70TH CFA INSTITUTE ANNUAL CONFERENCE

Transcription

1 206 CFA Institute. All rights reserved. 70TH CFA INSTITUTE ANNUAL CONFERENCE 2 24 May 207 Pennsylvania Convention Center Philadelphia, Pennsylvania, USA HOSTED WITH CFA SOCIETY PHILADELPHIA OPPORTUNITIES annual.cfainstitute.org

2 EVENT OVERVIEW The risks, opportunities, and challenges facing the global investment profession are as complex as ever, and investment professionals must remain current. If you attend only one investment conference each year, make sure it s the CFA Institute Annual Conference. The flagship CFA Institute Annual Conference rotates continents and is one of the investment industry s largest and longest-running educational gatherings of investment professionals, attracting as many as,800 delegates from 70 countries in prior years. Speakers include top economists, legendary investors, best-selling investment authors, and governmental and regulatory leaders who share insights on today s most critical investment issues, examine market trends, uncover new investment opportunities, and deliver practical investment advice. Conference topic areas include the following: Alternative investments Behavioral finance Derivatives Economics Equity investments Fixed income Leadership, management, and communication skills Portfolio management Private wealth management Standards, ethics, and regulations (SER) About CFA Institute CFA Institute is the global community of 3,000 investment management professionals working to build an investment 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 Philadelphia CFA Society Philadelphia is the 7th-largest CFA Institute member society in the United States and the 4th-largest worldwide with approximately 2,000 members. Top employers of CFA charterholders in CFA Society Philadelphia: Aberdeen Asset Management Inc. BlackRock JP Morgan Chase Janney Montgomery Scott Macquarie Group Morgan Stanley PNC Financial SEI Investments Vanguard Group Wells Fargo We offer a world-class suite of educational offerings to employers, students, working professionals, regulators, and journalists 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 + (434) 9-94 andy.jenkins@cfainstitute.org + (434) 9-27 roman.mcachren@cfainstitute.org

3 CONFERENCE DELEGATES Investment professionals from around the globe attend the CFA Institute Annual Conference to network with peers, attend educational sessions led by respected industry experts, and learn of new resources, products, and services that are available to assist their performance in their profession. Our conference delegates are primarily portfolio managers and institutional analysts who have worked in the investment industry (mostly equity and debt securities) for at least years. Firms represented include investment counselors and banks, pension funds, endowments and foundations, broker and dealers, insurance companies, commercial banks, and related businesses. Locations of Past Five CFA Institute Annual Conferences 202: Chicago, IL, USA 203: Singapore 204: Seattle, WA, USA 20: Frankfurt, Germany 206: Montréal, QC, Canada The delegate profile reflects aggregate data * from the past five CFA Institute Annual Conferences.,9 Average Delegate Occupation Portfolio Manager (32%) Chief-Level Executive (4%) Research Analyst (9%) Consultant (7%) Relationship Manager (7%) Manager of Mangers (%) Financial Adviser (%) Strategist (4%) Risk Managers (4%) Other (3%) Delegate Attendance Region Primary Asset Base Americas (6%) Europe, Middle East, and Africa (27%) Asia Pacific (2%) Institutional (3%) Private (32%) Both (3%) Not Applicable (20%) Employer AUM (USD) > USD20 billion USD0 billion USD20 billion USD20 billion USD0 billion USD billion USD20 billion USD billion USD billion USD20 million USD billion < USD20 million Not applicable 0% % 8% % 0% 8% 9% 33% Buy Side/Sell Side Buy Side (6%) Sell Side (8%) Both (8%) Not Applicable (23%) *Additional delegate information can be provided on request + (434) 9-94 andy.jenkins@cfainstitute.org + (434) 9-27 roman.mcachren@cfainstitute.org

4 PREMIUM S PLATINUM USD $6,000 2 Available 4 Complimentary Delegate Passes The platinum sponsorship delivers the highest level of recognition throughout the Annual Conference s global marketing campaign and live program. As one of the two platinum sponsors, your firm receives premium brand exposure during the closing conference reception on Tuesday evening, the opportunity to position your senior-level thought leadership among our delegates via a corporate presentation, and an elevated presence in the exhibit hall with a 20 x 20 booth space. Make an impression on conference delegates as they network by projecting your firm s presence throughout the duration of the event. GOLD USD $4,000 3 Available 2 Complimentary Delegate Passes The gold sponsorship delivers significant recognition throughout the Annual Conference s global marketing campaign and live program. As one of the three gold sponsors, your firm is able to make the first impression on conference delegates during the opening reception on Sunday evening. Your firm also receives the opportunity to position your senior-level thought leadership among our delegates via a corporate presentation and an elevated presence in the exhibit hall with a 20 x 0 booth space. SILVER USD $30,000 7 Available 8 Complimentary Delegate Passes As a silver sponsor, your firm enjoys premium-level recognition throughout the conference. Silver sponsors receive a 0 x 0 booth space and the opportunity to position their senior-level thought leadership among our delegates via a corporate presentation. PREMIUM OPPORTUNITIES PLATINUM GOLD SILVER Price USD $6,000 USD $4,000 USD $30,000 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 Branding displayed during the keynote s live broadcast on 2 May* Branding displayed during the opening keynote session on 2 May Complimentary delegate passes Corporate presentation opportunity Branding at the closing evening reception on 23 May Branding at the opening evening reception on 2 May Premium exhibit booth space** 20 x x 0 0 x 0 Audible recognition from the speaker podium 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 Print advertising in a CFA Institute member publication*** *Subject to speaker approval **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 0 Top Stories 2 Full-Page Ads 8 Top Stories Full-Page Ad 6 Top Stories + (434) 9-94 andy.jenkins@cfainstitute.org + (434) 9-27 roman.mcachren@cfainstitute.org

5 BRANDING OPPORTUNITIES CONFERENCE APP USD $20,000 Available Complimentary Delegate Passes Our conference app is the primary mechanism by which delegates choose sessions to attend and navigate around the conference. Put your company s products and services in the palm of more than,800 conference delegates. This exclusive sponsorship provides high-exposure placement in the app. Your company logo will be a permanent fixture on the landing page of the app and will link to the webpage of your choice. SPECIALTY COFFEE STATION USD $,000 Available Complimentary Delegate Passes SHOE SHINE USD $,000 Available Complimentary Delegate Passes As the specialty coffee station sponsor, your firm wakes up with conference delegates. The specialty coffee station features prominent signage and individually branded coffee cup sleeves and beverage napkins throughout the conference. This opportunity is limited to one sponsor. The Shoe Shine Station Sponsorship includes a branded space for conference delegates to sharpen their image and affords your firm the opportunity to engage with Annual Conference attendees in a unique way. The sponsor is promoted through branded signage and an opportunity to display their literature in the space. LANYARD TECHNOLOGY USD $,000 Available Complimentary Delegate Passes USD $,000 Available Complimentary Delegate Passes As the lanyard sponsor, your firm enjoys high visibility by co-branding each delegate lanyard with name tag. This opportunity is limited to one sponsor. As the highly visible technology sponsor, your firm connects directly with conference delegates by providing them with access to mobile device charging stations and internet kiosks. Delegates enjoy access to , stock updates, and web data without incurring international data fees. + (434) 9-94 andy.jenkins@cfainstitute.org + (434) 9-27 roman.mcachren@cfainstitute.org

6 BRANDING OPPORTUNITIES BRANDING OPPORTUNITIES CONFERENCE APP LANYARD SPECIALTY COFFEE STATION TECHNOLOGY SHOE SHINE Price USD $20,000 USD $,000 USD $,000 USD $,000 USD $,000 Quantity Available DELIVERABLES PRE-EVENT 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 Branded coffee cup sleeves and beverage napkins Branded signage at the specialty coffee station Branding displayed at the sponsored shoe shine station Brand recognition on back cover of the Event Pocket Guide Mention in the Conference App description in the App Store/Google Play Banner ad in lower bottom of the app Co-branding on official Conference App splash screen Co-Branding on each delegate nametag lanyard Branding on mobile device charging station and internet kiosks Complimentary delegate passes 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 Print advertising in a CFA Institute member publication* *CFA Institute Magazine or Financial Analysts Journal + (434) 9-94 andy.jenkins@cfainstitute.org + (434) 9-27 roman.mcachren@cfainstitute.org

7 BRANDING OPPORTUNITIES HYDRATION STATION USD $7,00 Available 3 Complimentary Delegate Passes NETWORKING LUNCHEON USD $8,000 2 Available 3 Complimentary Delegate Passes MORNING PROGRAMMING As the hydration station sponsor, your firm enjoys branding on all of the self-serve drinking water dispensers at the conference. There are more than 20 hydration stations available throughout the conference, and your firm s branding is displayed on each station. Your firm may also provide branded, refillable water bottles for delegates to use during the four-day event. The Networking Luncheon sponsorship provides your firm with the opportunity to indirectly engage a large audience and receive recognition as a supporter of the event. Luncheons also give sponsor representatives an informal opportunity to interact with conference attendees. The sponsor is promoted though onsite signage, branded table tents, and beverage napkins. As a morning programming sponsor, your firm demonstrates commitment to education and professional development. This sponsorship is designed to elevate your firm s brand by placing it in front of our attentive global audience during a morning plenary session. Along with onsite brand recognition, your firm also receives brand recognition on the CFA Institute livestream website during a session s live broadcast (subject to speaker approval) to extend your brand beyond the conference venue. WI-FI USD $,000 Available Complimentary Delegate Passes USD $2,000 3 Available 4 Complimentary Delegate Passes As the conference Wi-Fi sponsor, your firm provides wireless internet access to all conference delegates. This popular opportunity includes a customized, cobranded landing page with your firm s logo and prominent onsite signage advertising the feature to delegates. + (434) 9-94 andy.jenkins@cfainstitute.org + (434) 9-27 roman.mcachren@cfainstitute.org

8 BRANDING OPPORTUNITIES BRANDING OPPORTUNITIES WI-FI MORNING PROGRAMMING NETWORKING LUNCHEON HYDRATION STATION Price USD $,000 USD $2,000 USD $8,000 USD $7,00 Quantity Available 3 2 DELIVERABLES PRE-EVENT 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 Branding at each hydration station Branding displayed at one networking luncheon on 22 or 23 May Branding displayed during a morning plenary session Branding displayed on the livestream website during a session* Co-branding on Wi-Fi landing page Complimentary delegate passes 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 Print advertising in a CFA Institute member publication** *As available **CFA Institute Magazine or Financial Analysts Journal + (434) 9-94 andy.jenkins@cfainstitute.org + (434) 9-27 roman.mcachren@cfainstitute.org

9 EXHIBIT PROGRAM PREMIUM EXHIBIT USD $2,000 4 Available Complimentary Delegate Passes STANDARD EXHIBIT USD $0,000 2 Available 4 Complimentary Delegate Passes KIOSK EXHIBIT USD $6,000 8 Available 2 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 and services directly to investment professionals. Morning and afternoon refreshment breaks will take place in the exhibit area. The premium exhibit opportunity is an upgraded option to the standard exhibit opportunity and includes one additional complimentary conference registration. Premium exhibits also receive priority in the exhibit selection order. The kiosk exhibit serves as an opportunity for firms to have a presence at the CFA Institute Annual Conference at an introductory price point. The opportunity includes a standing kiosk with monitor and appropriate connections for your laptop to display your firm s products and services. EXHIBIT OPPORTUNITIES PREMIUM EXHIBIT STANDARD EXHIBIT KIOSK EXHIBIT Price USD $2,000 USD $0,000 USD $6,000 Quantity Available BENEFITS PRE-EVENT 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 Complimentary delegate passes 4 2 Exhibit booth space* 0 x 0 0 x 0 Kiosk 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 3 Print advertising in a CFA Institute member publication** 40% discount 40% discount 40% discount *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 + (434) 9-94 andy.jenkins@cfainstitute.org + (434) 9-27 roman.mcachren@cfainstitute.org