EMEA Society Leadership Conference 28 30 September 2017 Kempinksi Hotel Ishtar Dead Sea Dead Sea, Jordan APAC Society Leadership Conference 13 15 October 2017 Mandarin Oriental Taipei Taipei, Taiwan Americas Society Leadership Conference 26 28 October 2017 Fairmont San Jose San Jose, California, USA CFA Institute 2017 Regional Society Leadership Conferences SPONSORSHIP OPPORTUNITIES 2017 CFA Institute. All rights reserved.
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 one or more of the Regional Society Leadership Conferences. 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 across your region that your firm is available for support in the form of sponsorship, speaker contribution, or other services in their cities, countries, or regions. 2017 EMEA SLC 28 30 September 2017 Kempinksi Hotel Ishtar Dead Sea Dead Sea, Jordan 2017 ASIA PACIFIC SLC 13 15 October 2017 Mandarin Oriental Taipei Taipei, Taiwan 2017 AMERICAS SLC 26 28 October 2017 Fairmont San Jose San Jose, California, USA About CFA Institute CFA Institute is the global community of 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 BlackRock Citigroup Credit Suisse HSBC JPMorgan Chase Morgan Stanley Royal Bank of Canada UBS Wells Fargo
CFA SOCIETIES CFA Institute has 148 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 Greece Lebanon Norway Saudi Arabia Turkey Bahrain East Africa Hungary Liechtenstein Poland Slovenia Ukraine Belgium Egypt Ireland Luxembourg Portugal South Africa Bulgaria Finland Italy Mauritius Qatar Spain United Arab Emirates Cyprus France Jordan Netherlands Romania Sweden United Kingdom Czech Republic Germany Kuwait Nigeria Russia Switzerland 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 Hong Kong Japan New Zealand Philippines South Korea Taiwan Beijing India Malaysia Pakistan Shenzhen Sri Lanka Thailand China Indonesia Melbourne Perth Singapore Sydney
SPONSORSHIP PROGRAM CLOSING EVENING RECEPTION AND DINNER SPONSORSHIP Pricing for these sponsorship opportunities varies by region. Please contact us for pricing. The Closing Evening Reception and Dinner 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 AND DINNER SPONSORSHIP The Opening Evening Reception and Dinner 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 1 Complimentary Delegate Pass 1 Complimentary Delegate Pass 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.
SPONSORSHIP OPPORTUNITIES SPONSORSHIP OPPORTUNITIES SPONSORSHIP PROGRAM CLOSING EVENING RECEPTION AND DINNER OPENING EVENING RECEPTION AND DINNER LUNCHEON AND BREAK Price Contact us for pricing Quantity Available 1 1 1 DELIVERABLES PRE-EVENT Digital recognition on the Society Center website One-time use of the pre-event mailing list ONSITE Complimentary delegate passes 2 2 1 Exclusive branding displayed during Opening Evening Reception and Dinner on Day 1 Exclusive branding displayed during Closing Evening Reception and Dinner on Day 2 Exclusive branding displayed during luncheon and breaks on Day 1 or Day 2 Brand recognition on conference app Recognition in society leaders onsite materials and housekeeping slides ADVERTISING Insertions in CFA Institute Financial NewsBrief Print advertising in a CFA Institute member publication* 5 5 5 40% Discount 40% Discount 40% Discount *CFA Institute Magazine or Financial Analysts Journal
EXHIBIT PROGRAM STANDARD EXHIBIT USD $2,000 3 Available USD $2,000 2 Available USD $2,000 1 Available Exhibitors can generate strong sales leads and raise their firms profiles 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. PREMIUM EXHIBIT USD $4,000 5 Available 3 Complimentary USD $3,500 5 Available 3 Complimentary USD $4,500 3 Available 3 Complimentary 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 includes additional branding and advertising opportunities. EXHIBIT OPPORTUNITIES STANDARD EXHIBIT PREMIUM EXHIBIT Price EMEA USD $2,000 APAC USD $2,000 AMERICAS USD $2,000 EMEA USD $4,000 APAC USD $3,500 AMERICAS USD $4,500 Quantity Available EMEA 3 APAC 2 AMER 1 EMEA 5 APAC 5 AMER 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 Standard Premium Recognition in society leaders onsite materials and housekeeping slides ADVERTISING Insertions in the daily CFA Institute Financial NewsBrief Print 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