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Delivering a Travel Management Portfolio That You Are Proud OfINVESTMENT MANAGEMENT TRAVEL

AN ASSET TO RELY ON: INVESTMENT MANAGEMENT TRAVEL DONE RIGHTChoosing the right travel provider is key to perfecting your business portfolio. The need to partner with an expert in the sector—someone who is sensitive to your exact needs, truly understands the pressures faced and implicitly proves their trust—is essential. For more than 35 years, TAG has redefined the standards in investment management travel to provide the award-winning service and expert partnership you deserve. At TAG, we organize travel for the biggest names on the planet as well as top C-suite and private equity executives. Our purpose is to transform your business travel by delivering reliable, flexible and high-touch services, 24/7/365. From navigating logistics to managing traveler security and controlling cost, TAG’s commitment to efficiency, accuracy and confidentiality ensures all parties arrive at their destination safely and ready for business. As a dynamic team of trailblazers, TAG Travel Specialists work tirelessly and diligently behind the scenes to coordinate all global business travel logistics for you—simplifying your travel booking experience in the process. Powered by people, TAG’s agile experts are equipped with the skills and contacts to make even the most complex requests achievable. Our promise to you is that our high-touch, personalized approach means that you will experience tailor-made investment management travel—built in partnership with you to ultimately free up your time and keep your budget in check.Our People (TAGstars) Recruiting the Best TalentTAG is truly unmatched when it comes to navigating intricate travel logistics and catering to the needs of the investment management industry—and this all starts with our people. Employing and developing the right talent with a genuine “can do” attitude is the foundation for everything that we do. Providing ongoing, tailored training and efficient tools means our team stays happy and continuously goes the extra mile for clients. As acclaimed staff, they surpass the usual range of travel agency services to ensure you have the ultimate experience. TAG clients benefit by collaborating with these individuals—many of whom have worked alongside notable names for years.Our ProactivenessStrategic Account ManagementBuilding upon our exceptional care for your travelers, we also go above and beyond to meticulously oversee your account. We provide each client with a Strategic Account Manager and access to an Executive Sponsor to ensure goals are met and all aspects of your travel are running smoothly. They also proactively seek improvements to your program, guide you through product and service updates, as well as commit to securing optimal cost savings.Our ExclusivityBest-in-Class Rates & Expert NegotiationMore than three decades of experience in VIP and C-Suite travel has established TAG as a trusted partner with many suppliers across the planet. Through a curated network of global connections, we offer best-in-class rates to keep your spending to a minimum. TAG’s team of expert negotiators will do all the heavy lifting across airlines, hotel or other accommodations, rental car and other suppliers; leave it to us to provide you with unrivaled travel rates so you can focus on your day-to-day tasks before cut-off time.

AN ASSET TO RELY ON: INVESTMENT MANAGEMENT TRAVEL DONE RIGHTChoosing the right travel provider is key to perfecting your business portfolio. The need to partner with an expert in the sector—someone who is sensitive to your exact needs, truly understands the pressures faced and implicitly proves their trust—is essential. For more than 35 years, TAG has redefined the standards in investment management travel to provide the award-winning service and expert partnership you deserve. At TAG, we organize travel for the biggest names on the planet as well as top C-suite and private equity executives. Our purpose is to transform your business travel by delivering reliable, flexible and high-touch services, 24/7/365. From navigating logistics to managing traveler security and controlling cost, TAG’s commitment to efficiency, accuracy and confidentiality ensures all parties arrive at their destination safely and ready for business. As a dynamic team of trailblazers, TAG Travel Specialists work tirelessly and diligently behind the scenes to coordinate all global business travel logistics for you—simplifying your travel booking experience in the process. Powered by people, TAG’s agile experts are equipped with the skills and contacts to make even the most complex requests achievable. Our promise to you is that our high-touch, personalized approach means that you will experience tailor-made investment management travel—built in partnership with you to ultimately free up your time and keep your budget in check.Our People (TAGstars) Recruiting the Best TalentTAG is truly unmatched when it comes to navigating intricate travel logistics and catering to the needs of the investment management industry—and this all starts with our people. Employing and developing the right talent with a genuine “can do” attitude is the foundation for everything that we do. Providing ongoing, tailored training and efficient tools means our team stays happy and continuously goes the extra mile for clients. As acclaimed staff, they surpass the usual range of travel agency services to ensure you have the ultimate experience. TAG clients benefit by collaborating with these individuals—many of whom have worked alongside notable names for years.Our ProactivenessStrategic Account ManagementBuilding upon our exceptional care for your travelers, we also go above and beyond to meticulously oversee your account. We provide each client with a Strategic Account Manager and access to an Executive Sponsor to ensure goals are met and all aspects of your travel are running smoothly. They also proactively seek improvements to your program, guide you through product and service updates, as well as commit to securing optimal cost savings.Our ExclusivityBest-in-Class Rates & Expert NegotiationMore than three decades of experience in VIP and C-Suite travel has established TAG as a trusted partner with many suppliers across the planet. Through a curated network of global connections, we offer best-in-class rates to keep your spending to a minimum. TAG’s team of expert negotiators will do all the heavy lifting across airlines, hotel or other accommodations, rental car and other suppliers; leave it to us to provide you with unrivaled travel rates so you can focus on your day-to-day tasks before cut-off time.

LOS ANGELESNEW YORKORLANDOATLANTANASHVILLEMANCHESTERLONDONRIYADHSINGAPOREDARWINMELBOURNESYDNEYCANBERRAGOLD COAST(at Village Roadshow Studios) HONG KONGAUCKLANDWELLINGTONPERTHADELAIDECAPE TOWNPhysical Location Satellite LocationWith an expansive reach across the world, TAG proudly supports clients from twenty locations. Our global influence and trusted supplier relationships will positively impact your next trip.TWENTYGLOBAL LOCATIONSDOING OUR PART, TOGETHERSustainabilityTravel emissions directly contribute to climate change; count on TAG to help your business become net-zero in carbon neutrality. We manage your company’s environmental and social impact through responsible planning, reporting, analysis and offsetting—so you don’t have to.

LOS ANGELESNEW YORKORLANDOATLANTANASHVILLEMANCHESTERLONDONRIYADHSINGAPOREDARWINMELBOURNESYDNEYCANBERRAGOLD COAST(at Village Roadshow Studios) HONG KONGAUCKLANDWELLINGTONPERTHADELAIDECAPE TOWNPhysical Location Satellite LocationWith an expansive reach across the world, TAG proudly supports clients from twenty locations. Our global influence and trusted supplier relationships will positively impact your next trip.TWENTYGLOBAL LOCATIONSDOING OUR PART, TOGETHERSustainabilityTravel emissions directly contribute to climate change; count on TAG to help your business become net-zero in carbon neutrality. We manage your company’s environmental and social impact through responsible planning, reporting, analysis and offsetting—so you don’t have to.

TAGDIGITALSUITECapture travel data, no matter where it’s bookedSee consolidated travel data on a single dashboardEasily book air, rail, hotel and car using one online booking toolMake policy compliance easy for employeesGive employees the freedom to book travel on their ownSAP Concur solutions and our extensive network of travel suppliers can help you create an automated, integrated travel system that will help you achieve all of your travel and expense goals.See the entirety of your TAGdigital tools in one online dashboard with TAGanalytics+.Consistent headline KPIs - spend, ticket/nights, ATP/ADR, policy compliance and missed savingsProvides a quick and clear overview of the performance for the given product and reporting periodCompare air, hotel and car spendDynamic data and customizable reportingGiven the current global climate, ensuring traveler safety is more vital than ever. TAGsafeguard+ brings a sense of calm to your world.Track travelersMonitor and rate developing risksReal-time alerts to minimize disruptionAs an essential travel companion, TAGgo will give you real-time access to all your travel information, right in the palm of your hand.Single sign-onPersonalized date/time zone and currencyVisa requirementsFlight details and mobile check-insBeing able to understand your travel program and have access to the most recent data whenever and wherever you need it is critical to staying on track. Our full technology suite, TAGdigital, offers TAG clients access to unrivaled systems and is consistently adapted to best suit the needs of our clients.

TAGDIGITALSUITECapture travel data, no matter where it’s bookedSee consolidated travel data on a single dashboardEasily book air, rail, hotel and car using one online booking toolMake policy compliance easy for employeesGive employees the freedom to book travel on their ownSAP Concur solutions and our extensive network of travel suppliers can help you create an automated, integrated travel system that will help you achieve all of your travel and expense goals.See the entirety of your TAGdigital tools in one online dashboard with TAGanalytics+.Consistent headline KPIs - spend, ticket/nights, ATP/ADR, policy compliance and missed savingsProvides a quick and clear overview of the performance for the given product and reporting periodCompare air, hotel and car spendDynamic data and customizable reportingGiven the current global climate, ensuring traveler safety is more vital than ever. TAGsafeguard+ brings a sense of calm to your world.Track travelersMonitor and rate developing risksReal-time alerts to minimize disruptionAs an essential travel companion, TAGgo will give you real-time access to all your travel information, right in the palm of your hand.Single sign-onPersonalized date/time zone and currencyVisa requirementsFlight details and mobile check-insBeing able to understand your travel program and have access to the most recent data whenever and wherever you need it is critical to staying on track. Our full technology suite, TAGdigital, offers TAG clients access to unrivaled systems and is consistently adapted to best suit the needs of our clients.

INVESTING IN LIMITLESS POSSIBILITIESGlobal business travel is complex, fast-paced, unpredictable and requires meticulous detail;that’s why truly understanding the nuances of investment management is critical in achieving seamless travel experiences. You deserve a trusted partner who thinks outside of the box—ultimately getting you where you need to be—while remaining one step ahead, proactively mitigating each and every risk. TAG’s extensive travel knowledge, strategic thinking and experience-driven approach has been key to our multitude of success when working within the investment management sector. Beginning on day one, our specialization allows us to add immense value and means we can deliver on our promise to bring you and your travelers first-class experiences, time and time again. From the booking process all the way through to arriving home, our promise to you is to deliver exceptional, top-quality services—making your business travel go off without a hitch.Online Booking & Expense ManagementStrategic Account ManagementFlights (Including Charter)All HousingMeet & GreetGround Transportation & Ancillary TravelDesignated Investment Management Travel SpecialistsPre-Trip BudgetingSeparate Group Check-InSustainability FocusedExpert NegotiationDetailed Hotel RidersFull Advancing Minimizing AttritionConcierge ServicesPCI CompliantEnhanced Hotel BenefitsComplex Data Capture24/7, In-House Emergency TeamPre-Key Hotel Check-InFinancial Roadshow SpecialistsInvestment Management BenchmarkingComplete Risk Management

INVESTING IN LIMITLESS POSSIBILITIESGlobal business travel is complex, fast-paced, unpredictable and requires meticulous detail;that’s why truly understanding the nuances of investment management is critical in achieving seamless travel experiences. You deserve a trusted partner who thinks outside of the box—ultimately getting you where you need to be—while remaining one step ahead, proactively mitigating each and every risk. TAG’s extensive travel knowledge, strategic thinking and experience-driven approach has been key to our multitude of success when working within the investment management sector. Beginning on day one, our specialization allows us to add immense value and means we can deliver on our promise to bring you and your travelers first-class experiences, time and time again. From the booking process all the way through to arriving home, our promise to you is to deliver exceptional, top-quality services—making your business travel go off without a hitch.Online Booking & Expense ManagementStrategic Account ManagementFlights (Including Charter)All HousingMeet & GreetGround Transportation & Ancillary TravelDesignated Investment Management Travel SpecialistsPre-Trip BudgetingSeparate Group Check-InSustainability FocusedExpert NegotiationDetailed Hotel RidersFull Advancing Minimizing AttritionConcierge ServicesPCI CompliantEnhanced Hotel BenefitsComplex Data Capture24/7, In-House Emergency TeamPre-Key Hotel Check-InFinancial Roadshow SpecialistsInvestment Management BenchmarkingComplete Risk Management

EXECUTING TOP-TIER TRAVEL LOGISTICS FOR LONG-TERM SATISFACTIONPrioritizing Decision MakersAt TAG, we understand that booking complex travel is only one element of an Executive Assistant’s busy and high-pressure role. That’s why we created a dedicated investment management division, complete with expert Travel Specialists that possess the in-depth knowledge, attention to detail and proactive initiative to meet your travelers’ every request. Let our team handle the urgent and ever-changing needs of your travel program, eliminating your distractions and freeing you up to focus on all other tasks at hand.Around-the-Clock SupportTAG24 is our global, award-winning, in-house emergency team, dedicated to assisting VIP travelers in emergency situations outside of normal office hours. TAG24 operates on the same technology as your dedicated team which allows them to have full visibility of all travel reservations, passenger profiles and client travel policies, as well as client-specific fares and rates.Distinctly DiscreetYour privacy and security mean just as much to us as they do to you; that’s why we are trusted in delivering highly discreet services. Backed by PCI compliance, TAG Investment Management Travel Specialists are extremely experienced at maintaining confidentiality and navigating business travel to ensure your security comes first. When you partner with TAG, your travelers will have confidence knowing that any details will remain top secret.Redefining ImpossibleWhen it comes to details, we thrive in manifesting solutions in seemingly impossible scenarios. From meet and greets to specific suite modifications; blocking airline seats to setting up Apple TV and logging in; pre-setting specific brands of candles in the room and lighting before the guest arrives to arranging butlers to unpack clothes, TAG Travel Specialists have seen it all. Creative thinking is where our people shine most—ultimately making the impossible, possible to give you a VIP treatment unlike any other.

EXECUTING TOP-TIER TRAVEL LOGISTICS FOR LONG-TERM SATISFACTIONPrioritizing Decision MakersAt TAG, we understand that booking complex travel is only one element of an Executive Assistant’s busy and high-pressure role. That’s why we created a dedicated investment management division, complete with expert Travel Specialists that possess the in-depth knowledge, attention to detail and proactive initiative to meet your travelers’ every request. Let our team handle the urgent and ever-changing needs of your travel program, eliminating your distractions and freeing you up to focus on all other tasks at hand.Around-the-Clock SupportTAG24 is our global, award-winning, in-house emergency team, dedicated to assisting VIP travelers in emergency situations outside of normal office hours. TAG24 operates on the same technology as your dedicated team which allows them to have full visibility of all travel reservations, passenger profiles and client travel policies, as well as client-specific fares and rates.Distinctly DiscreetYour privacy and security mean just as much to us as they do to you; that’s why we are trusted in delivering highly discreet services. Backed by PCI compliance, TAG Investment Management Travel Specialists are extremely experienced at maintaining confidentiality and navigating business travel to ensure your security comes first. When you partner with TAG, your travelers will have confidence knowing that any details will remain top secret.Redefining ImpossibleWhen it comes to details, we thrive in manifesting solutions in seemingly impossible scenarios. From meet and greets to specific suite modifications; blocking airline seats to setting up Apple TV and logging in; pre-setting specific brands of candles in the room and lighting before the guest arrives to arranging butlers to unpack clothes, TAG Travel Specialists have seen it all. Creative thinking is where our people shine most—ultimately making the impossible, possible to give you a VIP treatment unlike any other.

Rest assured knowing that TAG’s Investment Management Travel Specialists will help your travel stay on track—getting you and your travelers where you need to be, and when.To learn more about our expert Investment Management Team, contact TAG at salesUS@tag-group.com to arrange a consultation.Version 1.0 | 09.19.2024WHERE IMPOSSIBLE BECOMES POSSIBLEWebsite | tag-group.comFacebook | tagtravelgroupInstagram | tagtravelgroupLinkedIn | tagtravelgroup