Morningstar Investment Conference June 5, 2013 The Carlu, Toronto, Ontario Morningstar Golf Tournament June 4, 2013 DiamondBack Golf Club, Richmond Hill, Ontario Sponsorship 2013
Morningstar Investment Conference June 4 & 5, 2013 Toronto, Canada The Morningstar Investment Conference one of the most respected and anticipated investment conferences of the year draws more than 300 attendees from across Canada each year. The topics are current and the speakers and presenters are leaders in their field. Each attendee has the opportunity to gain knowledge and skills to better serve their clients. Sponsors at the annual Morningstar Investment Conference reach a motivated audience of financial planners and advisors, influential fund managers, top investment analysts, institutional investors, and the media. The conference provides multiple opportunities to introduce product or brand messages to this select group. This was the best conference that I have ever attended. It was my first and I will be there every year going forward. Where else can an advisor get the exposure to so much talent in one day? Fabulous concept, thank you Morningstar. 2 Morningstar Investment Conference
Testimonials Anyone in the financial services industry should consider attending the Morningstar conference. The subject matter is always relevant and the speakers come from a diverse background within the financial industry. It is without a doubt one of the best investments one can make in their practice. If you are interested in gaining additional knowledge about the markets and our investment environment today, attending the Morningstar conference will provide this insight. A one-day conference that is all business and worth every dime of the registration fee. I have attended a number of conferences in the last 6 months... this was by far the most informative, well presented and organized. Year in and year out the Morningstar conference continues to provide the best value for money day out there. I wouldn t miss it! This conference stands head and shoulders above others for its content, its timeliness and the quality of the speakers. I always come away with new insights and ideas. 3 Morningstar Investment Conference
Sponsorship Programs 5 June 2013 Morningstar Investment Conference, at the Carlu Sponsor Level Lead (sold) Major Associate Cost 25,000 15,000 8,000 Number of opportunities available 1 4 5 Sponsorship at the event Lunch & breakfast 2 breaks Complimentary passes 10 6 2 Exhibit space 10 x 20 8 x 10 8 x 10 Advertising on Morningstar.ca 3 month period 100,000 impressions 50,000 impressions Advertising in conference program 2 full pages 1 full page 1/2 page Promo vignette featured during presentation Lunch & breakfast 1 min video Logo Recognition during the opening & closing remarks Y Recognition prior to & following the sponsored event Y lunch & breakfast Y 2 breaks Preferred pricing for additional registrations Y Y Y Company logo included in conference material Y Y Y e-mail pre & post event, conference website 4 June 2013 Morningstar Golf Tournament, at the DiamondBack Golf Club Foursome ticket pack Y 2 foursomes Y foursome Y foursome Tee sign Y Y N Advertising: logo on conference website, Y Y Y logo in weekly email promo, corporate branding at clubhouse, logo in thank-you email 4 Morningstar Investment Conference
Sponsorship Programs (cont.) Additional Conference Sponsorship Options: Mobile Application Sponsor 3,000 Bag Insert 1,500 Bag Sponsor bag provided by the sponsor 2,000 Additional Golf Tournament Sponsorship Options: Hole sponsorship (branded tee sign) 1,000 Hole sponsorship & game/contest i.e. Closest to the hole 2,500 Putting green contest sponsor 1,500 Practice Range Sponsor 1,500 Beverage/snack cart sponsor 3,000 Cocktail reception/dinner 7,000 Lunch 5,000 Breakfast 3,000 Ticket Sponsorship The Ticket Sponsorship Program is designed to add value to current and prospective business relationships, give advisors tangible benefits that have a long-lasting effect on their business, foster more meaningful conversations between advisors and wholesalers, and reward top producers. Firms can purchase blocks of tickets to the conference at a discounted rate and distribute them to choice advisors, wholesalers and/or internal personnel. It s an effective and cost-efficient means to connect your wholesalers with advisors and provide them an educational experience that will contribute to their bottom line. Advisors have consistently rated the Morningstar Investment Conference as a valuable asset to their business because of the insightful, timely, and useful information they receive from industry-leading experts, as well as the continuing education credits they earn. Conference Tickets # of Seats Disc. % Price $* Savings $ 5 Seats 5 1,372.75 72.25 10 Seats 10 2,601.00 289.00 15 Seats 15 3,684.75 650.25 20 Seats 20 4,624.00 1,156.00 25 Seats 25 5,418.75 1,806.25 *After discount and before taxes. Bulk pricing is based on the early bird rate of $289.00/ticket. Golf Tickets # of Golfers Price $* Single Player 125 Foursome 500 2 foursomes 1000 3 foursomes 1500 *Before taxes. Clients interested in purchasing a combination of conference and golf tickets, contact Morningstar for custom pricing. 5 Morningstar Investment Conference
Delegate Demographics Over 85% of attendees visited an exhibitor s booth. Years as a Financial Advisor 1 3 4 10 10+ % 9 11 80 Primary method of compensation Fee only Commission only Both fee and commission Salary % 1 10 13 76 Investment vehicles licensed to sell % Mutual funds 62 Segregated funds 27 Stocks 11 Firms in Attendance AC Neilson Accretive Advisor Advisor Group Affinitas AGF Funds Inc. AGF Investments Inc. AIC Investment Services Inc. Alphanorth Asset Management Altamira Financial Services Ltd. Annuity Estate Planning Armstrong & Quaile Associates Arrow Hedge Partners Assante Capital Management Assumption Life Assured Financial Strategies Balanced Financial Services Ltd. Bank of Canada Bank of Montreal Banwell Financial Inc. BCU Wealth Management Bell Financial Benefits and Pensions Monitor Berkshire Investment Group Inc. BlackRock Asset Management Canada Ltd. Blue Universe Systems Inc. BMO Bank of Montreal BMO Investments Inc. BMO InvestorLine BMO Nesbitt Burns Inc. Brandes Investment Partners Co. Burgeonvest Securities Ltd. C.B. Financial Planners Canfin Financial Canoe Financial Centurion Investment Advisors CI Investments Inc. CIBC Asset Management CIBC Group CIBC Imperial Service CIBC Wood Gundy Corporate Benefit Analysts Inc. Counsel Portfolio Services Cowan Benefits Consulting Cowan Insurance Group D A Gardiner De Thomas Financial Corp. Desjardins Financial Security Dundee Private Investors Dundee Securities Corp. DWM Securities Dynamic Funds Educators Financial Group Edward Jones Elliott & Page Limited EM Consulting Inc. Empire Life Investments Inc. Equity Associates Inc. Ethics for Life Executive Planning Farm Mutual Financial Services Inc. FBN Fidelity Investment Canada ULC Fidelity Management & Research Co. Fiera Capital Corporations Financial Wealth Builders Franklin Templeton Investments Corp. Freedom 55 Financial FundEX Investment Inc. FWB INC. Gerard Matte Financial Inc. Gestion FÉRIQUE Glen Urquhart & Associates GMP Securities Gordon E. Pilkington Insurance Agency Inc. Great West Life Guardian Group of Funds Ltd. Haas FinancialL Services Heenan Blaikie LLP HUB Capital Inc. IA Clarington IFIC IIROC Individual Investor Industrielle Alliance Valeurs Mobilieres ING Direct Asset Management ING Direct Funds Ltd. Insurance Journal Invesco Trimark Investia Financial Services Inc. Investment Executive 6 Morningstar Investment Conference
Delegate Demographics Firms in Attendance cont. Investor Economics Inc. Investors Group Financial Services Inc. IPC Canada ishares John Frankel Advisory Services Kerr Financial Corp. Keybase Financial Group L&A Financial Landry Morin Inc. London Life London Life Insurance Company Mackenzie Financial Corp. Mackenzie Investments Macquarie Private Wealth Manulife Asset Management Manulife Financial Corp. Matrix Funds MD Management Inc. Mercer MFC Global Investment Management Middlefield Group National Bank Securities Inc. National Post NBCN NexGen Financial Corp. Norrep Funds Northern Alberta Institute of Technology Olympian Financial Inc. Ontario Securities Commission OTG Financial Inc. Partners in Planning Financial Services Ltd. PBN PEAK Investments Pelorus Portfolio Strategies Power Financial PPI Solutions Primerica Financial Services Proteus Queensbury Securities Inc. Quesnel Insurance & Investments Raymond James Ltd. RBC Asset Management RBC Dominion Securities Inc. RBC Financial Group RBC Global Asset Management Inc. RME Capital Corp. Ross Taylor Financial Corp Russell Investments Canada Limited ScotiaMcLeod Inc. Segal Rogerscasey Canada SEI Investments Canada Company Sensible Communications Sipan Capital SISIP Financial Services Slocombe Insurance/Trillennium Solutions de placement et ingenierie financiere Standard Life Mutual Funds Ltd. State Farm Investor Services StatPro Canada Status Financial Sterling Mutual Inc. Stevenson & Hunt Financial Services Sun Life Financial Sun Life Global Investments (Canada) Inc. Tacita Capital TD Asset Management TD Bank Financial Group TD Waterhouse The Standard Life Assurance Company of Canada The Williamson Group TierOne Investments Tipper Financial Services Ltd. TRG Group Univeris Corporation Vanguard Investments Canada Vantage Wealth Management Virtual Brokers W. H. Stuart & Associates Wealthmapping Inc. Webster & Assoc. Financial Services WFG Securities of Canada Inc. Wickware Communications Win-Life Insurance Agencies Inc. Worldsource Financial Management Inc. Worldsource Wealth Management Wyatt Services 7 Morningstar Investment Conference