WEALTH MANAGEMENT CONFERENCE March 2016 Minneapolis, Minnesota, United States SUPPORTER OPPORTUNITIES. Hosted with CFA Society Minnesota

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1 WEALTH MANAGEMENT CONFERENCE 2015 CFA Institute. All rights reserved March 2016 Minneapolis, Minnesota, United States Hosted with CFA Society Minnesota SUPPORTER OPPORTUNITIES

2 EVENT OVERVIEW This year s Wealth Management Conference will feature practitioner-oriented educational sessions across a broad spectrum of topics carefully chosen to meet the needs of those engaged in managing private wealth. The Wealth Management Conference combines rigorous, investmentoriented sessions with sessions on tools and strategies important to private wealth management, including estate planning, practice management, and client relationship management. The conference draws a global audience and includes opportunities to network with other delegates as well as with a select group of relevant vendors. Conference topic areas include the following: Private Wealth Management Standards, Ethics, and Regulations (SER) About CFA Institute CFA Institute is a global community of investment 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. We offer a world-class suite of educational offerings to 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 Citigroup Credit Suisse Deutsche Bank HSBC JPMorgan Chase Morgan Stanley Smith Barney Royal Bank of Canada UBS Wells Fargo About CFA Society Minnesota CFA Society Minnesota is the 23rd largest CFA Institute member society worldwide, with more than 1,300 members. Top employers of CFA charterholders in Minnesota: Advantus Capital Management Ameriprise Financial Cargill, Inc. Columbia Management Investment Advisers LLC Nuveen Investments RBC Sit Investment Associates, Inc. Thrivent Financial U.S. Bancorp Wells Fargo CONTACT +1 (434) andy.jenkins@cfainstitute.org

3 CONFERENCE DELEGATES Investment professionals attend the Wealth Management 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 managers, financial advisers, family offices, trust companies, and others involved in the management of private wealth. The demographic profile reflects data from the 2015 Wealth Management Conference in New Orleans, Louisiana, USA. 197 Delegate Delegate Occupation Portfolio manager (41%) Financial adviser (18%) Chief-level executive (14%) Relationship manager (9%) Strategist (5%) Manager of managers (3%) Research analyst (3%) Consultant (3%) Other (4%) Attendance Buy Side/Sell Side Buy side (55%) Sell side (17%) Both (8%) Not applicable (20%) Primary Asset Base Employer AUM (US$) > US$250 billion US$50 billion US$250 billion US$20 billion US$50 billion US$5 billion US$20 billion US$1 billion US$5 billion US$250 million US$1 billion < US$250 million Not applicable 8% 8% 5% 12% 19% 15% 19% 14% Private (64%) Institutional (7%) Both (17%) Not applicable (12%)

4 PROGRAM NETWORKING RECEPTION US$4,000 1 Available 1 Complimentary Delegate Pass The networking reception is held at the conclusion of the first day of programming. Sponsorship of the evening reception allows the supporting firm to make an impression on delegates as they network. The sponsor is promoted onsite through signage, branded table tents, and beverage napkins. Networking Reception Sponsorship Includes One-time use of the pre-event mailing list Digital recognition in the Supporters section of the conference webpage Recognition in promotional s and/or print advertisements One seat drop opportunity at the plenary session the morning of the first day of programming Exclusive branding at the networking reception Recognition in the delegate binder and housekeeping slides One-time use of the post-event mailing list Five (5) insertions in CFA Institute Financial NewsBrief: Global Edition () print advertising in CFA Institute Magazine NETWORKING LUNCHEON US$4,000 1 Available 1 Complimentary Delegate Pass The Networking Luncheon Sponsorship provides your firm with the opportunity to indirectly engage a large audience and receive recognition during lunch on the first day of programming. The sponsor is promoted through signage, branded table tents, and beverage napkins. Networking Luncheon Sponsorship Includes One-time use of the pre-event mailing list Digital recognition in the Supporters section of the conference webpage Recognition in promotional s and/or print advertisements One seat drop opportunity during the networking luncheon on the first day of programming Exclusive branding at the networking luncheon Recognition in the delegate binder and housekeeping slides One-time use of the post-event mailing list Five (5) insertions in CFA Institute Financial NewsBrief: Global Edition () print advertising in CFA Institute Magazine LIVESTREAM US$3,000 1 Available 1 Complimentary Delegate Pass Visibly align your firm s support with the mission and values of CFA Institute as the Livestream Sponsor. The Livestream Sponsor will receive recognition during the live broadcast of one of the conference sessions. This opportunity allows the sponsor to promote and display its products and services on the Livestream page by providing a banner ad, logo, and 30-second video ad. Livestream Broadcast Sponsorship Includes One-time use of the pre-event mailing list Digital recognition in the Supporters section of the conference webpage Recognition in promotional s and/or print advertisements Exclusive branding during the Livestream broadcast session Recognition in the delegate binder and housekeeping slides One-time use of the post-event mailing list Five (5) insertions in CFA Institute Financial NewsBrief: Global Edition () print advertising in CFA Institute Magazine

5 EXHIBIT PROGRAM STANDARD EXHIBIT US$5, Available 3 Complimentary Delegate Passes Exhibitors can generate strong sales leads and raise their firms profiles in the investment community through this opportunity to interact face-to-face with industry decision makers and achieve business development goals. Display and demonstrate your firm s products and services directly to local investment professionals. Morning and afternoon refreshment breaks will be served in the exhibit area. The Standard Exhibit Program Includes One-time use of the pre-event mailing list Digital recognition in the Supporters section of the conference webpage Recognition in promotional s and/or print advertisements Tabletop exhibit space* Recognition in the delegate binder and housekeeping slides One-time use of the post-event mailing list Three (3) insertions in CFA Institute Financial NewsBrief: Global Edition () print advertising in CFA Institute Magazine * Exhibit selection order is determined by the chronological order in which reservation forms are submitted.

6 SUPPORTER OPPORTUNITIES SUPPORTER OPPORTUNITIES NETWORKING RECEPTION NETWORKING LUNCHEON LIVESTREAM BROADCAST STANDARD EXHIBIT Price US$4,000 US$4,000 US$3,000 US$5,500 Quantity Available DELIVERABLES PRE-EVENT Digital recognition in the Supporters section of the conference webpage One-time use of the pre-event mailing list Recognition in promotional s and/or print advertisements ONSITE Complimentary delegate passes One seat drop opportunity at the plenary session the morning of the first day of programming One seat drop opportunity during the networking luncheon on the first day of programming Exclusive branding at the networking luncheon Exclusive branding at the networking reception Exclusive branding during the LiveStream broadcast session Tabletop exhibit space* Recognition in delegate binder and housekeeping slides POST-EVENT One-time use of the post-event mailing list ADVERTISING Insertions in CFA Institute Financial NewsBrief: Global Edition Print advertising in CFA Institute Magazine 5 *Exhibit selection order is determined by the chronological order in which reservation forms are submitted