70 CFA INSTITUTE
ANNUAL CONFERENCE
© 2017 CFA Institute. All rights reserved.
TH
21–24 May 2017
Pennsylvania Convention Center
Philadelphia, Pennsylvania, USA
HOSTED WITH CFA SOCIETY PHILADELPHIA
SPONSORSHIP OPPORTUNITIES
annual.cfainstitute.org
EVENT OVERVIEW
The risks, opportunities, and challenges facing the global investment profession are as complex as ever,
and investment professionals must remain current. If you attend only one investment conference each year,
make sure it’s the CFA Institute Annual Conference.
The flagship CFA Institute Annual Conference rotates continents and is one of the investment industry’s largest and longest-running
educational gatherings of investment professionals, attracting as many as 1,800 delegates from 70 countries in prior years. Speakers include
top economists, legendary investors, best-selling investment authors, and governmental and regulatory leaders who share insights on
today’s most critical investment issues, examine market trends, uncover new investment opportunities, and deliver practical investment
advice.
Conference topic areas include the following:
Alternative investments · Behavioral finance · Derivatives · Economics · Equity investments · Fixed income · Leadership, management,
and communication skills · Portfolio management · Private wealth management · Standards, ethics, and regulations (SER)
About CFA Institute
About CFA Society Philadelphia
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.
CFA Society Philadelphia is the 7th-largest CFA Institute member society in the United States
and the 14th-largest worldwide with approximately 2,000 members.
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.
Top employers of CFA® charterholders in Philadelphia:
Aberdeen Asset Management Inc. · BlackRock · JP Morgan Chase ·
Janney Montgomery Scott · Macquarie Group · Morgan Stanley · PNC Financial ·
SEI Investments · Vanguard Group · Wells Fargo
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
To secure any of these opportunities and gain
access to investment professionals attending
the 70th CFA Institute Annual Conference,
please contact:
ANDY JENKINS, Global Sponsorship and Advertising Manager
+1 (434) 951-5594 | [email protected]
ROMAN MCACHREN, Sponsorship and Advertising Representative
+1 (434) 951-5527 | [email protected]
CONFERENCE DELEGATES
Investment professionals from around the globe attend the CFA
Institute Annual 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.
Locations of Past Five CFA
Institute Annual Conferences
Our conference delegates are primarily portfolio managers and institutional analysts who
have worked in the investment industry (mostly equity and debt securities) for at least
11 years. Firms represented include investment counselors and banks, pension funds,
endowments and foundations, broker and dealers, insurance companies, commercial banks,
and related businesses.
•
2012: Chicago, IL, USA
•
2013: Singapore
•
2014: Seattle, WA, USA
•
2015: Frankfurt, Germany
•
2016: Montréal, QC, Canada
The delegate profile reflects aggregate data* from the past five CFA Institute Annual Conferences.
1,559
Average Delegate
Attendance
Region
Americas (61%)
Europe, Middle East,
and Africa (27%)
Asia Pacific (12%)
Delegate Occupation
Portfolio Manager (32%)
Chief-Level Executive (14%)
Research Analyst (9%)
Consultant (7%)
Relationship Manager (7%)
Manager of Mangers (5%)
Financial Adviser (5%)
Strategist (4%)
Risk Managers (4%)
Other (13%)
Primary Asset Base
Institutional (35%)
Private (32%)
Both (13%)
Not Applicable (20%)
Employer AUM (USD)
> USD250 billion
10%
USD50 billion–USD250 billion
11%
8%
USD20 billion–USD50 billion
USD5 billion–USD20 billion
USD1 billion–USD5 billion
USD250 million–USD1 billion
< USD250 million
Not applicable
11%
10%
8%
9%
Buy Side/Sell Side
Buy Side (61%)
Sell Side (8%)
Both (8%)
Not Applicable (23%)
33%
*Additional delegate information can be provided on request
To secure any of these opportunities and gain
access to investment professionals attending
the 70th CFA Institute Annual Conference,
please contact:
ANDY JENKINS, Global Sponsorship and Advertising Manager
+1 (434) 951-5594 | [email protected]
ROMAN MCACHREN, Sponsorship and Advertising Representative
+1 (434) 951-5527 | [email protected]
PREMIUM SPONSORSHIPS
PLATINUM SPONSORSHIP
GOLD SPONSORSHIP
SILVER SPONSORSHIP
USD $65,000 | 2 Available
14 Complimentary Delegate Passes
USD $45,000 | 3 Available
12 Complimentary Delegate Passes
USD $30,000 | 7 Available
8 Complimentary Delegate Passes
The platinum sponsorship delivers the highest
level of recognition throughout the Annual
Conference’s global marketing campaign
and live program. As one of the two platinum
sponsors, your firm receives premium brand
exposure during the closing conference
reception on Tuesday evening, the opportunity
to position your senior-level thought leadership
among our delegates via a corporate
presentation, and an elevated presence in
the exhibit hall with a 20’ x 20’ booth space.
Make an impression on conference delegates
as they network by projecting your firm’s
presence throughout the duration of the event.
The gold sponsorship delivers significant
recognition throughout the Annual
Conference’s global marketing campaign
and live program. As one of the three gold
sponsors, your firm is able to make the first
impression on conference delegates during
the opening reception on Sunday evening.
Your firm also receives the opportunity to
position your senior-level thought leadership
among our delegates via a corporate
presentation and an elevated presence in
the exhibit hall with a 20’ x 10’ booth space.
As a silver sponsor, your firm enjoys
premium-level recognition throughout the
conference. Silver sponsors receive a 10’
x 10’ booth space and the opportunity to
position their senior-level thought leadership among our delegates via a corporate
presentation.
PREMIUM SPONSORSHIP OPPORTUNITIES
Price
PLATINUM
GOLD
SILVER
USD $65,000
USD $45,000
USD $30,000
2
3
7
Quantity Available
DELIVERABLES
PRE-EVENT
Digital recognition on the dedicated conference website’s homepage
•
Digital recognition in the conference website’s supporter section
•
•
•
One-time use of the pre-event mailing list
•
•
•
Recognition in promotional emails and/or print advertisements
•
•
•
ONSITE
Branding displayed during the keynote’s live broadcast on 21 May*
•
Branding displayed during the opening keynote session on 21 May
•
Complimentary delegate passes
14
12
8
Corporate presentation opportunity
•
•
•
Branding at the closing evening reception on 23 May
•
•
Branding at the opening evening reception on 21 May
20’ x 20’
Premium exhibit booth space**
20’ x 10’
10’ x 10’
Audible recognition from the speaker podium
•
Recognition in onsite conference branding (print and/or digital signage)
•
•
•
•
•
•
10
Top Stories
8
Top Stories
6
Top Stories
2
Full-Page Ads
1
Full-Page Ad
1
Half-Page Ad
POST-EVENT
One-time use of the post-event mailing list
ADVERTISING
Insertions in the daily CFA Institute Financial NewsBrief
Print advertising in a CFA Institute member publication***
*Subject to speaker approval
**Exhibit selection order is determined by the sponsorship level and the chronological order in which reservation forms are submitted
***CFA Institute Magazine or Financial Analysts Journal
To secure any of these opportunities and gain
access to investment professionals attending
the 70th CFA Institute Annual Conference,
please contact:
ANDY JENKINS, Global Sponsorship and Advertising Manager
+1 (434) 951-5594 | [email protected]
ROMAN MCACHREN, Sponsorship and Advertising Representative
+1 (434) 951-5527 | [email protected]
BRANDING OPPORTUNITIES
CONFERENCE APP
SPONSORSHIP
RECHARGE SPONSORSHIP
USD $20,000| 1 Available
5 Complimentary Delegate Passes
Our conference app is the primary
mechanism by which delegates choose
sessions to attend and navigate around the
conference. Put your company’s products
and services in the palm of more than
1,800 conference delegates. This exclusive
sponsorship provides high-exposure
placement in the app. Your company logo will
be a permanent fixture on the landing page
of the app and will link to the webpage of
your choice.
USD $15,000 | 1 Available
5 Complimentary Delegate Passes
As the recharge sponsor, your firm connects
directly with conference delegates by
providing them with access to mobile device
charging stations and internet kiosks.
Delegates enjoy access to email, stock
updates, and web data without incurring
international data fees.
SPECIALTY COFFEE STATION
SPONSORSHIP
USD $15,000 | 2 Available
5 Complimentary Delegate Passes
As the specialty coffee station sponsor, your
firm wakes up with conference delegates.
The specialty coffee station features
prominent signage and individually branded
coffee cup sleeves and beverage napkins
throughout the conference. This opportunity
is limited to one sponsor.
SHOE SHINE SPONSORSHIP
USD $15,000 | 2 Available
5 Complimentary Delegate Passes
The Shoe Shine Station Sponsorship includes
a branded space for conference delegates
to sharpen their image and affords your
firm the opportunity to engage with Annual
Conference attendees in a unique way.
The sponsor is promoted through branded
signage and an opportunity to display their
literature in the space.
To secure any of these opportunities and gain
access to investment professionals attending
the 70th CFA Institute Annual Conference,
please contact:
ANDY JENKINS, Global Sponsorship and Advertising Manager
+1 (434) 951-5594 | [email protected]
ROMAN MCACHREN, Sponsorship and Advertising Representative
+1 (434) 951-5527 | [email protected]
BRANDING OPPORTUNITIES
CONFERENCE
APP
SPECIALTY
COFFEE STATION
RECHARGE
SHOE SHINE
USD $20,000
USD $15,000
USD $15,000
USD $15,000
1
2
1
2
Digital recognition in the conference website’s
supporter section
•
•
•
•
One-time use of the pre-event mailing list
•
•
•
•
Recognition in promotional emails and/or print
advertisements
•
•
•
•
BRANDING OPPORTUNITIES
Price
Quantity Available
DELIVERABLES
PRE-EVENT
ONSITE
Branded coffee cup sleeves and beverage napkins
•
Branded signage at the specialty coffee station
•
Branding displayed at the sponsored shoe
shine station
•
Brand recognition on back cover of the
Event Pocket Guide
•
Mention in the Conference App description in the App
Store/Google Play
•
Banner ad in lower bottom of the app
•
Co-branding on official Conference App splash
screen
•
Branding on mobile device charging units and
internet kiosks
•
Complimentary delegate passes
5
5
5
5
Recognition in onsite conference branding
(print and/or digital signage)
•
•
•
•
•
•
•
•
5
Market Activity
5
Market Activity
5
Market Activity
5
Market Activity
1
Half-Page Ad
1
Half-Page Ad
1
Half-Page Ad
1
Half-Page Ad
POST-EVENT
One-time use of the post-event mailing list
ADVERTISING
Insertions in the daily CFA Institute Financial
NewsBrief
Print advertising in a CFA Institute member
publication*
*CFA Institute Magazine or Financial Analysts Journal
To secure any of these opportunities and gain
access to investment professionals attending
the 70th CFA Institute Annual Conference,
please contact:
ANDY JENKINS, Global Sponsorship and Advertising Manager
+1 (434) 951-5594 | [email protected]
ROMAN MCACHREN, Sponsorship and Advertising Representative
+1 (434) 951-5527 | [email protected]
BRANDING OPPORTUNITIES
LANYARD SPONSORSHIP
HEADSHOT SPONSORSHIP
As the lanyard sponsor, your firm enjoys
high visibility by co-branding each delegate
lanyard with name tag. This opportunity is
limited to one sponsor.
As the Professional Headshot Station
sponsor, your firm will offer the opportunity
to all delegates to have a professional
headshot taken. Headshots are a valuable
perk for delegates and can be used for social
media accounts, presentations, networking,
and other professional applications. This
popular sponsorship allows your firm to
enjoy branding in three ways: Through
onsite signage in the exhibit hall, pre-printed
logoed cards with the URL address for
accessing the headshots, and your logo
included in the email sent to all participants
to access the final headshot.
USD $15,000 | 1 Available
5 Complimentary Delegate Passes
WI-FI SPONSORSHIP
USD $15,000 | 1 Available
5 Complimentary Delegate Passes
As the conference Wi-Fi sponsor, your
firm provides wireless internet access
to all conference delegates. This popular
opportunity includes a customized, cobranded
landing page with your firm’s logo and
prominent onsite signage advertising the
feature to delegates.
USD $15,000 | 1 Available
5 Complimentary Delegate Passes
To secure any of these opportunities and gain
access to investment professionals attending
the 70th CFA Institute Annual Conference,
please contact:
VIRTUAL LINK PROGRAMMING
SPONSORSHIP
USD $12,000 | 3 Available
4 Complimentary Delegate Passes
The “CFA Institute Annual Conference
Virtual Link” delivers an online conference
experience providing our virtual audience
with access to over 10 hours of live content,
including key sessions and exclusive
interviews with speakers and attendees
throughout the entire event.
As one of our Virtual Link Programming
Sponsors, your firm demonstrates
commitment to education and professional
development through exclusive brand
recognition during a full day of programming.
This sponsorship is designed to elevate your
firm’s brand by promoting it to our onsite and
virtual global audience.
ANDY JENKINS, Global Sponsorship and Advertising Manager
+1 (434) 951-5594 | [email protected]
ROMAN MCACHREN, Sponsorship and Advertising Representative
+1 (434) 951-5527 | [email protected]
BRANDING OPPORTUNITIES
LANYARD
WI-FI
HEADSHOT
VIRTUAL LINK
USD $15,000
USD $15,000
USD $15,000
USD $12,000
1
1
1
3
Digital recognition in the conference website’s
supporter section
•
•
•
•
One-time use of the pre-event mailing list
•
•
•
•
Recognition in promotional emails and/or print
advertisements
•
•
•
•
BRANDING OPPORTUNITIES
Price
Quantity Available
DELIVERABLES
PRE-EVENT
ONSITE
Branded message in the email that is sent to access
the headshot
•
Branding on the pre-printed information card for
retrieving headshot
•
Branding displayed at the Headshot area
•
Branding displayed during the day’s morning plenary
session
•
Branding displayed outside of “news desk” area in
the exhibit hall
•
Recognition on the Virtual Link website as the day’s
Virtual Link Programming Sponsor
•
Opportunity to submit 15-30 second promotional
video(s) to be played between video feed transitions
•
Opportunity for a Senior Executive to be interviewed
(live) by our news desk anchors (5-7 minutes)
•
Co-Branding on each delegate nametag lanyard
•
•
Co-branding on Wi-Fi landing page
Complimentary delegate passes
5
5
5
4
Recognition in onsite conference branding
(print and/or digital signage)
•
•
•
•
•
•
•
•
5
Market Activity
5
Market Activity
5
Market Activity
5
Market Activity
1
Half-Page Ad
1
Half-Page Ad
1
Half-Page Ad
1
Half-Page Ad
POST-EVENT
One-time use of the post-event mailing list
ADVERTISING
Insertions in the daily CFA Institute Financial
NewsBrief
Print advertising in a CFA Institute member
publication*
*CFA Institute Magazine or Financial Analysts Journal
To secure any of these opportunities and gain
access to investment professionals attending
the 70th CFA Institute Annual Conference,
please contact:
ANDY JENKINS, Global Sponsorship and Advertising Manager
+1 (434) 951-5594 | [email protected]
ROMAN MCACHREN, Sponsorship and Advertising Representative
+1 (434) 951-5527 | [email protected]
BRANDING OPPORTUNITIES
NETWORKING LUNCHEON
SPONSORSHIP
HYDRATION STATION
SPONSORSHIP
CONFERENCE MEETING ROOM
SPONSORSHIP
The Networking Luncheon sponsorship
provides your firm with the opportunity
to indirectly engage a large audience
and receive recognition as a supporter of
the event. Luncheons also give sponsor
representatives an informal opportunity to
interact with conference attendees. The
sponsor is promoted though onsite signage,
branded table tents, and beverage napkins.
Sponsor will also receive the opportunity
to host a private VIP luncheon for up to 40
delegates that will take place in a designated
area within the exhibit hall.
As the hydration station sponsor, your firm
enjoys branding on all of the self-serve
drinking water dispensers at the conference.
There are more than 20 hydration stations
available throughout the conference, and your
firm’s branding is displayed on each station.
Your firm may also provide branded, refillable
water bottles for delegates to use during the
four-day event.
The Meeting Room Sponsorship provides
a high level of exposure by displaying the
sponsors branding to all delegates who
choose to hold an onsite meeting in one of
three designated meeting rooms located
within the exhibit hall. Each meeting room
includes furniture and the sponsor has the
opportunity to send brochures and collateral
to be displayed in their sponsored meeting
room.
USD $8,000 | 2 Available
3 Complimentary Delegate Passes
USD $7,500 | 1 Available
3 Complimentary Delegate Passes
USD $6,000 | 3 Available
3 Complimentary Delegate Passes
NETWORKING
LUNCHEON
HYDRATION
STATION
MEETING ROOM
USD $8,000
USD $7,500
USD $6,000
2
1
3
Digital recognition in the conference website’s supporter section
•
•
•
One-time use of the pre-event mailing list
•
•
•
Recognition in promotional emails and/or print advertisements
•
•
•
BRANDING OPPORTUNITIES
Price
Quantity Available
DELIVERABLES
PRE-EVENT
ONSITE
•
Branding at each hydration station
Branding displayed at one networking luncheon on 22 or 23 May
•
•
Branding displayed at 1 of 3 meeting rooms in exhibit hall
Opportunity to host private lunch for up to 40 people*
•
Complimentary delegate passes
3
3
3
Recognition in onsite conference branding (print and/or digital signage)
•
•
•
•
•
•
5
Market Activity
5
Market Activity
5
Market Activity
1
Half-Page Ad
1
Half-Page Ad
1
Half-Page Ad
POST-EVENT
One-time use of the post-event mailing list
ADVERTISING
Insertions in the daily CFA Institute Financial NewsBrief
Print advertising in a CFA Institute member publication**
*All inclusive
**CFA Institute Magazine or Financial Analysts Journal
To secure any of these opportunities and gain
access to investment professionals attending
the 70th CFA Institute Annual Conference,
please contact:
ANDY JENKINS, Global Sponsorship and Advertising Manager
+1 (434) 951-5594 | [email protected]
ROMAN MCACHREN, Sponsorship and Advertising Representative
+1 (434) 951-5527 | [email protected]
EXHIBIT PROGRAM
PREMIUM EXHIBIT
USD $12,000 | 14 Available
5 Complimentary Delegate Passes
STANDARD EXHIBIT
USD $10,000 | 25 Available
4 Complimentary Delegate Passes
KIOSK EXHIBIT
USD $6,000 | 8 Available
2 Complimentary Delegate Passes
Exhibitors can generate strong sales leads and raise their firm’s profile in the investment
community through this effective opportunity to reach and interact face-to-face with
industry decision makers and achieve business development goals. Display and market
your firm’s products and services directly to investment professionals. Morning and
afternoon refreshment breaks will take place 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 exhibits also
receive priority in the exhibit selection order.
The kiosk exhibit serves as an opportunity for firms to have a presence at the CFA Institute
Annual Conference at an introductory price point. The opportunity includes a standing kiosk
with monitor and appropriate connections for your laptop to display your firm’s products
and services.
EXHIBIT OPPORTUNITIES
PREMIUM EXHIBIT
STANDARD EXHIBIT
KIOSK EXHIBIT
USD $12,000
USD $10,000
USD $6,000
14
25
8
Digital recognition in the conference website’s supporter section
•
•
•
One-time use of the pre-event mailing list
•
•
•
Recognition in promotional emails and/or print advertisements
•
•
•
5
4
2
10’ x 10’
10’ x 10’
Kiosk
•
•
•
•
•
•
Insertions in the daily CFA Institute Financial NewsBrief
5
Market Activity
5
Market Activity
3
Market Activity
Print advertising in a CFA Institute member publication**
40% discount
40% discount
40% discount
Price
Quantity Available
BENEFITS
PRE-EVENT
ONSITE
Complimentary delegate passes
Exhibit booth space*
Recognition in onsite conference branding
(print and/or digital signage)
POST-EVENT
One-time use of the post-event mailing list
ADVERTISING
*Exhibit selection order is determined by the sponsorship level and the chronological order in which reservation forms are submitted
**CFA Institute Magazine or Financial Analysts Journal
To secure any of these opportunities and gain
access to investment professionals attending
the 70th CFA Institute Annual Conference,
please contact:
ANDY JENKINS, Global Sponsorship and Advertising Manager
+1 (434) 951-5594 | [email protected]
ROMAN MCACHREN, Sponsorship and Advertising Representative
+1 (434) 951-5527 | [email protected]