CFA INSTITUTE EUROPEAN INVESTMENT CONFERENCE

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1 Hosted by CFA Society Netherlands 2016 CFA Institute. All rights reserved. CFA INSTITUTE EUROPEAN INVESTMENT CONFERENCE 7 8 November 2016 Hotel Okura Amsterdam, Netherlands SPONSORSHIP OPPORTUNITIES eic.cfainstitute.org

2 EVENT OVERVIEW Attracting delegates from more than 50 countries and regions,* the CFA Institute European Investment Conference is the annual must-attend gathering for Europe s leading portfolio managers, analysts, chief investment officers, and CEOs. With a world-class lineup of speakers and sessions designed and delivered by active practitioners, this unique conference offers supporting organisations extensive pre-event exposure and high-quality interaction with key industry personnel onsite. Topics covered will include: Europe s regulatory landscape: Navigating complex terrain Fintech: Implications for the investment profession Diversity: An economic case and moral imperative Investing in megatrends Innovations in asset allocation Generating returns in a low-interest-rate world The rise of robo-advisers *Number of individual countries represented by EIC delegates, About CFA Institute CFA Institute is the global community of 15,000 investment management professionals working to build an industry in which investors interests come first, financial markets function at their best, and economies grow. We are driven by the belief that lasting economic growth depends on trust, competence, and transparency in financial markets, and we know that it must be led by professionals who are ethically centered and professionally trained. In short, we are here to lead, support, and connect all who want to create a better investment profession. About CFA Society Netherlands CFA Society Netherlands is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry. Since 1999, the membership base has grown each year to over 800 members currently. Up until 2010, CFA Society Netherlands was strictly managed as a volunteer-only organization. In 2011, it established a staffed office in the Amsterdam area to provide professional support in the execution of its mission and to increase its local visibility. The membership base of CFA Society Netherlands is spread across the major cities in the country, most notably Amsterdam, Rotterdam, The Hague, and Utrecht. The membership base represents all subsectors in the financial industry, ranging from private banking to asset management and broker research. Top employers of CFA charterholders in Amsterdam: ING Group Rabobank NN Group N.V. ABN AMRO Bank N.V. APG Group Aegon Ernst & Young Van Lanschot The Citco Group LTD MN Services Achmea Holding NV PGGM We offer a world-class suite of educational offerings to employers, students, working professionals, and regulators who are shaping the future of finance. Through our formal educational programs, professional development courses, and global network of university partners, we aim to deepen financial expertise for the benefit of investors worldwide. Top employers of CFA Institute members globally: Bank of America Merrill Lynch BlackRock Citigroup Credit Suisse HSBC JPMorgan Chase Morgan Stanley Royal Bank of Canada UBS Wells Fargo

3 CONFERENCE DELEGATES Investment professionals attend the European Investment Conference to network with peers; attend educational sessions led by respected industry experts; and learn about new resources, products, and services that are available to assist their performance in their profession. Our conference delegates are primarily portfolio managers who have worked in the investment industry (mostly equity securities) for more than 20 years. Firms represented include wealth management firms, financial advisory firms, trust companies, and others involved in the management of private wealth. In 2015, 294 delegates attended the European Investment Conference held in London. Locations of Past Five CFA Institute European Investment Conferences 2011: Paris, France 2012: Prague, Czech Republic 201: London, United Kingdom 2014: London, United Kingdom 2015: London, United Kingdom The data below represent the demographic profile of delegates from the European Investment Conferences: 297 Average Delegate Attendance Region Delegate Occupation Portfolio Manager (27%) Chief-Level Executive (16%) Research Analyst (8%) Relationship Manager (7%) Manager of Managers (7%) Consultant (6%) Risk Manager (5%) Strategist (5%) Financial Advisor (4%) Other (15%) Primary Asset Base Europe, Middle East, and Africa (88%) Americas (10%) Asia Pacific (2%) Institutional (6%) Private (19%) Both (14%) Not Applicable (1%) Employer AUM (USD) > USD250 billion USD50 billion USD250 billion USD20 billion USD50 billion USD5 billion USD20 billion USD1 billion USD5 billion USD250 million USD1 billion < USD250 million Not applicable 10% 14% 7% 11% 8% 8% 9% % Buy Side/Sell Side Buy Side (52%) Sell Side (9%) Both (9%) Not Applicable (0%)

4 SPONSORSHIP OPPORTUNITIES PLATINUM SPONSORSHIP EUR 20,000 2 Available 12 Complimentary Delegate Passes The platinum sponsorship delivers the highest level of recognition throughout the European Investment Conference s marketing campaign and live program. As one of the two platinum sponsors, your firm receives premium brand exposure during the evening social program on Monday evening, the networking breakfasts and the morning program sessions on both days. Your firm will be recognised by the plenary session moderator during the morning sessions and a m x m exhibit space in a premium location will provide an elevated presence in the exhibit hall. Make an impression on conference delegates as they network by projecting your firm s presence throughout the duration of the event. GOLD SPONSORSHIP EUR 12,000 2 Available 8 Complimentary Delegate Passes The gold sponsorship delivers significant recognition through the European Investment Conference s marketing campaign and live program. As one of the two gold sponsors, your firm is able to make a lasting impression on conference delegates during the networking reception on Monday evening and the networking luncheons, which you will be co-hosting. Your firm also receives additional onsite conference branding (print and/or digital signage) and an elevated presence in the exhibit hall with a m x m exhibit space. SILVER SPONSORSHIP EUR 8,000 2 Available 6 Complimentary Delegate Passes As a silver sponsor, your firm enjoys premium-level recognition throughout the pre-conference marketing campaign and the conference. Silver sponsors receive a m x 2m exhibit space in a premium location and will be co-hosting all refreshment breaks on both days. EXHIBIT PROGRAM EXHIBIT EUR 5,500 5 Available 4 Complimentary Delegate Passes Exhibitors can generate strong sales leads and raise their firm s profile in the investment community through this effective opportunity to reach and interact face-to-face with industry decision makers and achieve business development goals. Display and market your firm s products directly to investment professionals. Morning and afternoon refreshment breaks will take place in the exhibit area.

5 SPONSORSHIP OPPORTUNITIES SPONSORSHIP OPPORTUNITIES SPONSORSHIP PROGRAM EXHIBIT PROGRAM PLATINUM GOLD SILVER EXHIBIT Price EUR 20,000 EUR 12,000 EUR 8,000 EUR 5,500 Quantity Available DELIVERABLES PRE-EVENT Digital recognition on the dedicated conference website s homepage Digital recognition in the conference website s supporter section One-time use of the pre-event mailing list Recognition in promotional s and/or print advertisements ONSITE Audible recognition from the speaker podium Branding displayed at the evening social program Branding at the networking breakfasts Branding displayed at the networking luncheons Branding displayed during the conference networking breaks Branding displayed during a Livestream broadcast session* Branding displayed during the morning program Complimentary delegate passes Exhibit stand** Full-page ad in the onsite event guide Recognition in onsite conference branding (print and/or digital signage) POST-EVENT One-time use of the post-event mailing list ADVERTISING Insertions in the daily CFA Institute Financial NewsBrief: Global Edition 5 Market Activity Print advertising in a CFA Institute member publication*** 1 Full-Page Ad 1 Half-Page Ad 40% discount 40% discount * As available ** Exhibit selection order is determined by the sponsorship level and the chronological order in which reservation forms are submitted *** CFA Institute Magazine or Financial Analysts Journal