange Development Corp. 34 Gold Key/PHR Hotels & Resorts 35Goodmanagement 36 Great Eastern Resort Corporation 37 Greenberg Traurig, LLP 38 Greenspoon Marder, P.A. 39 Hilton Grand Vacations Company, LLC 40 Holiday Inn Club Vacations 41 Holiday Systems International (HSI) 42 Holland & Knight LLP 43HomeAway 44 HSR Associates 45 Hyatt Residential Group 46 ICE Enterprise 47 Imanaka Asato 48 Interval International 50 Interval Leisure Group (ILG) 51 Interval Leisure Group Management 52 Intrawest Resort Club Group 53 Levitin Group/ePercipio 54 Liberty Bank 55 Marriott Vacations Worldwide Corp. 56 MasterCorp Inc. 57 McGuire Woods Consulting 58 Nordis Direct 59Oombaga 60 Preston Arza LLP 61 Quorum Federal Credit Union 62RCI 64 Raintree Resorts International, LLC 65 Registry Collection, The 66 Resort Finance America, LLC 67 ResortCom International, L.L.C. 68 River Run Company, Inc. 69 Silverleaf Resorts, Inc. 70 Ski and Sea International 71 Somerpointe Resorts 72 SPI Software 73 SPM Resorts, Inc. 74 Spottswood Companies, Inc. 75 Starpoint Resort Group, Inc. 76 Starr Associates LLP 77 Starwood Vacation Ownership, Inc. 78 Stewart Vacation Ownership 79 Summerwinds Resorts Services LLC 80 Taylor English Duma LLP 81TimeShareWare 82 Universal Orlando Resort, Inc. 83Vacatia 84 VacationGuard, Inc. 85VacationOwnership.com 86 Weber Merritt, LLC 87 Welk Resorts 88 Wellington Financial 89 Wyndham Vacation Ownership, Inc. 90 Wyndham Worldwide 91 Zealandia Holding Company, Inc. Your Resource in the Vacation Ownership Industry Established in 1969 and based in Washington, D.C., the American Resort Development Association (ARDA) represents all facets of the international resort development industry, including timeshare, fractional development, private residence clubs, and second homes. VIP members at the Trustee level must be invited to join and only after approval by the ARDA Executive Committee. Expand your networks, build your business and enjoy all of ARDA’s VIP Trustee benefits. • Complimentary, expedited registration at the ARDA World Convention and ARDA Fall Conference • Complimentary registration at all other ARDA-sponsored meetings • Access to the exclusive VIP Network Center with quiet business meeting space and elegant cuisine at the ARDA World Convention and ARDA Fall Conference • Direct contact with the ARDA Chairman and ARDA President • Listing of VIP representatives in Developments magazine, providing you and your company with valuable industry exposure • Complimentary Chairman’s League membership ($5K value) for additional company representative • Permanent, distinctive badge to wear at ARDA World Convention and ARDA Fall Conference • Discounted rates for additional Trustee or Chairman’s League members • Invitations to exclusive Trustee-only special events such as the ARDA Trustee Dinner and the ARDA Trustee Retreat • Trustee Profile in ARDA’s online Trustee Directory with photo of Trustee representative, company biography and hyperlink to company’s home page • Revolving Trustee spotlight in Developments magazine • High level exposure for each Trustee in ARDA’s elegant annual Trustee Directory • Handsome Trustee plaque, ready for corporate display • Discounted advertising rates in Developments magazine • Advanced notice of promotional opportunities Questions about VIP Membership? Contact ARDA’s Membership Team at 202.371.6700 or membership@arda.org www.acceleratedassets.com Accelerated Assets specializes in the purchase or hypothecation of creditworthy asset secured consumer loan receivables not typically financed by traditional banks or finance companies and focuses heavily on the vacation ownership industry. ACCELERATED ASSETS INC. Thomas S. Balames Managing Member 255 E. Brown Street, Ste. 300 Birmingham, MI 48009 248.816.7272 phone 248.643.0827 fax tbalames@acceleratedassets.com Accelerated Assets has dedicated a large portion of its resources to clients that are currently, and actively, involved in the timeshare development and vacation club business throughout the United States. Unfettered professionalism, drop-dead customer service and blinding speed are the watchwords for everyone at Accelerated Assets. It is common for Accelerated Assets to fund vacation ownership receivable transactions within 30 days from initial contact with an interested developer. Accelerated Assets provides: • Receivables purchase facilities from $1–15 Million, • Receivables hypothecation facilities from $1–15 Million, and • Acquisition & development financing from $1–10 Million. For 20 years, Accelerated Assets has been involved in the purchase and hypothecation of asset secured consumer receivables from developers interested in creating liquidity for their assets. The principals of Accelerated Assets bring experience and success as well as a significant measure of business knowledge and management skills that help Accelerated Assets be a reliable, solid and predictable company with which to do business. Tom Balames has been the Managing Member of Accelerated Assets since January 2000 and is responsible for the origination of consumer receivable transactions. How can Accelerated Assets help you today? T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 1 AMERICAN EXPRESS Gregory Hybl Vice President & GM Travel & Entertainment Industries American Express Global Merchant Services 3 World Financial Center New York, NY 10285 212.640.0301 phone 212.640.9198 fax gregory.a.hybl@aexp.com www.americanexpress.com American Express Company is American Express Company is a diversified worldwide travel, financial and network services company founded in 1850. American Express entered the travel agency business in 1915 and today is the world’s largest travel service network. The company has more than 2,200 Travel and Foreign Exchange Services locations worldwide in more than 140 countries. Greg Hybl, Vice President & GM Travel & Entertainment Industries In his role at American Express, Greg is responsible for managing and developing global merchant relationships between American Express and strategic travel businesses in the airline, lodging, and car rental industries. He joined American Express in 2009 and spent his first two years managing merchant relationships with cruise lines, tour operators, theme parks, and travel agents. In the five years prior to joining American Express Greg ran operations at Andrew Harper, Inc. a private travel club and niche publishing company best known for the publication of Andrew Harper’s Hideaway Report. Before he found a way to combine a passion for travel with his career, Greg held a variety of Business Development, Marketing, and Finance leadership positions at General Electric and Dell. Greg has a BA in Finance from Michigan State University and a MBA from The University of Texas, Austin. 2 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S www.aspennational.com “Aspen National Collections” will work every account assigned to a conclusion.” Aspen’s motto was established in 1999 by John Brewer, Arthur Waloch and Mike Seuell. This philosophy allows Aspen to maximize recovery of delinquent portfolios without utilizing heavy-handed tactics that generate owner complaints. Clients may log into our system 24 hours a day and view collector notes, calls made, etc., in order to insure that all accounts are being worked thoroughly and are not being “creamed” or “skimmed.” ASPEN NATIONAL COLLECTIONS Arthur “Buzz” Waloch Executive Vice President 18110 Powell Rd Brooksville, FL 34604 800.283.2797 phone 970.263.7309 fax buzz@aspennational.com In addition, Aspen National Collections assigns dedicated customer service representatives to handle its more than 150 resort clients individually. This allows us to build a bond of trust with our clients and enables us to efficiently handle direct payments made, cancellation of accounts, disputes, etc. Aspen National Collections is licensed, bonded, and insured. Aspen makes its headquarters on the west coast of Florida. Aspen maintains its original offices and collectors in Grand Junction, CO, to allow for complete time zone coverage for past due accounts throughout North America. Aspen National Collections has been an ARDA member for more than a decade participates on several ARDA committees. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 3 AVERETT WARMUS DURKEE, P.A. Tom Durkee Principal 1417 East Concord Street Orlando, FL 32803 407.849.1569 phone 407.849.1119 fax tdurkee@awd-cpa.com www.awd-cpa.com Averett Warmus Durkee was established in 1989 and delivers a broad range of services to our clients. The firm, with its staff of approximately 110, offers its clients a full array of assurance, accounting, taxation, and consulting services. with the PCAOB. We are members of the AICPA’s Employee Benefit Plan and Governmental Audit Quality centers which require CPA firms to meet additional educational and industry knowledge standards. We have served the timeshare industry for over two decades, and we provide timeshare/vacation ownership companies, owners associations, and other clients with assurance, accounting, and tax compliance services. Tom Durkee practices in the Audit and Accounting Department of the firm. He is a member of the firm’s Executive Committee and is the Director of the Audit Department. Along with his client responsibilities, he is responsible for overall coordination and teamwork of the staff. He is also responsible for managing the tax aspects of many engagements in which he is involved and provides consulting and litigation support services. He is a member of ARDA’s Finance and Research Committees and is a past chairman of the FICPA CIRA Committee. His clients include timeshare companies, owner associations, management companies, as well as companies in other industries. We have a dedicated group of professionals within our firm that specialize in this industry. Several of our partners are involved with the industry through the Florida Institute of Certified Public Accountants, American Resort Development Association, and other organizations. We are enrolled in the Private Companies and Public Companies Practice sections of the American Institute of CPAs which set ethical standards for the profession, and our firm is registered 4 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S Rosemary O’Shea, Esq., RRP Paul Schmidt Robert J. Webb, Esq., RRP 200 South Orange Avenue Suite 2300 Orlando, FL 32801 407.649.4086 phone 407.841.0168 fax jmelicharek@bakerlaw.com 200 South Orange Avenue Suite 2300 Orlando, FL 32801 407.649.4006 phone 407.841.0168 fax roshea@bakerlaw.com Attorney 1050 Connecticut Ave., N.W. Suite 1100 Washington, DC 20036-5304 202.861.1760 phone 202.861.1783 fax pschmidt@bakerlaw.com 200 South Orange Avenue Suite 2300 Orlando, FL 32801 407.649.4060 phone 407.841.0168 fax rwebb@bakerlaw.com www.bakerlaw.com BAKER & HOSTETLER LLP John Melicharek Jr. www.hospitalitylawg.com Baker & Hostetler LLP, with offices in Los Angeles and Costa Mesa, CA; Denver, CO; Washington, DC; Orlando, FL; Atlanta, GA; Chicago, IL; New York, NY; Cincinnati, Cleveland and Columbus, OH; Philadelphia, PA; Houston, TX; and Seattle, WA, and with affiliated offices in Sáo Paulo, Brazil and Juárez and Mexico City, Mexico, is one of the oldest and largest law firms in the country. The firm has extensive experience in timeshare resort structures and product design, development, management, financing, state registrations and intellectual-property protections. Its lawyers are experienced in handling matters ranging from simple leases and acquisitions to complex transactions that include multinational financing, multiuse projects, developments of regional impact, land-use planning and permitting, construction, licensing, financing and ultimate disposition. BakerHostetler attorneys have more than 280 years of experience in the vacation, travel and leisure industries. The Hospitality Industry Team is composed of attorneys from each of the firm’s four practice groups—business, litigation, tax and personal planning, and employment law and benefits—with experience in their respective fields pertaining to product design, land acquisition and development, timeshare and condominium documentation, state registration, developer and manager operations, owners associations, financing structures, franchising, management, international transactions and marketing/sales issues. Since 1983, BakerHostetler lawyers have participated in the creation and revision of the laws and regulations affecting the timeshare industry in Florida, across the United States, and in Puerto Rico and The Bahamas. BakerHostetler also serves ARDA as national tax counsel, as national human resources counsel, as federal and state legislative and regulatory lobbyists, and as counsel to ARDAFlorida. John Melicharek is the Team Leader of the BakerHostetler Hospitality Industry Team, advising clients for over 25 years on transactional matters. He maintains a diverse real estate and finance practice with a strong emphasis on resorts, hotels and the travel and leisure industry. He is a member of the American, Florida and New Jersey Bar Associations and serves on the ARDA Finance Committee, the Urban Land Institute Recreational Development Council and the Board of Directors of the OrlandoOrange County Convention and Visitors Bureau. Rosemary O’Shea is a member of the Florida Bar, the American Bar Association and the Central Florida Hotel/Motel Association. She currently chairs the ARDA Leadership Task Force and serves on the Federal Issues Committee and the Human Resources Task Force. Rosemary is a business lawyer with a focus on real estate, finance and employment law. Paul M. Schmidt, formerly a legislation counsel to the U.S. Congress Joint Committee on Taxation, is the lead tax partner for BakerHostetler’s hospitality practice and international tax practice and is the coordinator of the tax practice in the Firm’s Washington, D.C. office. His practice focuses on tax-efficient structuring of international projects. Paul serves as national tax counsel to ARDA and is a frequent speaker on domestic and international tax laws. He is the current Chair of the International Technical Resource Panel of the AICPA, and an adjunct Professor of Law, teaching international tax at Georgetown University. Robert J. Webb has practiced law since 1980 and has been Board Certified in Real Estate Law by the Florida Bar since 1987. He currently serves as treasurer of ARDA, on the ARDA Executive Committee, on the ARDA board of directors, on the board of trustees of the ARDA International Foundation, and as chair of the ARDA Legislative Council. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 5 BALLARD SPAHR LLP Steven D. Peterson, Esq. Chris Payne, Esq. Nicole C. Evans, Esq. Partner One Utah Center, Suite 800 201 South Main Street Salt Lake City, UT 84111-2221 801.531.3023 phone 801.531.3001 fax petersons@ballardspahr.com Partner 1225 17th Street, Suite 2300 Denver, CO 80202 303.299.7345 phone 303.296.3956 fax paynec@ballardspahr.com Partner One Utah Center, Suite 800 201 South Main Street Salt Lake City, UT 84111-2221 801.531.3058 phone 801.531.3001 fax evansn@ballardspahr.com www.ballardspahr.com We are legal pioneers in the leisure industry, advising developers, hospitality companies, lenders, and government agencies for more than 35 years on innovative, first-to-market products across the United States and internationally. Our attorneys provide clients with comprehensive legal advice and business insight to manage the most complex projects, including: • Timeshare • Club membership plans • Fee-for-services and hospitality branded projects • Fractionals and private residence clubs • Golf course development • Master planned resort communities • Mixed-use resort condominium hotels • Resort development • Ski area and ski area base redevelopment Our attorneys go beyond providing documentation and general legal advice. We bring in-depth legal, industry, and market knowledge to each project and offer inspired solutions for our clients—in North America, Central America, Europe, the Caribbean, and elsewhere around the globe. From start to finish, and each step in between, we help make our client’s vision a reality with legal advice in these key areas: • Acquisitions, due diligence and sales • Branded timeshare development of single- and multi-site vacation clubs, including club structure, negotiation of feefor-services agreements, state timeshare registration matters, and exchange company compliance 6 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S • Develop and implement strategies for distressed resort properties, including asset sales, workouts, restructurings, and bankruptcy • Federal and state consumer finance compliance • Federal and state securities laws and regulations • Hotel and resort management and franchise agreements • International project structuring and tax planning • Multistate project registrations • Project documentation • Project entitlement, financing, and construction • Regulatory-compliant sales and marketing programs • Specialized vacation ownership title, assessment, and inventory issues Our attorneys have played an active role in the American Resort Development Association since 1971, as well as in other organizations that impact the industry, including the National Land Council, Urban Land Institute, and Association of Real Estate Licensing Law Officials. In most hotel and resort projects, multiple issues arise that require legal counsel. We offer services in environmental assessment and remediation, water rights, zoning, tax planning, public-private partnerships, gaming issues and regulation, trademarks/service marks, franchise, privacy and data security, and labor, employment, and immigration. We have offices in Denver; Los Angeles; Salt Lake City; Las Vegas; Phoenix; San Diego; Bethesda; Baltimore; Philadelphia; Atlanta; New Jersey; New York; Washington D.C.; and Wilmington, Delaware. THE BERKLEY GROUP, INC. The Executive Team The Berkley Group Inc. SunTrust Building 2626 E. Oakland Park Blvd. Fort Lauderdale, FL 33306 954.537.4765 phone 954.566.5011 fax executiveteam@theberkleygroupinc.com From left to right — Standing: Marc Landau and Rebecca A. Foster Seated: Bruce J. Polansky and Larry Hierholzer www.vacationvillageresorts.com The Berkley Group is a privately held company headquartered in Fort Lauderdale, Florida. It has been actively marketing and selling second home and timeshare communities through its development companies since 1969. In 1981, the company focused on acquisition and development strategies designed to expand the company’s portfolio. The Berkley Group’s development companies own properties in Florida, Massachusetts, Nevada, Tennessee and Virginia. Many are branded under the “Vacation Village Resorts” name. Additionally, they have been involved in the development, sales and marketing operations for more than 50 wholly or jointly owned timeshare resorts ranging from mountaintop to oceanfront properties that feature a complete range of facilities, modern amenities and services. Vacation Village Flagship Resorts include: • Vacation Village at Parkway – Orlando, Florida; • The Cliffs at Peace Canyon and The Grandview at Las Vegas – Las Vegas, Nevada; The Berkley Group currently services more than 400,000 owners and continues to expand at many of its most popular properties and through new acquisitions. The Company anticipates the addition of more new properties in 2014. The executive management team has an average of 35 years of proven performance in the vacation ownership industry and extended tenure within the organization itself. The team includes Rebecca A. Foster, President and COO, Bruce Polansky, Senior Vice President of Sales, Larry J. Hierholzer, Vice President of Marketing, and Marc J. Landau, Vice President and CFO. In 1994 James E. Lambert, the original founder of The Berkley Group, sold 30% of the company to its nearly 3,000 employees through an Employee Stock Ownership plan. Over the ensuing 15 years, the employees acquired the remaining 70% and now own100% of the company stock. The Berkley Group is active on ARDA committees and supports the organizations key industry initiatives. • Vacation Village at Bonaventure, Vacation Village at Weston and Mizner Place at Weston Town Center – Fort Lauderdale, Florida; • Williamsburg Plantation, The Colonies at Williamsburg and Patriots Inn — Williamsburg, Virginia; • Palm Beach Shores Resort – Palm Beach Shores, Florida; and • Vacation Village in the Berkshires and Berkshires Mountain Lodge — Western Massachusetts. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 7 BLUEGREEN VACATIONS John M. Maloney, Jr. David L. Pontius, RRP David A. Bidgood, RRP Anthony M. Puleo President and Chief Executive Officer 4960 Conference Way North Suite 100 Boca Raton, FL 33431-3311 561.912.8031 phone 561.912.8002 fax john.maloney@ bluegreenvacations.com Executive Vice President; Chief Strategy Officer; President, Bluegreen Services 4960 Conference Way North Suite 100 Boca Raton, FL 33431-3311 321.354.6109 phone 321.354.6117 fax david.pontius@ bluegreenvacations.com Senior Vice President; President, National Sales and Marketing 3500 W. DePauw Blvd. Suite 2040 Indianapolis, IN 46268 317.616.7501 phone 317.616.7588 fax david.bidgood@ bluegreenvacations.com Senior Vice President; Chief Financial Officer and Treasurer; President, Bluegreen Treasury Services and Chief Financial Officer 4960 Conference Way North Suite 100 Boca Raton, FL 33431-3311 561.912.8270 phone 561.912.8002 fax tony.puleo@ bluegreenvacations.com www.bluegreenvacations.com www. colorfulplaces.com Founded in 1966 and headquartered in Boca Raton, Fla., Bluegreen Corporation is a leading timeshare sales, marketing and resort management company. We believe in the power of vacation.TM We believe vacations make people happier by sharing time together, smiles and memories. Bluegreen Vacations manages, markets and sells the Bluegreen Vacation Club, a flexible, points-based, deeded vacation ownership plan with more than 175,000 owners, over 60 owned or managed resorts, and access to more than 4,000 resorts worldwide. Bluegreen Services offers a portfolio of comprehensive, turnkey, fee-based service resort management, financial services, and sales and marketing services on behalf of third parties. Bluegreen Corporation is a wholly owned subsidiary of Woodbridge Holdings, LLC, and an indirect subsidiary of BFC Financial Corporation. For more information and the latest news about Bluegreen Corporation and Bluegreen Vacations, visit bluegreenvacations. com. For vacation ideas in and around Bluegreen Vacations destinations, plus related travel tips and guides, visit colorfulplaces.com. To connect with us on social media, visit the Bluegreen Vacations Facebook page and YouTube channel. 8 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S Breckenridge Grand Vacations consistently ranks at the top of the industry and is frequently recognized with national awards, including top honors in various categories at the annual ARDA awards ceremony every year since 2001. The success of Breckenridge Grand Vacations is due to the passion and vision of the developers and founding partners, Mike and Rob Millisor. In 1985, Mike initiated the marketing and sales of Gold Point Resort in Breckenridge, CO. Joined in 1986 by his brother, Rob, they sold out Gold Point Resort, and in June of 1998, they commenced the development, marketing, sales and management of Grand Timber Lodge. This project, situated between Peaks 8 and 9 of the world-famous Breckenridge Ski Resort and winner of the ACE Award for Project of Excellence in 2003, generated over three hundred million dollars of timeshare sales and is now sold out. Breckenridge Grand Vacations broke ground in May 2007 for the development of another top notch resort in Breckenridge. The Grand Lodge on Peak 7 is located at the base of Peak 7 of the Breckenridge Ski Resort and offers guests a full-service spa, an onsite restaurant, a grand lobby with spectacular views, a family game area and more. The property features amenities such as multiple indoor/outdoor pools, a grotto-style water feature in the spa, and landscape-inspired hot tubs. The resort is slated for completion in 2013. In 2012, Grand Lodge on Peak 7 joined its sister property in winning the ACE Award for Project of Excellence. As sales for Grand Lodge on Peak 7 continue to exceed goals, the developers of these exceptional properties are looking to the future with plans for fourth resort on Peak 8 in Breckenridge. Michael C. Millisor, RRP President P.O. Box 6879 100 S. Main Street Breckenridge, CO 80424 970.453.8883 ext. 3019 phone 970.453.4883 fax mmillisor@ breckenridgegrandvacations.com While location may be everything in the resort world, for Breckenridge Grand Vacations, it’s only part of the picture. The dedicated staff works daily to fulfill the company’s passion statement: “Our Family Commitment…Always Great Vacations.” Family and community have been part of Mike’s picture of success from the beginning. Having raised two sons — now 21 and 18 — in Breckenridge, Mike has been consistently aware of the importance of quality family vacations and has made that the cornerstone of the success of this privately held family company. Mike is President of Breckenridge Grand Vacations and one of three owners of the company. He has been a member of ARDA since 1986, has served on the ARDA Board of Directors since the spring of 2004, and strongly advocates for company employees to become involved with ARDA. BRECKENRIDGE GRAND VACATIONS Breckenridge, Colorado is the perfect mountain town. That’s why Breckenridge Grand Vacations, the resort development company that has built Gold Point Resort, Grand Timber Lodge and the Grand Lodge on Peak 7, chose this pristine location for their vacation ownership projects. The company has been recognized throughout the community for its integrity, success, and philanthropy, and for creating a family atmosphere that nurtures the development and happiness of its employees. In 2005, ARDA recognized Breckenridge Grand Vacations with an ARDA ACE Award for National Employer of Choice. www.grandtimber.com www.breckenridgegrandvacations.com www.grandlodgeonpeak7.com T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 9 CAPITAL ONE, N.A. Michael C. Szwajkowski, Executive Vice President, Commercial & Specialty Finance, Capital One Bank Mr. Michael Szwajkowski Mr. James M Casey SVP EVP Commercial Specialty Finance Capital One 90 Park Avenue 4th Floor New York, NY 10016-1301 212.834.1101 michael.szwajkowski@ capitalone.com Managing Director 1224 Mill Street, Building B East Berlin, CT 06023-1159 860.348.8861 office 860.214.2568 mobile james.casey@capitalone.com www.capitalone.com Capital One Financial Corporation (www.capitalone.com) is a financial holding company whose subsidiaries, which include Capital One, N.A., and Capital One Bank (USA), N.A., had $206.9 billion in deposits and $289.9 billion in total assets as of September 30, 2013. Headquartered in McLean, Virginia, Capital One offers a broad spectrum of financial products and services to consumers, small businesses and commercial clients through a variety of channels. Capital One, N.A has more than 900 branch locations primarily in New York, New Jersey, Texas, Louisiana, Maryland, Virginia and the District of Columbia. A Fortune 500 company, Capital One trades on the New York Stock xchange under the symbol “COF” and is included in the S&P 100 index. Michael Szwajkowski is the Executive Vice President of the Commercial and Specialty Finance business of Capital One Bank. In this role, Mr. Szwajkowski is responsible for leading multiple broad lines of business within the Commercial and Specialty Finance business, including receivables-oriented businesses such as the bank’s Vacation Ownership lending platform which provides financing across the United States, Canada, Mexico and the Caribbean. Mr. Szwajkowski has over 24 years of experience in the finance industry in a number of sectors including credit companies, investment and commercial banking and insurance. Prior to joining Capital One Bank in 2012, he spent over a decade in senior management positions at CapitalSource Inc. Mr. Szwajkowski also founded and served as the President of Clarity Holdings, Inc. and held a number of leadership positions at Credit Suisse First Boston and Heller Financial, Inc. Mr. Szwajkowski is a Trustee of the American Resort Development Association and serves on the Board of Directors of the American Medical & Life Insurance Company. He holds an MBA from The University of Chicago and a B.A. from Bowdoin College. James M. Casey, Senior Vice President, Managing Director, Commercial and Specialty Finance, Capital One Bank James M. Casey is the Senior Vice President and Managing Director of Capital One Bank’s Commercial and Specialty Finance Division. In this role, Mr. Casey leads the bank’s Vacation Ownership lending platforms, which provides notes receivable and other financing products to resort developers across the United States, Canada, Mexico and the Caribbean. With nearly 30 years of industry experience, Mr. Casey is a leading manager in financial resort lending having managed many acquisitions and client relationships. Prior to joining Capital One Bank in October 2012, Mr. Casey founded and served as the Senior Vice President of the Resort Finance Division of Textron Financial. During his tenure, Textron Financial’s Resort Finance Division was the leading lender to timeshare, resort hotel, land resort, fractional and mixed use industries across North America and the Caribbean. Mr. Casey has also held various management positions at a number of financial institutions including Heller Financial and Barclays American Business Credit. Mr. Casey is a Trustee of the American Resort Development Association. He received a B.A. in Accounting from the University of South Florida. 10 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S Managing Director 30 S. Wacker Drive, Suite 3500 Chicago, Illinois 60606 312.706.2130 phone 312.577.7930 fax chague@capitalsource.com CAPITALSOURCE Christopher P. Hague www.capitalsource.com CapitalSource (NYSE: CSE) is a specialized commercial lender offering senior asset-based and cash flow financing to small and mid-sized borrowers in select industries including healthcare, leasing, commercial real estate and resort finance. Over the past eleven years, CapitalSource has been a consistent provider of senior capital to the vacation ownership industry by providing senior loans to timeshare developers and operators throughout the United States, Canada, Mexico, and the Caribbean. Additionally, in 2012, CapitalSource further expanded its commitment to the sector by acquiring a large portfolio of performing timeshare loans from a traditional industry lender that was exiting the business. We provide: • Acquisition & development financing from $2-35 Million, • Receivables hypothecation facilities from $10-75 Million, • Receivables purchase facilities from $10-75 Million, • Financing for fee-for-service businesses. With a broad, national origination platform, experienced portfolio management team and stable deposit funding source, CapitalSource has issued more than $20 billion in loan commitments. Headquartered in Los Angeles, CA, the company has a national network of offices in Atlanta, Boston, Buffalo, Chevy Chase, Chicago, Denver, New York and St. Louis. CapitalSource has more than 500 employees. Christopher P. Hague currently serves as the managing director of CapitalSource’s Lender Finance Group, which he has grown from a start-up to a managed portfolio of over $1.5 billion over the past 11 years. The Lender Finance Group has been a leading provider of senior capital to the vacation ownership industry since its inception in 2001. The Group additionally provides $5–$75 Million senior warehouse loans to a wide variety of consumer and commercial finance companies. Before joining CapitalSource, Mr. Hague held similar origination and management positions at Clarity Holdings Inc., a financial services holding company that owns and operates a national bank, Transamerica Business Credit Corp. and Heller Financial, Inc. Mr. Hague received a B.A. in Economics from the University of Chicago in 1992 and is married with two children. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 11 CHRISTEL HOUSE Christel DeHaan President & Founder 10 West Market Street Suite 1990 Indianapolis, IN 46204 317.464.2030 phone 317.269.7615 cdehaan@christelhouse.org www.christelhouse.org Christel DeHaan, a pioneer of vacation exchange, co-founded Resort Condominiums International (RCI) in 1974. Under her leadership, RCI became the largest timeshare-services provider in the world. She sold the company in 1996 to HFS, now Wyndham Worldwide. Today, DeHaan serves as a catalyst for corporate social responsibility. She founded Christel House, a public charity with a mission to help children around the world break the cycle of poverty and become self-sufficient, contributing members of society. More than 4,000 students from impoverished neighborhoods attend Christel House learning centers daily to be educated, to learn life skills and to embrace the values of respect, responsibility, independence and integrity. Additionally, the children receive uniforms, nutritious meals, medical care, love and nurturing. This holistic approach to human development also includes workshops for parents and work study programs for Christel House graduates. Christel House learning centers are located in India, Mexico, South Africa, and the United States. In 2011 the charity opened the Christel House Drop Out Recovery School (DORS) in Indianapolis, IN for adults seeking to earn their high school diplomas. Christel House Academy West, a K-12 charter school, is also scheduled to open in Indianapolis in Fall 2014. 12 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S The Christel House Open was launched in 2003 as an annual fundraiser and has become an industry-wide event. The tournament helps increase awareness of Christel House and demonstrates the support and generosity of the timeshare industry. The 2014 event is slated for Monday, June 9th at tournament sites worldwide. Christel House coffee was introduced in 2009 at the ARDA spring conference. Christel House receives royalties from the coffee sales, while resorts are able to highlight their social responsibility and provide owners and guests with a quality cup of coffee. DeHaan is the recipient of many awards and distinctions and serves on several local and national boards. In 2001, she received ARDA’s prestigious ACE Lifetime Achievement Award. For additional information about Christel House, please visit www. christelhouse.org. www.christielodge.com A directed focus of “Service Excellence” remains the key to the success experienced at The Christie Lodge, located in the expansive Vail, Colorado ski and recreation area. The Christie Lodge is one of the largest single-site, independent timeshare resorts in the country, with 14,500 deeded intervals. Lisa Siegert-Free started with The Christie Lodge in 1984. Early on, Lisa discovered questionable management practices, took the information to the Board and was highly instrumental in prompting a full investigation. Thereafter, The Christie Lodge became a testament to one of the more significant property recoveries to be found in the industry. Lisa’s background at the Christie Lodge spans more than 29 years, holding various positions from the Accounting Department, to middle management and 17 years ago she was promoted to General Manager. Recently Lisa also became the Managing Director, and currently holds both positions at the Christie Lodge. Today The Christie Lodge stands as a successful, full service, full amenity resort at the leading edge in operations and financial soundness under the careful stewardship of Ms. Lisa Siegert-Free, RRP. Lisa and her team are equally focused on management excellence and continue to implement the lessons learned through the years. Managing Director & General Manager P. O. Box 1196 47 E. Beaver Creek Boulevard Avon, CO 81620-1196 970.845.4542 phone 970.949.7765 fax lsiegert@christielodge.com Lisa serves on the ARDA Board of Directors, Meetings Committee, Resort Management Committee, Resort Ops Council and the HOA Outreach Committee on which she serves as Vice Chair, State Legislative Committee, Federal legislative committee, and ARDAROC executive committee. Lisa currently chairs ARDA Rocky Mountains. Lisa has been a speaker at past ARDA meetings on subjects such as: Renovations, Resales, Reserves, Human Resources, Customer Service, Profit Centers, CIRA Guidelines, and Financial Planning for Associations. Lisa has a Bachelors of Science degree in Business Administration with an emphasis in Computer Programming and Systems Administration. Her minor is in Accounting. She has continued her education on the graduate school level by pursuing her Masters in Finance. She is also a Certified Paralegal and a graduate of the Dale Carnegie Leadership Course. THE CHRISTIE LODGE OWNERS ASSOCIATION Lisa Siegert-Free, RRP Lisa is an avid skier, road and mountain biker, and mountain climber. She has climbed 37 of the 54 “Fourteeners”, 14,000 foot mountains, in Colorado. As a musician, Lisa plays French horn in the Vail Valley Symphony and for the Alpine Wind Ensemble. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 13 CONCORD for technology solutions created, developed and integrated in the hospitality industry. The ACE Innovator Award recognizes a company that has developed a groundbreaking product, service or concept. Orlando Office 2295 South Hiawassee Road Suite 301 Orlando, FL 32835 321.293.0293 phone 321.293.0291 fax Robert W. Bertrand President and CEO 4150 N. Drinkwater Blvd., Suite 200 Scottsdale, AZ 85251 480.214.4400 direct 800.685.8736 Ext. 1001 480.281.3131 fax rbertrand@powerofconcord.com Mexico City Office Insurgentes Sur No. 670 piso 2 Col. Del Valle CP 03100 México, D.F. México (55) 1101-0370 office (55) 1101-0380 fax www.PowerOfConcord.com www.blackwellrecovery.com Over the course of more than 25 years, Concord has become a driving force for innovation and a benchmark for performance in the receivables servicing industry. Through it all, Concord has worked hard to ensure that their talented, highly experienced staff is engaged with customers at a personal level and that their commitment to the customer’s needs remains in the forefront. Today’s companies demand a more sophisticated set of tools to handle the job accurately, quickly and with utterly predictable results. Concord is perfectly poised to meet this demand with a dedicated focus on three key areas: Power, Performance and Personalization. Concord is in the business of harnessing the Power of their vast industry experience, the Performance of their leadingedge software and technology tools, and the flexible Personalization of all their business solutions to help clients achieve greater success. Founded in 1988, Concord maintains a strong emphasis on utilizing technology to obtain efficiency, accuracy and flexibility to respond to client needs. Asset classes include both secured and unsecured consumer receivables in multiple sectors including hospitality, home improvement, energy efficiency and land holdings. The company services in excess of 2,000 projects and 650,000 consumer obligations with a portfolio size of $3.0 billion. Additional services include backup servicing, custodial management, and Portfolio Interest Exemption Trusts (PIET) for payments made to non-U.S. entities. Based in Scottsdale, AZ, Concord employs approximately 170 professionals and has satellite offices in Orlando, FL; Buffalo, NY; and Mexico City, Mexico. Concord invests heavily in proven enterprise technology solutions, constantly striving to enhance and improve the best loan servicing platform in the industry. Known for providing leading-edge technology solutions, Concord has been the recipient of the American Resort Development Association’s (ARDA) prestigious Circle of Excellence (ACE) Innovator of the Year Award, not once, but twice in recent years. Both awards were granted to Concord 14 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S The majority of Concord’s clients manage their own internal collections and customer service teams, using Concord’s awardwinning Interlink® platform, which allows clients full control of all consumer touch points. Concord’s on-demand technology solution — often referred to as “Software as a Service” or SaaS - coupled with a comprehensive servicing strategy affords clients increased efficiencies in critical operational areas, allowing them to focus on their core competencies. As a technology strategic partner, Concord helps clients reduce capital expenditures in IT areas such as data security and disaster recovery supported by robust contingency plans, 24/7 technical support, continuous development and betterment of the clients’ technological platform, redundancy and data preservation and the personnel costs associated with it. Concord’s consolidated financial statements are audited by Deloitte. In addition, Deloitte has performed the Statement on Standards for Attestation Engagements (SSAE 16) Service Organization Control (SOC Type 1) review of Concord’s control activities and processes for 6 consecutive years (prior to July 2011, the audit was known as SAS 70). The SSAE 16 is a widely recognized auditing standard developed by the American Institute of Certified Public Accountants (AICPA). A Service Auditor’s Report with an unqualified opinion that is issued by an Independent Auditing Firm differentiates the service organization from its peers by demonstrating the establishment of control objectives and effectively designed control activities. Concord maintains a PCI DSS Level 3 Certificate of Compliance from Trustwave Information Security & Compliance, which means their network security has been designed with the Payment Card Industry’s required practices with respect to firewalls, data encryption, virus protection, system access, intrusion detection and protection. Blackwell Recovery Blackwell Recovery is a highly refined, third-party collections service offered under the Concord banner. Blackwell was launched in the fall of 2011 to answer the call for a more effective recovery solution – “debt collections for the next generation of consumers.” Blackwell offers developers, resort operators and Home Owner Associations a fresh approach to getting delinquent owners back on track. By combining innovative technology solutions with a diverse set of efficient collection strategies, along with their highly skilled and experienced collections team, Blackwell Recovery is resultsoriented and offers clients a recovery performance that is among the highest in the industry. Vice President Sales & Marketing P.O. Box 131120 Carlsbad, CA 92014 800.525.6000 office phone 760.931.7799 office phone 760.931.1321 fax 619.249.8887 cell bblack@cccreditinc.com MRRHBJR@aol.com www.cccreditinc.com Continental Central Credit, Inc., founded by Richard F. Spielman, began as a collection agency in Cardiff-By-The-Sea, California, in 1984 specializing in the recovery of government student loans and FDIC charge-backs. We have supported ARDA throughout our history as individual and company members, regional and national sponsors, speakers, moderators, Chairman’s League and Trustee members and we have won ARDY Awards for our efforts. Continental entered the timeshare/vacation ownership business with Vacation Resorts International, Welk Resorts, Glen Ivy/Equity Mortgage and a handful of Northern California/Lake Tahoe based clients. We now proudly work with hundreds of clients throughout North America from Maine to Florida to the Hawai’ian Islands in the timeshare/vacation ownership marketplace whose tens of thousands of owners span the globe to all continents. Senior management includes personnel who have been with the company since its founding and has more than 150 years of experience in the timeshare/vacation ownership industry. Our collector staff and support team members average more than ten years of experience in the industry. Continental Central Credit, Inc. concentrates its efforts upon returning to our clients their owners and members who are once again current with their financial obligations and who have been treated with respect and dignity during their time of financial trouble. Internally, we maintain a very active hands-on approach to our business model and we partner constantly with our clients to maximize the return for our clientele. CONTINENTAL CENTRAL CREDIT, INC. Robert H. Black, Jr. Continental was the very first collection agency to legally prove and to actually work for timeshare/vacation ownership clients for “NO COST” when collecting delinquent HOA accounts. Continental maintains its own legal department headed by Mr. Michael E. Williams, Esq.. Mr. Josh S. Marukelli, Vice President of Operations, co-ordinates the internal customer service and sales processes for the company. Mr. Robert H. Black, Jr., Vice President of Sales & Marketing, oversees the sales and marketing for the company specializing in niche marketing and new product introductions. Ms. Gigi Spielman, Chief Financial Officer, handles all financial matters and the personnel disciplines. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 15 CROSS, FERNANDEZ & RILEY, LLP Kevin J. Riley, CPA Audit Partner 201 South Orange Avenue Suite 800 Orlando, FL 32801 407.244.7166 phone 407.841.6347 fax kriley@cfrcpa.com www.cfrcpa.com Cross, Fernandez & Riley, LLP (“C/F/R”) is a full-service accounting and consulting firm offering audit, tax, forensic accounting and litigation support, due diligence, emerging business, employee benefit plan and other business consulting services to a wide variety of hospitality, real estate and timeshare clients. The firm is known for its in-depth industry knowledge and broad range of services, timeshare tax expertise, quality reputation and high value-to-fees assessment. Furthermore, its professionals are dedicated to yearround, not just year-end, involvement and assistance with their clients. The firm is a member of the BDO Seidman Alliance, a nationwide association of independently owned local and regional accounting and consulting firms with similar client service goals. The Alliance consists of over 400 member firms throughout the United States. BDO USA, LLP is one of the nation’s leading accounting and consulting firms with 37 offices throughout the country. It is the U.S. member firm of BDO International, one of the world’s largest accounting and consulting organizations, with over 1200 memberfirm offices in more than 138 countries. 16 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S In addition to general audit and tax services, C/F/R serves numerous clients in related industries. Timeshare developers, clubs, hotels, resorts and restaurants have used their consulting services. The firm offers development consultation, assistance in securing financing to acquire or develop properties, timeshare and condominimum associations mergers and acquisitions, due deligence, and compensation structure and staffing level reviews. Beyond its expert accounting services, the firm can serve the entire spectrum of consulting needs, which makes it an advantageous choice. C/F/R offers the best of both worlds—the resources of an international accounting firm and the attentiveness of a local accounting practice. Kevin J. Riley is an audit partner and director of Hospitality Services for C/F/R. He is member of the American, Florida and Illinois Institutes of Certified Public Accountants and served on the AICPA Advisory Group on Real Estate Timeshare Transactions for drafting a Statement of Position on Accounting for the timeshare industry. In addition, he serves as Chairman of the ARDA Audit Committee, and is a member of ARDA’s Finance and Investment Committees. He is also a past ARDA board member, past chairman of the ARDA International Foundation Investment Committee, and past member of the ARDA International Foundation Board of Trustees. President, Customer Count 317.816.6000 bobkobek@mobiusvp.com CUSTOMER COUNT Robert A. Kobek, RRP www.customercount.com CustomerCount SM is a flexible customer feedback solution providing intuitive real time reporting, fast turnaround on updates, detailed and dynamic data gathering with comprehensive reporting for process improvement and customer loyalty to improve your bottom line. The CustomerCount online survey system presents questions to maximize response rates and deliver our clients customized and actionable information. It can be transparently branded for companies and/or products. This customer engagement solution was developed with the timeshare industry in mind by building a technological platform segmenting customer data from call center operations, sales tours of timeshare properties, and a customer’s vacation experience. CustomerCount minimizes labor resources in managing a customer satisfaction program while pushing real-time information to key decision makers so an organization can have a competitive edge. Our background lends particular expertise to surveying Guest Satisfaction with hotel and resort experiences, and Guest Satisfaction with contact center experiences. Our robust reporting component supports 24/7/365 online access to real time customer feedback via reports customized to meet your business needs. CustomerCount was introduced into the timeshare industry in 2007 by Mobius Vendor Partners, as a process improvement service and continues to serve ARDA members globally in over 35 languages. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 17 DAILY MANAGEMENT, INC. Ms. Janice W. Feirstein RRP President, CEO 16461 Racquet Club Rd Weston, FL 33326-3131 954.385.8599 phone 954.385.8591 fax jfeirstein@dmresorts.com www.dailymanagementresorts.com Daily Management, Inc. (www.dailymanagementresorts.com) is a full service Property Management Company specializing in Vacation Ownership Resorts in the states of Florida, Massachusetts, Nevada and Virginia. Founded in 1981 and headquartered in Weston, Florida with a satellite office in Daytona Beach, Florida. Daily Management resort locations provide vibrant and attractive places to vacation through its 18 ownership resorts. Our more than 800 employees embrace all that is good in life and are extremely passionate in providing the highest standard of service and attention to detail to all of our travelers, guests and owners. Daily Management currently manages vacation ownership resorts with a combined total with over 8,000 beds. With properties spanning over four states, Daily Management has the unique capability to create lifestyle experiences that teach, motivate and engage the senses, for guests and owners of all ages. A strong commitment to responsible environmental stewardship and sustainability is a goal in all of our resorts’ daily operation, without sacrificing the quality of its amenities and services. 18 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S Daily Management’s mission is to exceed the expectations of our guests, inspire and reward our associates and provide superior customer service to our owners who entrust us with managing their assets. Janice Feirstein is the President of Daily Management Inc. and is a licensed real estate broker in Florida and Nevada. Ms. Feirstein has been a member of the American Resort Development Association (ARDA) since 1982, and is a Registered Resort Professional (RRP). In 1998, Ms. Feirstein was appointed to the ARDA-ROC (Resort Owner’s Coalition) Executive Committee, she has received several awards of recognition. In addition, Ms. Feirstein serves on numerous Vacation Ownership homeowners’ Board of Directors as President/Secretary/Treasurer. Chief Executive Officer PO BOX 3849 Myrtle Beach, SC 29578 843.449.1354 x222 office 843.222.3030 cell kmckelvey@defenderresorts.com www.defenderresorts.com DEFENDER RESORTS, INC. Kenneth L. McKelvey, CPA, RRP Defender Resorts has for over thirty years offered a full array of professional services to numerous Timeshare, Quarter-share, Points and Condominium Associations. These services include: operational management, development sales and marketing, rental and resale programs among other specialized areas of oversight. In addition to the above standard services, Defender has been retained and/or appointed to offer management support to both Homeowners Associations and Lenders during various troubled times. Defender is able to offer its clients a uniquely personalized approach to management. This is accomplished through our skilled personnel, carefully crafted systems, procedures and tested techniques that we continually critique and update in order to stay on the cutting edge of our evolving industry. Defender, known for its innovative, caring and personalized approach, has helped many distressed Associations by teaming with their Boards of Directors to guide their resorts to a brighter future. Defender currently offers its professional management services to twenty-six (26) timeshare resort associations that span along the eastern seaboard: Massachusetts, Delaware, Maryland, North and South Carolina and Florida, The Florida Keys, The USVI (St. Croix), and St. Maarten, DWI. In addition, Defender is both the managing agent and sales and marketing agent for a resort located in the Cayman Islands. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 19 DIAMOND RESORTS INTERNATIONAL® Stephen J. Cloobeck Frank T. Goeckel Founder and Chairman 10600 West Charleston Boulevard Las Vegas, NV 89135 702.823.7700 phone 702.684.8730 fax Senior Vice President, Management Services Development 10600 West Charleston Boulevard Las Vegas, NV 89135 702.823.7440 phone 702.765.8760 fax www.DiamondResorts.com Diamond Resorts International®, with its network of more than 300 vacation destinations located in 33 countries throughout the continental United States, Hawaii, Canada, Mexico, the Caribbean, South America, Central America, Europe, Asia, Australia and Africa, provides guests with choices and flexibility as they design their dream vacation, whether they’re traveling an hour away or around the world. Our hassle-free, relaxing vacations give guests a truly memorable experience every time, for a lifetime. Diamond Resorts International® manages vacation ownership resorts and sells vacation ownership points that provide members and owners with Vacations of a Lifetime™ through 92 managed resorts, 210 affiliated properties and four cruise itineraries. To learn more, visit DiamondResorts.com. Leadership and Vision DRIven® by a passionate team of experts and industry visionaries, Diamond’s executive team boasts extensive and unparalleled vacation ownership and hospitality experience in resort development, sales and marketing, resort management, design, purchasing, technology systems, finance, law and human resources. Focused on leading the hospitality and vacation ownership industries through innovation in product, customer service, process efficiencies and technology infrastructure, Diamond Resorts International® continues to position its brand for growth and development. 20 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S A Global Hospitality Company Diamond Resorts International® offers a portfolio of affordable luxury resorts throughout the continental United States and Hawaii, Canada, Mexico, the Caribbean, South America, Central America, Europe, Asia, Australia and Africa, and membership in THE Club®, our points-based vacation exchange program, provides much more than traditional vacation ownership. A Standard of Excellence Diamond Resorts International® is committed to providing every member, owner and guest with the quality, comfort, convenience and service they deserve. Our ever-growing worldwide family and our on-going commitment to providing a branded hospitality experience ensures every guest experiences that home-from-home vacation lifestyle they have come to expect. The Power of Many, The Comfort of One THE Club® at Diamond Resorts International® provides members with the hassle-free flexibility to plan custom tailored vacations with the peace of mind that Diamond Resorts International® provides through its commitment to a high standard of quality and service excellence. Whether planning a weekend getaway for two or inviting the entire family along, a world of destinations, accommodation styles, travel benefits, activities and more are available to members of THE Club® at Diamond Resorts International®. Inspired by guests who return to Walt Disney World resorts and theme parks year after year, the Disney Vacation Club ownership program provides its members with a wide variety of quality vacation experiences in the Disney tradition while offering the freedom to tailor vacations to each family’s interests and personal needs. Through a highly flexible vacation point system, members have access to hundreds of vacation experiences around the world. Members also receive exclusive privileges and special discounts on such things as Disney dining, recreation, special events and merchandise. Disney Vacation Club continues to introduce new advantages for members through its Membership Magic initiative in 2014, providing enhanced membership services, exclusive access to Disney experiences and other unique and value-added elements that only Disney can deliver. At the same time, Disney Vacation Club is going through one of the most exciting periods in its history, opening new resorts and unveiling magical new enhancements at its existing properties. In 2013, Disney Vacation Club welcomed its first members and guests to The Villas at Disney’s Grand Floridian Resort & Spa, located just steps away from the world-class dining, recreation and amenities of one of Disney’s premier resorts (Disney’s Grand Floridian Resort & Spa) and positioned along the monorail system within close proximity to the Magic Kingdom Park. Disney also unveiled the expansion of Aulani, a Disney Resort & Spa, in Hawaii, giving families even more to love with new pools, water features, dining, shopping and entertainment. And the momentum keeps building: Disney Vacation Club has announced plans for another property along the monorail system, this time at Disney’s Polynesian Resort. Construction is estimated to be complete in 2015. Disney Vacation Club’s exciting Member Getaways allow members to use their membership for vacation experiences and special access worldwide, from stays at Disney theme park hotels to sailings with Disney Cruise Line to tours with Adventures by Disney. Members also enjoy access to exclusive and renowned hotels in the world’s most desired destinations through our exchange partner, RCI. Ken Potrock Senior Vice President and General Manager 1390 Celebration Blvd. Celebration, FL 34747 407.566.3830 phone Ken.Potrock@disney.com www.disneyvacationclub.com DISNEY VACATION CLUB In October 1991, Disney Vacation Club® revolutionized the vacation-ownership concept, drawing on Disney’s unrivaled brand of imagination and innovation. Today, nearly 200,000 member families from approximately 100 countries and every U.S. state are enjoying “Vacations You Never Outgrow” through the magic of Disney Vacation Club. The collection of Disney Vacation Club resorts currently includes 12 themed properties: At the Walt Disney World Resort • Disney’s Old Key West Resort • Disney’s BoardWalk Villas • The Villas at Disney’s Wilderness Lodge • Disney’s Beach Club Villas • Disney’s Saratoga Springs Resort & Spa including the Treehouse Villas at Disney’s Saratoga Springs Resort • Disney’s Animal Kingdom Villas • Bay Lake Tower at Disney’s Contemporary Resort • The Villas at Disney’s Grand Floridian Resort & Spa • Planned for 2015—a new Disney Vacation Club property at Disney’s Polynesian Resort At the Disneyland Resort • The Villas at Disney’s Grand Californian Hotel & Spa In Vero Beach, Florida • Disney’s Vero Beach Resort In Hilton Head, South Carolina • Disney’s Hilton Head Island Resort On the island of Oahu, Hawaii • Aulani, Disney Vacation Club Villas, Ko Olina, Hawaii. Disney Vacation Development Inc., part of the magic of The Walt Disney Company (NYSE:DIS), operates Disney Vacation Club. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 21 DLA PIPER LLP (US) Peter A. Levy Partner 203 North LaSalle Street Suite 1900 Chicago, IL 60601-1293 312.368.4068 phone 312.630.5342 fax peter.levy@dlapiper.com www.dlapiper.com The business lawyers of DLA Piper, based in offices across the US and around the world, practice in core areas including real estate, corporate and securities, litigation, intellectual property and government affairs. Worldwide, DLA Piper has more than 3,500 lawyers in 69 offices in 30 countries throughout Asia, Europe, the Middle East and the US. On behalf of clients in development, marketing, sales, finance, management and structuring of timeshares, we guide clients in establishing, and converting to, “points-based” structures, creating timeshare condominium structures, complying with timeshare laws and hypothecating commercial paper and notes to lenders. We also represent clients forming timeshare entities in non-traditional settings, such as cruise ships and recreational vehicles. We also design models for fractional ownership plans and so-called nonequity and private residence clubs. We also advise capital providers — both equity investors and debt capital providers — and ensure that those clients maximize security in the unusual collateral scenarios that timeshare transactions present. We counsel clients about proposed laws and regulations at the federal, state and local levels, providing advice that extends beyond timeshare laws into privacy and data security, labor and employment, zoning and land use, and disabled access. 22 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S We work on a broad scale, bringing together our numerous practice areas to address hospitality industry problems not just anywhere in the US but around the world. We assist with litigation in disputes concerning hotel ownership and operation; franchise and distribution; bankruptcy; labor and employment; and advertising and promotions. Our nationally renowned construction law group guides clients in the design, building and management of complex and phased construction projects. We also bring you the benefit of their broad experience negotiating complex financing arrangements. Our Government Affairs practice works with some of the world’s largest and most influential hotel chains to draft legislation, testimony and briefs and represents clients before federal agencies, Congress and the White House, as well as before state and local government bodies. Member 16 South Second Street Richmond, VA 23219 804.788.4457 phone 407.217.1717 fax philip@ecrlegal.com www.ecrlegal.com For over 30 years, Eck, Collins & Richardson, P.L. has provided legal services to the resort industries of timesharing, campgrounds, travel clubs, fractionals and second-home communities. Francis T. Eck founded the firm in 1969 in Richmond, Virginia. Philip W. Richardson joined the firm in 2009 and became the firm’s sole member after Mr. Eck’s death and Mr. Collins’s retirement in 2012. A Cum Laude graduate of the University Of Georgia School Of Law, Mr. Richardson spent nine years as in-house counsel at Starwood Vacation Ownership, Inc, one of the largest branded timeshare developers. Prior to that, Mr. Richardson was in-house counsel with Peppertree Resorts Ltd., which was a privately owned timeshare developer. From offices in Richmond, Virginia, Orlando, Florida and North Charleston, South Carolina, the firm services its resort industry clients in Maryland, Virginia, North Carolina, South Carolina, Georgia, Tennessee and Florida. In jurisdictions where the firm does not have a licensed attorney, our staff of legal professionals affiliates with local counsel to fulfill the client’s needs. The firm’s attorneys represent developers, owners’ associations and individual timeshare owners. It assists developers in closing and recording their transactions with timeshare purchasers. This includes preparing and reviewing the transaction documents, recording those documents and certifying title as needed for title insurance. The firm also assists developers with acquiring land and entitlements, corporate creation and maintenance, taking out AD&C and hypothecation loans, securitizations, creating timeshare regimes and registering those regimes. The firm also is a pioneer in using cloud-based technology to economically and efficiently foreclose on owners’ defaulted mortgages and association assessment liens. ECK, COLLINS & RICHARDSON, P.L. Philip W. Richardson The firm represents timeshare owners in the transfer of their interval as a gift or as a sale. The level of service to these clients can range from simply preparing a deed and recording it to a full closing with title and escrow services provided. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 23 EQUIANT FINANCIAL SERVICES Equiant provides businesses with the tools necessary to unlock valuable information and provide innovative solutions for information found in our client’s portfolio data, immediately improving operations. Frank A. Morrisroe President 5401 North Pima Road Suite 150 Scottsdale, AZ 85250 888.302.5938 phone newbusiness@equiant.com www.equiant.com Customer Service & Collections Equiant trains and submerses our associates in our client’s business. Our systems capture the pertinent information required to communicate and resolve customer inquiries and concerns. Vacation points, watercraft type/model/VIN, land block and parcel, it doesn’t matter. Our system dynamically stores the information critical to you and your customers, thus enhancing our effectiveness. Document Custody Equiant’s Commitment to Our Clients Our portfolio servicing solutions will immediately create value for you and be supported every day by our commitment to exceed your expectations. This isn’t a slogan or marketing pitch, it is our culture, our way of life. To exceed your expectations, Equiant depends and focuses on our Employees, our Experience and our drive to Excellence. Equiant is known by developers and lenders throughout the industry for client service. We are proud of that reputation and how we have served our clients and their customers for more than 28 years. We also know what we have to be and do to keep people in our business telling their stories about Equiant’s customer service. Equiant offers customized outsourcing solutions for your portfolio servicing needs. We have clients who have their staff on our system and we have clients who have totally outsourced their servicing departments to Equiant. YOU decide how you want to manage your portfolio; Equiant will provide you with the tools to do it. Together we can load new or aged receivables onto our servicing system, generate payment coupons or statements (paper or electronic), collect payments, perform customer service and collections, check in and securely store collateral documents, and provide a wide variety of reporting options on all services provided. Equiant also provides fee account servicing with frequency options. We track and provide separate reporting on fees, dues and services relating to Maintenance, Membership, Legal, Collections, Association, and Taxes. 24 All contact with the customer including statements, ACH, credit cards, and letters can be performed private labeled, under our client’s name. ARDA 2014 TRUS T EE M EM B E R COM P A NIE S Equiant understands the importance of your critical documents and what they represent. Equiant has skilled Document Custody staff committed to providing document check-in receipt and certification, monthly inventory and more, all enhanced with full online reporting capabilities. All custody services are performed from our industry acclaimed collateral vault. We are licensed in all states as required and maintain rigorous quality control programs that include continuous training, client feedback and providing an annual SSAE16 report. Fully insured with error and omission coverage, we undergo internal and external auditing including the state banking commission. Business Intelligence Tool Set (BITS) Hidden inside your servicing data are tools you need to make your business more efficient and effective. BITS is Equiant’s Web-based interface that unlocks data, giving you instant and unprecedented access to critical information on business performance. BITS’ intuitive layout gives you the ability to look at both historical and current trend analysis from a high level or to drill down to specific data in your area of interest. From customized Aging Stratifications, Period Remaining Delinquency, Lender Specific Criteria Integration, to call center volumes, BITS allows you to focus in on what’s important to your business. Learn more about our services and how they can help your company improve cash flow, control payment cycles, align servicing and marketing, scale staffing and improve the overall performance of your business. Exclusive Resorts is the world’s foremost private club for luxury vacations. We combine stunning luxury residences in the best destinations, customized “bucket list” journeys, immersive cultural experiences, VIP events, and access to elite private clubs into a single, seamless membership. Over the past ten years, we have delivered over 155,000 consistently exceptional luxury vacations for tens of thousands of members and their families and friends, across dozens of countries, and all seven continents. Exclusive Resorts Company Facts • Founded in 2002; Headquartered in Denver, Colorado • Chairman is AOL co-founder Steve Case • CEO is former Euro Disney and Club Med CEO Philippe Bourguignon • 4,000+ members; 90%+ member satisfaction rating after more than 155,000 vacations • More than 350 luxury residences around the world • Luxury vacations in more than 60 destinations each year • Learn more at www.exclusiveresorts.com How Does Club Membership Work? To join, members pay a Membership Fee plus Annual Dues. They can then access all of the Club’s vacation collections and membersonly benefits and services. This includes the assistance of their own dedicated Exclusive Ambassador, who pro-actively manages their membership experience to ensure the best vacations possible. World-Class Exclusive Residences Collection, Ever-Evolving Vacation Variety, and More Our Exclusive Residences collection includes more than 350 luxury homes in dozens of destinations around the world, paired with resort amenities like beach clubs, ski-in/ski-out access, worldclass golf, amazing spas, and more. Our residences are spacious enough for large family gatherings and include amenities ranging from private pools and hot tubs to gourmet kitchens and expansive outdoor living areas. Our select partnerships with premier resorts, including Montage Laguna Beach, Esperanza in Los Cabos, Grand Wailea Resort & Spa, The Cloister at Sea Island, Georgia, and Viceroy Anguilla give our members unparalleled opportunities to relax, play, learn, indulge, explore and dream. Adam Wegner EVP, Strategy and Corporate Development Exclusive Resorts, LLC 1717 Rhode Island Ave., N.W. Suite 900 Washington, DC 20036 202.776.1403 office 301.801.3598 mobile awegner@exclusiveresorts.com EXCLUSIVE RESORTS, LLC What is Exclusive Resorts? www.exclusiveresorts.com In addition to our Exclusive Residences collection, each year we offer a selection of luxury vacation experiences in dozens more fascinating places around the world: • Exclusive Journeys featuring custom-designed adventures across all seven continents • Exclusive Immersions focused on one fascinating culture each year • Exclusive Events offering VIP access to experiences nearly impossible to enjoy on your own • Exclusive Alliances providing access to elite private clubs around the globe • Exclusive Privileges hand-selected benefits to enhance our members’ travels and lives Personal Service through Trusted Relationships Personalized service is a hallmark of Exclusive Resorts membership. So we tend to the details, large and small, that make each vacation special and carefree. Each member has their own Exclusive Ambassador, who cultivates trusted relationships with the members and their families, recommends vacations, arranges their reservations, and handles all the details so everything is tailored to their individual interests. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 25 EXTREME ENGINEERING Jeff Wilson CEO 3125 Penryn Road Suite 330 Penryn, CA 95663 916.663.1560 office 916.660.9127 fax jeff@extremeengineering.com www.extremeengineering.com www.highactionadventures.com Our Business Jeff Wilson, CEO of Extreme Engineering Founded in 1995 by Jeff Wilson, Extreme Engineering is the leader in extreme, interactive fun. Extreme Engineering has over 19 years in creating adventure. Today Extreme Engineering holds 8 industry awards in technology and Best New Product categories for the entertainment market. With over 1,000 customers worldwide such as NASA, Disney, Vail, Cirque du Soleil, Six Flags, One & Only Resorts and Atlantis, Extreme Engineering is the largest supplier in adventure equipment to the resort and entertainment industries. Extreme Engineering’s goal is to provide resorts with “stay-to-play” solutions, keeping resort guests entertained with safe thrills and memories that last a lifetime. Mr. Wilson has a mechanical and aeronautical engineering degree from California State University Long Beach. Jeff Wilson has over 30 years in engineering and design experience through Hughes Aircraft, American Hospital Supply and Hewlett Packard. Jeff has consulted for Bell Helmet, NASA, Disney, Flowline and many others. Mr. Wilson holds over 20 patents to his name, including the mobile climbing wall, auto-belay systems, medical safety equipment, level sensing products and decelerating devices on zip lines. Jeff serves as a Trustee with ARDA and a committee member with ASTM F-24. Jeff ’s passion is providing safe thrills to destinations, resorts, waterparks and theme parks. Mr. Wilson is an international traveler, loves motor-biking and fishing around the world, speaks three languages and has a beautiful wife with over 27 years in marriage. Jeff has three wonderful children, all of which he is very proud of. Our “fun-amenities” enhance resort properties and resonate with pure-play excitement! Extreme Engineering advocates timeshare growth and development through adventure. We stay true to our motto, “We create memories through adventure.” Our exclusive resort solution, called the High-Action Adventure™, incorporates all of Extreme Engineering’s award winning attractions into one place. Guests are transformed into thrill-seekers by zip lining, air jumping, conquering challenge courses and rock climbing. The High-Action Adventure™ area can be scaled and custom themed to fit into any resort environment, amenities are engineered to exceed industry standards, provide safety with no risk, require minimal staffing and are fun for all ages. We make “fun your business™” and ensure that your guests experience, live and breathe resortadventure. 26 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S Rob Cohen Vice President/Executive Director 316 W. Mission Avenue Suite 121 Escondido, CA 92025 303.506.7070 phone 760.747.7682 fax grant.miller@fnf.com Senior Vice President 2400 Maitland Center Parkway Suite 200 Maitland, FL 32751 407.645.1070 main 407.618.2939 direct rob.cohen@fnf.com www.fidelitytimeshare.com Fidelity National Timeshare (FNT) provides closing services and title insurance to both deeded and non-deeded interests including timeshares, points-based clubs, travel clubs, fractional, shared ownership properties and private residence clubs. In addition to its underwriting and title services, FNT’s menu of services includes: complete escrow/title products and services, custom designed inventory tracking, foreclosure/deed-in lieu services, custodial services, document management, bulk assignments/ collateralization/hypothecations and more. Fidelity National Financial, Inc. (NYSE: FNF), FNT’s parent company, has tremendous financial strength and is backed by reserves of more than $1.7 billion—the largest in the industry. The only company in the core title insurance industry to be recognized as a Fortune 500 Company, FNF claims-paying ability provides customers’ peace of mind and consistently earns “A” ratings or higher from Standard & Poor’s, Moody’s, Fitch and A.M. Best. Fidelity National Timeshare simplifies the complex needs of the shared ownership industry through dedication, expertise and integrity. This unparalleled team of professional leaders brings decades of expertise and innovation providing a powerful wealth of information to simplify transactions and ensure closing protection not only today but well into the future. FIDELITY NATIONAL TIMESHARE Grant E. Miller, RRP Driven by the philosophy that each and every project is unique requiring its own specialized support from a title insurance partner, FNT customizes its menu of services to fit the needs of each individual development or project. From the simplest to the most complex timeshare transaction, FNT will continue to provide reliability, responsiveness and security to current and future clients. Dedicated solely to working within the timeshare and shared ownership arena, FNT serves clients both domestically as well as internationally. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 27 FIESTA AMERICANA VACATION CLUB José Carlos Azcárraga Jose Carlos Azcarraga—CEO, Grupo Posadas CEO Grupo Posadas Paseo de la Reforma #155 - PH Lomas de Chapultepec 11000 México, D.F. (55) 5326-6860 phone jc.azcarraga@posadas.com José Carlos Azcarraga is Chief Executive Officer for Posadas since last November 11, 2011, overlooking company 4 division: Ownership and Leased Hotels, Management and Franchise Hotels, Vacation Ownership and Posadas Ventures. www.favc.com www.posadas.com Fiesta Americana Vacation Club is a long-term vacation program that offers our Members hundreds of options and destinations to plan their vacations in a flexible manner, always counting on the expertise and tradition of the leading hospitality companies worldwide. As part of Grupo Posadas —the leading hotel operator Company in Mexico — our Vacation Club provides our Members with solid and ever-growing vacation options, thus generating amazing vacation experiences for decades to come. Fiesta Americana Vacation Club has over 32,000 Members, both domestic and international. Our Point-based program allows our Members to experience vacation villas or hotel rooms within our list of hundreds of participant resorts and hotels, in addition to several lodging options through our hospitality partnerships with Hilton Grand Vacations Club in the United States, and RCI in the rest of the world. In addition, our Members can convert their Club Points into frequent flyer miles or kilometers from affiliated frequent flyer programs. Because of its flexibility and easiness to allocate Points at will, Fiesta Americana Vacation Club is the best choice in the world of Vacation Membership programs. José Carlos has been a part of Posadas´ Executive Committee since 2001 and the Board of Director´s since 1994. He holds a college degree in Industrial Engineering and a MBA degree from the J.L. Kellogg Graduate School, Northwestern University. Prior to joining Posadas, José Carlos worked for Booz Allen & Hamilton, and for Chase Manhattan Bank in New York City. In 1994, he joined Posadas as Director of the Real Estate Division, and in 1997 he moved to Orlando, Fl., to lead the structuring and design of the Fiesta Americana Vacation Club and in 1999 was promoted as the CEO of the Fiesta Americana Vacation Club, position he held until November, 2011. In 2002, concurrently with the above position, he was appointed V.P. of Sales & Marketing for Posadas’ Hotel Management Division. In 2008 he was elected for a 2 years term as the Chairman of AMDETUR (the Mexican Resort Development Association) and in 2010 he was elected for ARDA’s Board of Directors for the 20102012 term. Grupo Posadas is the leading hotel company in Mexico. It is the biggest and most important owner and hotel operator, with more than 40 years in the national market. It has 104 hotels and more than 18,000 rooms in resort and city destinations in the Mexican territory. It has the most known hotel brands, preferred by hotel owners and guests: Live Aqua, Fiesta Americana Grand, Fiesta Americana, Fiesta Inn and One Hotels. Posadas is among the 50 most important world level operator and owners of hotels. Fiesta Americana has been recognized as “The Best Chain in Mexico for Second Consecutive Year”, by Global Traveler Awards. Posadas quotes in the Mexican Stock Exchange since 1992. Posadas successfully participates in the vacation properties industry, with its products Fiesta Americana Vacation Club, Kívac and The Front Door, as well as other businesses related to tourism, as Ampersand (Loyalty Programs), Konexo (Contact and Data Center), Conectum (Sharing Services Center), etc. 28 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S President, Vacation Ownership Services Division 2300 Maitland Center Parkway Suite 201 Maitland, FL 32751 407.754.1320 ext. 106 phone 877.508.2446 fax wsobien@firstam.com www.firstam.com Considering all that we have accomplished, all that we have created, all the accolades we have garnered, that of which we remain most proud are our customers. Our customers are some of the best known, best run, and most prestigious companies in the world. We are incredibly proud that they have chosen to do business with us. We strive every day to prove the wisdom of that choice and to prepare ourselves to be the smart choice for tomorrow. Our focus on customer service and innovation has put us very clearly in the lead in our market. We offer the largest group of employees dedicated exclusively to servicing the vacation ownership industry. Our employees are drawn directly from the operations of vacation ownership developers, from exchange companies, from the legal profession, from banking and from traditional title insurance backgrounds. Our experience goes deeper and is more diverse than can be found with any other service provider in our field. Our competitors may discuss their networks available to service your accounts, but they won’t tell you that First American is the underwriter that enjoys a number one market share in most markets throughout the world. Our competitors may tout their innovative products such as their UCC policies but they won’t tell you that First American invented these products and that theirs are but copies of our original. Our competitors may talk about their technology but they won’t tell you that only First American has successfully rolled out a single platform nationwide (and increasingly worldwide) network that is so innovative that the world’s largest software company uses us as an example in their marketing campaigns. Nor will they tell you that rather than trying to fit you into a system designed for whole ownership transactions we have developed our own vacation ownership specific software designed specifically to meet your needs. to a successful venture. Regulatory compliance is more important than ever. Old and inefficient ways of doing business simply cannot be tolerated. Processes must be refined, reviewed and refined again. Costs must be justified and, where there is no benefit, cut completely. True partnerships must be formed in the sense that trust and mutuality of interest are integral to a relationship. First American is a company that has proven that it understands these concepts and incorporates them into every aspect of its business. We don’t do business with every customer that calls on us but if yours is a company that shares our values, our drive, our focus and our dedication we want to hear from you at any of our three locations: Honolulu Kathy Mizusawa 808-539-7504 Orlando Julie Thompson 407-754-1320 Las Vegas Jennifer Munoz 702-304-7519 FIRST AMERICAN TITLE INSURANCE COMPANY Wayne Sobien More information about our company and an archive of our press releases can be found at www.firstam.com. We know that the market has changed and continues to change. We understand that leadership, resources, innovation and dedication were always desired from your vendors but now they are essential T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 29 FNTC AMERICA Douglas S. Carr Birch Pond Park 410 Amherst Street Nashua, NH 03063 866.978.2571 douglas.carr@fntcamerica.com www.fntcamerica.com www.fntc.com FNTC America and its sister company FNTC (UK) are the largest provider of trust and trustee services to the vacation ownership industry worldwide. With over 30 years experience FNTC manages over 300 resort and leisure real estate developments and provides services to over 650,000 consumers. Working with legal, tax and financial advisors, FNTC America designs and implements flexible legal structures, based around the trust model, to provide developers with an efficient and cost effective business model to help grow their business successfully. Whether it’s a single site development or vacation club with multiple destinations, domestic or international, FNTC America has the proven experience and expertise to deliver solutions to meet developers’ needs. In addition to their core business of trustee services, FNTC America also provides a suite of operational and back-office administration services to simplify processes and reduce administration costs helping to add profit to the bottom line. 30 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S Members of Foley’s Hospitality, Resort & Golf Industry Team have represented clients in all facets of the hospitality industry, including developers, exchange companies, and lenders. Our attorneys have backgrounds that encompass real estate, business, tax, environmental, construction, intellectual property, finance, litigation, consumer finance, privacy, and public affairs, combined with skill and hands-on experience to guide all clients within the hospitality industry. Our strength in dealing with the numerous regulatory requirements of the timeshare and fractional ownership industry is bolstered by our constant participation in the legislative process in numerous jurisdictions, both within the United States and abroad. In today’s resort development and vacation ownership industry, developers must adopt new approaches to address new regulatory requirements and financial risks. The Hospitality, Resort & Golf Industry Team of Foley & Lardner LLP has extensive experience in helping clients—from major brands to local operators—in all aspects of the timeshare and fractional industry. Foley strives to provide clients with the level of service and attention expected from one of the industry’s leading legal counsel. Foley provides a full range of services specifically tailored for the timeshare and fractional development industry, including representing our clients with respect to acquisition, financing, development, management, operations, consumer privacy, licensing, sales, marketing, and creating innovative use plans and product structures. With offices throughout the United States and in Brussels, Shanghai, and Tokyo, Foley provides tailored solutions to meet our clients’ needs—whether local, regional, national or multinational in scope. Dan Bachrach Bill Guthrie Partner 111 North Orange Avenue Suite 1800 Orlando, FL 32801-2386 407.244.3261 phone 407.648.1743 fax dbachrach@foley.com Partner 111 North Orange Avenue Suite 1800 Orlando, FL 32801-2386 407.244.3260 phone 407.648.1743 fax bguthrie @foley.com FOLEY & LARDNER LLP Foley & Lardner LLP provides award-winning business and legal insight to clients across the country and around the world. Our exceptional client service, value, and innovative technology are continually recognized by our clients and the legal industry. Foley has been named one of the elite BTI Client Service 30 for nine of the past 10 years in a survey of Fortune 1000 corporate counsel, conducted by The BTI Consulting Group (Wellesley, MA). In addition, Foley received 26 national first-tier rankings on the 2014 U.S. News - Best Lawyers® “Best Law Firms” list and was named to the InformationWeek 500 list for seven of the past eight years for technological innovation that enhances business value. At Foley, we strive to create legal strategies that help you meet your needs today —and anticipate your challenges tomorrow. www.foley.com Dan Bachrach is a partner with Foley & Lardner LLP and is a member of the Real Estate Practice and the Hospitality, Resort & Golf Industry Team. His practice focuses on the condominium, resort and hospitality industry, including residential, commercial and mixed-use condominiums, timeshare, private residence clubs, fractional projects and travel packages. Mr. Bachrach’s experience includes structuring and development of condominiums, cooperatives, and vacation ownership projects, as well as preparation of legal and registration documents for such projects. He has worked with and advised many of the significant and globally recognized developers and management companies in the vacation ownership industry. Mr. Bachrach has also assisted clients in complying with multijurisdictional regulations. Bill Guthrie is a partner with Foley & Lardner LLP and is a member of the Real Estate and Consumer Financial Services Practices and co-chair of the Hospitality, Resort & Golf Industry Team. His practice focuses on the condominium, resort and hospitality industries. Mr. Guthrie’s extensive experience includes structuring and development of planned unit developments, condominiums, vacation ownership projects, fractional projects, and clubs for many major brand participants in the industry. He has also been actively involved in the creation of multiple mixed-use development projects relating to a variety of components, including retail, hotel, office condominium, residential condominium, timeshare, fractional, membership club, golf and other amenities. Mr. Guthrie advises and works closely with globally recognized developers, lenders, managers and exchange services groups. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 31 GENERATOR SYSTEMS, LTD. Steve Pentland CEO The Old Granary, Cotton End Northampton NN4 8HP United Kingdom +44 780 233 3733 cell Stpentland@msn.com www.generator-systems.com Generator Systems are world leading specialists in creating compelling sales presentations. We started our journey in this industry in 1990 with our production company AVTV, now known as Group Impact. Twenty years later we are firmly established as the best, providing beautiful, powerful and emotional films for our clients. Impact proudly boasts over 50 ARDA awards with the latest gold ARDY being achieved in March 2010 for the Best Film category. Generator Systems joined the company portfolio in 2000 and within the last ten years we have helped deliver great results on over 200 sales decks, across 30 countries in 14 different languages for over 5,000 sales people. We launched into 2010 with a fresh mindset and our newest product, Generator Presenter. 2009 and 2010 have been tough years for the industry — everyone has had to dig deep to survive the assault course of these current financial times. We have made sweeping changes and with our new pricing model, realigned processes and the improved product, we are now able to better serve the industry, providing more value for less cost and greater results than ever before. Generator Presenter, delivers amazing visual persuasion based on current sales processes and methodologies. We have also developed a whole new service to work with developers to track metrics, thus providing powerful analytics to lift results through new levels of control; raising the ability to measure and monitor like never before. Winner of the ARDA Ace award for innovation and top European awards for Innovation and managing change, Generator software is now firmly established as the world’s best sales system. In addition to securing more net sales, Generator provides the presentation consistency that guarantees better consumer perception, product education, compliance and brand protection. On Impact’s film side, we’re still creating and delivering the most compelling sales movies in the world. Thirteen gold ARDA awards in twenty years and at least one silver in each of those years is testament to the effectiveness of this media. Steve Pentland is joint CEO of Generator Systems and Group Impact. Steve began his career in accountancy in 1973 then entered in the IT business in 1980 and spent a decade in sales, marketing and growing technology companies. The financial, technical, sales and marketing experience all proved to be a strong foundation for the success that has been built over the last twenty years. With Pete Jones, his co-founder and fellow CEO, Steve’s vision has been responsible for many of the innovations in sales and marketing that our industry successfully uses today and his willingness to challenge tradition and convention has often led to new solutions to issues that have long affected all of our businesses. Steve also gives his time and business intellect to committee positions with ARDA, and the Prince’s Trust charity foundation in the UK. A passion for travel and exploration dovetails beautifully with his globetrotting nature. 32 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S President and CEO 26691 Plaza Drive Suite 100 Mission Viejo, CA 92691 (949) 367-0388 Phone (949) 367-0398 Fax www.globalexchangevacation.com Global Exchange Development Corp. (GEDC) was founded in 2002 by Rick Sargent, a 35-year veteran of the timeshare industry. GEDC is a timeshare development company which includes sales, marketing and management of resort properties across the country. A timeshare vacation club known as Global Exchange Vacation Club was created by GEDC as a points-based vacation club powered by RCI Points. The Club is described as a multi-location vacation ownership program that establishes a uniform plan for the development, ownership use and enjoyment of specified resort accommodations for the benefit of its members. GEDC and its experienced management staff assist HOA’s, management companies and lenders with distressed intervals by curing delinquencies and reclaiming inventory that is eventually incorporated into the Club. This creates immediate income for the HOA from previously non-performing inventory by the collection of new maintenance fees. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A GLOBAL EXCHANGE DEVELOPMENT CORP. Richard D. Sargent, RRP 33 GOLD KEY | PHR HOTELS AND RESORTS Bruce L. Thompson Chief Executive Officer 300 32nd Street Suite 500 Virginia Beach, VA 23451 757.491.3000 www.goldkeyphr.com Based in Virginia Beach, Gold Key/Professional Hospitality Resources (PHR) is one of the fastest growing, and most respected, hospitality companies in the mid-Atlantic. Specializing in hotel and resort management, development and construction management, timeshare sales and marketing and food & beverage operations, Gold Key/PHR has a proven record of success. Holding the highest of standards for all stakeholders—guests, employees, owners and investors—Gold Key/PHR is poised for unprecedented growth and even greater success well into the future both here in Virginia Beach as well as other markets across the United States. Competition in the hospitality industry today is far too tough for companies without a true vision to succeed. Fortunately, Gold Key/ PHR has a clear vision of its future even before the company closed its first deal back in 1989. The first-rate execution of that vision has elevated Gold Key/PHR into one of the fastest growing hotel management and vacation ownership companies in the country. So, does that mean our vision and mission is accomplished? No we prefer to think of it as a mission firmly on track, in position for even greater achievements in the years to come. 34 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S Our Vision To be the leading hospitality company in select markets with integrated hotels and timeshare properties. Our Mission • To exceed the expectations of our guests. • Have competent, focused, motivated, dedicated associates. • Properly use and maintain all assets. • To achieve planned profitability and predictable, sustainable earnings. • To attain continuous and planned growth. Bruce L. Thompson, Chief Executive Officer Mr. Thompson has built Gold Key/PHR Hotels and Resorts from an idea to an operation employing over 2,000 people. With his 20+ years’ experience as owner, manager, and developer of hotel and timeshare properties, he spearheads new ventures and acquisitions, and monitors and overseas strategic planning as well as all financial, human and physical resources. His expertise and community standing have enabled him to successfully propose, lead and coordinate expansive projects that involve both private investors and government entities. www.goodmanagement.com President 739 Thimble Shoals Boulevard Suite 304 Newport News, VA 23606 757.596.5215 phone 757.596.7273 fax dale@goodmanagement.com GOODMANAGEMENT Dale F. Goodman, RRP, CHA Goodmanagement provides resort and hospitality management services to hotels, condo hotels, whole and timeshare owners associations, senior housing facilities, mixed-use properties, and other projects. The Newport News, VA-based company provides relationship-driven service to a select national portfolio of high-quality properties. Its results-driven services stem from a commitment to fulfill the promise of exceptional service to our managed properties. Operational Focus. After reviewing client goals, Goodmanagement develops an individualized operating plan for each property that serves as the operations blueprint. Our focus is to provide all of our guests with superior service at a high-quality facility and to maximize the property’s operational potential. We apply innovative strategies based on successful management methods to help assure success at every managed location. Rental Production. Through Goodmanagement’s affiliate company, Kees Vacations, we leverage established partnerships with leading companies that power global electronic distribution and demand for the vacation rental and specialty lodging industry. These rental services are available to our managed properties and are also made available to all resorts that want to gain the benefit of our expertise and the power we have with our partners. Development Support. Goodmanagement can contribute in the start-up stages by assisting in the development of strategic plans for an entire project — from conceptualization, design and construction, to the purchasing and installation of furniture and fixtures, to personnel selection and hiring. We apply our decades of experience to the ultimate goal that the development will not only be functional and appropriate for its use, but will also meet your investment objectives. Your Trusted Partner. Goodmanagement acts as your trusted partner, having learned that “doing the right thing” not only fulfills a moral imperative, it gives us a competitive advantage. This commitment extends to every aspect of our work, creating in employees a profound sense of self-respect, pride in accomplishments, and the ability to enjoy their work. For more information, visit our Web site, www. goodmanagement.com. Get to know Goodmanagement, and you’ll see, we’re dedicated to “making good on the promise™.” T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 35 GREAT EASTERN RESORT CORPORATION C. Dice Hammer President 610 West Rio Road P.O. Box 6006 Charlottesville, VA 22901 www.massresort.com The affiliated group of which Great Eastern Resort Corporation was to become a major part began in 1980, when C. Dice Hammer and James Lambert founded Recreational Resorts Ltd., the developer of Wilderness/Presidential Resort. Nearly 12,000 undivided-interest owners share this comprehensive facility, which is located on an historic Virginia battleground area, about 60 miles south of Washington, D.C. Great Eastern Resort Corp. owns and manages Massanutten Resort, at the peak of the Virginia Mountains, 120 miles from Washington, D.C. The company has developed several timeshare projects at Massanutten, including Eagle Trace, Eagle Trace at Killy Court, Shenandoah Villas, Shenandoah Villas at Killy Court, The Summit at Massanutten, Woodstone Meadows and Regal Vistas. The area is a summer and winter vacation haven of several thousand acres. Great Eastern also owns several recreational and sports facilities at Massanutten, two 18-hole golf courses, a Spa, state of the art WaterPark, Jim Lambert Park (in memory of Jim Lambert), and many other amenities for the guests to enjoy. Affiliates of Great Eastern also have been involved in completing several workout programs in Florida, including the Hollywood Beach Club, Lighthouse Cove Resort, Golden Strand Ocean Villa Resort, Bonaventure Resort and Spa, Costa del Sol Resort and Grandview in Las Vegas. Hammer joined ARDA in 1970 and has been a member of the Chairman’s League and a Trustee since these membership categories were created. He has also served on the ARDA board of directors and as treasurer of the Virginia Resort Developers Association (VRDA). In 1969, Hammer became chief financial officer of Lake Monticello, a 4,500-lot project near Charlottesville, Virginia, and was soon promoted to chief executive officer. In 1978, he co-founded Driftwood Beach Club and Silver Seas Beach Club, both timeshare projects in Fort Lauderdale, FL. He remained with all three projects until sellout. Hammer currently serves as president and is a major stockholder of Great Eastern Resort Corp. and its affiliates. 36 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S Co-Chair, Hotel, Resorts & Clubs 1840 Century Park East, Suite 1900 Los Angeles, CA 90067 310.586.7700 phone 310.586.7800 fax davisr@gtlaw.com www.gtlaw.com Greenberg Traurig, LLP is an international, full-service law firm with approximately 1800 attorneys serving clients from more than 30 offices in the United States, Latin America, Europe and Asia. In the U.S., the firm has more offices than any other among the Top 10 on The National Law Journal’s 2012 NLJ 250. In Mexico, the firm operates as Greenberg Traurig, S.C., and in the U.K., as Greenberg Traurig Maher LLP. Greenberg Traurig has a strategic alliance with the independent law firm, Studio Santa Maria with offices in Milan and Rome. The firm was Chambers and Partners’ USA Law Firm of the Year in 2007 and among the Top 3 in the International Law Firm of the Year at the 2009 The Lawyer Awards. Greenberg Traurig brings together the transactional and regulatory experience of more than 200 real estate lawyers and has a broad range of contacts in the capital markets. We strive to build longterm value in our relationships through an integrated approach to the services we offer and are well-suited to counsel clients through all stages of a project or fund. We are highly experienced in structuring acquisitions and joint ventures as well as the ongoing operation and management of real estate assets. Our experience spans more than four decades of delivering legal solutions for the construction, development, acquisition and sale, financing, management, operation, licensing and marketing of most types of real property. This depth of experience includes broad capabilities GREENBERG TRAURIG, LLP Richard F. Davis to counsel clients on matters specifically involving diverse forms of recreational real estate: hotels, casinos, destination resorts, condominiums, condominium hotels, country clubs, timeshare and fractional projects, vacation clubs and points systems, mixeduse projects, golf courses, marine recreation clubs, ski facilities, and festival marketplaces. Richard F. Davis, Co-Chair; Hotels Resorts and Clubs, based in Los Angeles, has significant experience in U.S. and international resort and hospitality real estate, business and finance law. He has represented dozens of nationally and internationally known owners, developers, investors, operators and lenders in all aspects of hotel, resort, club, golf and other recreational real estate acquisition, development, operations, finance, marketing and regulatory compliance. Davis has spearheaded projects in nearly 20 countries, with substantial involvement in Mexico, the Caribbean, Central and South America, China, Europe, Japan, Canada, and the United States. Davis is a member of the California and District of Columbia Bar Associations. He is a full member of the Urban Land Institute, the U.S.-Mexico Chamber of Commerce, AMDETUR, the Caribbean Hotel Association and has held leadership positions in the Urban Land Institute, ARDA and many other industry groups. Davis has published articles in national publications and journals and has been a frequent speaker at industry conferences. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 37 GREENSPOON MARDER, P.A. While we have a diverse group of legal offerings rich in traditions of a full-service law firm, timeshare and resort development are specific areas of focus for the firm. These are multi-faceted areas of law requiring knowledge in many disciplines, including: Gerald Greenspoon, Esq. Michael E. Marder, Esq. Co-Founding & Co-Managing Shareholder Trade Centre South, Suite 700 100 West Cypress Creek Road Fort Lauderdale, FL 33309 954.491.1120 phone 954.771.9264 fax gerry.greenspoon@gmlaw.com Co-Founding & Co-Managing Shareholder Capital Plaza I, Suite 500 201 East Pine Street Orlando, FL 32801 407.425.6559 phone 407.422.6583 fax michael.marder@gmlaw.com www.gmlaw.com Greenspoon Marder was founded more than 30 years ago with a focus on providing effective, full-service legal and business representation to the timeshare and resort industries. In fact, the firm’s founding partners Gerald Greenspoon and Michael Marder have built a national reputation for the firm, helping to draft legislation and staying politically active in areas that affect the industry and our clients. Today, Greenspoon Marder is a top-rated law firm with a carefully assembled team of more than 160 attorneys and 500 support staff, maintaining 10 offices throughout the state of Florida. While we maintain offices in Aventura, Boca Raton, Fort Lauderdale, Miami, Naples, Orlando, Port St. Lucie, West Palm Beach, and Tampa, we serve clients across the United States and throughout the world. At Greenspoon Marder, we pride ourselves on being attorneys and business professionals. Our range of experience and resources rival those of the largest firms, but our personal attention to detail and fee schedule resemble those of a boutique practice. Greenspoon Marder attorneys immerse themselves in clients’ legal and business needs and day-to-day challenges, in order to pro-actively assess potential problem areas and provide pro-active, cost-effective solutions. 38 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S • Acquisition, development and construction financing • Business & commercial dispute resolution • Business formation & governance • Construction & development • Contractual agreements & negotiations • Deeded & non-deeded points-based programs • Environmental issues • Federal & state regulatory compliance • Finance & transactions • Foreclosures • Homeowner association documentation • Labor & employment • Land acquisition, use & zoning • Litigation • Marketing & advertising • Multi-state project registration • Project/program planning & documentation • Receivables financing, including public securitization • Telemarketing & seller of travel regulations and registrations • Title insurance, escrow & closings Greenspoon Marder provides a full range of legal services for a wide variety of property types, including but not necessarily limited to: • Expansive use combinations with hotel, timeshare & cruise line interchange • Innovative points, weeks & flex-use programs • Mixed-use & multi-use resorts • Multi-site vacation clubs • Timeshares & fractionals • Resort, vacation condominium & condo-hotel properties • Undivided interest projects Because Greenspoon Marder is a full-service business law firm, the Resort & Hospitality practice group has the advantage of drawing on the experience of our other practice groups, including but not necessarily limited to: Appellate; Administrative; Banking; Bankruptcy; Class Action Defense; Collections & Creditor Rights; Corporate & Business; Finance & Transactions; Foreclosure; Governmental Relations; Labor & Employment; Litigation; Lobbying; Real Estate; Regulatory Compliance & Defense; and Taxation. Hilton Grand Vacations Company, LLC is a division of Hilton Worldwide, recognized internationally as a leading global hospitality company. Headquartered in Orlando, Florida, Hilton Grand Vacations operates all aspects of Hilton’s highly successful brand of vacation ownership, featuring the Hilton Grand Vacations Club® and The Hilton Club® membership programs. The company’s resort portfolio is comprised of 60 Club affiliated resorts worldwide including 16 developed and managed resorts, an additional 27 managed resorts, as well as distinctive affiliated resorts in California, Florida, Canada and Mexico. Since entering the vacation ownership industry in 1992, Hilton has welcomed more than 215,000 Club Member families. Our membership programs, powered by points-based reservation systems, are tailored to accommodate the ever evolving travel preferences of Club Members. In addition to providing preferred membership in the award-winning Hilton HHonors® guest loyalty program and access to more than 4,000 properties in the Hilton Worldwide brand portfolio, Hilton Grand Vacations has created unique relationships with other renowned leaders in the travel industry to expand the flexibility of Club membership. Acclaimed travel partners offer superb advantages for global resort exchanges, cruise travel, adventure excursions, yacht charters and distinctive vacation experiences. Rebecca Sloan President Global Sales & Hilton Grand Vacations Hilton Worldwide 5323 Millenia Lakes Boulevard Suite 400 Orlando, FL 32839 407.722.3100 phone 407.722.3123 fax mwang@hgvc.com Senior Vice President and Assistant General Counsel 5323 Millenia Lakes Boulevard Suite 400 Orlando, FL 32839 407.722.3100 phone 407.722.3646 fax rsloan@hgvc.com Hilton Grand Vacations continues to strengthen its leadership presence in the thriving markets of Hawaii, Las Vegas, Myrtle Beach, Orlando and New York. High-performing teams, spectacular resort properties and flexible development strategies are contributing to the brand’s expansion within these highly demanded destinations. In new markets from Park City, Utah to Tuscany, Italy, Hilton Grand Vacations has launched successful resort operations and sales organizations. New strategic partnerships have elevated the Hilton style of timeshare to new heights of luxury and excellence. The scope of our development vision is complemented by our ongoing efforts to continually enhance the distinctive resort vacation experience and Club membership benefits we provide. HILTON GRAND VACATIONS COMPANY, LLC www.hiltongrandvacations.com Mark Wang With more than 20 years of industry leadership, the Hilton brand of vacation ownership continues to thrive. The company’s proven growth strategy will remain focused on capital flexible expansion in new and established markets, the affiliation of top-quality travel partners and distinctive resorts and the creation of innovative membership program enhancements. The vacation preferences and service expectations of our customers remain essential pillars in our thriving legacy of excellence. As part of Hilton Worldwide, our commitment is to create the satisfaction of a life well-vacationed for our Members, and to maximize the value for our business partners, through industryleading quality, business stewardship and innovation. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 39 HOLIDAY INN CLUB VACATIONS® Spence Wilson Don Harrill Chairman of the Board Orange Lake Resorts 8505 W. Irlo Bronson Mem. Hwy. Kissimmee, FL 34747 407.239.5200 407.239.1086 swilson@kwilson.com CEO Orange Lake Resorts 8505 W. Irlo Bronson Mem. Hwy. Kissimmee, FL 34747 407.239.5200 407.239.1086 dharrill@orangelake.com www.hiclubvacations.com Our Business Launched in 1982 by the iconic hotelier Kemmons Wilson, founder of the Holiday Inn® brand, Orange Lake Resorts continues to be a highly dynamic, privately owned and operated vacation ownership company headquartered at its flagship resort in Kissimmee, Florida. The company’s growing portfolio of family resorts has welcomed more than 170,000 owners. In 2008, Orange Lake Resorts revolutionized the timeshare industry through a strategic alliance with IHG, owner of Holiday Inn and the world’s largest hotel group by number of rooms, to form the new Holiday Inn Club Vacations® brand. This historic agreement, the largest affiliation of its type in the industry, reconnects these two companies by a shared, common heritage while reaffirming the values that has brought each great success. It combines the knowledge, reach and presence of one of the most recognizable consumer hospitality brands in the world with proven leadership in providing unique vacation ownership opportunities for generations of traveling families. The strategic alliance provides a strong platform that positions Orange Lake Resorts for a new generation of vacation traveler through the flexibility of points-based Holiday Inn Club® membership. Since launching, the Club has grown to more than 80,000 members by providing access to an expanding portfolio of member resorts and more than 4,500 IHG hotels worldwide through IHG® Rewards Club, the largest hotel loyalty program in the world. 40 Twitter: @hiclubvacations Facebook: Holiday Inn Club Vacations YouTube: hiclubvacations TV Pinterest: hiclubvacations ARDA 2014 TRUS T EE M EM B E R COM P A NIE S Member experiences are enhanced further through the Holiday Inn Club Partner program that provides access to cruises, international air travel and non-member resort destinations, plus unique member events and activities. The addition of the distinctive Signature Collection luxury portfolio, including locations that are members of The Registry Collection® program, provides discerning travelers access to an extraordinary level of vacation ownership. Our Future Orange Lake Resorts, through the Holiday Inn Club Vacations brand, continues to pursue a growth strategy of expanding into select regional markets by offering unique family vacation destinations closer to members’ homes and exploring premier vacation destinations throughout the United States. By early 2014, members will enjoy access to more than 3,900 villas in 11 resorts. Combined with international resort travel options in Europe and the Caribbean through its Direct Destinations program, as well as worldwide hotel access within the IHG Family of Brands, the Holiday Inn Club offers one of the most flexible timeshare vacation products in the industry. Orange Lake Resorts establishes the strength of success by championing the core values and quality hallmarks established by its founder three decades ago. As a privately held company with a legacy of strong management, it has enjoyed several successive years of record financial performance. Poised for further growth, the company will continue to benefit from a proven strategy of consistently delivering memorable vacation experiences through diverse destinations that offer unsurpassed value for traveling families. Craig has founded several successful international companies providing travel services and technology to over four million private clients in six languages. In addition to his business interests, Craig promotes global travel and tourism through various international activities, including image committees, consumer education channels and government awareness programs. Craig’s experience and candid approach makes him a frequent resource for industry trade publications, think tanks, committees, articles, quotes and speaking engagements. HSI, now in its twentieth year, has become a premier technology company, a travel aggregator, and a specialty service company, which includes unique benefits and financial services not available through other companies. HSI provides relevant and measurable support to its partners for the full life span of their product. HSI products and services include: • Benefit enhancements with proven and sustainable value propositions • Entry/Exit programs to maximize efficiency and conversions • The industry’s only Maintenance Fee cash payment system • Customized user interfaces for effective benefit integration • Administrative interfaces that provide transparent access to user activity 24/7 • Occupancy solutions placing the right heads-in-beds • Gift Cards for lead generation and brand loyalty • Among others HSI’s products and services are created and implemented in accordance with global consumer leisure behavior, which results in highly effective and sustainable results for HSI partners. HSI products and services produce: • Increased sales • Increased maintenance fee collections • Increased customer satisfaction • New, perpetual revenue streams • Reduced costs • Reduced delinquencies • Increased occupancy • And more! HSI brings a level of integrity and generosity important to developers, sales & marketing entities and HOAs alike. With HSI products and services, its partners enjoy brand recognition and new perpetual revenue streams that transcend their property doorsteps. HSI brings honest and transparent value to the industry, allowing its partners to deliver benefits that enhance their brand, not injure it. Craig Morganson CEO/President 7690 West Cheyenne Ave. Suite 200 Las Vegas, NV 89129 800.353.0774 (US/Canada) 01.800.681.1809 (Mexico) 00.800.0012.2222 (Europe) 702.254.3100 direct 702.309.8800 fax CEO@holidaysystems.com sales.holidaysystems.com HSI services include complete revenue-sharing to its partners, which provides better, and much needed monetization of clients. With HSI, its partners can capture all of their customer’s travel business in a zero-overhead pure-profit model. HSI travel benefits include the most comprehensive selections available, which provides partners with the ability to integrate partner-selected benefits…choosing from over 500,000 hotels, every cruise line and itinerary, every tour package, sports travel, custom vacations and over 400,000 destination activities, among many others. In addition to providing benefits backed by the world’s most generous best-price guarantees, HSI is capable of integrating these benefits configured to its partner’s desired profit/pricing strategy and using their desired currency (i.e. Club Points, traditional intervals-for-travel or cash spending). Only HSI provides these game-changing advantages. HOLIDAY SYSTEMS INTERNATIONAL (HSI ) Craig Morganson is an entrepreneur with over 30 years in the tourism industry. HSI’s Maintenance Fee cash payment system is the industry’s only system that actually pays Maintenance Fees. In fact, HSI has directly paid over $33,000,000 in Maintenance Fees and continues to pay Maintenance Fees in excess of $7,000,000 per year, benefiting over 1,375 properties and HOAs worldwide. This financial commitment is unparalleled and has proven to be invaluable to HSI’s business partners, their customers and the industry as a whole. HSI is committed to the continued growth of the Vacation Ownership industry and continues to deliver relevant programs that are proven to provide lasting results. HSI has been an industry innovation leader in many areas. By combining the industry’s most configurable technology, more travel options than any other provider, and specialty services unique in the industry, HSI brings Vacation Ownership in sync with today’s consumer behavior. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 41 HOLLAND & KNIGHT LLP Jeffrey B. Stern, Esq. Partner 800 17th Street NW Suite 1100 Washington DC 20006 202.828.5005 phone 202.955.5564 fax jeff.stern@hklaw.com www.hklaw.com Holland & Knight LLP was formed in 1968. Today, with more than 1,000 attorneys, it is one of the largest law firms in the United States and one of the 20 largest law firms in the world. The firm has offices in Atlanta; Boston; Buenos Aires, Argentina; Chicago; Los Angeles; Mexico City; New York City; northern Virginia; San Francisco; Tel Aviv, Israel; Tokyo; Washington, D.C.; and nine locations in Florida, including Miami, Orlando and Tallahassee. Among Holland & Knight’s distinguished attorneys are the late Chesterfield Smith, a former president of the American Bar Association, and Martha Barnett, current ABA president. Serving the vacation ownership industry since 1973, the firm’s resort development, finance and vacation ownership practice consists of partners Jeffrey Stern, Mel Weinberger, Bernie Smith, Lynn Cadwalader and Brian McDowell, as well as Stuart Bloch, William Ingersoll, and a core group of associates and paralegals. It is counsel to major vacation ownership industry developers and lenders and has clients ranging in size from entrepreneurial ventures to Fortune 100 corporations. They include timeshare resorts and multi-site vacation clubs; second-home, homesite and mixed-use developments; hotels and condominium hotels; fractional-interest products and golf courses; ski resorts and country clubs; private residence clubs and lenders that provide industry 42 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S financing. Holland & Knight attorneys have extensive experience in mergers and aquisitions in the timeshare industry; project acquisition; development and legal master planning; drafting of project and sales documents; federal, HUD and state registrations; exemptions and other regulatory issues; acquisition, construction, permanent receivables and securitization financing; management, marketing and sales issues; zoning and other local real estate issues; environmental assessments; title work; foreclosures and workouts; owners association issues; fair housing, ECOA, ADA, telemarketing and Truth-in-Lending Act compliance; tax; securities, including IPOs; bankruptcy and intellectual property. The reach of the firm’s timeshare resort experience extends through all major resort regions of the United States and includes Canada, the Caribbean, Latin America and Mexico. The firm’s attorneys are active in virtually all areas of ARDA, serving on committees, speaking at conferences and writing for ARDA publications. Ingersoll has served as ARDA’s general counsel for 30 years and Bloch was founding chairman of the ARDA International Foundation. Holland & Knight lawyers also edit the Resort Development Law Reporter and the State Digest of Land and Timeshare Regulations, which are leading resources on legal issues affecting the resort development and finance industries. HOMEAWAY Randy Sparks Account Director 1101 W. Fifth Street Suite 300 Austin, TX 78703 512.505.1627 www.homeaway.com HomeAway, Inc. and its operate the world’s largest online marketplace for the vacation rental industry. Vacation rentals are fully furnished, privately owned residential properties, including homes, condominiums, villas and cabins, that property owners and managers rent to the public on a nightly, weekly or monthly basis. Our marketplace brings together millions of travelers seeking vacation rentals online with hundreds of thousands of owners and managers of vacation rental properties located in 190 countries around the world. As of December 31, 2013, we operated our online marketplace through 35 websites in 16 languages. In 2013, according to our internal metrics, our websites attracted over 751.9 million website visits. As of December 31, 2013, our global marketplace included more than 890,000 paid listings of vacation rentals. The HomeAway portfolio includes the leading vacation rental websites HomeAway.com, VRBO.com and VacationRentals.com in the United States; HomeAway.co.uk and OwnersDirect.co.uk in the United Kingdom; HomeAway.de in Germany; Abritel.fr and Homelidays.com in France; HomeAway.es and Toprural.es in Spain; AlugueTemporada.com.br in Brazil; HomeAway.com.au and Stayz.com.au in Australia; and Bookabach.co.nz in New Zealand. Asia Pacific short-term rental site, travelmob.com, is also owned by HomeAway. In addition, we operate BedandBreakfast.com, the most comprehensive global site for finding bed and breakfast properties, providing travelers with another source for unique lodging alternatives to hotels, and HomeAway Software for Professionals at software.HomeAway.com, to offer software solutions to property managers and innkeepers. Our ambition is to make every vacation rental in the world available to every traveler in the world through our online marketplace. Our online marketplace serves two major constituents: property owners and managers on one side and travelers on the other. Property owners and managers pay listing fees, which are typically annual subscriptions, to provide detailed listings of their properties on our websites and reach a broad audience of travelers seeking vacation rentals. Travelers visit our marketplace at no charge and are able to search and compare our large and detailed inventory of paid listings to find vacation rentals meeting their requirements. The global vacation rental industry is large and growing, but also fragmented and inefficient. As we have grown, we have benefited by the network effect of having both a broad selection of vacation rental listings and a large audience of travelers. The broad selection of vacation rental listings attracts more travelers and the large audience of travelers in turn attracts more vacation rental listings from property owners and managers. The broad selection of listings helps travelers find the right vacation rental property for them and the large audience of travelers helps owners and managers ensure their properties are booked. The timeshare inventory is a great complement to the existing HomeAway vacation rental offering on HomeAway’s websites, and expands the options for travelers who may not have previously considered the rental of full-sized vacation homes and condominiums. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 43 HSR ASSOCIATES Rob Kaplan-Sherman Senior Vice President www.hklaw.com HSR Associates is a privately-held, full-service market research firm of just the right size, offering the brainpower and capabilities you might expect from a large organization with the hands-on attention you’d expect from a small firm. Our tailored research solutions help clients address their most difficult business and marketing challenges. Clients rely on our engaging thought partnership approach and collaborative situational problemsolving to uncover the most valuable and impactful insights, even in the face of aggressive timelines and challenging needs. What do our clients say about us? That we are a partner that helps them succeed…that we bend over backwards to serve them…and that we are driven by excellence in everything we do. 44 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S Rob Kaplan-Sherman, Senior Vice President At HSR Associates, Rob addresses his clients’ most difficult business issues by providing hands-on leadership to ensure clients receive an incomparable experience and shine in front of management. While he has worked with numerous developers and organizations within the industry, his primary focus has been designing and executing research supporting strategies related to enhanced customer experience, product development, sales process, market segmentation, use rules and customer satisfaction/loyalty programs. Most of his research leverages demand estimation and forecasting techniques to provide insights into how potential changes impact key business outcomes. After being separated from HSR Associates for 7 years, Rob returned to the company in a senior leadership capacity. During his time away from HSR, Rob served as the Senior Vice President and Managing Director of Research for LRA Worldwide, an internal customer experience consulting group and TRiG (now Leger), where he was a Partner and Chief Corporate Researcher. Rob graduated from Skidmore College with a degree in Sociology and Psychology and attended Indiana University’s Doctoral Program in Sociology. Global Head – Residential Development Hyatt Corporation 71 South Wacker Drive Chicago, IL 60606 312.780.5820 phone 312.780.5281 fax john.burlingame@hyatt.com www.hyatt.com Hyatt Residential Group (“HRG”), an affiliate of Chicago-based Hyatt Hotels Corporation, is the entity responsible for all Hyatt’s residential real estate including whole and shared ownership. Whole ownership branded residential projects are typically components of mixed use developments which also have a Hyatt hotel. The Hyatt Residence Club (“HRC”) is a points-based exchange system linking each Hyatt Residence Club resort together for reservation and exchange purposes. The Hyatt Residence Club is a highly flexible, points-based system allowing customers to book time in their home resort, convert their home resort, stay at other HRC resorts, exchange into Hyatt’s frequent traveler program, Gold Passport, or exchange to Interval International. HRG pursues wholly owned and joint venture development opportunities. In addition, HRG provides marketing, administration and other services for projects in which HRG does not have an investment. The Hyatt Residence Club system offers developers the flexibility to create site-specific use plans that respond to market needs, thereby, enhancing the marketability of each Hyatt Residence Club resort. Hyatt Residence Club resorts are located in the following destinations: HYATT RESIDENTIAL GROUP John M. Burlingame • Hyatt Mountain Lodge, Avon, CO • Hyatt Main Street Station, Breckenridge, CO • The Residences at Park Hyatt Beaver Creek, Avon, CO • Hyatt Grand Aspen, Aspen, CO • Northstar Lodge, Truckee, CA • Hyatt Siesta Key, Siesta Key, FL • Hyatt Sunset Harbor, Key West, FL • Hyatt Beach House, Key West, FL • Hyatt Windward Pointe, Key West, FL • Hyatt Coconut Plantation, Bonita Springs, FL • Hyatt High Sierra Lodge, Incline Village, NV • Highlands Inn, Carmel, CA • Hyatt Piñon Pointe, Sedona, AZ • Hyatt Wild Oak Ranch, San Antonio, TX • Hyatt Hacienda del Mar, Dorado, Puerto Rico The following Hyatt Residence Club project is currently under construction: • Hyatt Ka’anapali Beach, A Hyatt Residence Club, Maui, HI T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 45 ICE ENTERPRISE John R. Rowley Marcia G. Rowley Co-Founder, President & CEO 15501 N. Dial Boulevard Scottsdale, AZ 85260 602.749.2103 phone 602.308.1923 fax john.rowley@iceenterprise.com Co-Founder, Executive Vice President & CMO 15501 N. Dial Boulevard Scottsdale, AZ 85260 602.749.2102 phone 602.216.2777 fax marcia.rowley@iceenterprise.com www.iceenterprise.com International Cruise & Excursions, Inc. (ICE) is a leading international travel and lifestyle organization with a global network of corporate, leisure and affinity based alliance partners. ICE partners with leisure companies and leading corporations worldwide to leverage the power and appeal of vacations to provide incremental new business opportunities and revenue for its business partners. Companies ranging from leading financial and insurance institutions, U.S. Federal and State government departments, to cruise lines, hotel chains and resort developers have enhanced the value and integrity of their branded products with ICE’s innovative travel- based solutions. ICE’s proprietary technology, web-based marketing solutions and state- of-the-art international call center operations provide its partners with fully branded travel and lifestyle fulfillment services and customized marketing solutions unmatched in the industry today. Recognized as one of the largest cruise distributors in the world, ICE provides unique vacation experiences to more than 55 million consumers worldwide. ICE’s product offerings include wide-scale distribution of hotels, resorts, and other lifestyle activities such as golf, spa, ski, wine, dining, experiential tours, and more. Most unique to ICE is its ability to partner with and provide business affiliates with value added solutions at little or no cost to their partners and customers. ICE leverages its technology based marketing programs and its buying power in travel and leisure to 46 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S deliver truly extraordinary benefits and rewards to its partners and members. ICE’s exclusive membership programs offer loyalty rewards, redemption and alternative currency utilization that provide unparalleled value, personalized service and significant savings to consumers. ICE’s newest innovation is the “Lifestyle Collection”— a fully branded leisure & lifestyle benefits program that provides valuable discounts, exclusive offers and an integrated Cash Back Rewards account, which can be utilized for payment of maintenance or club fees. ICE’s programs provide partners increased sales and revenue sharing through customized membership, loyalty and rewards programs as well as unique and powerful sales and closing incentives. ICE’s state-of-the art, international call center operations provide scalable and production-tested solutions using the latest technologies and industry best-practices. ICE is headquartered in Scottsdale, Arizona, with eight international offices and more than 1,200 employees worldwide. ICE has call centers located in Scottsdale, Arizona, England, Mexico and Australia. ICE also has satellite offices in Spain and Portugal as well as Singapore and India. ICE has been profiled in trade publications internationally for its innovation and technology based solutions and has received dozens of industry awards, including three prestigious Circle of Excellence Awards from the American Resort Development Association (ARDA). ICE has been honored for sales and technology accomplishments by every major cruise line and has received multiple Corporate Excellence (ACE) Awards. Managing Principal 745 Fort Street 17th Floor Honolulu, HI 96813 808.521.9500 phone 808.541.9050 fax mimanaka@imanaka-asato.com IMANAKA ASATO Mitchell A. Imanaka www.imanaka-asato.com Imanaka Asato is a law firm composed of seasoned lawyers in the prime of their careers who are highly regarded in their respective practice areas, which are geared to serving clients in real estate development and financing. The firm represents some of the largest companies doing business in Hawaii in a wide range of areas. Imanaka Asato is Hawaii’s leading law firm in the timeshare and resort development areas and its lawyers have successfully handled the legal work for a majority of the new projects filed in Hawaii over the last 36 years. The firm has participated actively in support of ARDA’s goals and has been proactive in monitoring and writing new laws that impact the timeshare industry in Hawaii. Recognizing the potential of Asia, the firm is also involved in creating a link between Asia and the United States and represents a number of clients from Asia doing business in Hawaii. In addition to timesharing and resort development, the firm emphasizes in its practice land use and entitlements, governmental affairs and commercial litigation. Mitchell A. Imanaka, managing principal of the firm, recently recognized as a “Super Lawyer” through independent research of Washington Law & Politics, has served as a timeshare consultant to the state of Hawaii since 1983. He has extensive experience representing timeshare developers, financiers and sales and management companies. A frequent speaker at seminars and symposiums, Imanaka has served as an adjunct professor at the University of Hawaii law school in the area of real estate development and finance and is the author of numerous articles on timesharing and real property development issues in Hawaii. He is also the co-editor of the four-volume Hawaii Real Estate Law Manual, the definitive work on real estate law in Hawaii. Imanaka is a past chair of ARDA-Hawaii, a director of ARDA, and a past chair of the ARDA State Legislative Committee. He is also very active in the community, having served as president of the Rotary Club of Honolulu Sunrise, president of the Real Estate Educators Association of Hawaii, and chairman of the Real Property and Financial Services Section of the Hawaii Bar. Imanaka also served as vice-chair of the Real Estate Commission in Hawaii and chair of the Condominium Review Committee of the Commission, directing the recodification of Hawaii’s condominium law. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 47 INTERVAL INTERNATIONAL Craig M. Nash Jeanette Marbert Chairman, President, and Chief Executive Officer 6262 Sunset Drive Miami, FL 33143 305.666.1861 phone Craig.Nash@intervalintl.com Chief Operating Officer 6262 Sunset Drive Miami, FL 33143 305.666.1861 phone Jeanette.Marbert@intervalintl.com ResortDeveloper.com IntervalWorld.com Interval International at the Forefront of Shared Ownership Since 1976, Interval International® has been a leader in the shared ownership industry, providing resort developer clients with outstanding services and compelling product enhancements to help them make sales and keep their vacation owners engaged. The company operates an unparalleled exchange network of quality resorts, with more than 2,900 properties located in over 80 countries offering members vacation flexibility. Global Member-Services Centers provide personal assistance to about 2 million families who are enrolled in various programs. Partnering for Success, Leading With Technology With Interval, clients have a partner at every stage of the development process. From program design, to digital sales and marketing tools, to reservations and financial services, Interval helps optimize the viability of developers’ projects, which can include traditional timesharing, points-based programs, fractional resorts, condo-hotels, and private residence clubs. Many of the world’s foremost hospitality brands and prominent independent resort developers are among Interval’s clients. Interval’s strategic advantage extends to technology. The Interval Sales Tool Kit app modernizes the sales presentation; and EASy, powered by iServices, Interval’s Web-based service-desk application, simplifies resort management and operations. In addition, Interval’s costeffective turnkey reservation services complement clients’ resources and increase owner satisfaction. Serving Vacation Owners When consumers purchase vacation time at an Interval-affiliated resort or club, they gain access to a variety of value-added benefits. The ability to trade a week or points for time at a resort in Interval’s Quality Vacation Exchange Network is a prime purchase motivator, and keeps owners satisfied long after they buy. Interval also offers several upgraded membership choices, including Interval Gold®, the industry’s first enhanced program, encompassing an array of year-round advantages; and Interval Platinum®, an even richer collection of lifestyle enhancements for the most active travelers. Club Interval Gold®, a points-based exchange and membership program designed specifically for owners of fixed- or floating-week timeshares, combines the membership benefits of Interval Gold, with increased flexibility. ® 48 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S Marcos Agostini Darren Ettridge Senior Vice President Resort Sales and Marketing 6262 Sunset Drive Miami, FL 33143 305.666.1861 phone Bryan.TenBroek@intervalintl.com Senior Vice President Resort Sales and Business Development Latin America 6262 Sunset Drive Miami, FL 33143 305.666.1861 phone Marcos.Agostini@intervalintl.com Senior Vice President Resort Sales and Business Development EMEAA Coombe Hill House Beverley Way London SW 20 0AR +44 (0) 208 336 9553 phone Darren.Ettridge@intervalintl.com ResortDeveloper.com INTERVAL INTERNATIONAL Bryan Ten Broek IntervalWorld.com Keeping Members Connected At IntervalWorld.com, members can make their exchanges and book other travel online. Through Interval HD, a video channel on the website, members can explore destinations and tour resorts to help plan their next dream vacation. The site’s Community feature encourages them to share travel tips and favorite locations with fellow members. Interval’s content is also available on Facebook, Instagram, YouTube, Pinterest, and Google+. Interval is actively engaging members and prospective owners on these platforms to project a positive image of vacation ownership. FIND US ON Members on the go have a number of digital tools at their disposal, including a mobile version of IntervalWorld.com that allows them to search for and confirm exchanges and purchase Getaways. The Interval International app enables members to search the Resort Directory and book Getaway vacations. The informative Interval World® magazine provides further year-round engagement. Preferred Residences — Catering to the Luxury Market Through a strategic alliance with the Preferred Hotel GroupTM, Interval offers Preferred Residences®, a hospitality-branded membership program for owners at luxury shared ownership resorts, private residence clubs, and condominium-style hotels. Meridian Financial Services Meridian Financial Services, a subsidiary of Interval International, is a sophisticated third-party collection agency that has developed financial services for the shared ownership industry. Meridian assists in lowering bad debt, helping retain owners, reinforcing buyers’ satisfaction with their purchase, and keeping loans in good standing. About Interval International Interval International operates membership programs for vacationers and provides value-added services to its developer clients worldwide. Interval is an operating business of Interval Leisure Group (Nasdaq: IILG), a leading global provider of membership and leisure services to the vacation industry. ® T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 49 INTERVAL LEISURE GROUP Craig M. Nash Jeanette Marbert William Harvey Chairman, President, and Chief Executive Officer 6262 Sunset Drive Miami, FL 33143 305.666.1861 phone Craig.Nash@iilg.com Chief Operating Officer 6262 Sunset Drive Miami, FL 33143 305.666.1861 phone Jeanette.Marbert@iilg.com Chief Financial Officer 6262 Sunset Drive Miami, FL 33143 305.666.1861 phone William.Harvey@iilg.com iilg.com Interval Leisure GroupSM (ILG) is a leading global provider of membership and leisure services to the vacation industry. Headquartered in Miami, Florida, ILG has approximately 5,000 employees worldwide. The company’s Membership and Exchange segment offers leisure- and travel-related products and services to about 2 million member families who are enrolled in various programs. Interval International®, the segment’s principal business, has been a leader in vacation ownership exchange since 1976. With offices in 16 countries, it operates the Interval network of more than 2,900 resorts in over 80 nations. ILG delivers additional opportunities for vacation ownership exchange through its Trading Places International (TPI) network. ILG’s Management and Rental segment includes Aston Hotels & Resorts, Aqua Hospitality, VRI Europe (VRIE), Vacation Resorts International (VRI), and TPI. These businesses provide hotel, condominium resort, timeshare resort, and homeowners’ association management, as well as rental services, to travelers and owners at approximately 250 vacation properties, resorts and club locations throughout North America and Europe. More information about the company is available at iilg.com. 50 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S AquaHospitality.com TradingPlaces.com VRIResorts.com Loren V. Gallagher Vacation Holdings Hawaii, Inc. Aqua Hospitality Aston Hotels & Resorts 2155 Kalakaua Avenue Suite 500 Honolulu, HI 96815 808.931.1400 phone Kelvin.Bloom@vhhi.com Vacation Resorts International President and Chief Executive Officer 23041 Avenida de la Carlota Suite 400 Laguna Hills, CA 92653 949.587.2299 phone Loren.Gallagher@vriresorts.com Aqua Hospitality Aqua Hospitality®, a Hawaii-based management company, was founded in 2001 and provides full-service management including sales, marketing, Internet distribution, individualized branding, reservations, and revenue management. Currently representing more than 25 contemporary properties on Oahu, Maui, Kauai, Molokai, Lanai, Hawaii Island, and Guam, Aqua offers full-service resorts, stylish boutique hotels, comfortable budget properties, and a historic hotel within a UNESCO World Heritage Site. Aston Hotels & Resorts Aston Hotels & Resorts traces it roots in lodging back more than 60 years and offers a diverse range of condominium resorts and hotels with accommodations from hotel rooms and condominium suites to villas and cottages that suit any lifestyle, taste, or budget. Based in Honolulu, the company manages over 4,100 units in 27 properties on the four major Hawaiian Islands, South Lake Tahoe, California; Lake Las Vegas, Nevada; and Orlando, Florida. INTERVAL LEISURE GROUP MANAGEMENT AstonHotels.com Kelvin Bloom Trading Places International Trading Places International, a vertically integrated resort management company, also delivers exchange and other leisure services to more than 200,000 vacation owners. With a focus on quality and value, it provides management services to more than 40 resorts and club locations in the mainland U.S., Hawaii, Mexico, and Canada. Founded in 1973, the company is headquartered in Laguna Niguel, California. Vacation Resorts International Headquartered in Laguna Hills, California, Vacation Resorts International (VRI) provides resort and homeowners’ association management services to the shared ownership industry. VRI has regional offices around the country and manages more than 140 resort and club locations in North America for the approximately 250,000 families who own at VRI–managed properties. The VRI team has built its success as a team dedicated to “Perfecting the Art of Hospitality” for 30 years. VRI Europe Headquartered in the U.K., VRI Europe (VRIE) provides resort management services to the shared ownership industry. Its mission is to deliver memorable vacation experiences to members and guests at 20plus managed resorts in the U.K., Spain, France, and Portugal. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 51 INTRAWEST RESORT CLUB GROUP Trevor Bruno President 326 - 375 Water Street Vancouver, BC Canada V6B 5C6 604.695.8432 phone 604.682.1754 fax tbruno@clubintrawest.com www.clubintrawest.com Intrawest Resort Club Group, a division of Intrawest ULC, is the exclusive developer and manager of Club Intrawest. Club Intrawest is a private vacation club made up of a small, tightknit community of Members. These Members share ownership of beautifully crafted Vacation Homes across Canada, the United States and Mexico. The Club locations — nine in total — can be found in popular ski, beach and golf destinations. Places like Whistler, British Columbia (largest ski resort in North America), Zihuatanejo, Mexico (charming fishing village on the Pacific), and Palm Desert, California (celebrated golf destination). In addition to carefully selected destinations, Club Intrawest employs a unique design philosophy ensuring each Club location is uniquely styled to reflect the nature, culture and architecture of the region, but with amenities and services common to all locations. This means things like outdoor showers in Palm Desert to take advantage of the year-round sun. Dip pools in Zihuatanejo to cool off on your own terrace. And a Boat House on our private mill pond in Blue Mountain, Ontario, a tribute to the cottage country surroundings. Members who wish to travel beyond the Club network have access to ExtraOrdinary Escapes — Intrawest’s private travel collection. This allows Club Members to use their Membership to explore hand-picked hotels, resorts and lodging partners in sought-after destinations like New York City, Paris, London, Hong Kong, Tuscany and beyond. The entire Club Membership is supported by a dedicated team of individuals whose mission is to help Members create the best vacations of their lives. Members enjoy one-stop-servicing for both Club and partner properties with one phone call or email to a central team to answer questions and make reservations. Trevor Bruno joined the Intrawest Resort Club Group in February 2013 as President and is responsible for the overall management and growth of Club Intrawest. Trevor brings ten years of experience in mergers and acquisitions, including five with Intrawest ULC acting first as legal counsel then as Vice President of Corporate Development. Trevor was responsible for all aspects of business transactions at Intrawest, including structuring, mergers and acquisitions, finance and joint ventures. During his time at Intrawest, Trevor has completed over 15 transactions for the company. He has also assisted in the management of Intrawest’s real estate portfolio, where he has successfully restructured/refinanced several partnerships/joint ventures, managed litigation risk, managed homeowner issues, preserved capital and maximized the value of the real estate assets. Trevor began his career in 2001 at Sidley Austin LLP in New York, where he practiced in the M&A and Private Equity group. While at Sidley Austin, Trevor worked on public and private mergers and acquisitions, public offerings, secured financings, partnerships and structured financings. Trevor is called to the bar in both New York and British Columbia. Trevor is an ARDA Chairman’s League member and a member of ARDA’s Board of Directors. He is also a member of the board of Blue Mountain Resorts Ltd., the owner of Blue Mountain Resort, he is a member of the board of Intrawest ULC and a director on the Honua Kai HOA board. Intrawest ULC is a wholly owned subsidiary of Intrawest Resort Holdings, Inc., a publicly traded company on the New York Stock Exchange. 52 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S www.getlevitin.com Chief Executive Officer 1755 Prospector Avenue Suite 102 Park City, UT 84060 435.649.0003 phone 435.655.0945 fax shari@getlevitin.com www.levitinlearning.com Levitin Group is an international training and consulting company specializing in timeshare, fractional sales and the custom design of sales process platforms. The company was founded by Shari Levitin, a widely recognized icon in the timeshare industry, in 1997. Shari has close to three decades of industry expertise and is recognized as one of the most insightful and talented entrepreneurs in vacation ownership. Levitin Group offers a full team of experts who have breadth and depth in all the disciplines of the industry. Their methods and philosophies are supported by in-depth research and hands-on experience and are substantiated by a track record of individual and collective successes. The company is the leading provider of sales training programs, sales performance seminars and motivational audio/video workshops in the vacation ownership industry. Levitin Group offers a series of unique training tools, seminars and services aimed at enhancing the integrity and profitability of the individual salesperson. These products and services also provide managers with exciting, proven tools for increasing success rates and refocusing the talents and energies of their sales teams. A pioneer in the field of web-based eLearning, Levitin Group recently launched Levitin Learning — the industry’s most advanced online training, testing and certification platform. LEVITIN GROUP | EPERCIPIO Shari Levitin Levitin Learning features over 350 video-based lessons in sales, OPC marketing, motivation, leadership and personal development, delivered with engaging interactivity and backed up with comprehensive tracking and monitoring. With Levitin Learning, companies can now increase efficiencies, offer multiple levels of certification in sales and OPC marketing, as well as automatically maintain records of education that can help prevent compliance issues. Levitin Group, in partnership with the ARDA International Foundation, developed “Partnership Strategies: Winning in the New Economy,” ARDA’s Consumer-Centric sales and ethics training program, and is hosting the course online via the ePercipio platform. Shari served as an active member of the ARDA Meetings Committee for over eight years, is a frequent speaker at ARDA and contributor for various Industry publications. Shari hosts a free monthly video blog on her website covering a wide variety of sales and motivational topics Shari sits on the board of the Sundance Institute, is a speaker and frequent mentor at the University of Utah School of Entrepreneurship, and serves on several local committees. Shari is an active supporter of Christel House and numerous charities including Children’s Miracle Network, Park City Performing Arts, Autism Research Institute and the National Ability Center. She is married to Lee Gerstein and is a new full-time stepmother to 9-year-old Tyler Gerstein. Together they spend time between homes in Woodside, CA and Park City, UT. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 53 LIBERTY BANK Donald S. Peruta Senior Vice President Resort Finance 315 Main Street P.O. Box 2700 Middletown, CT 06457 860.638.2916 phone 860.807.4259 fax dperuta@LIBERTY-BANK.com www.liberty-bank.com Established in 1825, Liberty Bank is Connecticut’s oldest mutual bank, with more than $3.6 billion in assets and 49 banking offices throughout the central, eastern, and shoreline areas of the state. As a full-service financial institution, Liberty offers consumer and commercial banking, home mortgages, insurance, and investment services. Liberty Bank has been providing financing to the timeshare industry for over 30 years, specializing in receivables-based finance structures. Since 1995, Liberty Bank and Wellington Financial have worked together to provide superior customer service to our borrowers in both originations and underwriting. Our Resort Finance department is led by Donald Peruta, Senior Vice President, who began his career at Liberty Bank in 1996. Our relationship managers—David Brede and Denise Brewer—have extensive backgrounds in several areas of finance: timeshare lending, lease financing, and commercial real estate lending. Our commitment to ARDA is demonstrated through our association as Trustee and Chairman’s League members, as well as our Friends of Convention sponsorship. 54 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S Stephen P. Weisz, RRP @RitzCarltonClub President and Chief Executive Officer 6649 Westwood Boulevard Orlando, FL 32821 407.206.6000 phone 407.206.6037 fax Facebook: www.facebook.com/MarriottVacationClub www.facebook.com/RitzCarltonDestinationClub www.marriottvacationsworldwide.com Marriott Vacations Worldwide Corporation (NYSE:VAC), is the leading global pure-play vacation ownership company in the world. Since entering the timeshare industry in 1984, the company earned its position as a leader and innovator in vacation ownership products and services. The company maintains the highest standards of excellence in serving its customers, investors and associates while maintaining a long-term relationship with Marriott International. Marriott Vacations Worldwide offers a diverse portfolio of quality products, programs and management expertise with more than 60 resorts and 12,500 villas and residences around the globe with more than 420,000 Owners and Members. Brands: • Marriott Vacation Club is the recognized global leader in vacation ownership offering a points-based product with a diverse portfolio of 54 resorts and more than 11,800 timeshare villas throughout the U.S., Caribbean, Europe and Asia. The brand has grown to over 416,000 Owner families since 1984. For more information, visit www. marriottvacationclub.com. 2014 marks the 30th anniversary of Marriott entering the timeshare business and is proud to have exceeded $16 billion in total sales since its beginning. The company is also celebrating its 30th year supporting Children’s Miracle Network Hospitals and recently committed $1 million towards the expansion of The Alexander Center for Neonatology (NICU) at the Winnie Palmer Hospital for Women & Babies in Orlando, Fla., further memorializing the company’s long-standing commitment to children. The company’s leadership position has been consistently acknowledged within the press and the global marketplace. In 2013, Marriott Vacations Worldwide was named one of Orlando’s “Best Places to Work” and “Largest Employers” by the Orlando Business Journal. Marriott Vacations Worldwide was also recognized by the American Business Awards with their highest Gold Stevie for both Company of the Year in Hospitality and Leisure as well as Human Resources Team of the Year. Six additional awards were also received in various categories. • The Ritz-Carlton Destination Club is a luxury second home alternative where Members select either a Home Club Membership (fractional) which provides a titled residence and usage at a property they can return to every year, or a points based Portfolio Membership which affords the opportunity to discover a wide variety of locations, accommodations and experiences. The brand includes exceptional resorts in renowned golf, ski, beach and urban destinations. For more information, visit www.ritzcarltondestinationclub.com. MARRIOTT VACATIONS WORLDWIDE CORPORATION Twitter: @MarriottVacClub • Grand Residences by Marriott is an innovative second home option through fractional offerings and select private ownership opportunities. Designed for regional second home destinations, Grand Residences by Marriott locations include Mayfair, London; Panama City Beach, Fla.; South Lake Tahoe, Calif. and Kauai, Hawaii. For more information, visit www.grandresidenceclub.com. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 55 MASTERCORP INC. David Goff, RRP Chief Operations Officer PO Box 4027 3505 N. Main Street Crossville, TN 38557 800.489.1718 931.459.4402 phone 931.459.4502 fax goffd@mastercorpinc.com Through more than 3 decades of growth, MasterCorp has built a reputation of trust as the leading provider of resort housekeeping services in the vacation ownership industry. The company’s culture of caring and cleanliness is reflected by all its leaders and mandated throughout the organization. MasterCorp partners with hundreds of resort managers and owner associations across the United States and delivers on time cleans to more than 6 million guests annually. MasterCorp maintains a consistent level of exceptional service and cleanliness at every location through training, a system of accountability, and a proven process. Every housekeeping manager attends MasterCorp University, which is dedicated to developing the best housekeeping management professionals in the industry through a curriculum that is taught on campus, on site, and online. MasterCorp has set new standards in resort housekeeping support and innovation. The company has developed proprietary computer applications that increase efficiencies and streamline the administrative side of housekeeping management. MasterCorp’s forecasting systems for staffing, inventory management, and linen/ terry management, are designed to provide a path for solutions before deficiencies ever occur. www.mastercorpinc.com To reduce the burden of liability for resort management and owners, the company has built a network of safeguards. At each resort, a safe, OSHA-compliant environment for guests and staff is maintained with safety training and universal precaution procedures. To mollify the liability inherent with staffing, background checks are run on all new hires to minimize risk for guests and their possessions. MasterCorp e-verifies all new hires nationwide, leading the way for compliance as more states adopt e-verification laws. Substantial liability insurance and workers compensation coverage minimize risk for the resort. Founded on fundamental values and principles that have set them apart from the beginning, the company continues to build a reputation as a trustworthy provider. MasterCorp is led by a team of executive leaders who share a confluence of values. Company founder Alan Grindstaff serves as CEO and President. Resort management veteran David Maier, Executive Vice President, RRP, CHA, serves on ARDA’s Chairman’s League. CIO Jonathan Loveday combines knowledge of the industry with an acumen for technology. CFO Kevin Swafford provides leadership in finance and operational support. David Goff serves as COO. A 29-year veteran, David Goff, RRP, has overseen MasterCorp’s resort housekeeping operations for 16 years. As Chief Operations Officer, David provides strategic direction for national operations, business development, and training. The company has experienced significant growth every year since he joined the company. A long-time friend of the resort industry, David’s genuine, considerate manner has helped him build many lasting relationships. Because of his down-to-earth demeanor, many are not aware that he has a degree in law and is a Certified Public Accountant. He loves to travel, whether for business or pleasure, and typically enjoys the people he meets even more than the places. David is especially adept at working with resort management to create customized solutions that resolve their housekeeping challenges. 56 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S Partner One James Center 901 East Cary Street Richmond, Virginia 23219-4030 804.775.1933 phone 804.775.1061 fax jkilgore@mwcllc.com www.mwcllc.com McGuireWoods Consulting has been a national leader in developing innovative and strategic ways to serve our clients. Founded in 1998 as a full-service public affairs firm, we offer federal, state and local government relations, strategic communications, grassroots advocacy and infrastructure and economic development services. We work in close partnership with our clients, providing seamless and savvy strategies to achieve public affairs objectives and increase federal- and state-level influence, contacts and expertise. Our more than 50 public affairs professionals are located in Washington, DC, Virginia, Illinois, North Carolina, Georgia, South Carolina, Florida and Europe. In The National Law Journal’s 2010 special annual report, “The Influence 50,” McGuireWoods Consulting was ranked in the top 20 of the 1,900 government relations firms in Washington, D.C. Mr. Kilgore has a multistate practice that focuses on state attorneys general and governors. State attorneys general quickly are becoming a force impacting businesses at every state capitol. He provides experience on the scope of the office, duties, authority and decision making process within those offices. Practices & Industries • Government Affairs Honors MCGUIREWOODS CONSULTING Jerry W. Kilgore • Named One of the “Best Lawyers in America,” Woodward/ White, Inc., 2012 Previous Experience • Partner, Williams Mullen, 2005-2010 • Virginia Attorney General, 2002-2005 • Partner, Sands Anderson Marks and Miller, 1997-2001 • Virginia Secretary of Public Safety, (Served in Gov. George Allen’s Cabinet, overseeing 11 state agencies), 1994-1997 Professional Affiliations • Former Executive Member, National Association of Attorneys General • Former Chair, Republican Attorneys General Association T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 57 NORDIS DIRECT Ronnie Selinger President / CEO 4401 NW 124 Avenue Coral Springs, FL 33065 954.323.5500 phone 954.323.0100 fax rselinger@nordisdirect.com www.nordisdirect.com Founded by Ronnie Selinger, Coral Springs, Florida based Nordis Direct has earned the reputation of being one of the largest independent business solution providers specializing in hightech direct mail, marketing and critical document management services for clients throughout the United States, Canada, and the Caribbean. The company’s success has been built on a philosophy of building long-term partnerships, providing exceptional service, and becoming an extension of our clients’ business through creativity, technology and experience. With a team of over 100 talented employees, operating in its 50,000 square foot stateof-the-art facility, Nordis Direct partners with industry leaders across the Travel/Leisure, Resort, HOA/Property Management, Technology, Financial Services, Healthcare and non-profit sectors. The company’s core competencies include: • Web-based 1-to-1 Business Communications Management • Secure Invoice and Critical Document Production • Comprehensive HOA Election Management Services • Full-Service Direct Marketing • Data Management & Lettershop Production • Multi-Channel Response Tracking & Reporting From its lettershop heritage, Nordis Direct has evolved into an end-to-end solution provider with its flagship product, Expresso; enabling businesses to establish, transact, and maintain relationships through relevant, efficient mail and email communications. Developed in-house by Nordis Direct, Expresso® is a web-based application that revolutionizes the way businesses 58 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S create and manage their one-to-one prospect, customer, and HOA communications, and election programs. Expresso gives nontechnical personnel the ability to quickly and efficiently develop personalized critical document content utilizing a secure webbased portal, while managing the business rules and observing on-line proofs of the final document. Users can quickly and easily design, develop and deliver personalized communications via letter mail, email, and other channels, directly from their desktop. From increased operational efficiencies to quantifiable cost savings, the reaction by businesses using Expresso has been extraordinary. As Nordis Direct’s President and CEO, Ronnie Selinger is actively involved in the daily operations and on-going development of the business. A visionary and entrepreneur from the start, Ronnie saw opportunity in the fundraising arena and launched Nordis Network in 1989, raising more than $50 million for schools and youth groups throughout America. By 1996, Ronnie expanded the company; adding direct marketing and mailing services into the mix and selling off the fundraising arm, to grow Nordis Direct into the lucrative business it is today. Ronnie is a longtime member of ARDA, DMA, FDMA, the USPS Postal Customer Council, Coral Springs Economic Development Board, and an active supporter of local charities, including the Cystic Fibrosis Foundation, Juvenile Diabetes Research Foundation, Crohn’s & Colitis Foundation of America, March of Dimes and the American Cancer Society. For more information about Nordis Direct, please visit, www. nordisdirect.com. OOMBAGA Oombaga, a mobile app which allows timeshare owners to pay maintenance fees, make reservations and carry out numerous transactions with their resort is designed and incorporated to interface with any participating property management system(s). Having developed the software over the past year with the help of the University of Dayton Research Institute, Oombaga introduced the product to the shared ownership industry at ARDA WORLD, the annual America Resort Development Association in March of 2013. The company became a Trustee and Signature Sponsor in the fall of 2013. John T. Staley CIO & Principal 2810 Indianwood Drive Sarasota, FL 34232 407.953.5144 phone John@oombaga.com Any Online and Mobile Device The middleware connects timeshare owners to their resorts making transactions seamless via any online and mobile device. Owners/ members may choose float assignments, exchange, rent and book their time all in one place through tablets, smart phones, websites, emails and instant messaging. Inventory Control Oombaga provides a comprehensive allocation system which gives Managers complete control over inventory in real-time. It also allows for easy on-line billing of maintenance fees, assigning Club and unit reservations as well as comprehensive accounting. Oombaga’s complete integration eliminates paper pile ups and clogged booking and accounting procedures. Owner Payments On the other side of the equation, as soon as owners download the app and touch the screen they are ready to rely on Oombaga as a Command Center for all their important timeshare decisions: choose Float/Flex assignments, initiate internal trades for individual resorts, receive statements online and pay both maintenance fees and mortgage payments online. Owners can purchase and pre-pay for Guest Services from pre-arrival shopping to ski-lift tickets. www.oombaga.com “OGRE” Decisions John Staley, who along with Delaina Probus-Staley own Oombaga says the company’s software brings an entire suite of online products to independent resorts. “We offer a seamless integration from a resort’s back office to owners’/members’ fingertips. The ‘command center’ for owners empowers owners to make what we call “OGRE” decisions (Owners, Guest, Renter and Exchanger).” Work with Everyone and Share Revenue Oombaga has been created to work with everyone and share revenue by increasing conversions, interactions and payments with vacationers. Oombaga invites companies connected to resorts, developers, management, exchange, HOA, rentals, brokers, software, finance, marketing and clubs to participate. Powered by Triton Software For more information visit the web site at http://oombaga.com. Follow on Twitter @TritonSoftware www.facebook.com/Oombaga. The Oombaga software is powered by Triton Timeshare Software. Triton itself in known for both its property management software as well as its sales and marketing software which includes lead tracking, marketing management, payroll and forecasting tools, to name a few. Founded in 1997, Triton is used by such resorts as Tropic Shores, Daytona Beach, FL and The Galleon (Key West), Pono Kai Resort (Kauai, HI) and Kuhio Banyan (Honolulu, HI), Magen’s Point (St. Thomas), to name a few. John Staley graduated from the University of Dayton with a BS in Computer Information Systems. He then spent five years working as a software engineer for Electronic Data Systems (EDS). During his tenure with EDS, he completed the prestigious three year Systems Engineer Development program. John, Delaina and their three daughters live in Sarasota, where they are very involved in family activities and in the Sarasota community. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 59 PRESTON ARZA LLP Scott A. Preston Scott concentrates his practice in the areas of domestic and international real estate development, finance and investment transactions. He has an extensive background in the areas of international hotel and resort development and financing, international corporate and tax structuring, property acquisitions and sales, land use and the development regulatory process, construction, leasing, foreign investment, and commercial real estate financing. Scott A. Preston Partner 8581 Santa Monica Boulevard Suite 710 West Hollywood, CA 90069-4120 310.464.0355 phone scott@prestonarza.com www.prestonarza.com The Firm Preston Arza LLP is a team of proactive and highly-experienced attorneys eager to provide clients with modern solutions, tailored specifically for their legal needs, and to assist them in creating optimal legal and fiscal structures, at competitive rates. As a multilingual and multicultural boutique law firm, with attorneys licensed to practice law in California, the District of Columbia, and Puerto Rico, we bring over 40 years of combined legal experience to add value to our clients’ projects and investments, both domestically and internationally. Areas of Practice • Real Estate • Resorts and Hotels • International • Corporate • Transactional • Finance He serves as a Trustee Member of the American Resort Development Association and as a member of the Asociación Mexicana de Desarrolladores Turísticos (Mexican Tourism Development Association). He served as a member of the Legislative Council of the Resort Development Organisation (formerly the Organisation for Timeshare in Europe). He is on the Planning Committee of the Hotel Opportunities Latin America (HOLA) Conference and also has served as a member of the Advisory Board of the International Hotel Investment Forum and on the Program Steering Committees of the Caribbean Hotel and Tourism Investment Conference and The Americas Lodging Investment Summit. He has served as the secretary and treasurer and assistant treasurer of the U.S.- Mexico Chamber of Commerce, California-Pacific Chapter. He is also a member of the California Bar Association (Sections on Real Estate, Corporate and International Law) and the District of Columbia Bar. He served on the Board of Directors of The Trevor Project and volunteers for the HIV and AIDS Legal Services Alliance in Los Angeles. Scott is a graduate of Universidad de Guanajuato foreign exchange program, Mexico (1990), the University of Michigan (A.B., summa cum laude, 1992) and Harvard Law School (J.D., cum laude, 1995), where he was articles editor and associate editor for the Harvard International Law Review as well as articles editor and supervising editor for the Harvard Latino Law Review. He was also an intern/ law clerk in the Overseas Placement Program, Mexico City, Mexico, and Barcelona, Spain. Education • Harvard Law School, J.D., 1995 • University of Michigan, A.B., 1992 Admitted to Practice • California 1995 • U.S. District Court, Central District of California 1995 • District of Columbia 2013 60 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S Todd Fasanella President/CEO 2500 Westchester Avenue Suite 411 Purchase, NY 10577 914.641.3739 phone 914.641.3898 fax bruno.sementilli@quorumfcu.org CEO 2 Manhattanville Road Suite 401 Purchase, NY 10577 914.641.3702 phone 917.459.0968 fax todd.fasanella@vofcollc.com www.quoromfcu.org Since our inception in 1934, our members have trusted us to provide a safe, secure place to deposit their funds. Despite the challenging environment for the financial industry and the failure of some “powerhouse” financial institutions, Quorum continues to be a safe haven, offering great value. Our products are still built around your goals; we still offer competitive rates and innovative solutions; and our most influential shareholder is still you. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A QUORUM FEDERAL CREDIT UNION Bruno Sementilli 61 RCI Gordon Gurnik, RRP Gail Mandel President Chief Operating Officer, 14 Sylvan Way Chief Financial Office Parsippany, NJ 07054 14 Sylvan Way 973.753.6230 phone Parsippany, NJ 07054 973.753.6225 fax 973.753.6490 phone gordon.gurnik@rci.com gail.mandel@rci.com Paul Cash Senior Vice President General Counsel & Secretary 14 Sylvan Way Parsippany, NJ 07054 973.753.6333 phone 973.753.6207 fax paul.cash@rci.com www.rci.com The Global Leader in Vacation Exchange Since pioneering the vacation exchange concept 40 years ago, RCI® has continued to revolutionize the timeshare industry for resort developers and owners alike. Delivering greater flexibility and versatility to our subscribing members, our goal is to help make their dream vacations a reality. We work to enhance the sales and marketing efforts of developers by offering innovative and customized solutions, helping them to grow their businesses and advance the timeshare industry as a whole. Unrivaled Exchange Network RCI is proud to be affiliated with more than 4,000 high-quality resorts in approximately 100 countries, including some of the most respected and renowned brands and vacation clubs in the business, and to provide our nearly 3.7 million members with new and exciting vacation experiences. Through our RCI® Weeks and RCI Points® exchange programs, RCI® subscribing members also have the option to participate in RCI PlatinumSM level membership, giving them priority access to upgrades and other benefits. Our luxury-tier product, The Registry Collection®, is the world’s largest luxury exchange vacation program, offering superbly appointed accommodations in some of the most desired resort destinations in the world. Trusted by more affiliates than any other exchange provider, RCI is committed to driving innovation and harnessing the power of new technologies to benefit our affiliates and members. Our passionate team of industry professionals continuously strives to deliver valuable, cutting-edge solutions that give our affiliates a competitive advantage and our members a superior experience. 62 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S RCI Ciara Sisk Ricardo Montaudon Fiona Downing Executive Vice President Human Resources 14 Sylvan Way Parsippany, NJ 07054 973.753.7767 phone Ciara.sisk@rci.com President, Latin America Horacio 1855-PH Col Morales Polanco Mexico D.F. 11510 Mexico 52 55 5283 1000 phone ricardo.montaudon@rci.com Senior Vice President, Business Development & Operations, U.S., Canada & Caribbean 14 Sylvan Way Parsippany, NJ 07054 973.753.6408 phone fiona.downing@rci.com www.rci.com Powerful Solutions RCI takes vacation exchange to the next level by enhancing the online vacation planning experience and utilizing social media and mobile technology to engage current and prospective owners in new ways. RCI.com features outstanding online search capabilities while delivering real-time exchange recommendations that make vacation planning fun and easy. Our mobile apps deliver immersive, award-winning destination content, seamlessly integrated with a mobile-friendly RCI.com to provide another convenient way for members to search, plan and book vacations from wherever they are, at any time. We also work closely with our affiliates to provide services and solutions that are tailored to their needs and help foster the growth of their business. Some of these solutions include RCITV, interactive point-of-sale tools, Online Tour Generation that delivers qualified first generation tours, free training through RCI eSchool, and online reputation monitoring and consulting services through the Timeshare Online Listening Center. Trusted Alliance We never stop working to earn the confidence of our affiliates and never waiver in our commitment to help drive their success. Over the past 40 years, we’ve established a strong record of success through our flexible and innovative approach and our team of dedicated experts. To learn more about how to enhance your business and bring increased value to your owners, visit www.rciaffiliates.com or call 1-866-913-2370. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 63 RAINTREE RESORTS INTERNATIONAL, LLC Douglas Y. Bech CEO 10000 Memorial Drive, Suite 480 Houston, TX 77024 713.613.2801 phone 713.613.2828 fax dybech@raintreeresorts.com www.raintreevacationclub.com Raintree Vacation Club is a premier provider of upscale innovative and flexible multi-resort timeshare and private residence club accommodations in the western United States, Mexico, and western Canada. Raintree has over 45,000 Members and owners who have “usage rights” — the right to use any of the 22 resorts in 16 popular vacation destinations that fly the Raintree banner. Members can use Raintree properties for an agreed upon amount of time and during a particular time of the year allowed by their levels of membership. People from all over the world purchase Raintree Vacation Club Memberships to enjoy memorable vacations in high demand locations. Raintree is committed to “Making It Memorable” while delivering upscale resort properties to its Members. Raintree Members expect and deserve the best, and the company is committed to delivering on the promise of providing extraordinary vacation experiences. The company provides niche opportunities to satisfy Member desires for special vacations in beach and mountain areas, centered on active lifestyles. Raintree Vacation Club is a subsidiary of Raintree Resorts International, the largest U.S.-based and owned independent vacation ownership developer operating in Mexico. Half of Raintree’s properties are in Mexico and the other half are in the western United States and western Canada. 64 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S Douglas Y. Bech has served as Chief Executive Officer of Raintree Resorts International and its predecessor entity since 1997. Doug has served as a director of a number of public and private companies. He is also active in ARDA, serving on its Board of Directors, is the immediate past Chairman of its Fractional Forum, and Chairman of its New Business Models Task Force. Doug is currently a director of HollyFrontier Corporation, a New York Stock Exchange listed refining company, serving on its Executive and Corporate Governance and Nominating Committees and Chairman of its Compensation Committee as well as being its lead presiding independent director. Bech is also a director of j2 Global Communications, a NASDAQ listed internet document communication company and is Chairman of its Corporate Governance Committee and serves on its Compensation Committee. In 1997, through Raintree Capital, a private merchant banking firm, Bech acquired the Tourism Division of Bancomer, Mexico’s largest bank, consisting of Club Regina Resorts and the Westin Regina Hotels in August 1997. The three Westin Regina Hotels were then sold to Starwood Hotels & Resorts, and the three Club Regina Resorts and Whiski Jack Resorts in Whistler, British Columbia, acquired in July 1998 became the foundation of Raintree Vacation Club. Prior to the acquisition of the Tourism Division from Bancomer, he was a partner of Akin, Gump, Strauss, Hauer & Feld, L.L.P., a large international law firm, for four years and before that, for 23 years, was associated with and a senior partner of the Houston-based national law firm, Andrews Kurth, L.L.P. While practicing law specializing in securities, corporate finance and M&A transactions, he was listed in The Best Lawyers in America. Bech received his degrees from Baylor University and The University of Texas School of Law and is licensed in Texas and New York. Doug and his wife, Sheryl, have lived in Houston for over 41 years and have been married for over 43 years and they have two grown married daughters and five grandchildren. He is an avid golfer and hiker. www.theregistrycollection.com Global Vice President The Registry Collection Program 4901 Vineland Road Suite 250 Orlando, FL 32811 407.226.8430 phone Gregg.anderson@rci.com www.TRCAfilliates.com The Registry Collection® program is the world’s largest luxury exchange program, providing members with access to an elite global network of the very finest vacation properties at some of the world’s premier destinations, as well as travel concierge services for stress-free planning. The Registry Collection program facilitates owner activity and servicing by providing three unique product components designed to offer a complete and exclusive luxury experience — The Registry Collection Portfolio, Collection Partners and Travel Concierge Services. Our affiliates are our highest priority clients. We are committed to delivering results-driven programs and services that help contribute to their success while providing a significant value proposition to their buyers. Luxury Without Limits Celebrating over a decade of success, The Registry Collection program caters to the specific needs of members and affiliates in the luxury segment. Our portfolio is an elite network of luxury leisure properties, each one handpicked as among the very best in its respective category. These world-class properties provide our approximately 30,000 member families with the ultimate vacation experience — superbly appointed accommodations and an array of stimulating activities at some of the most desirable resort destinations in the world. From condo hotels and high-end fractional resorts to private residence clubs and fractional yachts, The Registry Collection program facilitates exchanges among more than 200 properties in 40 countries, which are either accessible for exchange or under development. THE REGISTRY COLLECTION Gregg Anderson Opening Doors to New Experiences The Registry Collection Partner Program provides members with travel opportunities far beyond resort accommodations. Members have access to a world of experiences through our relationships with some of the foremost providers of luxury services around the globe. From Scottish golf outings to an African safari to yacht chartering in the Caribbean, members can call on the Collection Partners for unique opportunities to enhance their vacation. Travel Concierge Services are available to members whether traveling for business or pleasure, offering a valuable resource that allows members to focus on the trip itself. The Travel Concierge Service will facilitate and meticulously plan and coordinate members’ vacations and leverage our extensive industry relationships to find the most competitive travel vendors and pricing. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 65 RESORT FINANCE AMERICA, LLC William T. Phillips President 7380 Sand Lake Road, Suite 500 Orlando, FL 32819 407.352.5264 phone 407.351.1901 fax bill.phillips@resortFA.com www.resortFA.com Resort Finance America, LLC. Centerbridge Capital Partners L.P. (“Centerbridge”) formed Resort Finance America, LLC and affiliates (“RFA”) in connection with the acquisition of $1 billion+ of timeshare related loans from GMAC Commercial Finance in September 2010. In addition to asset management of the GMAC portfolio, RFA seeks to make new debt and equity investments across the timeshare industry. RFA is focused on growing its presence in the shared ownership industry through two main strategic objectives. The first is to continue to acquire new timeshare loan portfolios, resort real estate debt, and invest in new equity partnerships that meet its acquisition criteria. RFA has operating partnerships with several of the industry’s leading operators on a fee-for-service or joint venture basis to provide marketing and sales, on-site operations, and HOA management services. RFA and its affiliates currently own resorts in Las Vegas, Park City, and Kapalua with significant debt investments in consumer receivables and inventory throughout the industry. The second main strategic objective is to expand into a distinct specialty finance company to provide direct to the consumer, developer hypothecation, and, as appropriate, acquisition, development, and construction financing facilities to support investments by RFA. 66 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S William T. (Bill) Phillips was appointed President of RFA in September 2010. He is also Senior Managing Director of Lantern Asset Management, LLC. Lantern provides asset management services to RFA as well as other investments in commercial real estate. Lantern and RFA are both wholly-owned subsidiaries of Resort Finance Holdings, LLC, a holding company created at the time of the acquisition that is wholly owned by Centerbridge Partners and management. Mr. Phillips was formerly Executive Vice President, Chief Development Officer for Marriott Vacation Club International as well as Chief Operating Officer for MVCI’s European and Middle East business operations. About Centerbridge Partners Centerbridge Partners, with approximately $20 billion in capital under management is focused on private equity and securities investments. Centerbridge has significant experience investing in commercial real estate, lodging, and hospitality opportunities, having invested more than $1.5 billion in the sector in the last 18 months. Centerbridge’s limited partners include a variety of institutional investors, including many of the world’s most prominent university endowments, pension funds, and charitable trusts. John E. Small, RRP President 404 Camino del Rio South Fourth Floor San Diego, CA 92108 619.683.2470 phone 619.683.3277 fax alexm@resortcom.com Chairman ResortCom International 404 Camino del Rio South Fourth Floor San Diego, CA 92108 619.683.2470 phone 619.683.3277 fax jsmall@resortcom.com www.resortcom.com ResortCom International provides financial, resort operations, leisure and technology services to the vacation ownership and resort industry. Its’ multicultural corporate, regional and local experts are extremely sensitive to diverse customs and business practices. ResortCom, a medium-sized organization with about 500 Employees, services 250,000 timeshare owners per year. ResortCom International is known as the top performer in Global Portfolio Management exemplified in healthy portfolios, low delinquencies and foreclosures. In addition to loan receivables servicing and portfolio management, ResortCom’s Financial Services Division also specializes in Maintenance Fee Billing and Collections, Merchant Credit Card Services, Tax Withholding Trust Administration, Custodial Services and Lender Support. With extensive worldwide experience, ResortCom is the only company with a platform that supports 17 different languages and has full multicurrency capabilities Its Resort Management Division, LaTour Hotels and Resorts is known as the top Management Company in the industry. LaTour provides full hospitality management service to a number of branded resorts and works with four and five star resorts worldwide. LaTour manages Hotels, Mixed Use Resort, Fractional Use Properties and Private Residence Clubs. Services provided by LaTour include onsite Resort Management, Reservations services, Rentals, Luxury Travel Club and Marketing and Sales for developments seeking a more innovative approach to these, and many other issues. RESORTCOM INTERNATIONAL, L.L.C. Alex Marxer ResortCom International’s current client list includes: El Cid Resorts, Grand Solmar, Occidental Vacation Club, Park Plaza Resort, Playa Grande Resort and Spa, Raintree Vacation Club, Universal Vacation Club, Viva Vacation Club, Villa La Estancia Resort, Velas Vallarta, Bahia de Principe Avalon Vacation Club, Royal Holiday/Costamex and The Villa Group, to name a few. ResortCom International’s International Headquarters are located at: 404 Camino Del Rio South, Fourth Floor, San Diego, CA 92108. The company has offices in Las Vegas, Mexico City, Sao Paulo, Brazil, Phuket, Thailand, Mexico City, and San Francisco. For more information about ResortCom International: www.resortcom.com. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 66 RIVER RUN COMPANY, INC. Joseph L. Berry, RRP President & CEO P.O. Box 826 2760 White Mountain Highway North Conway, NH 03860 603.356.6321 phone 603.356.6189 fax JoeBerry@EasternSlopeInn.com www.EasternSlopeInn.com www.AttitashMtVillage.com River Run Company began in 1977 as the developer of ski homes at Attitash Ski Area, nestled in the heart of the pristine White Mountain National Forest of New Hampshire. River Run opened the first Hotel Condominium, Attitash Mountain Village Resort, in New England and has continued to expand this Bartlett, New Hampshire Resort each year since. Joseph L. Berry, President and principal stockholder has overseen River Run’s development and operation of Resorts in the spectacular Mt. Washington Valley of New Hampshire. • The well known Eastern Slope Inn Resort had closed and was totally renovated and reopened in 1980. Consisting of over 200 exceptional vacation ownership suites, it is operated as a Resort Complex boasting 5 dozen shops, restaurants and 90 residential apartments in the very center of historic North Conway Village. • River Run Condominiums, now one of the largest Resort Hotels in New Hampshire, is located at the base of Attitash Ski Area and serves as the region’s major premier destination resort. The complex features a comprehensive range of resort amenities. • Blueberry Village Condominiums, completed in 2005, are deluxe trailside Vacation Ownership Suites whose quality is unsurpassed in the New England market. • Cathedral Trail Homes, completed in 2006, are some of New Hampshire’s best located trailside ski homes. Ski Magazine recently named these “Mansions on Cathedral Trail” as the “Best Ski Trail Homes in the East”. • The Suites at Attitash Mountain Village started in 1988 and continues to expand with Vacation Ownership Properties providing our guests with unsurpassed vacation and unlimited recreational experiences. In addition to Joe Berry as CEO, the company is run by Bob Kantack, Corporate Vice President, Barbara Harmon, Corporate Controller and Dick Schwalbenberg as Chief Operating Officer. Our resorts’ locations have lent themselves to continuous expansion over the past three decades and will continue to expand for a generation to come. Touted as one of the first environmentally sensitive developers in the 1970’s, all current and future development will be done with minimal impact on the pristine natural landscape. Joe stays active in Homeowner Associations, property management and ongoing hotel operations to see that the value proposition continues. River Run Company has taken great pride in seeing that the resorts work exceptionally well for all owners and guests. Joe has been active with ARDA since 1979. Holding a Juris Doctor, he was one of the original organizers for ARDA New Hampshire in 1981 and New England ARDA in 1992. He has been on the ARDA Board of Directors since 2005. 68 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S Silverleaf Resorts, Inc. continues to be a leader in the vacation ownership industry with 13 resort locations and an ownership base of more than 115,000. Its core strategy is to target drive-to markets for its initial sale by developing resorts in scenic regions within a one-to two-hour drive of major metropolitan markets. Getaway Resorts are designed to appeal to vacationers seeking comfortable and affordable accommodations in locations convenient to their homes. Silverleaf also develops Destination Resorts, which are marketed as upgrade products, located at or near areas with national tourist appeal and offer owners the flexibility of upgrading to a higher-demand resort area as their lifestyles and vacation needs change. Getaway Resort markets are: Dallas/Ft. Worth, Texas Houston, Texas Atlanta, Georgia St. Louis, Missouri Chicago, Illinois Destination Resort markets are: Austin/San Antonio, Texas Galveston, Texas Branson, Missouri Orlando, Florida The Berkshire’s of Western Massachusetts In addition to separating its resort types into two distinct categories, Getaway Resorts and Destination Resorts, Silverleaf ’s strategy is further enhanced by offering a scalable product-upgrade ladder with a variety of accommodation options. Tom Morris President and CEO 1221 River Bend Drive, Suite 120 Dallas, TX 75247 214.631.1166 phone 214.631.7127 fax tmorris@silverleafresorts.com SILVERLEAF RESORTS, INC. www.silverleafresorts.com Each resort has unique amenities for its guests, such as 18-hole golf courses, state-of-the art miniature golf, horseback rides, indoor and outdoor swimming pool, children’s playscapes, sports pavilions and picnic gazebos. All resorts provide a full range of indoor and outdoor activities, such as movie theaters, arcade games, exercise facilities, mercantile stores and snack bars. Owners of vacation intervals enjoy year-round access for day-usage of the resort amenities at no additional charge. Scheduled to open in the summer of 2014, is Silverleaf ’s second year-round indoor water park, located at Fox River Resort. The 19,000 square-foot facility will feature a lazy river, bucket dump, water flumes, slides, and a wave pool. This attraction will be open to the public and will also provide locker rooms, party facilities and a food court. Owners may exchange their vacation interval for a different time period at a different resort through Silverleaf ’s internal exchange program. Silverleaf owners may also enroll in vacation interval exchange networks such as RCI, LLC. The entry level Lodge accommodations are available at all Silverleaf resorts and provide a well-appointed rustic lodge theme. Presidential accommodations are developed in upscale locations on waterfronts or golf courses and provide owners with larger floor plans and a luxurious decor. Silverleaf ’s three-bedroom Ambassador’s residences immerse owners in extraordinarily elegant furnishings, ornamentation and design. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 69 SKI AND SEA INTERNATIONAL Jennifer Miner President and CEO 1445 West Tufts Avenue Englewood, CO 80110 303.761.5800 phone 303.761.7039 fax www.skiandsea.com www.InventorySmartManagement.com Ski and Sea is the leading provider of Housewares Service for the world’s finest travel destinations. Since 1968, we’ve offered unmatched quality, value and service to our friends in the vacation ownership industry. Jennifer Miner is the company’s President and CEO and her daughter, Lindsey Alexander, serves as the Vice President of Business Development for Ski and Sea and its partner, Inventory Smart. Ski and Sea’s tradition of innovation continues with the introduction of our partner, Inventory Smart. This wireless, webbased technology lets you: Ski and Sea has been a proud member of ARDA from the beginning. Jennifer is honored to serve as an ARDA Trustee and Lindsey has joined ARDA’s Chairman’s League. We encourage everyone to support ARDA as the voice of integrity speaking for the industry. • Manage any items from lamp shades to pool cleaner to tablespoons, from any vendor. At Ski and Sea, the highest level of service has been our tradition for over forty-five years. This commitment means that we continually refine everything we do for you. Among our original ideas are Per-Unit Packaging, The 10-Year Place Setting, Custom Designed Housewares Packages and our Cabinet Planning Service. We invite you to get in touch to find out about all the ways we can offer you great service along with real savings on your housewares. 70 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S • Manage item inventory from your stockroom or guest rooms and instantly update information across your property. • Save on overstocking, labor, time and money. • Customize features to perfectly fit your needs. • Rest assured that your guests will arrive to a fully-stocked room at every check-in. • You have never seen technology like this. To fully understand everything Inventory Smart can do, you have to see it perform. We invite you to contact Lindsey Alexander, Vice President of Business Development for Ski and Sea and Inventory Smart at 303.749.5232 or email lalexander @skiandsea.com or lalexander@ inventorysmart.com. President 801 South Rampart Suite 200 Las Vegas, NV 89145 702.967.5000 phone media@sprlv.com www.somerpointeresorts.com SOMERPOINTE RESORTS Todd Spector Somerpointe Resorts® is a leading developer of vacation ownership representing over 100,000 families who are owners at one or more of its 12 affiliated resorts in Hawaii, Orlando and Las Vegas—including Tahiti Village, its flagship. Located on Las Vegas Blvd., Tahiti Village boasts a strong appeal to families and those interested in a resort stay, complete with amenities and services traditionally limited to full service resort casinos. A French Polynesian beach resort with two onsite restaurants, spa facilities, gaming, multiple Tiki bars and its very own lazy river, Tahiti Village is an all-suite resort with 876 units ranging from 580–1550 sq. ft. on 19 acres, with seven acres held for future development. Winning multiple industry awards since its construction in 2006 and expansion in 2008, Tahiti Village has solidified its place as the flagship resort within the Somerpointe Resort portfolio. Headquartered in Las Vegas, NV, Somerpointe Resorts is a second generation family operation now managed by Todd Spector, its President. Todd graduated from the University of Southern California and received his Masters in Accountancy from the University of Virginia’s McIntire School of Commerce. Before beginning his career in vacation ownership, he practiced public accounting in the Real Estate division of Ernst & Young LLP, in Los Angeles. Spector serves on the Board of the American Resort Development Association (ARDA). T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 71 SPI SOFTWARE SPI Orange is a modular system. Therefore different departmental modules can be deployed independently if that need exists. Ideally, the software can be operated as a fully integrated multi-department or enterprise-wide solution for the greatest overall efficiency. Investing in the Latest Technology SPI Orange is the culmination of extensive industry knowledge of the business requirements of vacation ownership gained over three decades of serving many leading resort companies. SPI represents an advanced technology platform, highly qualified development and delivery teams and a multi-million-dollar software investment. Matt Brosious Vice President Sales and Marketing 2600 SW 3rd Avenue, 5th Floor Miami, FL 33129-2330 305.858.9505 phone 305.858.2882 fax Sales@SPISoftware.com www.spisoftware.com Vacation ownership companies rely on their IT systems to help them compete in today’s cost-focused environment. SPI Orange software offers a comprehensive suite of management and operations software with the many capabilities and features resort developers, operators and managers need. Built on the latest technology and based on 30 years of industry know-how, SPI Software’s developers continue to enhance the system and present new products. Today, SPI Orange is recognized as the preferred software in the industry and is used by leading timeshare, shared-ownership and mixed use resort developers and operators worldwide. The reason for this is simple: SPI Orange Software helps to improve businesses’ efficiency and productivity. The resulting benefits such as improved accuracy, reduction in employee hours and increased customer satisfaction can lead to substantial cost savings. Today’s Software; Fully Capable When compared to in-house developments or legacy applications, SPI offers many important advantages including standardization, faster implementation, lower costs and reduced risk. SPI Orange is flexible enough to handle the many varied requirements in operating a resort from marketing, sales, maintenance fee servicing, finance, Owner CRM, points tracking, property management, rental program management, mortgage receivables servicing, centralized reservations, seamless owner’s web site communications and web-based reservations capability. Unlike other timeshare software systems running on outdated platforms, SPI Orange is built on the most advanced technology available today: Microsoft .NET and SQL server. Using the latest technology enables SPI Software to deliver a robust, highly scalable and configurable, business rules-driven platform. It was specifically designed to be extensible and easily meet specialized requirements, while providing a superior baseline framework. Commitment to Progress Furthermore, SPI is committed to maintaining the product’s competitive advantage both from both a platform and functionality perspective. The SPI Software development team is constantly adding features and periodically upgrading the underlying technology platform to ensure the product stays current and will never become obsolete. For example, a browser-based version that is independent of an operating system is available so that clients can access data and functionality on a cloud-based platform. This frees up resort staff from the desk-bound computer so they can work from iPads or remote locations, via the Internet. As one of the vacation ownership resort industry’s leading technology partners, information and transparency are vital. SPI provides customers with access to Software Development Methodology which includes among other features; a complete data dictionary, which describes all tables in the system, and a web services toolkit to aide in applications development. SPI’s entire architecture has been designed to provide a framework for extending applications easily. Commitment to Excellence Our mission is to be the best technology partner available worldwide for resort developers and management companies. Therefore, customer input is, and will always be, the cornerstone of our product. SPI relies on the participation of customer management as well as users to determine which features and advancements will be added to the software. The company is based in Miami, Florida and has been proudly serving the vacation ownership industry since 1978. The company’s management includes Founder and CEO Karl Lange, Vice President of Sales Matt Brosious and Vice President of Customer Relations Gordon McClendon. 72 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S SPM’s corporate philosophy has surely helped fuel this success and growth by being focused on ensuring the timeshare owners get what they paid for—the very best possible vacation experience. To deliver on this promise, SPM believes it is imperative to provide accurate, detailed financial reporting; possess integrity and accountability to the owners; and provide the resort owners and board members with ample communications. The SPM Resorts team is frequently called upon by banks and investment groups to assist in workouts and turnaround situations. Historically, SPM reviews and assesses the resort from top to bottom. The analysis is used to produce a written operating plan that includes a list of procedures, a detailed budget, financial information and projections. SPM is successful in assisting resorts experiencing a severe decline to recover past-due collections amounts, implement quality control, increase revenue-producing activities and resell unwanted weeks to new owners. SPM’s team is led by Chairman/CEO and ARDA Trustee member Michael Schraibman and President/COO Bill Young and a substantial group of highly competent, dedicated professionals. Schraibman is an ARDA Board member and Young is in the ARDA Chairman’s League and serves on ARDA ROC Board. The team works one-on-one with each resort to provide outstanding vacations for each and every owner by assisting with any or all of the following services: Information Management • Detailed reporting • Information technology • Annual audits • Checks and balances • Detailed reserves budgeting and management HOA/POA Organization • Planning and preparedness • Excess inventory management • Financial budgeting, reporting and controls Resort Management • Human resources management • Security • Maintenance • Grounds & landscaping • Housekeeping • Front and back office management Financial Management • Annual maintenance fee billing and collections • Accounts payable/receivable • Detailed monthly reports Resales • Via SPM’s sister company, Palmetto Marketing Bill Young President and COO 1051 Shine Avenue Myrtle Beach, SC 29577 843.238.5000 phone 843.238.5001 fax byoung@spmresorts.com SPM RESORTS, INC. Since 1979, SPM Resorts, Inc. has steadily expanded from managing eight resorts to more than 30, serving approximately 100,000 timeshare owners and employing more than 650 employees. Growth followed success and today the company is one of the largest privately held full-service professional management companies in the timeshare industry. www.spmresorts.com What does it take to run a resort, year after year, that will consistently deliver exceptional vacations? During SPM Resorts’ 31 years, the company believes a fundamental key to be a commitment to higher ethical and business standards. Under Schraibman’s and Young’s direction, their business philosophy is singly focused on serving their employers — the timeshare owners at SPM-managed resorts. How does the company leverage SPM’s large number of resorts and owners? Not only can a larger management company get better pricing on various goods and services such as very competitive insurance rates for property and health benefits, they can also support a number of unique benefits such as marketing for owner rentals, effective annual maintenance fee billing, successful collections systems and full human resources support for employees. SPM does all of this and more while remembering their mission: to provide sincere and genuinely warm service and hospitality equal to the best in the industry, from every level of the organization. The corporate environment is one in which appreciation, respect and sound working conditions contribute to successful work. SPM manages the affairs and operations of facilities under their control in a highly ethical and professional manner to produce the greatest possible financial accountability and responsibility to the timeshare owners. Workouts • Turn-around assistance for troubled resorts • Liaison between investment groups and HOA boards • Outlet for excess inventory T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 73 SPOTTSWOOD COMPANIES Robert A. Spottswood President, CEO & Chairman Spottswood Companies, Inc. 506 Fleming Street Key West, FL 33040 305.294.6100 phone 305.294.4840 direct 305.294.6122 fax rspottswood@spottswood.com www.spottswood.com Spottswood Companies, Inc., and its affiliates (“SCI”), are a diversified, family-owned organization with investments in real estate, hotels, timesharing, marinas, broadcasting and banking. We understand the importance of our relationships with our partners, our guests, our employees and our community; and, we seek to create innovative programs that will benefit and encourage these very important relationships over the long term. At its core, SCI is a real estate development, management and hospitality company. Our mission is to create superior products that meet or exceed the expectations of our guests, while providing the highest risk adjusted return possible to our partners. We have the resources in house to handle the entire development process from site identification, feasibility and financial analysis all the way through planning, construction and ultimate management, thus ensuring the most efficient delivery and long term management of the finished product. SCI and its affiliates are based in Key West, Florida, and own all or some interest in numerous hotel, timeshare, marina and commercial properties in the Florida Keys and throughout the United States. Over the past 20 years, SCI has developed dozens of branded and independent properties in the Florida Keys; and today, owns and / or manages more than 500 hotel rooms and over 300,000 square feet of commercial space. 74 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S Robert A. Spottswood was born in Key West, Florida in 1957. Mr. Spottswood graduated from Key West High School in 1975, the University of Florida in 1979 and the University of Miami, School of Law in 1982. Mr. Spottswood was a partner in the Miami law firm of Taylor, Brion, Buker & Greene until 1992 specializing in corporate law. After practicing law in Miami for ten years, Mr. Spottswood returned home to Key West to create Key West Vacation Company. Since 1992, Spottswood has been responsible for the development of numerous timeshare, hotel and commercial properties including the Hyatt Vacation Club, Hyatt Sunset Harbor Resort, Hyatt Beach House Resort, Hyatt Windward Pointe Resort, Marriott Beachside Hotel, Faro Blanco Resort & Yacht Club, The Islander, Holiday Inn Express & Suites Florida Keys, Days Inn Key West, Holiday Inn Key West, Comfort Inn Key West and Radisson Hotel Key West. Mr. Spottswood is Chairman, CEO and President of Spottswood Companies, Inc., Vice Chairman of Hyatt Residential Group, Inc., Director of First State Bank, of counsel to the law firm of Spottswood, Spottswood & Spottswood, Director of Vacatia, Inc. and has served on many civic, community and charitable boards including the Key West Bight Board, Greater Miami and Florida Keys Chapter of the American Red Cross, Police Athletic League, Community Foundation of the Florida Keys, Key West Art & Historical Society and the Key West Chamber of Commerce. Mr. Spottswood is an attorney, certified public accountant, licensed real estate broker and Chartered Global Management Accountant. Mr. Spottswood is a sixth generation native of Key West and he has been married to Elena for over thirty years. They have four childrenElaine, Robert Jr., Mary and Philip. President P. O. Box 4184 Stateline, NV 89449 702.448.3147 phone Starpoint Resort Group, Inc. is a privately held company. The executive management team averages more than 30 years of proven performance and experience. Based in Las Vegas, Nevada, the company is active in all facets of the resort development and finance business. The company philosophy is relationship driven and oriented to foster development of new opportunity. Starpoint Resort Group is particularly active in the existing resort arena. Taking a holistic approach, we eliminate HOA delinquency by acquiring the resort’s delinquent intervals, conveying them to our timeshare club and selling new memberships. This provides the owners association with the annually replenished funding required to cure deferred maintenance and upgrades the resort’s amenities and accommodations. STARPOINT RESORT GROUP, INC. Michael J. Muldoon Its principal, Michael J. Muldoon, has been an industry participant since 1983 and an ARDA member since 1994. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 75 STARR ASSOCIATES LLP Allan Starr, Esq. 245 Fifth Avenue Suite 1102 New York, NY 10016 212.620.2686 phone 212.696.5013 fax astarr@starr-lawfirm.com www.starr-lawfirm.com Allan Starr is the founder of Starr Associates LLP, a law firm which specializes all aspects of cooperative, condominium, timeshare/ fractional and vacation ownership law and offering plan registrations in New York, New Jersey and Connecticut. He gained invaluable experience in this field during his five years with the New York State Attorney General’s office, two of which were served as Executive Assistant to the Attorney General. Since entering private practice in 1979, Starr registered offering plans for projects having approximately 725,000 units and aggregate purchase prices of over $17.5 billion dollars. Allan Starr, an acknowledged leader in vacation ownership structures, was a pioneer of the first “urban” timeshare project in New York, participating in the creation and registration of The Manhattan Club in 1996, having closed over 14,000 ownership interests. Mr. Starr also registered a high-end fractional product at the St. Regis - New York for Starwood Vacation Ownership and has other Manhattan and upstate projects in various stages of development. The Firm’s vacation ownership practice now includes projects and vacation clubs throughout the United States, Puerto Rico, Europe and the Middle East. Its client list includes owners of major hotel franchises, independent hoteliers and single site developers across the country. Starr is an active member of the American Resort Development Association, serving as a Trustee and a member of its State Legislative and Federal Issues Committees. Through ARDA, he is coordinating an effort with the Attorney General’s office to revise the New York timeshare regulations to adapt to the needs of the industry while maintaining user-friendly consumer protection. Mr. Starr is a member of the board of directors of the New York Chapter of the Juvenile Diabetes Research Foundation. He lives with his wife Seena in Murray Hill on the eastside of Manhattan and has two daughters, Erica and Laura. 76 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S Stephen G. Williams Thorp S. Thomas, RRP President, The Americas Starwood Hotels & Resorts 9002 San Marco Court Orlando, FL 32819 407.903.4900 phone 407.903.4298 fax sergio.rivera@starwoodhotels.com Starwood Vacation Ownership Chief Operating Officer 9002 San Marco Court Orlando, FL 32819 407.903.4900 phone 407.903.4298 fax steve.williams@starwoodvo.com Starwood Vacation Ownership Senior Vice President, SVOM 9002 San Marco Court Orlando, FL 32819 407.903.4900 phone 407.903.4440 fax thorp.thomas@starwoodvo.com www.StarwoodVacationNetwork.com In business for more than 30 years, Starwood Vacation Ownership, Inc. (SVO) is one of the leaders in the industry, with vacation ownership and fractional-residential properties throughout the United States, Mexico and the Caribbean. As a subsidiary of Starwood Hotels & Resorts Worldwide, Inc. (NYSE:HOT), Starwood Vacation Ownership leverages some of the hospitality industry’s most recognized brands, as well as the strength of a successful global organization, to help its Owners create vacation memories, transform the way they travel, and change their lives through exclusive access to distinctive branded experiences. Starwood Vacation Ownership owns and operates vacation ownership and fractional resorts under the Sheraton®, Westin®, The Luxury Collection® and St. Regis® brands which are consistently found on the most prestigious Top 10 lists for quality, excellence, destination and guest experience. Through Starwood Vacation NetworkSM, Starwood Vacation Ownership offers a flexible vacation lifestyle that provides Owners with a bevy of choices, from the ability to vacation within a collection of stylish villa resorts in the best locations within the most sought-after destinations, to privileged access to more than 1,100 hotels and resorts in nearly 100 countries through the Starwood Preferred Guest® program. STARWOOD VACATION OWNERSHIP, INC. Sergio D. Rivera Starwood Hotels & Resorts Worldwide, Inc. is one of the leading hotels and leisure companies in the world with 181,400 employees at its owned and managed properties. Starwood Hotels is a fully integrated owner, operator and franchisor of hotels, resorts and residences with the following nine internationally renowned brands: St. Regis, The Luxury Collection, W®, Westin, Le Méridien®, Sheraton, Four Points® by Sheraton, aloft® and Element®. Sergio Rivera, President of The Americas, leads Starwood’s operations with primary responsibility for North and South America and Starwood Vacation Ownership. Steve Williams, Chief Operating Officer of Starwood Vacation Ownership, leads the company’s operations with brands, resources and assets of the Starwood organization. Thorp Thomas, Senior Vice President, oversees resort operations and property management for Starwood Vacation Ownership. For more information on Starwood Vacation Ownership and Starwood Vacation Network, please go to StarwoodVacationNetwork.com. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 77 STEWART VACATION OWNERSHIP Leon Basye, RRP President 3275 West Hillsboro Blvd., Suite 206 Deerfield Beach, FL 33442 954.418.4550 direct 954.418.4551 fax lbasye@stewart.com stewart.com/vacationownership Stewart Vacation Ownership a leading provider of title and escrow services to the vacation ownership industry. We are committed to assisting you with your vacation property needs. And it’s our passion for service that motivates us to simplify processes, while providing specialized and customer-driven solutions that work for you. The InterCity Companies joined Stewart Information Services Corp. (NYSE-STC) in 2002. InterCity Capital Corp. has serviced, administered, brokered and sold vacation ownership receivables since 1983. InterCity Escrow Services has handled time-share escrow closings since 1987. Together, The InterCity Companies, under the Stewart Vacation Ownership banner, provide the financial strength, unequaled market experience, and state-of-theart technology and systems to deliver the solutions its customers demand and deserve. Whether you are a developer, a single site or multi-site club, resale client or owners’ association – large or small, domestic or international – Stewart Vacation Ownership is your single point of contact for a complete range of services. First, Stewart Vacation Ownership offers complete title and escrow services for deeded and non-deeded developments. With the industry standard for independent inventory control and unrivaled information reporting, its solutions add value to transaction processing. And with the Stewart network of 7,500 issuing offices located across the nation and the world, Stewart Vacation Ownership offers time-share developers complete title and closing services wherever opportunities take them. 78 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S Stewart Vacation Ownership also offers asset management services such as foreclosure and deed-in-lieu processing for assessment liens, trust deeds and mortgages, as well as transaction consulting, workouts and sale coordination. Most importantly, Stewart Vacation Ownership brings a wealth of resources to the table for time-share resort development. Whether you need complete coordination for a large-scale, complex resort or hospitality development or you need local solutions during planning, development, financing and construction phases, Stewart can help. Working through Stewart Title Guaranty Company’s Commercial Services division, services such as title information, appraisals, surveys, expert underwriting, reinsurance and coinsurance can be coordinated seamlessly. Internationally, Stewart provides escrow services, title insurance or guaranties and other real estate related services in some 80 countries through its offices in Australia, Canada, the Caribbean, Europe and Latin America. As a leader in international real estate information services, Stewart understands that each real estate market is unique, and that’s why Stewart focuses its business model on providing the local market with the tools needed to increase the speed and security of the local transaction, creating market-specific products and services that provide local solutions for local markets. Focused on the complete range of services you need for success in the vital time-share and hospitality industry, Stewart Vacation Ownership looks forward to working with you. www.summerwindsresorts.com President Managing Member of VPG Companies 3179 North Gretna Road Branson, MO 65616 417.332.3250 phone 417.332.2911 fax jpj@summerwindsresorts.com Summerwinds Resorts Services, LLC operates and sells boutique themed resorts in Branson, Missouri and Genoa/Lake Tahoe, Nevada. Through its development entities, Summerwinds Resorts has created the successful Stormy Point village at Table Rock Lake and is now reviving the historical charm and personality in 1862 David Walley’s Hot Springs Resort and Spa. Stormy Point Village is a Cape Cod, New England styled property with upscale services and amenities. 1862 David Walley’s Hot Springs Resort and Spa harkens back to the Pony Express days, as a rustic mining town with charming cabins and a historical themed clubhouse, nestled between native wetlands famous for its Bald Eagle sightings and the foothills of the Sierra’s. The Summerwinds team consists of over four-hundred employees working in three states with a common goal: service to the customer. Summerwinds’ core business model is completely vertical from the consumer marketing, consumer sales, project development and finally, hospitality management. Managing member and President, Joseph Pat Joyce is a thirty year veteran of the vacation interval ownership industry. Mr. Joyce along with his business partner, Dawn Joyce and Darren Abbott created a sales and marketing team that since 2005, has produced over one-hundred and ninety million dollars in sales. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A SUMMERWINDS RESORTS SERVICES, LLC Joseph Pat Joyce 79 TAYLOR ENGLISH DUMA LLP vacation and travel clubs, exchange programs, golf course and country club communities, condominiums and subdivisions, hotel operators and managers, as well as financing companies. Jim Scavo Anthony Polvino 1600 Parkwood Circle, Suite 400 Atlanta, GA 30339 912.445.5625 direct 770.434.6868 main 404.713.6500 cell 912.544.2070 fax jscavo@taylorenglish.com 1600 Parkwood Circle, Suite 400 Atlanta, GA 30339 678.336.7279 direct 770.434.6868 main 770.434.7376 fax apolvino@taylorenglish.com www.taylorenglish.com Taylor English Duma LLP is a full-service law firm comprised of more than 120 experienced, results-driven lawyers with experience and nationally known attorneys involved in the resort and hospitality industry. We represent all types of clients—from Fortune 500 companies to start-ups to individuals. Our core mission is to deliver highest-quality legal services for optimal value. We deliver superior service through... 1. Purpose-Built Efficiency. Everything we do is focused on greater efficiency, flexibility and entrepreneurship. The result is that our clients view us as part of their business building investment, not a corporate expense. 2. Purpose-Built Partnerships. We are partners, not vendors. The result is that we are accountable, respectful and care as much about our clients’ business as we do our own. 80 We provide the full range of legal services to our clients, including assistance in the creation, structuring, marketing and sale of all forms of vacation and leisure programs including timeshare, fractional, travel membership, destination and private residence clubs, project acquisition and development, acquisition, construction and receivable financing, securitization, workouts and restructurings. Our services also include the preparation of registration and licensing filings with regulatory authorities, and providing legal advice in respect to compliance with state and federal marketing regulations. We also routinely handle the defense of marketing trade practice cases on a federal and state basis. Taylor English is also a national leader in the representation of condominium and homeowner associations including timeshare associations and their management. Our services include the drafting of condominium declarations and restrictive covenants, the establishment and organization of condominium and homeowner associations, the interpretation and enforcement of restrictive covenants and assistance in general business matters confronting community associations. Taylor English’s Real Estate, Lending & Finance and Corporate & Business practice groups cover all aspects of commercial real estate and corporate transactions. The firm routinely assists clients in the formation and organization of all types of legal entities, including business corporations, nonprofit corporations, general and limited partnerships and limited liability companies. Our representation also includes mergers, acquisitions and financing matters. 3. Purpose-Built Results. We are problem solvers. We are constantly looking for new and innovative ways to provide value and results and seek flexibility in how we structure engagements. Taylor English practice groups also include Creditors’ Rights and Bankruptcy, Employee Benefits and Executive Compensation, Employment, Labor, and Immigration, Intellectual Property, Lending, Workout, and Foreclosure, Litigation and Dispute Resolution, Taxation, Technology, e-Commerce, and Entertainment. The Taylor English Resort, Hotel & Hospitality Group is nationally recognized for its representation of clients involved in the vacation and travel industry. Our group is chaired by Anthony Polvino and consists of partners Jim Scavo, Tom Bartolozzi, Mark Sanders, and a collection of bright, experienced and dedicated associates. We have been leaders and pioneers in the resort industry for more than thirty years, and have created and advanced many of the innovative concepts present in the industry. We are active in ARDA leadership and are proud to represent many ARDA member companies, including developers, operators and marketers of timeshare resorts, We provide timely, creative and cost-effective counsel to help our clients solve problems and achieve goals. Our lawyers carry extensive experience from years of front-line work with top firms and leading businesses, including many who served as in-house and general counsels. In addition, a number of our attorneys have worked outside of the practice of law, including in the startup and management of businesses. We promote efficiency and collaboration at every interface which enables Taylor English to provide a full array of legal services in ways that deliver both value and results. ARDA 2014 TRUS T EE M EM B E R COM P A NIE S Since its formation by Timo Jones in 1993, TimeShareWare has built a solid reputation by designing and marketing the best software available for the unique needs of the vacation ownership industry. It is through Timo’s vision, dedication, and business leadership that TimeShareWare was established as the leader and fastest growing full-service technology and solutions provider in the shared-ownership market. Through the years, TimeShareWare has been, and continues to be, relentless in its drive to meet the needs of its clientele and to build the highest possible value into the brand for all users, regardless of size or location. In December of 2010, in order to propel TimeShareWare to the next level of service offerings, TimeShareWare was acquired by SS&C Technologies Holdings, Inc., a global provider of financial services software and software-enabled services. SS&C Technologies Holdings, Inc., is a leader in the delivery of investment and financial management software and related services focused exclusively on the global financial services industry. Founded in 1986, SS&C has its headquarters in Windsor, Connecticut and offices around the world. Five thousand financial services organizations, from the world’s largest to local financial services organizations, manage and account for their investments using SS&C’s products and services. These clients in the aggregate manage over $16 trillion in assets. In his new role with SS&C Technologies Holdings, Inc., Mr. Jones acts as Senior Vice-President of SS&C Technologies, Inc. and General Manager of both the TimeShareWare and SKYLINE Property Management Software Divisions. Combining with SS&C Technologies supports a key component of TimeShareWare’s success—the never yielding focus placed to ensure changes in the timeshare industry are proactively addressed. TimeShareWare places a significant emphasis in the development of software that revolutionizes the industry, by researching, anticipating, and incorporating software application needs, not just for today, but well into the future. This acquisition promotes the evolution of TimeShareWare to the next level, by providing the opportunity to expand the scope of software solutions, making them available to a broader market. Timo B. Jones Senior Vice-President, SS&C Technologies, Inc. General Manager, TimeShareWare, SKYLINE 855 West 300 North Kaysville, UT 84037 801.444.5210 phone 801.444.3143 fax timo@timeshareware.com TIMESHAREWARE www.timeshareware.com TimeShareWare’s flagship platform technology is based on a threetier Service Oriented Architecture (SOA) to manage all the aspects of the resort industry including marketing, contract management, owner/member services, reservation management, loan servicing, and property management. In keeping with its strategy to provide scalable software solutions to all markets, TimeShareWare services all sizes and types of vacation ownership associations, fractional ownership properties, and timeshare resorts including multi-site, single-site, and points based clubs. TimeShareWare is best known for using software, technology, and consulting services to better leverage assets through operational excellence. In addition to Mr. Jones’ professional accomplishments, he is active in his community and church. He is a guest lecturer at the Brigham Young University Center for Entrepreneurship and serves on advisory boards for young startup companies. His community involvement includes participation on the boards of local charities and community organizations. He speaks fluent Finnish and his hobbies include flying, amateur astronomy, and the outdoors. He resides in Kaysville, Utah with his wife and four children. With over 500 successful product installations around the world, TimeShareWare clients include industry leaders such Marriott, GeoHoliday, Holiday Inn Club Vacations, Daily Management, Club La Costa, Welk Resort Group, InnSeason Resorts, Sol Melia, and Raintree Resorts. TimeShareWare uses advanced technology to create a state-of-theart software platform to provide best of breed, superior software solutions to shared-ownership, mixed use resorts. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 81 UNIVERSAL ORLANDO RESORT, INC. Shawn Sharma Director of In-Market Sales 1000 Universal Studios Plaza Orlando, FL 32819 407.224.5879 phone 407.224.8290 fax Shawn.Sharma@universalorlando.com www.universalorlando.com Universal Orlando® Resort (www.UniversalOrlando.com) includes two dramatically distinct and adjacent theme parks: Universal Studios Florida®, the world’s premier movie and TV based theme park; and Universal’s Islands of Adventure®, where all-time favorite myths, legends, cartoons and comic books come to life on cutting edge rides and attractions that challenge all your senses. Universal Orlando Resort also includes Universal CityWalk®, a 30acre dining, shopping, nightclub, and live entertainment complex; plus four exceptional on-site hotels representing 4,000+ guest rooms: Loews Portofino Bay Hotel, Hard Rock Hotel®, Loews Royal Pacific Resort and, opening Spring 2014, Universal’s Cabana Bay Resort. Recent additions include The Wizarding World of Harry Potter™ at Islands of Adventure, an immersive land where shops, restaurants, rides and more enable visitors to step right into the adventures of the popular boy wizard and TRANSFORMERS™: The Ride-3D at Universal Studios Florida® where visitors will find themselves on the frontlines of an intergalactic war between the Autobots and Decepticons. Universal’s rich entertainment legacy can be traced back a hundred years to 1912 when pioneer filmmaker Carl Laemmle founded the Universal Film Manufacturing Company. In 1990, Universal opened 82 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S Universal Studios Florida movie theme park, the largest working film and television production facility outside of Hollywood. Just over two decades later, Universal Orlando Resort has grown to become a complete world-class vacation destination. Universal Orlando offers a wide range of products for developers including mini-vacs, exclusive ticket products, gifting premiums, and creative assets for use in direct mail campaigns. Shawn Sharma is the Director of In-Market Sales at Universal Orlando Resort and is in charge of Timeshare Partnerships and other Retail Sales for Universal Orlando in the Florida Region. He has been in the hospitality industry for over 15 years with expertise in sales, marketing and project management. Shawn began his career with Universal Orlando in 1999 as a Vacation Planner for Destination Universal, which then led to managerial sales roles in Destination Universal, Universal Orlando’s Travel Company and the Guest Services retail market. Shawn has a Bachelor of Science degree in Information Technology from the University of Central Florida and an MBA with a concentration of Finance and Marketing from Northeastern University. Mr. Sharma currently resides in Orlando with his wife Reenal. VACATIA Michael Burns President & COO One Market Street Steuart Tower, Suite #507 San Francisco, CA 94105 206.295.4455 Cell 888.737.1357 Office michael@vacationlistingservice.com www.vacationlistingservice.com The Vacation Listing Service will be formally launched in the spring of 2013 and will represent the latest on-line technology and marketplace for listing, buying, auctioning and renting all forms of vacation ownership; including timeshare and fractional ownership products across North America. With re-sales presenting one of the greatest challenges in the vacation ownership industry today, this new on-line marketplace will provide current owners, prospects, real estate agents and brokers a “state of the art” website that provides comprehensive and in-depth information on each listing, a seamless and streamlined process for closing and a myriad of other options for creating value for shared ownership products. The business is lead by CEO and Founder Keith Cox, along with a world-class team of technology and on-line marketplace professionals. This new ventured backed entity will provide a new level of transparency, credibility and liquidity to the secondary market, while serving the varied interests of all stakeholders in the industry. Prior to joining the Vacation Listing Service, Michael was the Founder and CEO of Private Residence Resorts; which developed, marketed and manages two high-end fractional resort properties in Sun Valley and McCall, Idaho. He has also held senior management positions with Vacation Internationale, Marriott and The Walt Disney Company. In addition to his role as President and COO of the Vacation Listing Service, he continues his involvement with Resorts Equities as a Director overseeing it’s marketing and sales consulting business and resort management services for fractional and shared ownership properties globally. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 83 VACATIONGUARD, INC. Brian Rock, RRP, CIC, ARM National Director 15100 SE 38th Street Suite 699 Bellevue, WA 98006-1765 425.458.4985 phone Brian@VacationGuard.com www.VacationGuard.com VacationGuard® was established to provide the hospitality sector with improved travel insurance products, using application of industry expertise. The company’s mission embraces innovation, the delivery of exceptional travel insurance benefits, and ease of use. VacationGuard sets the premier standard in travel-protection products. The company’s model highlights the turnkey ease with which travel protection can become a value-added benefit to the Consumer, Developer, and brand concentric companies, and why having day to day experts as your partners is critical is todays’ dynamic work environment. Our industry support is diverse and deep, with our involvement as ARDA Trustees since inception. VacationGuard enhances the client brand experience by offering custom products and benefits that speak to our hospitality focus. Our protections continue to be revolutionary, extending comprehensive benefits on a pricing model which is simply not attainable to consumers elsewhere. VacationGuard’s model utilizes strong partnerships that are ultimately focused on consumer satisfaction, while integrating back-end support that draws on the efforts of our specialized teams to provide functional support. As the creators of what is now sought as Timeshare Travel Protection, our executive team has been integral to every milestone for this unique program since it’s conception and inception, giving an expertise that is simply unmatched in the business. Representing over 75 years of insurance expertise, with over 40 years in Timeshare alone, the VacationGuard program is managed by the executive team of Debbie Rock as President, Cathy Backus as Vice President of Sales, and Brian Rock as National Director. VacationGuard®—Vacation Peace of Mind for your owners, members, and guests, while delivering Business Peace of Mind to our clients. 84 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S Launched in 2012, VacationOwnership.com is part of Vacation Hotdeal Companies Inc., the timeshare industry’s proven leader in innovative secondary market services. Through the targeted use of its multiple brands, the company provides timeshare resale and rental services for consumers as well as customized resale and rental solutions to resorts, HOAs, developers, and management companies. Initially established in 2003 under the brand SellMyTimeshareNOW LLC, the company’s goal was to fill an underserved need in the secondary marketplace by offering an easily accessible, effective way for consumers to buy, rent, or sell timeshare via by-owner advertising on the internet. In 2006, the company expanded its services to include licensed timeshare brokerage, establishing Timeshare Broker Services of Florida, LLC. In 2008, Vacation Hotdeal Companies, Inc. acquired both SellMyTimeshareNOW and Timeshare Broker Services. After six years of self-funded operations, the company took on investment funding. Consistent with the ongoing strategy of Edison Venture Fund to invest in high-growth, entrepreneurial technology organizations, Edison identified Vacation Hotdeal Companies as a forward-thinking, disruptive technology company. In January 2009, Edison became the company’s sole institutional investor providing $10 million in venture capital. In 2012, Edison Venture Fund sold its equity interest through a merger transaction with Vacation Innovations, LLC. As part of Vacation Hotdeal Companies Inc., VacationOwnership.com announced its strategic partnership with Vacation Innovations, LLC. The merger creates one of the world’s largest resale timeshare and vacation ownership marketing companies with a remarkable capacity to expand the use of next-generation technology in vacation ownership resales and vacation rentals. Through a corporate division known in the timeshare industry as Vacation Property Solutions (part of VacationOwnership.com), the company offers its industry clients dedicated phone lines, customized landing pages, and trained and knowledgeable resale professionals and licensed real estate Brokers to conscientiously represent each client’s brand. The company’s unique bespoke services make it easier for resorts and others in vacation ownership to consolidate resale or rental inventory, stabilize timeshare values, and protect pricing integrity. Developers who work with VacationOwnership.com resolve the challenge of owners who need Jason Tremblay Jason Tremblay, Founder and Chief Executive Officer VacationOwnership.com and SellMyTimeshareNOW.com 100 Domain Drive, Suite 105 Exeter, NH 30833 603.516.0200 phone 603.590.6674 fax jasontremblay@ vacationownership.com VACATIONOWNERSHIP.COM www.VacationOwnership.com to sell and in the process enhance customer satisfaction and build stronger brand loyalty. In 2011, VacationOwnership.com took its partnership services with the vacation ownership industry a step further; launching what is essentially the first MLS for timeshares, the Partner Portal Program. Anyone with clean, rentable or salable properties, including homeowners associations (HOAs), timeshare Brokers, real estate Brokers, resale companies, and management companies, can easily upload their ads using the Partner Portal, enabling them to benefit from the strength and visibility of the Vacation Hotdeal Companies marketing platform. Jason Tremblay is the founder and CEO of Vacation Hotdeal Companies and leads a team whose backgrounds include timeshare development, real estate brokerage, traditional and online marketing, and timeshare sales, rentals, and resales. The company’s high-visibility websites attract more than 1.7 million pageviews per month. By 2008 and 2009, the company had been honored on the Inc. 500 and Inc. 5000 Lists as one of the fastest growing, privately held companies in America. In further efforts to strengthen product confidence within the vacation ownership industry, in 2009 the company hired the legal firm of Baker Hostetler to vet and affirm that its business practices were in full compliance with Florida real estate brokerage laws. Today Vacation Hotdeal Companies, Inc. has offices in New Hampshire and in Florida and employs more than 100 vacation ownership professionals and real estate Brokers. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 85 WEBER MERRITT, LLC Bernie Merritt Partner 414 N. Washington Street Suite 301 Alexandria, VA 22314 703.299.2600 phone bmerritt@webermerritt.com www.webermerritt.com About Weber Merritt Public Affairs: For more than 16 years, Weber Merritt LLC, has delivered smart, integrated public affairs, grassroots and media relations campaigns. From constituent mobilization and legislative advocacy to public relations and corporate positioning, our team will help you achieve tangible results. Over the years, we have helped Fortune 500 companies, trade associations, nonprofits and corporate executives advance their issues, interests and reputations in the public arena. At Weber Merritt, we focus on understanding what makes each client unique and using those insights to develop focused and effective strategies. Whether you need to influence opinions in Washington or in your own backyard, launch a product or build visibility for an executive, our campaigns are tailor-made to fit your situation, your issue and your definition of victory. And the people who design and implement winning campaigns for you are the same people you meet in our first interview: seasoned strategists who work together seamlessly. 86 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S Twitter: http://twitter.com/#!/welkresorts www.welkresort.com Jon Fredricks is president of the Welk Resorts, one of the most respected independent brands in the vacation ownership industry. Grandson of the late Lawrence Welk, the famous bandleader and television icon, who founded the company, he is married to his wife Tracy for over 20 years and has four children — Nate, Ben, Oliver and Faith. An astute business strategist and financial planner, Fredricks oversees seven flagship Welk properties and with his more than 20 years of experience in hospitality, real estate and finance, has helped the company realize unprecedented development by fostering profitable expansion projects and internal corporate growth. Fredricks earned a bachelor’s degree in urban planning from UCSD, is a graduate of Union Bank’s commercial lender training program, is an American Hotel & Lodging Association Certified Hotel Administrator and is a Registered Resort Professional as well as being a member and past-Chairman of the board of ARDA. The Welk Resorts family of over 1,300 associates provides vacation memories to cherish for a lifetime; a mission reflective of deeply held company values of family, tradition, integrity and quality. Welk Resorts has experiential timeshare resorts in top vacation destinations including its flagship property Welk Resort San Diego, with three vacation ownership communities on the property – Welk Resort Villas, Villas On The Greens and Mountain Villas, along with Welk Resort Branson – The Lodges At Timber Ridge – in Missouri; Welk’s Desert Oasis in Palm Springs and Welk Cabo – Sirena Del Mar – in Cabo San Lucas, Mexico, and three new acquisitions: Breckenridge, CO; Northstar Lodge, Tahoe (Truckee), CA; Kauai, HI (future project). Its resorts have a mix of activities for all ages — golf courses, live theaters, themed recreation centers, waterslides, splash pads, trails, great ski opportunities, retail centers and restaurants. Welk Resorts sells a multi-site, points-based timeshare interest, and is known for achieving among the highest owner service and product quality scores in the industry. Welk Resorts - Sirena Del Mar on the Sea of Cortez in Cabo San Lucas, Mexico was recently named amongst Best-Reviewed Hotels on Expedia’s 2013 Insiders’ Select List ranked Welk Resorts Sirena Del Mar #7 in the world in 2013. Trip Advisor ranked Welk Resorts Sirena Del Mar in the Top 25 Hotels in Mexico in 2013. Jon Fredericks, RRP WELK RESORTS Facebook: www.facebook.com/WelkResorts President 300 Rancheros Drive Suite 450 San Marcos, CA 92069 760.481.7777 phone 760.481.7770 fax jfredricks@welkgroup.com through the use of the organization-wide service model, i-Serve (Stewardship, Empowerment, Resolve, Verve and Exceed), but also enhance associates’ personal lives through improved leadership, communication and out-come focus. The result is the creation of strong values, service commitments and empowered associates who deliver on vacation memories to cherish for a lifetime. The outcome for Welk Resort’s owners and guests is high service levels and exceptional resort quality — RCI Gold Crown, Interval International Premier status and among the highest Trip Advisor and Expedia ratings in the industry. Welk Resorts launched an employee stock ownership plan in 2012, which enables its associates to share in its success. The veteran executive management team at Welk Resorts includes: Glen Clinton (Senior Vice President of Resort Operations); Jeffrey Edwards (Senior Vice President of Development); Tracy Ward (Vice President of Corporate Culture); Ira Kristol (Senior Vice President of Operations), Sam Ray (Senior Vice President of Marketing), Jennifer Robinson (Treasurer), Mary Obidinski (In-House Counsel), Carisa Azzi (Senior Vice President and CFO), and Michael Gehrig (President of Sales & Marketing). This team has grown revenue since 2007 by over 27%; providing a solid foundation of high credit-quality, profitable new business expansion; continuing to make first-generation tours work. Welk Resorts has an associate-centric culture. It has created an environment that fosters wellbeing, and is focused on the needs and development of its family of associates. This is accomplished by providing a variety of programs focused on growth and innovation; trust, transparency and teamwork; and the Welk family. These programs enrich not only the professional lives of Welk associates T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 87 WELLINGTON FINANCIAL Ronald M. Goldberg President 1706 Emmet Street N, Suite 2 Charlottesville,VA 22901 434.295.2033 phone 434.295.1005 fax rgoldberg@wellington-financial.com www.wellington-financial.com Wellington Financial was founded by Irwin LePow in 1981 to fill the void for financial products specifically tailored to the vacation ownership industry. Wellington offers a full range of loan programs to address all needs of the vacation ownership developer and continues to be an industry leader in creating innovative financing programs. Since its inception, Wellington has acted as a correspondent for most of the major industry lenders. Since 1995, Wellington has worked with Liberty Bank to create a dedicated vacation ownership lending program, expanding the bank’s then-existing timeshare program to include acquisition, development, construction, and inventory financing, as well as mezzanine debt and equity. Currently, Wellington is the exclusive correspondent for Liberty Bank’s Resort Finance group, acting as the bank’s originator and front-end loan servicer. Both Wellington and Liberty Bank have financed the timeshare industry continuously for over 30 years. Wellington, through its relationship with Liberty, offers vacation ownership developers access to one of the few full-service banks lending to the vacation ownership industry, bringing bank rates to an arena usually reserved for finance companies. More information about Wellington’s financing programs may be found at www.wellington-financial.com. Wellington Financial is currently led by Ronald M. Goldberg, who was appointed President in 2004. Mr. Goldberg has been in the industry since 1998, when he started his career at Wellington as an executive, and is committed to supporting the industry, demonstrated through Wellington’s current ARDA Convention Sponsorship. Mr. Goldberg was elected to ARDA’s Board of Directors in 2009. 88 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S Adam Schwartz 6277 Sea Harbor Drive Orlando, FL 32821 407.626.5200 phone 407.370.5292 fax Franz.Hanning@wyn.com 6277 Sea Harbor Drive Orlando, FL 32821 407.626.5200 phone 407.370.5292 fax Adam.Schwartz@wyn.com www.WyndhamWorldwide.com As the world’s largest developer and marketer of flexible, pointsbased vacation ownership products, Wyndham Vacation Ownership has developed or acquired more than 185 vacation ownership resorts throughout North America, Mexico, the Caribbean and the South Pacific, which constitute more than 23,000 condominium-style individual vacation ownership units. Wyndham Vacation Ownership has more than 900,000 owner families worldwide. Wyndham Vacation Ownership’s diverse and extensive portfolio makes it a vacation ownership powerhouse. In 1991, the company revolutionized the traditional timeshare model with the advent of credits/points-based ownership, giving it a strong competitive advantage and a larger ownership base than any other in the industry. Innovations in product development, such as the Wyndham Asset Affiliation Model (WAAM), a new fee-forservice model that enables the company to leverage its sales and marketing channels to sell existing, high quality inventory without using significant amounts of capital, have allowed the company to continue to expand with new vacation ownership resorts in some of the world’s most popular locations. The company’s five consumer-facing brands, CLUB WYNDHAM®, WorldMark® by Wyndham, Wyndham Vacation Resorts Asia Pacific, Shell Vacations and Margaritaville Vacation Club have expansive resort portfolios. WorldMark by Wyndham owners have access to a network of drive-to and exotic resorts across the United States as well as in Canada, Mexico and Fiji, while CLUB WYNDHAM offers resorts in popular destinations in the United States and the Caribbean. With resorts in Australia, New Zealand, Tasmania and Fiji, Wyndham Vacation Resorts Asia Pacific continues to expand the company’s presence in the lucrative South Pacific market. Shell Vacations owners have access to resorts in desirable locations in the United States, Canada and Mexico. Wyndham Vacation Ownership is a member of the Wyndham Worldwide (NYSE:WYN) family of companies. As one of the world’s largest hospitality companies, Wyndham Worldwide offers individual consumers and business-to-business customers a broad suite of hospitality products and services across various accommodation alternatives and price ranges through its premier portfolio of world-renowned brands. Wyndham Worldwide has already begun leveraging its portfolio to bring even greater value to its guests. From the introduction of new mixed-used resorts combining traditional hotels with vacation ownership units to brand-wide advertising and promotional programs, the company continues to expand its reach in the competitive travel marketplace. WYNDHAM VACATION OWNERSHIP, INC. Franz Hanning A 30-year industry veteran, Franz Hanning is President and CEO of Wyndham Vacation Ownership and leads its more than 15,000 employees from the company’s headquarters in Orlando, Fla. Hanning is responsible for all management, operations, strategic planning and growth initiatives for Wyndham Vacation Ownership. As Chief Communications Officer, Adam Schwartz is responsible for all branding and communications programming at Wyndham Vacation Ownership including brand management, corporate communications, sports marketing, web and social media. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A 89 WYNDHAM WORLDWIDE Inn & Suites®, Microtel Inns & Suites by Wyndham®, Hawthorn Suites by Wyndham®, TRYP® by Wyndham®, Howard Johnson®, Travelodge® and Knights Inn®. In addition, Wyndham Hotel Group has license agreements, through an affiliate, to franchise the Planet Hollywood® Hotels, Dream® Hotels and Night® brands and provide management services globally. Stephen P. Holmes Chairman and CEO 22 Sylvan Way Parsippany, NJ 07054 973.753.6100 phone 973.753.7009 fax www.WyndhamWorldwide.com Our Company As one of the world’s largest hospitality companies, Wyndham Worldwide offers a wide range of hospitality products and services for leisure and business travelers through its global portfolio of world-renowned brands. With iconic hotel brands, numerous timeshare resorts, vacation exchange network, and serviced vacation rental properties around the world, Wyndham Worldwide is dedicated to being the global leader in travel accommodations. Formed in 2006, Wyndham Worldwide is widely recognized as a global corporate leader for its workplace culture, sustainability leadership, diversity, integrity and innovation. Among its numerous accolades, the Company was recently named to the Dow Jones Sustainability North America Index for the first time, has been recognized among the top 100 greenest companies in America and number one among hotels and restaurants by Newsweek magazine, as FORTUNE Magazine’s most admired company in the hospitality industry, one of DiversityInc’s Top 50 Companies for Diversity, and among the top 100 Most Ethical Companies by Ethisphere. Additionally, each of its businesses has received numerous recognitions for product and service innovations. Headquartered in Parsippany, New Jersey, Wyndham Worldwide employs over 32,500 associates around the globe. Our Business The world’s largest hotel company based on number of properties, Wyndham Hotel Group is home to many of the world’s best-known hotel brands, with approximately 7,480 hotels and 645,000 hotel rooms worldwide, encompassing: Wyndham Hotels and Resorts®, Ramada®, Days Inn®, Super 8®, Wingate by Wyndham®, Baymont Wyndham Exchange & Rentals is the worldwide leader in vacation exchange and the world’s largest professionally managed vacation rentals business, providing access to more than 107,000 vacation properties in approximately 100 countries. The vacation exchange business includes RCI®, the worldwide leader in vacation exchange, The Registry Collection®, the world’s largest luxury exchange program, and Endless Vacation Rentals®. The vacation rentals business is comprised of a diverse and celebrated collection of rental brands offering professionally managed cottages, villas, condos, apartments, private homes, park lodges, boats and camping accommodations across more than 600 unique destinations worldwide. Each year, Wyndham Exchange & Rentals provides more than 5 million leisure-bound families with vacation exchange and rentals services and products. The industry and timeshare ownership market leader, Wyndham Vacation Ownership develops, markets, and sells vacation ownership interests and provides consumer financing to owners through its five primary consumer brands, CLUB WYNDHAM®, WorldMark® by Wyndham, Wyndham Vacation Resorts Asia Pacific, Shell Vacations Club and Margaritaville Vacation Club, which comprise a network of more than 191 vacation ownership resorts serving more than 907,000 owners throughout the United States, Canada, Mexico, the Caribbean, and the South Pacific. Our Strengths • Strong and diverse portfolio of global, well-recognized brands • Industry-leading positions across all our business segments • Diversity of inventory, customer base, product offerings, and geography • Stable revenues and earnings from diverse sources • Strong and experienced management team grounded in our core values and Count On Me! service culture. For more information, please visit www.WyndhamWorldwide.com. Stephen P. Holmes Stephen P. Holmes has served as Chairman and CEO of Wyndham Worldwide since its listing on the New York Stock Exchange in 2006. Prior to the creation of Wyndham Worldwide, Mr. Holmes served in various leadership positions in the hospitality and financial services industries, including vice chairman and member of the board of directors of Cendant Corporation, where he oversaw Cendant’s hotel franchise, vehicle rental, timeshare development, timeshare exchange and vacation rental business. Mr. Holmes was also executive vice president and CFO of HFS, and managing director of The Blackstone Group. He began his career as a Certified Public Accountant with Deloitte. In addition to his position at Wyndham Worldwide, Mr. Holmes serves as a Vice Chairman of the World Travel & Tourism Council and the Travel Business Roundtable. He is also a member of the Board of Trustees of Bucknell University, and was honored as the 2007 Hall of Leaders inductee by the U.S. Travel Association. 90 ARDA 2014 TRUS T EE M EM B E R COM P A NIE S Herbert “Butch” Patrick, Jr. Chief Executive Officer & Co-founder One Vance Gap Road Asheville, NC 28805 828.348.2505 phone 828.348.2506 fax dclayton@zhcompany.com President & Co-founder One Vance Gap Road Asheville, NC 28805 828.348.2505 phone 828.348.2506 fax bpatrick@zhcompany.com Zealandia Holding Company, Inc. is a diversified company that has continuously expanded its offerings to timeshare owners and homeowners associations through its family of subsidiaries dedicated to focusing on specific aspects of the vacation ownership industry such as sales and marketing, member services, financing, collections, sailing vacations and property management. Zealandia Holding Company was founded in 2000 by Don Clayton and Butch Patrick, Chief Executive Officer and President, respectively. Both principals have been active in the vacation ownership industry for over 30 years. T R U S T E E M E M B E R C O M P A N I E S 2 0 1 4 ARD A ZEALANDIA HOLDING COMPANY, INC. Donald K. Clayton 91 2014 TRUSTEE MEMBERS DIRECTORY American Resort Development Association 1201 15th Street, NW Suite 400 Washington, DC 20005 202.371.6700 phone • 202.289.8544 fax www.arda.org www.VacationBetter.org