PROGRAM AGENDA • 3:30 - 5:00 p.m. Registration and Cocktails • 5:00 - 6:00 p.m. CFA Society San Diego Opening Remarks & Dinner • 6:00 - 7:00 p.m. Forecast Game & Speaker Presentations • 7:00 - 8:00 p.m. Q&A Panel and Conclusion of the 2020 Forecasting Dinner CFA SOCIETY SAN DIEGO PRESENTS THE 2020 ANNUAL FORECAST DINNER FEATURING TONY DWYER Chief Market Strategist Canaccord Genuity FEATURING THOMAS J LEE, CFA Co-founder & Managing Partner Fundstrat Global Advisors MODERATE D B Y Jane Wells Reporter CNBC Thursday February 27 th , 2020 3:30 pm to 8:00 pm 1549 El Prado San Diego, CA Balboa Park The Prado at Balboa Park San Diego
Transcript
PROGRAM AGENDA• 3:30 - 5:00 p.m. Registration and Cocktails
• 5:00 - 6:00 p.m. CFA Society San Diego Opening Remarks & Dinner
• 6:00 - 7:00 p.m. Forecast Game & Speaker Presentations
• 7:00 - 8:00 p.m. Q&A Panel and Conclusion of the 2020 Forecasting Dinner
CFA SOCIETY SAN DIEGO PRESENTS THE 2020 ANNUAL FORECAST DINNER
FEA
TUR
ING
TONY DWYERChief Market Strategist Canaccord Genuity
FEA
TUR
ING
THOMAS J LEE, CFACo-founder & Managing Partner Fundstrat Global Advisors
MO
DE
RA
TED
BY
Jane WellsReporterCNBC
Thursday February 27th, 20203:30 pm to 8:00 pm
1549 El PradoSan Diego, CABalboa Park
The Prado at Balboa Park
San Diego San Diego
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14TH ANNUAL FORECAST DINNER SPEAKER BIOGRAPHIES
TONY DWYER CHIEF MARKET STRATEGIST, CANACCORD GENUITYTony Dwyer joined Canaccord Genuity following the acquisition of Collins Stewart in March 2012, and currently serves as the Head of U.S. Macro Group, Chief Market Strategist, and member of the Firm’s U.S. Operating Committee. Prior to joining Canaccord Genuity, Tony served as a Senior Managing Director and Chief Equity Strategist for Collins Stewart LLC from 2010-2011. Prior to joining Collins Stewart, Tony served as the Chief Equity Market Strategist for FTN Financial’s equity arm from 2003-2010. In addition to his analyst role at FTN, Tony also held the title of Co-Director of Research, Chairman of the Investment Committee and sat on the firm’s Operating Committee. As a Strategist, Dwyer is best known for the practical application of macroeconomic and tactical market indicators designed to assist institutional clients in making intermediate-term market and sector investment decisions. He is frequently seen and quoted on the various Financial News outlets such as CNBC, Barrons, FOX Business, and Bloomberg. Tony is a graduate of Le Moyne College where he earned a Bachelor of Arts degree in Political Science and currently sits on the LeMoyne College Endowment Fund Investment Committee. He lives in New Jersey with his wife and two sons, enjoys being a private pilot, scuba diving, sky diving, adventure racing, and all outdoor sports.
THOMAS J LEE, CFA CO-FOUNDER & MANAGING PARTNER FUNDSTRAT GLOBAL ADVISORSThomas is a well regarded strategist, focusing on both equity markets as well as emerging technologies such as digital assets. Thomas has over 25 years of experience in macro markets and equity research. Prior to co-founding the independent strategy research boutique, Fundstrat Global Advisors, he served as Chief Equity Strategist of J.P. Morgan Chase & Co. and had been at JPMorgan from 1999 through 2014. And prior to that, was both a highly regarded telecommunications equity research analyst and also small -cap equity/ bankruptcy/reorg strategist (2004-2010) working at firms like Kidder, Peabody and Salomon Smith Barney. He is widely quoted in the media (CNBC, Bloomberg, Fox, etc) and professionally recognized. He has been ranked consistently by Institutional Investors and held the #1, #2 and #3 position for 15 consecutive years (1998-2013). He is known for his data-driven approach (“analysis not opinions”), and clients view his work as both contrarian and highly differentiated. He is also considered one of the most trusted and well known persons in digital assets by Cindicator and top 100 key names by Cryptoinfluencer.io.
JANE WELLSREPORTER, CNBCCNBC business news reporter Jane Wells is based in Los Angeles, where she covers retail, agriculture and defense as well as reports on California’s economy, West Coast real estate and Las Vegas. Wells also writes the blog Funny Business for CNBC.com covering a variety of unusual items. Wells came from CNBC’s “Upfront Tonight,” where she served as a senior correspondent. Wells joined CNBC in 1996, providing special coverage of the O.J. Simpson civil case for “Rivera Live.” Prior to joining CNBC, she was a correspondent for the Fox News Channel and Los Angeles reporter for NBC’s flagship television station, WNBC, in New York. Her television news career includes reporter positions with KTTV, Los Angeles; WTVJ, Miami; and KOB, Albuquerque. She has also contributed international reports for CNN. Wells has received numerous honors for her work, including a 1992 Peabody Award and duPont Award for her role in the live coverage of the Rodney King Trial. That same year, she earned a Los Angeles Emmy Award for her investigative reporting. She also has received UPI, Press Club and Emmy Awards for feature reporting; three Florida Emmy Awards for news reporting; and the Investigative Reporters and Editors Award for team reporting.
The mission of the CFA Society San Diego is to serve the needs of professionals in the investment decision making process by providing a forum for the exchange of information and ideas among its members, by enhancing members’ investment knowledge, and by encouraging high ethical standards and professional conduct among all participants in the investment industry.
The CFA Society San Diego was founded in 1962 as the Financial Analysts Society of San Diego, Inc. to promote a high standard of ethics and sound professional standards of investment management and research, and to enhance professional knowledge and skills. The Society was admitted to the Association for Investment Management and Research (AIMR) on November 4, 1963. In May 2004, AIMR became CFA Institute and in May 2005, the Society changed its name to CFA Society San Diego, in order to more closely align with the CFA Institute and the Chartered Financial Analyst (CFA®) designation.
There are approximately 500 members of the the CFA Society San Diego, including security analysts, portfolio managers, bankers, and other investment professionals. Approximately 450 CFA Society San Diego members hold the Chartered Financial Analyst designation. In addition, approximately 300 are currently candidates for this prestigous professional designation.
This year marks our 14th annual Forecast Dinner, and we anticipate the event will draw over 300 attendees and guests. Most of the attendees will include professional money managers, investment consultants, plan sponsors, financial planners and financial advisors from San Diego and Southern California.
The 2020 Forecasting Dinner will consist of a cocktail hour, dinner, two thirty-minute presentations from speakers sharing unique perspectives on the market, and a thirty-minute Q&A speaker panel discussion led by CNBC business reporter Jane Wells. Each attendee will enjoy a cocktail reception and an exceptional three-course meal accompanied by wine.
OUR MISSION
WHO WE
ARE
ABOUT THE
SAN DIEGO FORECAST
DINNER
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14TH ANNUAL FORECAST DINNER ABOUT THE CFA SOCIETY SAN DIEGO
ABOUT CFA SOCIETY SAN DIEGOCFA Society San Diego promotes the highest ethical standards and professional excellence within the local investment community. CFA Society San Diego is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisors and other financial practitioners, that has served CFA charterholders and CFA Program candidates locally since 1962.
CFA Society San Diego is a member society of CFA Institute. There are 150 CFA societies around the world that support the mission of CFA Institute at a local level and provide members with career growth, information exchange, and professional networking opportunities.
ABOUT CFA INSTITUTECFA Institute is a global community of more than 150,000 investment professionals working to build an investment industry where investors’ interests come first, markets function at their best, and economies grow. We develop and promote professional and ethical standards and administer the Chartered Financial Analyst credential, the Certificate in Investment Performance Measurement, and the CFA Institute Investment Foundations® program. For more information, visit www.cfainstitute.org.
SPONSORSHIP CFA Society San Diego is a vital part of the San Diego investment community with over 500 members spanning the breadth of our industry. Partnering with CFA Society San Diego, either as a sponsor or an underwriter, positions your company in front of our constituents, providing exposure to and interaction with this targeted group of high-profile individuals over half of which transact on the buy side of our industry. Our events, which are directly marketed to more than 1,000 finance industry professionals from around the region, have a proven track record of providing great insight and generating interesting conversations, sure to entertain your clients and colleagues, and provide invaluable networking opportunities with the region’s most talented investment professionals. To discuss sponsorship/underwriting opportunities, please contact our [email protected].
CONTACT CFA SOCIETY SAN DIEGOTo find out more please visit:Web: http://www.cfasociety.org/sandiegoTel: 619.684.6228Email: [email protected]
Member Demographics as of August 2019
AVERAGE AGE: 45.0
GENDER: 85% Male / 15% Female
MEMBERSHIP TYPES: • 445 Charterholders • 26 Affiliate Members
JOB FUNCTION:Approximately 75% of our membership hold one of the four following titles:• Portfolio Manager (50% of members)• Consultant• Corporate Financial Analyst• Chief-Level Executive
TOP SAN DIEGO EMPLOYERS1. Brandes Investment Partners2. Allianz SE3. Meketa Investment Group4. Bank of America Merrill Lynch 5. Wells Fargo6. StepStone Group LLC7. TorreyCove Capital Partners 8. LPL Financial Holdings9. TD Bank Financial Group10. Qualcomm, Inc.
PRIMARY INVESTMENT PRACTICE As of May 2019
EquitiesNot ApplicableFixed IncomePrivate Equity
OtherReal Estate
Hedge Funds
0% 10% 20% 30% 40% 50%
PRIMARY ASSET BASE As of May 2019
Institutional
Private
Both
14TH ANNUAL FORECAST DINNER CFA SOCIETY SAN DIEGO FACT SHEET
50% 49%
0%
UNDERWRITING OPPORTUNITIES*
COCKTAIL RECEPTION - $1,000 each - 1 available
Firm logo on signage at cocktail reception tables
COCKTAIL APPETIZERS - $1,000 each - 1 available Firm logo on signage at cocktail reception buffets
DINNER WINE - $500 each - 2 available Firm name on card at each table
AUDIO VISUAL SERVICES - $500 each - 2 available Firm name on card at each table
PARKING FOR ATTENDEES - $500 each - 2 available Firm name on card at each table
The Forecast Dinner is a unique opportunity for San Diego investment professionals to gather and discuss their thoughts for the economy and financial markets. We hope your firm will join us for this special occasion and support us at a level commensurate with your vision for our organization. Your pledge of support will assist the CFA Society San Diego in its ongoing effort to provide high quality programming to its members. It will also identify your firm as one that understands the need to support the highest standards in the financial services industry by endorsing a professional investment organization such as the CFA Society San Diego.
GOLD TABLE SPONSOR - $2,400 each - 8 available Premium Seating for 10 (front of room) Premium logo positioning in the event program Premium logo positioning in the welcome screen slide show Firm logo on the table sign
SILVER TABLE SPONSOR - $2,000 each - 4 available Preferred Seating for 10 (middle of room) Preferred logo positioning in the event program Preferred logo positioning in the welcome screen slide show Firm logo on the table sign
BRONZE TABLE SPONSOR - $1,600 each - 10 available Seating for 10 (back of room) Firm name on the table sign
* All underwriting opportunities come with complimentary registration—one seat for $500 underwriting sponsors and two seats for $1,000 underwriting sponsors.
THE SAN DIEGO INVESTMENT COMMUNITY REPRESENTS*:
$69.5 billion in Institutional Plan Sponsor Assets
$25 billion in High Net Worth/ Family Office Assets
$1.873 trillionin Assets under Advisement by Consultants
*Data Source: S&P Global Market Intelligence Money Market Directory. Accessed July 31, 2019.
• Tables for 10 Guests 1-Front Row 1-Premium Seating
• Sponsor Recognition in event Program Full Page Ad Half Page Ad
• Sponsor Recognition in event Print Advertising P P
• Reception event Sponsor Marketing Table P
• Sponsor Recognition in event Emails (6 emails) P P
• Limited information/access to event Attendee List P P
ANNUAL SOCIAL/CHARTER AWARD CEREMONY • Table for 10 Guests Front Row • Sponsor Recognition in event Program P P
• Sponsor Recognition in event Print Advertising P P
MONTHLY LUNCHEON/NETWORKING EVENTS • Opportunity to give company presentation 1
• Recognition as sponsor at designated level 2 1
• Attendance at any lunch/networking event 2 1
OTHER ADVERTISING BENEFITS • Sponsor Recognition on the CFA Society San Diego home page 12 Mo. 12 Mo.
STUDENT MEMBERSHIP EVENTS • Annual University ‘Investment Research Challenge’ P P
program/print sponsor recognition
• Sponsor Marketing table at Investment Research Challenge P P • Opportunity to give company presentation to 1
the CFA Society San Diego Student Membership
ABOUT OUR EMAILING LISTS Our email list includes institutional allocators/plan sponsors (public pensions, foundations, endowments, Taft-Hartley funds, corporate and nonprofit DC and DB plans), private wealth advisors, consultants, and other investment profes-sionals as well as employers, candidates, and students from across San Diego County and Southern California.
• 525+ CFA Society San Diego members plus an additional
• 275+ investment community non-members who have opted-in to our mailing list
• 1,800+ investment professionals from a supplemental database that includes almost 500 plan sponsor contacts
and over 125 family office contacts
LET’S BUILD A BETTER WORLDFOR INVESTING.LET’S MEASURE UP.
Cancelation Policy: All ticket and table reservations are nonrefundable beginning January 26, 2020. Sponsorships and underwriting opportunities are nonrefundable from date of purchase.
# Requested
Total $ Amount
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PAYMENT OPTIONS:
q Check (Payable to CFA Society San Diego)
q Credit Card – MasterCard / Visa / American Express (circle) Payment via check is greatly appreciated and the preferred method for payment.
