May 12-13, 2015 Toronto ON Product, Pricing and Distribution Strategies in the era of CRM2 and 81-407 2015 MEDIA KIT + SPONSORSHIP PACKAGES www.fundssummit.ca
Canadian Funds Summit May. 12th - 13th, 2015 Toronto, Ontario www.fundssummit.ca Don't miss this opportunity to connect with senior fund manufacturers & sponsors; investment, asset and wealth managers as well as dealers and fund advisors. Network with top funds professionals and demonstrate your unique solutions to acquire new contacts and build lasting business relationships. Key agenda points and topic highlights for the summit will include: CRM2 & Advisor Compensation Product & Pricing Approaches Alternative Fee Structures Distribution Strategies Competitive Positioning Advisor Value Proposition New Business Models Attendees at our recent conferences included: AGF Management AIM Trimark Investments Aird & Berlis LLP Bimcor BMO Nesbitt Burns Inc Brandes Investment Partners LP Bull Capital Management C.A. Delaney Capital Management Ltd. Confident Financial Services (1969) Limited Davies Ward Phillips & Vineberg LLP Dundee Private Investors Inc Dundee Securities Corporation Fidelity Investments Canada Ltd FundEx Investments Inc M.R.S. Securities Services Inc. MacDougall MacDougall MacTier Nomura Asset Management USA Inc Northwater Capital Management Inc Russell Investments Canada Limited Stone & Co Limited World Source Financial Management and more... Attendees Breakdown at Past Related Events: Title Breakdown Product Development Distribution Funds Management - 55% Business Development Sales Client Servicing - 35% Regulatory Compliance - 10% Other Stakeholders - 10% Market Breakdown Fund Manufacturers & Distributors - 45% Investment & Asset Managers - 35% Technology Providers - 15% Other Industry Stakeholders - 5% Here s what your peers had to say about our other related events: Very well done. Case Studies were very insightful. Could easily relate to them and gained lots of useful information. Christiane Lalonde, Business Analyst, Desjardins Financial Security Extremely relevant and provided a good level of detail that will allow us to take back learning to our business. Kevin Miller, Business Manager, Capital One Well organized and good coverage of key topics. Doug Bedard, SVP and Director, MNP CF Excellent idea generation. Several good take-aways for positive change in our organization. Glen Rottray, Vice President, Fiera Capital Participating Sponsors at Past Related Events: THE ULTIMATE POINT OF SALE SOLUTION. TM Ethidex Governance Risk Compliance
Canadian Funds Summit May. 12th - 13th, 2015 Toronto, Ontario www.fundssummit.ca 3 STRATEGIC WAYS TO BUILD YOUR BUSINESS Meet, network and present to a CAPTIVE audience that includes all the influencers and decision makers that you ve been wanting to meet in one place! Your participation as a sponsor quickly translates to a cost-effective business development opportunity when you engage in FACE-TO-FACE interaction with key prospects and clients. Here are some examples of how our conference, which attracts exactly the audience you want, can help you meet your marketing, sales and business development goals. If your objective is to... > BUILD CREDIBLITY AND SHOWCASE YOUR EXPERTISE Consider a speaking platform customized to demonstrate your company s competencies and thought leadership. Your company executive will be in excellent company alongside our lineup of carefully selected and vetted speakers. The opportunity to participate directly in delivering educational content will increase receptivity to your brand and sales efforts. > GENERATE NEW LEADS Consider hosting an exclusive cocktail reception at the end of Day One for all conference speakers and attendees. Take advantage of the conference content to initiate thoughtful conversations plus connect with leads with genuine interest in the subject area. You will also receive complimentary passes for your staff to attend and network. Access to the speaker and attend list allows you to continue your business development and marketing efforts post-event. > INCREASE BRAND RECOGNITION Consider the marketing exposure you will receive through our print and digital efforts to our internal database of 6,000 professionals, as well as via our partnership with prominent industry media entities. You will get weeks of pre-event exposure to your target audience. Think of it as a consolidated media buy! We can help you achieve your business development, marketing and sales objectives LIMITED AVAILABILITY! Contact us today on the benefits, opportunities and customization available to your firm. Conatact us Today! 1 (866) 298-9343 opportunities@strategyinstitute.com
OBJECTIVE-DRIVEN PACKAGES TO ATTAIN YOUR BUSINESS DEVELOPMENT GOALS MAXIMUM OUTCOME (Title Sponsor) THOUGHT LEADERSHIP NETWORKING & LEAD GENERATION BRANDING Achieve your business development objectives Give your target audience a comprehensive experience of your brand. Demonstrate your thought leadership, showcase your products/ services, plus generate qualified leads. Be rated number one at this elite event. Designed to highlight your company s authority in a specific area of your choice, and rapidly improve audience perception of your brand as a leader in its field. Created to quickly develop connections with current and new clients. Placing you at the heart of your community, fast-tracking your influence on your key clients, and generating high quality and instantly actionable leads. Crafted to put your company and products/services in the spotlight in front of your core audience. Raising awareness of your company amongst the most important decision makers in the industry, strengthening the perception and reach of your business. Speaking Opportunity Hospitality suite VIP dinner with key prospects and clients (exclusive) Food and beverage host Table top exhibit/booth (First choice in loaction) Conference registration 4 3 2 1 Speaker and attendee list for post-event follow-up Media quotation opportunity plus acknowledgement in pre-conference news release One page insert in conference packet Company logo on all conference marketing and onsite collaterals Company branding and link on conference website, with permanent recognition Branding/inclusion in pre-conference social media communications, print and digital collaterals Recognition during opening remarks (Largest size and most prominent placement) (Largest size and most prominent placement) (Largest size and most prominent placement) (First mention) 20% discount on conference registration for additional staff and guests Opportunities fill up on a First Come Basis Turn to benefit from more opportunities
PACKAGE UPGRADE OR STANDALONE OPPORTUNITIES Conference Chair Undisputedly the position with the most visibility and leadership! Help create unity for the conference from beginning to end. This position includes a 15-minutes opening speech to kick off the conference. You would be onsite for the two days, providing insights throughout the days, helping to introduce speakers, facilitate questions and answers and more. Please ask to see our Chairperson Handbook for full description of duties. Speaking Platform Dedicated 45-minutes platform for your senior executive to provide an educational presentation and Q&A. High visibility on the conference program plus an excellent way to showcase your industry leadership and expertise to a captive audience. Company Spotlight All eyes on you! Exclusive 10-minute organization presentation to the entire conference audience before Day 1 or Day 2 luncheon. Panel Speaking Participate as a panelist with other industry end-users and/or experts. Session format varies from guided discussion to mini-presentations or a combination thereof. This is a dynamic platform that showcases your personality and expertise alongside other leaders. Panel Moderation Take on a leadership position in moderating a panel discussion. Opportunity to make a short intro to the topic area then guide the panelists in a lively conversation and/or introduce their minipresentations. Facilitate the Q&A plus contribute your own insights to add value. Workshop Host Present a three-hour workshop on a specialized topic area that complements and/or support the conference theme. This would be to a select audience who choose to sign-up for the additional learning. Option to be pre- or post-conference depending on relevancy. Rountable Moderator Enjoy an intimate discussion with a group of eight to twelve conference attendees on a particular topic. Help set up the context and facilitate knowledge sharing and exchange. A great opportunity to collect first-hand insights from industry practitioners and contribute to peer learning. Conference Wireless Internet Sponsor Keep everyone connected! Each attendee will receive a branded Wi-Fi card featuring your logo and acknowledging your sponsorship. Charging Station Keep everyone's electronics charged! Charging stations and/or power outlet strips will be set up around the main conference room with your brand highly visible. Conference Lanyard Exclusive branding opportunity. The conference lanyard will hold the registration badge given to all conference speakers, attendees and participants. Your company name or logo will be printed on both sides of the lanyard. Conference Tote High visibility branding opportunity. Include your company logo on the reusable conference tote given to all conference speakers, attendees and participants. Conference materials will be placed in the tote, including one insert from your firm. VIP Lunch An intimate, invite-only lunch for two company representatives plus eight end-users. This is held in a separate room giving you the dedicated face time to strengthen your connections with current and prospective clients. Features a special luncheon menu featuring wine. VIP Dinner An intimate, invite-only dinner for two company representatives plus clients and prospects. Held the night before Day 1, use this relaxed setting to get a jumpstart on building your relationships. Gala Dinner A night of celebration to recognize the accomplishments and successes of key industry participants. A formal event attended by sponsors, partners and conference attendees. Exclusive opportunity to provide a welcome speech to all attendees plus prominent branding and recognition leading up to the event and onsite. Cocktail Reception Host the exclusive cocktail reception after Day 1. Take advantage of the opportunity to engage attendees on topics covered during the day and network in a relaxed environment with hors d oeuvres and beverages. Hospitality Suite Own a space where conference speakers and attendees can enjoy refreshments, sit down comfortably to work and network. Luncheon Host Exclusive sponsorship of luncheon for day 1 or 2. Special recognition leading up to the event and onsite to acknowledge your support. High brand visibility for your investment. Breakfast Host Exclusive sponsorship of breakfasts for day 1 or 2 in the dedicated networking space. This is where all attendees will congregate, an excellent way to enhance your brand visibility. Refreshment Host Exclusive sponsorship of refreshments for day 1 or 2 in the dedicated networking space. This is where all attendees will congregate, an excellent way to enhance your brand visibility. Event Awards Create and recognize industry innovation, best practices and advancement. As the presenting sponsor for an award category, align your brand with industry leaders committed to excellence. An executive from your firm will announce and present to the winner. Pen and Note Pad Extend the lifetime of your branding with high utility items. Pens and notepads branded with your corporate logo will be placed at all tables in the conference room. Enjoy exclusive, high visibility branding. Water Bottles A practical and environmentally friendly gift for all conference speakers, attendees and participants. Your logo will be featured exclusively on the water bottle. Various options for water bottle style and colours. Parking Host Support both local and out-of-town conference attendees who need parking. Receive special acknowledgement in digital and print materials as the official sponsor of conference parking. Earn positive impressions toward your brand.
Canadian Funds Summit May. 12th - 13th, 2015 Toronto, Ontario www.fundssummit.ca CONNECT WITH senior funds management executives in a highly focused business-to- business environment, providing vital insights into trends, insights and strategies on how fund manufacturers can best create, distribute and market their financial products. Help industry leaders identify strategies to reposition and reinvent their product offers in light of shifting regulatory landscape (CRM2), recovering economy, emergence of product alternatives and shifting business models. Build brand awareness with a local and national audience Establish Industry Leadership and Credibility See what the industry is up to and keep an eye on the competition Generate new business and grow your client base