cfainstitute.org

1

CFA INSTITUTE 2020 GLOBAL SOCIETY LEADERSHIP CONFERENCE SPONSORSHIP KIT14-16 May 2020 | Atlanta Marriott Marquis Atlanta, Georgia, United States

cfainstitute.org

2

Each year, CFA Institute member society leaders in the EMEA, Americas, and Asia-Pacific regions come together with CFA Institute staff to network and to share experi ences, ideas, and best practices for meeting the needs of their local members.

This year, preparatory providers, continuing education–approved providers, and other companies that are interested in building relationships with CFA® Societies throughout their regions and reaching CFA charterholders, candidates, and members in their local markets are invited to exhibit at the Global Society Leadership Conference. Your firm has the opportunity to gain brand awareness and recognition among leaders of national investment management associations and key decision makers, and to send the message to CFA Institute member society leaders that your firm is available for support in the form of sponsorship, speaker contribution, or other services in their cities, countries, or regions.

OVERVIEW

We offer various sponsorship programs from premium sponsorships and exhibitor programs to branding and engagement opportunities. To secure any of these opportunities and gain access to investment professionals attending the Global Society Leadership Conference conference, please contact:

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors' interests come first, markets function at their best, and economies grow. CFA Institute has more than 170,000 members in 164 countries and territories, including 165,000 CFA® charterholders, and 156 member societies.

• Bank of America Merrill Lynch • BlackRock • BMO Financial Group • HSBC

• JPMorgan Chase • Morgan Stanley • Royal Bank of Canada

• TD Bank Financial Group • UBS • Wells Fargo

Top employers of CFA Institute Members globally:

ABOUT CFA INSTITUTE

Andy JenkinsDirector, Global Sponsorship Programs+1 (434) 951-5594 andy.jenkins@cfainstitute.org

cfainstitute.org

3

CFA Institute has 157 member societies in 75 countries and regions and more than 172,000 members in 164 countries and regions.

AMERICAS

Alabama Cayman Islands Hawaii Mexico Oklahoma San Antonio Uruguay

Argentina Chicago Houston Miami Orange County San Diego Vancouver

Arkansas Chile Idaho Milwaukee Orlando San Francisco Vermont

Atlanta Cincinnati Indianapolis Minnesota Ottawa Saskatchewan Victoria

Atlantic Canada Cleveland Iowa Mississippi Peru Seattle Virginia

Austin Colorado Jacksonville Montréal Philadelphia South Carolina Washington, DC

Bahamas Columbia Jamaica Naples Phoenix South Florida West Michigan

Baltimore Columbus Kansas City Nashville Pittsburgh Spokane Winnipeg

Barbados Dallas/Fort Worth Los Angeles Nebraska Portland St. Louis

Bermuda Dayton Louisiana Nevada Providence Stamford

Boston Detroit Louisville New Mexico Québec Tampa Bay

Brazil East Tennessee Madison New York Rochester Toronto

Buffalo Edmonton Maine North Carolina Sacramento Trinidad & Tobago

Calgary Hartford Memphis Okanagan Salt Lake City Tucson

ASIA PACIFIC

Bangladesh Hong Kong Japan Melbourne Perth Singapore Sydney

Beijing India Kazakhstan New Zealand Philippines South Korea Taiwan

Chengdu Indonesia Malaysia Pakistan Shenzhen Sri Lanka Thailand

EUROPE, MIDDLE EAST, AND AFRICA

Austria East Africa Ireland Mauritius Qatar South Africa United Arab EmiratesBahrain Egypt Italy Netherlands Romania Spain

Belgium Finland Jordan Nigeria Russia Sweden United Kingdom

Bulgaria France Kuwait Norway Saudi Arabia Switzerland

Cyprus Germany Lebanon Oman Serbia Turkey

Czech Republic Greece Liechtenstein Poland Slovakia Ukraine

Denmark Hungary Luxembourg Portugal Slovenia

CFA SOCIETIES

cfainstitute.org

4

SPONSORSHIP PROGRAM

The Closing Evening Reception Sponsorship, held at an offsite venue on the last evening of the conference, delivers significant brand exposure, visibly projecting your firm’s support of and alignment with CFA Institute and its societies. The sponsor is promoted onsite through signage, branded table tents, and beverage napkins.

The Opening Evening Reception is held at the conclusion of the first day of programming. This sponsorship allows the supporting firm to make an impression on society leaders as they network. The sponsor is promoted onsite through signage, branded table tents, and beverage napkins.

The Luncheon and Break Sponsorship provides your firm with the opportunity to indirectly engage a large audience and receive recognition during lunch and all refreshment breaks scheduled throughout the program. The sponsor is promoted through signage, branded table tents, and beverage napkins.

USD 3,500 | 1 Available2 Event Passes

USD 3,000 | 1 Available2 Event Passes

USD 2,500 | 2 Available1 Event Pass

CLOSING EVENING RECEPTION SPONSORSHIP

OPENING EVENING RECEPTION SPONSORSHIP

LUNCHEON AND BREAK SPONSORSHIP

SPONSORSHIP OPPORTUNITIES CLOSING EVENING RECEPTION AND DINNER

OPENING EVENING RECEPTION AND DINNER LUNCHEON AND BREAK

Price USD 3,500 USD 3,000 USD 2,500

Quantity Available 1 1 2

DELIVERABLES

PRE-EVENT

Digital recognition on the Society Center website • • •

One-time use of the opt-in delegate email list • • •

ONSITE

Event passes 2 2 1

Exclusive branding displayed during Opening Evening Reception on Day 1

•

Exclusive branding displayed during Closing Evening Reception on Day 2

•

Exclusive branding displayed during luncheon and breaks on Day 1 or Day 2

•

Brand recognition on conference app • • •

Recognition in onsite conference branding (print and/or digital signage)

• • •

cfainstitute.org

5

EXHIBIT PROGRAM

Exhibitors can generate strong sales leads and raise their firm’s profile among CFA Society leaders through this opportunity to interact face-to-face with this influential group of decision makers. Display and demonstrate your firm’s products and services directly to this diverse group of investment professionals. Morning and afternoon refreshment breaks will be served 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 exhibitors also receive priority in the exhibit selection order and additional branding and advertising opportunities.

USD 3,000 | 3 Available2 Event Passes

USD 4,000 | 3 Available3 Event Passes

STANDARD EXHIBIT PREMIUM EXHIBIT

EXHIBIT OPPORTUNITIES STANDARD EXHIBIT PREMIUM EXHIBIT

Price USD 3,000 USD 4,000

Quantity Available 3 3

DELIVERABLES

PRE-EVENT

Digital recognition on the Society Center website • •

One-time use of the opt-in delegate email list •

ONSITE

Event passes 2 3

Tabletop exhibit* • •

Brand recognition on conference app • •

Recognition in onsite conference branding (print and/or digital signage)

• •

*Exhibit selection order is determined by the level of support and the chronological order in which reservation forms are submitted.

© 2019 CFA Institute. All rights reserved.