cfa institute 2017 regional society leadership conferences · pdf file2017 regional society...
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SPONSORSHIP OPPORTUNITIES© 2017 CFA Institute. All rights reserved.
CFA Institute 2017 Regional Society
Leadership Conferences
EMEA Society Leadership Conference
28–30 September 2017Kempinksi Hotel Ishtar Dead Sea
Dead Sea, Jordan
APAC Society Leadership Conference
13–15 October 2017Mandarin Oriental Taipei
Taipei, Taiwan
Americas Society Leadership Conference
26–28 October 2017Fairmont San Jose
San Jose, California, USA
To secure any of these opportunities and gain access to investment professionals attending the Regional Society Leadership Conferences, please contact:
ANDY JENKINSGlobal Sponsorship and Advertising Manager, CFA Institute+1 (434) 951-5594 [email protected]
ALICIA CHAN APAC Sponsorship and Advertising Manager, CFA Institute+852 9858 [email protected]
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
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.
About CFA InstituteCFA 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
To secure any of these opportunities and gain access to investment professionals attending the Regional Society Leadership Conferences, please contact:
ANDY JENKINSGlobal Sponsorship and Advertising Manager, CFA Institute+1 (434) 951-5594 [email protected]
ALICIA CHAN APAC Sponsorship and Advertising Manager, CFA Institute+852 9858 [email protected]
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 AfricaUnited Arab Emirates
Bulgaria Finland Italy Mauritius Qatar Spain
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
To secure any of these opportunities and gain access to investment professionals attending the Regional Society Leadership Conferences, please contact:
ANDY JENKINSGlobal Sponsorship and Advertising Manager, CFA Institute+1 (434) 951-5594 [email protected]
ALICIA CHAN APAC Sponsorship and Advertising Manager, CFA Institute+852 9858 [email protected]
SPONSORSHIP PROGRAM
CLOSING EVENING RECEPTION AND DINNER SPONSORSHIP
EMEA REGION 2 Complimentary Delegate Passes
APAC REGION 2 Complimentary Delegate Passes
AMERICAS REGION 2 Complimentary Delegate Passes
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 SPONSORSHIPEMEA REGION 2 Complimentary Delegate Passes
APAC REGION 2 Complimentary Delegate Passes
AMERICAS REGION 2 Complimentary Delegate Passes
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
EMEA REGION 1 Complimentary Delegate Pass
APAC REGION 1 Complimentary Delegate Pass
AMERICAS REGION 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.
Pricing for these sponsorship opportunities varies by region. Please contact us for pricing.
To secure any of these opportunities and gain access to investment professionals attending the Regional Society Leadership Conferences, please contact:
ANDY JENKINSGlobal Sponsorship and Advertising Manager, CFA Institute+1 (434) 951-5594 [email protected]
ALICIA CHAN APAC Sponsorship and Advertising Manager, CFA Institute+852 9858 [email protected]
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 5 Market Activity
5 Market Activity
5 Market Activity
Print advertising in a CFA Institutemember publication* 40% Discount 40% Discount 40% Discount
SPONSORSHIP OPPORTUNITIES
*CFA Institute Magazine or Financial Analysts Journal®
To secure any of these opportunities and gain access to investment professionals attending the Regional Society Leadership Conferences, please contact:
ANDY JENKINSGlobal Sponsorship and Advertising Manager, CFA Institute+1 (434) 951-5594 [email protected]
ALICIA CHAN APAC Sponsorship and Advertising Manager, CFA Institute+852 9858 [email protected]
EXHIBIT PROGRAM
STANDARD EXHIBITEMEA REGION USD $2,000 | 3 Available 2 Complimentary Delegate Passes
APAC REGION USD $2,000 | 2 Available 2 Complimentary Delegate Passes
AMERICAS REGION USD $2,000 | 1 Available 2 Complimentary Delegate Passes
EMEA REGION USD $4,000 | 5 Available 3 Complimentary Delegate Passes
APAC REGION USD $3,500 | 5 Available 3 Complimentary Delegate Passes
AMERICAS REGION USD $4,500 | 3 Available 3 Complimentary Delegate Passes
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
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
PriceEMEA USD $2,000APAC USD $2,000
AMERICAS USD $2,000
EMEA USD $4,000APAC 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 3 Market Activity
Print advertising in CFA Institute member publication** 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®