Media Pack
What is ?
mallowstreet is a community of (online and offline) institutional pensions sector professionals. mallowstreet’s
community is made up of four distinct groups, they are:
• T
rustees: chief investment officers, investment committee members, chair of trustees, trustees, corporate
sponsors, pension managers, and scheme secretaries
• Advisors: investment consultants, lawyers, actuaries, accountants, and administrators
• Expert Contributors: government agencies, industry bodies, academics, and researchers
• Solution Providers: asset managers, investment banks, hedge funds, and buyout providers
The community:
A breakdown
6%
13%
13%
Pension funds
represented
32%

Trustees

Advisors

Expert Contributors

Solution Providers
49%
40%

Pension fund size £3bn +

Pension fund size £200m - £3bn

Pension fund size £10m - £200m
47%
Key Statistics
3100 90%
of all pension funds
with assets in excess of
active members
are mallowstreet subscribers
700
75%
pension funds
on mallowstreet
Over
of all advisors are
on mallowstreet
£3billion
£1.9trillion
assets represented on mallowstreet
2
Clients
3
Subscription to
Institutional Sales, Marketing and Business Development
Each team user can access all pension funds listed on the platform
– over 700 in total.
mallowstreet makes the Institutional
pensions ecosystem accessible. You
can find, collaborate, and build
relationships amongst your
industry peers.
Access includes:
• Instant access to the pensions community
Join the community!
• Names of pension funds
• Pension fund board structures
• A directory of mallowstreet members (pension funds and organisations)
• Connect with members – 95% success rate
• Message, discuss privately and set up online and offline meetings with members
• View all mallowstreet members’ profiles – job descriptions, roles, blogs and posts
• Participate in industry discussions and share thought leadership and expertise with a
willing and engaged audience
• Post thought leadership pieces in the blogs and forums sections
• Use of the mallowstreet mobile app to stay connected
Marketing Teams:
• Access to the videos, papers and product libraries to distribute marketing collateral
• Keep abreast of the developments within the community
• Upload and edit any blogs or forums that are product/service relevant from your organisation
• Publicise any provider events and recruit delegates on the platform
• Dedicated account manager allocated to each subscribing organisation with monthly activity
report and ‘at a glance’ online dashboard access
Subscription cost: £5,000/per initial user licence/per quarter
Additional user licences to the platform: £1,000/per user/per quarter
4
Additional Online Opportunities:
• ONLINE DISPLAY ADVERTISING
Throughout the site there are a number of standard display positions available to advertisers. Positions include:
MPUs, Leaderboards and Baby Leaderboards. Stand out positions are available. Display ads are charged on a
CPM and tenancy basis depending on position.
Average of
mallowstreet Website RoS
•
728 x 90
•
300 x 250
£80cpm
£80cpm
• 300 x 600
• 300 x 600
(pinned)
£120cpm
£150cpm
7
minutes
dwell time
• COMMUNITY EMAILS
mallowstreet sends out two community emails per week to registered members. Emails are sent on Tuesdays
and Fridays and are available for sponsorship.
Community Email Sponsor
• Single mail
£1,500
• 2 mails
£2,500
• 4 mails
£4,500
16%
open rate
• RICH MEDIA CREATIVES
Microsite sponsor £5,000 p/m
Online Thought Leadership Distribution
Distribution
One per user session Homepage Takeover
Section Sponsor (Blogs or Forums)
Search Sponsor Coffee Lounge Sponsorship
Papers/Videos/Products
2 articles p/m
£3,000
4 articles p/m £5,000
8 articles p/m £8,000
£2,500 p/day
£8,000 p/m
£5,000 p/m
£5,000 p/m
Mobile Sponsorship
Exclusive Sponsorship £8,000 p/m
5
What is
University?
mallowstreet University is a series of
educational events (modules) run in
collaboration with different sponsoring
organisations.
Each mallowstreet University module is awarded scores from 1–10 in the following key areas:
• Relationships: develop and build deep relationships within the institutional market
• Collaboration: effect change through the twin goals of innovation and collaboration
• Education: the continued education of the institutional market is paramount to an effective and responsive
community
• Distribution: distribute products or services to targeted, responsive investors
Each module within the mallowstreet event portfolio has been designed to satisfy a combination of these
four aims.
6
The
Win Ratio:
1-10
Build Deep
Relationships
1-10
1-10
Innovate/
Collaborate
Education
Distribution
1-10
For every event we organise, we work closely with the sponsors to help refine your message and build your
bespoke target list. We take care of the entire invitation and follow-up process, publicising the event both on
the mallowstreet events website and on our live platform. We help the event run smoothly and offer invaluable
feedback and support in the follow-up process.
7
University Events
Module #1: Dinners
We hold 40 mallowstreet University Dinners each academic year,
making them the most popular module on the mallowstreet
University calendar. Over 50 different sponsors have participated
since the Dinner module was launched over 4 years ago. With
between 8 and 12 delegates in attendance, the Dinner module allows
the sponsor the opportunity to spend three hours with an exclusive
group of trustees and advisors.
Helping to create deep relationships, mallowstreet University Dinners
offer the opportunity to both network and educate in a relaxed
environment over a three course meal, a glass of wine and a cup of coffee. Delegates leave these events
feeling they have not only learnt more about their industry, but have a greater understanding of the sponsor’s
asset class/product.
Make your dinner interactive:
Hosted by AVEQIA’s award-winning chefs in the kitchen of this experimental Scandinavian restaurant,
attendees learn how to be more adventurous cooks. This event is rated highly by members who value
collaboration and interaction.
Dinner Details:
Subject:
Subject is chosen by the sponsor with advice from the mallowstreet team
Location:
London/Regional (Sponsors Office or Private Dining Room), AVEQIA
Available Dates:Weekly
18:30 – 21:00 (slight flexibility with timings if necessary)
Timings:
Attendees:
Scheme decision makers and core advisors only
No. of Attendees:
No. of Sponsors:
8-12
Exclusive sponsorship
8
We worked closely with mallowstreet to organise a
University Dinner and set them a challenging timescale.
We were blown away in terms of how well plugged-in
they are to the pensions community and they brought
together a group of very relevant decision-makers for
an excellent discussion.
Tim Humphrey
Macquarie
7
5
7
Module Sponsorship Fee
7
6 Attendees: £6,000 (Excludes dinner costs)
£1,000 for each additional attendee
(up to a maximum of 12)




9
Build Deep Relationships
Innovate/Collaborate
Education
Distribution
University Events
Module #2: Drive Ins
This unique event allows for three/four provider groups to present
in rotation with one another to select delegates.
Each provider will present two/three 40 minute sessions, including
time for questions. Delegates are recruited in the months preceding
the event according to which asset classes they are interested in
learning more about.
Drive In Details:
Subject:
Varies, chosen in collaboration with the mallowstreet community
Location:London/Scotland
Available Dates:
8 Drive Ins run throughout the year Timings:
Half day event (each sponsor need only be present for a 2 hour period)
Attendees:
Trustees and Advisors only
20
No. of Sponsors: 3–4 Sponsor sessions available
No. of Attendees:
1–2 Representatives per sponsoring organisation
10
7
4
7
7
This was my first Drive In
and I was very impressed
by the content and
organisation. I thought the
format worked particularly
well as there was an
opportunity to get to
know the people in your
group over the series of
sessions.
Module Sponsorship Fee
Cost per sponsor: £8,000
Philippa Chadwick
Squire Patton Boggs
 Build Deep Relationships
 Innovate/Collaborate
 Education
 Distribution
*Cost including a Live Debate the following day: £10,000
*Cost including 3 months subscription: £12,000
11
University Events
Module #3: Symposium
This one day event is designed to offer members the opportunity
to hear from a wide range of industry experts, each providing
a unique insight into the pensions landscape. A selection of
informative keynote sessions are interspersed with detailed provider
presentations on a carefully selected list of relevant asset classes.
Each sponsor will present twice for 30 minutes at a time to each
group of delegates.
Symposium Details:
Subject:
Themed to relevant industry developments
Location:London
Available Dates:Quarterly
One day event
Timings:
Attendees:
No. of Attendees:
Trustees and Advisors only
20
12
If the sign of a great
conference is that I am still
thinking about it after the
weekend – then it was a
great conference. Learnt
loads and conscious of
how much more there
is to know.
Michael Clark
Clark Benefit Solutions
8
6
8
6
Module Sponsorship Fee
Keynote Sponsors:
£4,000
Investment Masterclass Sponsor: £8,000
 Build Deep Relationships
 Innovate/Collaborate
 Education
 Distribution
13
University Events
Module #4: Live Debates
Throughout the year, mallowstreet streams regular Live Debates to
the community.
These 45 minute discussions are interactive, taking questions live
from the community and are uploaded online for members to view
after the event.
Live Debates typically receive over 200 views in the weeks after
they are posted on mallowstreet, making them some of the most
popular content on the platform.
There is a maximum of four panellists in each debate. Providers have the opportunity to sponsor a seat on the
panel to ensure they are at the forefront of the discussion.
Live Debate Details:
Subject:
To be agreed with sponsors or as suggested by mallowstreet
Location:
mallowstreet Offices, 26th Floor, 125 Old Broad Street, London, EC2N 1AR or
London Stock Exchange, 10 Paternoster Square, London, EC4M 7LS
Available Dates:Monthly
Timings:
10:00 – 10:45
Viewers:
The mallowstreet online community
No. of Sponsors:
3-4 Sponsors per debate
1 Representative per sponsor
14
mallowstreet continues to spot the trend within
the pensions market, and give opportunities to its
membership to shape the arguments. It is for this
and many other reasons that AXA Corporate
Investment Services continues to see mallowstreet
at the forefront of the pensions debate.
AXA Corporate
Investment Services
2
Module Sponsorship Fee
Cost per Session: £3,000
8
 Build Deep Relationships
 Innovate/Collaborate
 Education
 Distribution
8
8
15
University Events
Module #5: Roadshows
mallowstreet Roadshows are designed to offer regionally based
members of the community access to mallowstreet in-personevents. Roadshows are run in multiple locations across the UK.
Run as a half day event, three/four sponsor groups get to present to
20 delegates on a specific topic.
During the course of the event, each sponsor group gets to
present to the delegates for 30 minutes, followed by a 15 minute
Q&A session.
Roadshow Details:
Subject:
Varies, chosen in collaboration with the mallowstreet community
Location:
Regional: Birmingham, Dublin, Edinburgh, Leeds and Manchester
Available Dates:
Quarterly Timings:
Half day event
Attendees:
Trustees and Advisors only
20
No. of Sponsors: 3–4 Sponsor sessions available
No. of Attendees:
1–2 Representative per sponsoring organisation
16
Thanks very much for organising such a good event,
I really enjoyed the day and think I got a lot from it
in terms of information, learning and meeting other
people. The speakers were excellent at explaining
what I had thought was a really complicated topic,
but I have come away with a good basic understanding.
The layout was really nice and made this seem
more informal and interactive and the food
was great!
Vicki Thomas
DWP Biggart Baillie
7
5
7
8
Module Sponsorship Fee
Cost per Session: £8,000
 Build Deep Relationships
 Innovate/Collaborate
 Education
 Distribution
17
University Events
Module #6: Summits
The mallowstreet Summits offer delegates and sponsors the opportunity
to spend three days together in a relaxed, educational environment.
Designed to offer expert investment insight as well as the opportunity
to both collaborate and innovate as an industry, these events are the
highlight of the annual calendar.
Strictly by invitation only (trustees and CIOs) and limited to six/seven
solutions providers, attendees come away with new, deep relationships
and a wider understanding of the institutional landscape.
Summit Details:
Subject:
Subject matter is themed around pressing industry issues
Location:
UK and International
Available Dates:Quarterly
3 day event (Monday – Wednesday)
Timings:
Attendees:
No. of Attendees:
No. of Sponsors:
Trustees and CIOs by invitation only
24-28 (depending on venue)
6-7 Headline sponsor slots available (depending on venue)
2 Representatives per sponsor
18
The Summit format is unique in the industry and as such is
something we are very pleased to support. Quality of delegates
was high and it provides us with an opportunity to discuss our
investment strategies in depth in a relaxing environment.
Andrew Swan
M&G Investments
Once again the Summit
delivered a great
combination of interesting
people, new ideas and
good dialogues.
Mark Miller
Hermes Investment Management
9
9
Module Sponsorship Fee
Dinner Sponsorship: £10,000
9
Drinks Sponsorship: £10,000
Headline Sponsor:




9
19
£45,000
Build Deep Relationships
Innovate/Collaborate
Education
Distribution
Solutions
mallowstreet Solutions is an investment marketplace platform. Providing investors with unique
access to innovative, cutting-edge, niche and emerging products across all asset types.
•
A single place for investors to find opportunities and build
investment cases
•
Showcases a broad array of products which are easy to search,
browse and filter
•
Presents diverse opportunities in an easily comparable format
through a structured process from teaser to data room
Investors use mallowstreet Solutions because it:
• Provides greater choice, transparency and understanding of the
available products in the market
• Enables better investment decisions
• Provides exposure to a more diverse set of products
• Reduces the cost and time taken to make investments
It looks really simple to use and visually appealing.
This is a real innovation, it cuts out a lot of the noise,
why wouldn’t it work? A very exciting product!
Health Foundation
20
mallowstreet Solutions is a new platform to provide members with:
access to investment opportunities; aligned co-investment partners;
tools to coordinate and evaluate transactions
Whether you are looking to attract investors or raise capital,
mallowstreet Solutions offers the tools and network to engage
pension scheme assets
Providers only pay when the investor actually invests
Gives access to a suite of tools for providers to market their investment
opportunity to investors across three secure levels of
progressively controlled access: Teaser, Memorandum
and Data Room
Lets providers target their opportunity to
matched investors or the whole community
Control:
You manage how much information is shared through the
INVESTOR
FUND OWNER
INVESTOR
I’d like to access the
memorandum for this
investment.
Investor has requested
Memorandum access.
Select NDA signer.
Sign NDA.
SEND REQUEST
APROVE REQUEST
ENFORCE
multi-stage and secure access platform from Teaser to Data Room
FUND OWNER
INVESTOR
Investor has requested
Data Room access.
I’d like to access the
data room for this
investment.
APROVE REQUEST
SEND REQUEST
21
mobile
The new mallowstreet app, keep up to date on the go:
The latest news, events and posts
Blogs, forums and events
Save for reading when you’re offline
You can save any post or news item for later reading
Follow posts you’ve commented on
Keep track of the posts you’ve commented on
See who has commented on your posts
Keep an eye on who is commenting on your posts
Connect with new members
See who has recently joined the community and connect
Sponsorship of the mallowstreet app includes:
•
•
•
•
Exclusive sponsorship
‘Sponsored by’ logo display
User engagement stats shared with sponsor
Sponsorship logo displayed alongside app promotions
Cost: £8,000 pcm
2 ways to access mallowstreet mobile on your device:
22
Contact Details
Sales:
Solutions:
Bryan Verster
Commercial Director
David Scholtz
Director of Product and Strategy
Direct: +44 (0)20 3326 7116
Office: +44 (0)20 3463 8098
Email:[email protected]
Direct: +44 (0)20 3326 7154
Office: +44 (0)20 3463 8098
Email: [email protected]
James Pamplin
Account Manager
Oliver Burton
Product Co-ordinator
Direct: +44 (0)20 3326 7144
Office: +44 (0)20 3463 8098
Email:[email protected]
Direct: +44 (0)20 3326 7151
Office: +44 (0)20 3463 8098
Email:[email protected]
Operations:
Victoria Sinclair
Data & Operations Manager
Direct: +44 (0)20 3326 7130
Office: +44 (0)20 3463 8098
Email:[email protected]
Samantha Crane
Client Services Manager
Direct: +44 (0)20 3326 7131
Office: +44 (0)20 3463 8098
Email:[email protected]
Legal:
Rachel Johnson
Director/Legal Counsel
Direct: +44 (0)20 3463 8023
Office: +44 (0)20 3463 8098
Email: [email protected]
CEO:
Stuart Breyer
Direct: +44 (0)20 3326 7119
Office: +44 (0)20 3463 8098
Email:[email protected]
Emma Milsted
Client Services Manager
Direct: +44 (0)20 3463 8055
Office: +44 (0)20 3463 8098
Email:[email protected]
Media Specifications can be found online:
http://mallowstreet.com/adguidelines
23