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 andy.jenkins@cfainstitute.org

ALICIA CHAN APAC Sponsorship and Advertising Manager, CFA Institute+852 9858 8670alicia.chan@cfainstitute.org

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 andy.jenkins@cfainstitute.org

ALICIA CHAN APAC Sponsorship and Advertising Manager, CFA Institute+852 9858 8670alicia.chan@cfainstitute.org

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 andy.jenkins@cfainstitute.org

ALICIA CHAN APAC Sponsorship and Advertising Manager, CFA Institute+852 9858 8670alicia.chan@cfainstitute.org

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 andy.jenkins@cfainstitute.org

ALICIA CHAN APAC Sponsorship and Advertising Manager, CFA Institute+852 9858 8670alicia.chan@cfainstitute.org

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 andy.jenkins@cfainstitute.org

ALICIA CHAN APAC Sponsorship and Advertising Manager, CFA Institute+852 9858 8670alicia.chan@cfainstitute.org

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®