money summit & wealth expo 2014 sponsors presentation
DESCRIPTION
TRANSCRIPT
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JULY 4-5, 2014| SMX CONVENTION CENTER, PASAY CITY
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ABOUT THE EVENT
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Money Summit & Wealth Expo
The country’s only conference and expo on investing and trading
educating and empowering self-directed individual investors through access to investment experts and a market showcase of financial instruments and real estate projects
ABOUT THE EVENT
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CONFERENCE
Money Summit & Wealth Expofeatures 4 conferences over 2 days
with over 30 speakers and 1,000 delegates
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CONFERENCES
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FORMAT
DAY 1
Money Summit
8 sessions
1,000 pax
DAY 2
Stock Market Investing Summit
8 sessions
300 pax
Real Estate Investing Summit
8 sessions
300 pax
Forex Trading Summit
8 sessions
100 pax
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EXPO
Money Summit & Wealth Expofeatures 2 expos over 2 days
featuring with 50 exhibitors, free talks and 3,000 visitors
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EXPOS
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WEALTH EXPO
BANKs
• Time deposits
• UITFs
• Asset management
• Private banking
• Wealth management
• Credit cards
• Mortgage
INSURANCE COMPANIES
• VULs
• Endowments
• Whole life insurance
• Non-life insurance
INVESTMENT COMPANIES
• Mutual funds
• REITs
• ETFs
BROKERAGES
• Stocks
• Government securities
• Corporate bonds
• Insurance
• Precious metals
OTHERS
• Listed companies
• Preneed plans
• Remittance
• Personal finance software
• Trading software
• Financial media
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PROPERTY EXPO
RESIDENTIAL
DEVELOPERS
•Residential condominiums
•Student condos
•Subdivisions
•Townhouses
•Apartments
•Mixed-use townships
COMMERCIAL DEVELOPERS
•Commercial condominiums
•Retail spaces
•Warehouses
• Industrial parks
•BPO buildings
LEISURE DEVELOPERS
•Hotels
•Condotels
•Resorts
•Golf courses and clubs
•Vacation homes
•Leisure communities
•Timeshare properties
REAL ESTATE SERVICES
•Real estate appraisers
•Real estate brokers
•Property managers
•Property auctioneers
•Real estate websites
OTHERS
•Mortgage brokers
•Contractors
•Architects
•Engineers
•Memorial parks
•Raw land
•Farm lots
•Foreclosed properties
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PAST SPONSORS - FINANCIAL
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PAST SPONSORS – REAL ESTATE
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AUDIENCE
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AUDIENCEMajority are in their 20s and 30s, followed by those in
their 40s.
Under 20 9%
20-30 36%
31-40 30%
41-5016%
51-608%
Over 60Age
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AUDIENCESlightly more females than males.
Male 44%
Female56%
Gender
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AUDIENCE
Slightly more singles than married.
Single57%
Married43%
Status
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AUDIENCEMajority are college grads and 18% have post-graduate degrees.
High school0%
College undergrad13%
College graduate69%
Post graduate18%
Education
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AUDIENCEBusiness owners, corporate managers, and licensed
professionals represent 68% of the audience.
Business owner16%
Executives3%
Manager/Supervisor26%
Licensed Professional23%
Staff10%
Student11%
Other 11%
Occupation
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AUDIENCE
Over 31% earn more than P100k/month.
Less than P25,00019%
P25,000-P50,00025%
P51,000-P75,00013%
P75,000-100,00012%
Over P100,00031%
Monthly Income
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AUDIENCEThe main concern is little/no passive income and
investments.
0% 5% 10% 15% 20% 25% 30% 35%
NOT ENOUGH INCOME
NOT ENOUGH SAVINGS
BAD INVESTMENTS
LITTLE/NO PASSIVE INCOME
LITTLE/NO INVESTMENTS
TOO MUCH DEBT
Financial Issues
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AUDIENCEThe main financial goal is to achieve financial freedom.
0% 5% 10% 15% 20% 25% 30% 35% 40% 45%
COMFY RETIREMENT
INCOME PROTECTION
FINANCIAL FREEDOM
MASSIVE WEALTH
OTHER
Financial Goals
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AUDIENCEThe main investment objectives are passive income
and growth of capital.
0% 5% 10% 15% 20% 25% 30% 35% 40% 45%
SAFETY
LIQUIDITY
PASSIVE INCOME
GROWTH OF CAPITAL
Investment Objectives
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AUDIENCEAround 2/3 consider themselves aggressive or slightly
aggressive investors.
Conservative12%
Moderate 34%
Slightly Aggressive29%
Aggressive25%
Risk Tolerance
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AUDIENCEAlmost two-thirds are new investors. About 18% have 3-5
years experience and about a quarter with over 6 years.
Just starting39%
1-2 years22%
3-5 years18%
6-10 years10%
10-20 years8%
Over 20 years3%
Years Investing
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AUDIENCEOver 20% already owns stocks, 17% mutual funds, 14%
insurance or real estate, and 10% UITFs.
21%
2% 2%
17%
8%10%
7%
14% 14%
2% 2%0%
5%
10%
15%
20%
25%
Investments Owned
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AUDIENCEThere’s strong intention to increase investments after Money Summit, with 60% planning to invest over 20% of their income.
9%11%
22%
17% 17%
8%6%
10%
1% 1%
18%
20%
24%
8%
11%
17%
0%
5%
10%
15%
20%
25%
0% LESS THAN 5% 5-10% 11-20% 21-30% 31-40% 41-50% OVER 50%
Investment Behavior
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AUDIENCEAround 93% plans to invest within 1 year from attending Money Summit. Almost half plan to invest within 1 month.
Within 1 month47%
Within 3 months21%
Within 6 months10%
Within 1 year13%
After 1 year2%
No plans yet7%
Investment Timeline
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MARKETING CAMPAIGN
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PRINT ADS & PR
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BANNER ADS
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POSTERS
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EMAIL & TEXT BLASTS
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SOCIAL MEDIA MARKETING
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SPONSORSHIP
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#1: It’s the first and biggest conference and expo for investors. We have a unique market position as the first and biggest investment
trade show of its kind.
Money Summit & Wealth Expo brings you face to face with information-hungry investors, something you can’t do with advertising.
WHY SPONSOR?
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#2: We have a proven track record. Now on its 7th run, Money
Summit & Wealth Expo
has been a tremendous success in attracting both participants and sponsors.
Partner with the event that has already been tried-and-tested.
WHY SPONSOR?
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#3: You get a highly qualified audience. With over 30% earning more than P100k a month and 60% intending
to invest more than 20% after the conference, you get a highly targeted, highly qualified, and highly motivated market at the Money Summit & Wealth Expo.
This presents you with more quality leads than mass marketing.
WHY SPONSOR?
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#4: We make an impact on investors. More than 7,000 individuals have
attended Money Summit &
Wealth Expo with a significant percentage taking action to invest immediately after the event.
Our audience are much more likely to become your customers as they are already in the evaluation and buying phase.
WHY SPONSOR?
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#5: We have loyal sponsors. Many of our corporate sponsors have supported Money
Summit & Wealth Expo more than once.
This event has proven to be an effective marketing vehicle for them and we can help make it work for you.
WHY SPONSOR?