EQUITY RESEARCH AND VALUATION CONFERENCE … · CONFERENCE DELEGATES 144 Investment management...
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6–7 November 2018 Sheraton New York Times Square Hotel New York, New York, USA Hosted with CFA Society New York © 2018 CFA Institute. All rights reserved. SPONSORSHIP OPPORTUNITIES EQUITY RESEARCH AND VALUATION CONFERENCE 2018
Transcript of EQUITY RESEARCH AND VALUATION CONFERENCE … · CONFERENCE DELEGATES 144 Investment management...
6–7 November 2018 Sheraton New York Times Square Hotel
New York, New York, USAHosted with CFA Society New York
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SPONSORSHIP OPPORTUNITIES
EQUITY RESEARCH AND VALUATION CONFERENCE 2018
EVENT OVERVIEW
About CFA Institute About CFA Society New York
With the equity market’s recent turbulence, staying the course——by sticking with your investment philosophy and recapturing the fundamentals——has never been more important. Skillfully applying proven valuation tools can help you uncover undervalued companies during market downdrafts, give you the confidence and conviction to hold prior investments if the fundamentals have not changed, and help you build in a margin of safety.
Join world-class equity investors for insights into valuation to help you avoid the market’s noise and herding effects and stay focused on a company’s true intrinsic value. Learn why the price of risk is a key number to understand during periods of extreme market volatility. Discussions will include the best valuation approaches for specific sectors and companies and the top questions equity investors face today.
Conference topic areas include the following:• Equity Investments
CFA Institute is the global community of more than 140,000 investment management professionals working to build an 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 employers, students, working professionals, and regulators 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 · BMO Financial Group · Citigroup · Credit Suisse · HSBC · JPMorgan Chase · Morgan Stanley · Royal Bank of Canada · UBS · Wells Fargo
With over 10,000 members, CFA Society New York (CFANY) is the largest CFA society in the world. We are chief investment officers, portfolio managers and leading analysts on both the buy-side and the sell-side of the industry. Over 95% of our members are CFA charterholders. Through generations of investment professionals, CFANY has remained steady as a leading forum for the investment community since 1937, and a hub for objective, independent thought.
Top employers of CFA charterholders in New York City:Bank of America Merrill Lynch · Barclays · BlackRock · Citigroup · Deutsche Bank · Goldman Sachs · JPMorgan Chase · Morgan Stanley · Prudential Financial · UBS
CONTACTS
To secure any of these opportunities and gain access to investment professionals attending the Equity Research and Valuation 2018 conference, please contact:
ANDY JENKINSGlobal Sponsorship and Advertising Manager+1 (434) 951-5594 [email protected]
ROMAN MCACHRENSponsorship and Advertising Representative+1 (434) 951-5527 [email protected]
CONFERENCE DELEGATES
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Investment management professionals attend the CFA Institute Equity Research and Valuation 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.
DelegateAttendance
Our conference delegates are primarily global equity analysts and portfolio managers who have worked in the investment industry (mostly in equity securities) for over 20 years.
Firms represented include investment firms, mutual fund companies, investment advisory firms, and broker dealers serving both institutional and private clients.
The demographic profile reflects data from the Equity Research and Valuation 2017 conference in New York, New York, USA.
To secure any of these opportunities and gain access to investment professionals attending the Equity Research and Valuation 2018 conference, please contact:
ANDY JENKINSGlobal Sponsorship and Advertising Manager+1 (434) 951-5594 [email protected]
ROMAN MCACHRENSponsorship and Advertising Representative+1 (434) [email protected]
Primary Investment Practice
Equities (77%)
Private Equity (4%)
Fixed Income (3%)
Venture Capital (3%)
Hedge Funds (2%)
Derivatives (1%)
Real Estate (1%)
Other (9%)
CFA Institute Membership Status
Primary Asset BaseRegion Buy Side/Sell Side
Private (44%)
Institutional (23%)
Both (19%)
Not Applicable (14%)
Americas (88%)
Asia Pacific (1%)
Unspecified (11%)
Buy side (67%)
Sell side (12%)
Both (10%)
Neither (11%)
Nonmember (29%)
Member (71%)
Delegate Occupation
Portfolio Manager (39%)
Research Analyst (28%)
Financial Adviser (11%)
Chief-Level Executive (4%)
Manager of Managers (3%)
Consultant (2%)
Performance Measurement Specialist (2%)
Other (11%)
Employer AUM (USD)
> USD $250 billion
USD $50 billion–USD $250 billion
USD $20 billion–USD $50 billion
USD $5 billion–USD $20 billion
USD $1 billion–USD $5 billion
USD $250 million–USD $1 billion
< USD $250 million
Not Applicable
4%
23%
15%
17%
12%
8%
7%
14%
SPONSORSHIP PROGRAM EXHIBIT PROGRAM
DAY PROGRAMMING SPONSORUSD $4,500 | 1 Available 2 Complimentary Delegate Passes
STANDARD EXHIBITUSD $4,000 | 4 Available 2 Complimentary Delegate Passes
Visibly align your firm’s support with the mission and values of CFA Institute as the Day Programming Sponsor. The Day Programming Sponsorship offers several brand recognition opportunities during the live event. Your firm will receive exclusive brand exposure during the day’s plenary session, networking luncheon, evening reception, and refreshment breaks.
*As available**Exhibit selection order is determined by the chronological order in which reservation forms are submitted
SPONSORSHIP OPPORTUNITIES SPONSORSHIP PROGRAM EXHIBIT PROGRAM
Day Programming Standard Exhibit
Price USD $4,500 USD $4,000
Quantities Available 1 4
Deliverables
Pre-event
Digital recognition in the supporters section of the conference webpage • •
One-time use of the pre-event opt-in mailing and email list • •
Recognition in promotional emails and/or print advertisements • •
Onsite
Recognition by the plenary session moderator •
Seat drop opportunity during the networking luncheon •
Complimentary delegate passes 2 2
Exclusive branding at the networking luncheon •
Exclusive branding during the Livestream broadcast session* •
Exclusive branding during the plenary session •
Exclusive branding at the evening reception •
Tabletop exhibit space** •
Recognition in onsite conference branding (print and/or digital signage) • •
One print advertisement in the delegate binder •
Post-event
One-time use of the post-event opt-in mailing and email list • •
Exhibitors can generate strong sales leads and raise their firm’s profile 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.
ANDY JENKINSGlobal Sponsorship and Advertising Manager+1 (434) 951-5594 [email protected]
ROMAN MCACHRENSponsorship and Advertising Representative+1 (434) [email protected]
To secure any of these opportunities and gain access to investment professionals attending the Equity Research and Valuation 2018 conference, please contact:
