SPONSOR & EXHIBITOR PROSPECTUS

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1 Digital Disruptions in Wealth Management The landscape of the wealth management industry is shifting rapidly beneath the feet of the industry s traditional players: They are facing more stringent regulations, demand for greater technology investments, declining profitability and a new class of competitors. These internal pressures are combined with changing client demographics, behavior and demands. An increasing understanding of the competitive threats and demand for change has set in around the industry. In Vest 2015 will bring the community together to both highlight the changes underway and offer thought leadership and a digital vision of the future. In Vest 2015 expects to attract 400-plus executives buyers and sellers from all facets of the wealth management industry. This event will bring the industry together to share robust content that covers all aspects of the changing industry and features an exhibit hall that showcases the future of wealth management technology from the perspective of both the endemic players in the industry and the upstart competitors disrupting the status quo. ATTENDEE PROFILE Wealth management platform providers Retail bank wealth management executives Private bank executives Broker-dealer executives Independent and regional advisory firm executives Online and discount brokerage executives Technology and service providers Venture capital investors Private equity investors Investment bankers Regulators and government officials ADVISORY BOARD DAVID CANTER EVP, PRACTICE MANAGEMENT AND CONSULTING FIDELITY INSTITUTIONAL WEALTH SERVICES SEB DOVEY PARTNER SCORPIO PARTNERSHIP JAKE FUENTES LEVEL MONEY CHRIS IVEY FOUNDER & CEO RIZM INDY REDDY CTO CITI PRIVATE BANK DAN SCHATT CHIEF COMMERCIAL OFFICER STOCKPILE JON STEIN BETTERMENT GAUTHIER VINCENT PRINCIPAL & US LEADER WEALTH MANAGEMENT DELOITTE CONSULTING HARDEEP WALIA MOTIF INVESTING 1

2 SPONSORSHIP OPPORTUNITIES PLATINUM SPONSOR: ONE AVAILABLE Program Participation Participation in event advisory board Inclusion in the agenda for one C-level speaking opportunity. Choice of Sponsoring: Tote Bag Conference Registration Opening Night Reception TRACK SPONSORSHIPS: THREE AVAILABLE (INVESTING, SAVINGS, ADVICE) TRACKS: INVESTING, SAVINGS, ADVICE Program Participation Exclusive sponsor of the track Executive from sponsoring company is named as track chairperson Track chairperson will introduce speakers for each session in the track Seat drop of sponsoring company s literature/offer in the track session room INCLUDED WITH ABOVE SPONSORSHIPS OPPORTUNITIES: Inclusion as sponsor in all advertising, marketing, and promotion of the Conference, including: - All conference advertising in American Banker and related publications SourceMedia will promote the sponsorship on the event s website, on-site with signage and with a pre-show broadcast Co-marketing SourceMedia will develop an for sponsor to deliver to their lists. Four (4) full-conference passes for sponsor employees Four (4) full sets of conference registration materials Attendee list two weeks prior and two weeks post the conference with name, title and postal mailing address Online investment platforms now have nearly $20 billion under management, a 65 percent increase over April

3 FOOD & BEVERAGE SPONSORSHIP OPPORTUNITIES OPENING RECEPTION: Sponsorship of Opening Reception Custom napkins with sponsor s logo distributed during the reception CONTINENTAL BREAKFAST: ONE AVAILABLE Branded décor during reception, including: - Premiums such as custom napkins, cups, etc., with company logo branded on each to be distributed in the reception area REFRESHMENT BREAKS (AM OR PM): ONE AVAILABLE Branded décor during break, including: - Premiums such as custom napkins, cups, etc., with company logo branded on each to be distributed during break SPEAKER/EXECUTIVE DINNER: (plus cost of dinner) Host an intimate dinner with key executives and industry thought leaders held within the conference venue or outside location. INCLUDED WITH ABOVE FOOD & BEVERAGE SPONSORSHIP OPPORTUNITIES: Inclusion as sponsor in some advertising, marketing, and promotion of the Conference, including: - All conference advertising in American Banker and related publications SourceMedia will promote the sponsorship on the event s website, on-site with signage and with a pre-show broadcast Co-marketing SourceMedia will develop an for sponsor to deliver to their lists. Two (2) full-conference passes for sponsor Two (2) complete sets of conference registration materials Attendee list two weeks prior and two weeks post the conference with name, title and postal mailing address Newcomers to the investment advisory world like Folio, Betterment, Jemstep, NestEgg Wealth, SigFig, Trizic and Motif Investing have all created institutional versions of their services outnumbering their peers that are consumer pure-plays. 3

4 A LA CARTE SPONSORSHIP OPPORTUNITIES TOTE BAG: Exclusive branding on tote bags handed out to all attendees at registration Opportunity to place one piece of marketing collateral piece or a gift inside each tote bag REGISTRATION: Officially welcome attendees to the conference Exclusive branding of the event registration including sponsor(s) logo on kick panels of the registration counters or a large welcome banner Sponsor(s) logo on custom badge lanyards distributed to all attendees One promotional insert within the conference bags WI-FI SPONSOR: Official host of Wi-Fi for all conference attendees. Sponsor s name and logo will be featured prominently in the log-in information distributed to attendees in the conference program, instruction cards at registration and elsewhere in the conference space. Company logo / header on homepage for the Wi-Fi service NOTEBOOK/PORTFOLIO & PEN: Sponsor logo displayed on custom notebook portfolios, distributed on-site to all attendees Opportunity to place a business card and literature inside portfolio SEAT COVER: Branded seat covers on all chairs in the main general session room. ROOM KEY SPONSORSHIP: Custom room key featuring company logo for attendees staying at the conference hotel MOBILE APP: Mobile Application puts your brand in the industry s hand. This free downloadable app will provide live updates, conference agenda, session and speaker information as well as exhibitor information Ask for more information about the benefits of this sponsorship. BOTTLED WATER: Water bottle distributed in the general session each day Company logo to be branded on each bottle distributed SEAT DROP SPONSORSHIP: 3 AVAILABLE Opportunity to place marketing material on each seat in the general session room CHARGING STATION: Customized kiosk, located at your booth, for attendees to charge their cell phones. INCLUDED WITH ABOVE A LA CARTE SPONSORSHIP OPPORTUNITIES: Inclusion as sponsor in some advertising, marketing, and promotion of the Conference, including: - All conference advertising in American Banker and related publications SourceMedia will promote the sponsorship on the event s website, on-site with signage and with a pre-show broadcast Co-marketing SourceMedia will develop an for sponsor to deliver to their lists. Two (2) full-conference passes for sponsor employees Two (2) full sets of conference registration materials Attendee list two weeks prior and two weeks post the conference with name, title and postal mailing address 4

5 THOUGHT LEADERSHIP/SPEAKING OPPORTUNITIES Consists of an in-depth minute presentation which is free to conference attendees. These executive sessions represent a fantastic opportunity for participants to gain an intimate knowledge of the host company s offerings. Presentations are in the form of either: INDUSTRY INNOVATION LUNCHEON SESSION (LUNCH): BREAKFAST BRIEFING: Breakfast or lunch will be provided for attendees depending on session type. Additional Offerings: Firm name or logo included in direct-mail brochure, if applicable Distribution of marketing piece in session room Right to invite customer and prospects on your behalf with an approved discount to attend the conference (for those not already registered for the event) Equipment includes: Podium Podium microphone LCD Projector Screen INCLUDED WITH ABOVE THOUGHT LEADERSHIP/ SPEAKING SPONSORSHIP OPPORTUNITIES: Inclusion as sponsor in some advertising, marketing, and promotion of the Conference, including: - All conference advertising in American Banker and related publications SourceMedia will promote the sponsorship on the event s website, on-site with signage and with a preshow broadcast Co-marketing SourceMedia will develop an for sponsor to deliver to their lists. Logo and 50-word company description included on conference website Signage promoting the sponsorship Two (2) full-conference passes for sponsor employees Two (2) full sets of conference registration materials Attendee list two weeks prior and two weeks post the conference with name, title and postal mailing address EXHIBITION SPONSORSHIP OPPORTUNITIES EXHIBIT: One (1) full conference passes Logo and 50-word company description included on conference website List of attendee names, titles, firms and mailing addresses Complete set of conference registration materials One (1) complimentary client guest pass additional passes will be discounted. SUPPORTING SPONSORSHIP (NO BOOTH): Two full (2) conference passes One digital ad to run in the general session room screens Logo and 50-word company description included on conference website List of attendee names, titles, firms and mailing addresses Complete set of conference registration materials One (1) complimentary client guest pass additional passes will be discounted. (Does not apply to individuals already registered) KIOSK SPONSOR: By invitation only. 20 Available. Kiosk presence in exhibit hall Opportunity for five minute live demo of product in general session Two full conference passes 5

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