2018 CFA INSTITUTE GLOBAL SOCIETY LEADERSHIP CONFERENCE

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1 2018 CFA Institute. All rights reserved CFA INSTITUTE GLOBAL SOCIETY LEADERSHIP CONFERENCE May 2018 Kowloon Shangri-La Hong Kong SPONSORSHIP OPPORTUNITIES

2 EVENT OVERVIEW 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. About CFA Institute CFA Institute is the global community of more than 145,000 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 BlackRock Citigroup Credit Suisse HSBC JPMorgan Chase Morgan Stanley Royal Bank of Canada UBS Wells Fargo

3 CFA SOCIETIES CFA Institute has 149 member societies in 73 countries and regions and more than 148,000 members in 145 countries and regions. EUROPE, MIDDLE EAST, AND AFRICA Austria Denmark Germany Kuwait Nigeria Russia Switzerland Bahrain Doha Greece Lebanon Norway Saudi Arabia Turkey Belgium East Africa Hungary Liechtenstein Poland Slovenia Ukraine Bulgaria Egypt Ireland Luxembourg Portugal South Africa Cyprus Finland Italy Mauritius Qatar Spain United Arab Emirates Czech Republic France Jordan Netherlands Romania Sweden United Kingdom AMERICAS Alabama Buffalo Edmonton Maine New York Québec Stamford Argentina & Uruguay Calgary Hartford Memphis North Carolina Rochester Tampa Bay Cayman Islands Hawaii Mexico Okanagan Sacramento Toronto Arkansas Chicago Houston Miami Oklahoma Salt Lake City Trinidad & Tobago Atlanta Chile Idaho Milwaukee Orange County San Antonio Tucson Atlantic Canada Cincinnati Indianapolis Minnesota Orlando San Diego Vancouver Austin Cleveland Iowa Mississippi Ottawa San Francisco Vermont Bahamas Colorado Jacksonville Montréal Peru Saskatchewan Victoria Baltimore Columbus Kansas City Naples Philadelphia Seattle Virginia Barbados Dallas/Fort Worth Los Angeles Nashville Phoenix South Carolina Washington, DC Bermuda Dayton Louisiana Nebraska Pittsburgh South Florida West Michigan Boston Detroit Louisville Nevada Portland Spokane Winnipeg Brazil East Tennessee Madison New Mexico Providence St. Louis ASIA PACIFIC Bangladesh China Indonesia Melbourne Perth Singapore Sydney Beijing Hong Kong Japan New Zealand Philippines South Korea Taiwan Chengdu India Malaysia Pakistan Shenzhen Sri Lanka Thailand

4 SPONSORSHIP PROGRAM CLOSING EVENING RECEPTION SPONSORSHIP HKD 27,300 1 Available 2 Complimentary Delegate Passes 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. OPENING EVENING RECEPTION SPONSORSHIP HKD 23,400 1 Available 2 Complimentary Delegate Passes 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. LUNCHEON AND BREAK SPONSORSHIP HKD 19,500 2 Available 1 Complimentary Delegate Pass 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.

5 SPONSORSHIP PROGRAM SPONSORSHIP OPPORTUNITIES CLOSING EVENING RECEPTION AND DINNER OPENING EVENING RECEPTION AND DINNER LUNCHEON AND BREAK Price HKD 27,300 HKD 23,400 HKD 19,500 Quantity Available DELIVERABLES PRE-EVENT Digital recognition on the Society Center website One-time use of the pre-event mailing list ONSITE Complimentary delegate passes 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) ADVERTISING Insertions in CFA Institute Financial NewsBrief Advertising in a CFA Institute member publication* % Discount 40% Discount 40% Discount *CFA Institute Magazine or Financial Analysts Journal

6 EXHIBIT PROGRAM STANDARD EXHIBIT HKD 15,600 3 Available 2 Complimentary Delegate Passes 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. PREMIUM EXHIBIT HKD 31,200 3 Available 3 Complimentary Delegate Passes 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. EXHIBIT OPPORTUNITIES STANDARD EXHIBIT PREMIUM EXHIBIT Price HKD 15,600 HKD 31,200 Quantity Available 3 3 DELIVERABLES PRE-EVENT Digital recognition on the Society Center website One-time use of the pre-event mailing list ONSITE Complimentary delegate passes 2 3 Tabletop exhibit Brand recognition on conference app Recognition in onsite conference branding (print and/or digital signage) ADVERTISING Insertions in the daily CFA Institute Financial NewsBrief Advertising in CFA Institute member publication** 3 40% Discount *Exhibit selection order is determined by the level of support and the chronological order in which reservation forms are submitted. **CFA Institute Magazine or Financial Analysts Journal

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