touchstone active management academy

Welcome to the Touchstone Active Management Academy

Held exclusively for Raymond James Advisors

The University of Notre Dame • Mendoza College of Business
Stayer Center for Executive Education
October 11 & 12, 2022


Our VIP event welcomes you to the Sands Capital Management headquarters.


Sands Capital Management
1000 Wilson Boulevard, Suite 3000
Arlington, Virginia 22209


Morris Inn
1399 N Notre Dame Avenue
South Bend, IN  46617

Check-in: Sunday, October 23rd at 3:00 p.m.
Check-out: Monday, October 24th by 1:00 p.m.
(luggage can be left with concierge until you depart)

Tuesday, October 11, 2022

Corbett Family Hall
2010 Moose Krause Circle, The University of Notre Dame Campus

Time Event Location
4:00 - 5:30 p.m. Campus Tour (optional) Meet in Morris Inn Lobby
6:00 - 9:00 p.m. Welcome Reception & Dinner Seven on 9 Restaurant


Wednesday, October 12, 2022

Stayer Center for Executive Education
300 Stayer Center, The University of Notre Dame Campus

 Time Event Location
7:00 - 8:00 a.m. Breakfast – on your own (voucher given at check-in)
Morris Inn check-out by 11:00 a.m. – luggage can be left with concierge
Morris Inn, Rohr's or Café J
8:00 - 8:20 a.m.

Welcome to Active Management Deconstructed

8:20 - 10:00 a.m. Active Share and the Three Pillars of Active Management

10:00 -  10:10 a.m. Break  
10:10 - 11:00 a.m. Practical Application of Active Share and SCOPE

11:00 a.m. - 12:00 p.m. Hands-On Workshop - Evaluating Funds with Active Share Info
12:00 - 1:00 p.m. Lunch  Morris Inn, Private Dining Room
1:00 - 1:50 p.m. Challenging the Conventional Wisdom on Active Management
1:50 - 2:00 p.m. Break
2:00 - 2:50 p.m. Measuring Skills
2:50 - 3:00 p.m. Wrap-up


Up to 4 Continuing Education credits offered as part of your VIP experience.

martijn cremers

Martijn Cremers, Ph.D.

Martin J. Gillen Dean and the Bernard J. Hank Professor of Finance at The University of Notre Dame's Mendoza College of Business
tim riley

Tim Riley, Ph.D.

Assistant Professor
University of Arkansas 
Sam M. Walton School of Business

Tim Paulin

Tim Paulin, CFA

Senior Vice President
Investment Research and Product Management
Touchstone Investments


Please enjoy dinner and the Touchstone Active Management Academy in business casual attire.


Please call if you require assistance or have questions during your visit.

Onsite: Touchstone

Sharon Karp

The University of Notre Dame 

Wendy Durham

After Hours

AAA (Emergency)