CFA INSTITUTE EUROPEAN INVESTMENT … employers of CFA Institute members globally: Bank of America...

26-27 November 2018Le Meridien Etoile

Paris, France

Sponsorship Opportunitieseic.cfainstitute.org

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CFA INSTITUTE EUROPEAN INVESTMENT CONFERENCE 2018

France

To secure any of these opportunities and gain access to investment professionals attending the CFA Institute European Investment Conference, please contact:

ANDY JENKINSGlobal Sponsorship and Advertising Manager +1 (434) [email protected]

JULIA SUSANNE ORLICHAssociate Relationship Manager, EMEA +44 (0) 207 330 [email protected]

*Number of individual countries represented by EIC delegates, 2010–2017

EVENT OVERVIEW

Attracting delegates from more than 50 countries and regions,* the CFA Institute European Investment Conference is the annual must-attend gathering for Europe’s leading portfolio managers, analysts, chief investment officers, and CEOs.

With a world-class lineup of speakers and sessions designed and delivered by active practitioners, this unique conference offers supporting organisations extensive pre-event exposure and high-quality interaction with key industry personnel onsite.

About CFA InstituteCFA Institute is the global community of more than 141,000 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

About CFA Society FranceCFA Society France is the fastest-growing association of investment professionals in France. Founded in 1998 to bring together and support CFA Institute members, the society has grown steadily to 1,000 members who represent all facets of the investment industry: portfolio managers, investment advisors, educators and other financial professionals. CFA Society France advocates for initiatives that promote the highest ethical standards, financial education, and professional excellence in the capital markets.

Top employers of CFA® charterholders in France:

BNP Paribas · Societe Generale · Amundi Asset Management · AXA Group · Natixis · HSBC · Credit Agricole · Rothschild · Allianz SE · ODDO BHF AG




Our conference delegates are primarily portfolio managers who have worked in the investment industry (mostly equity securities) for more than 20 years. Firms represented include wealth management firms, financial advisory firms, trust companies, and others involved in the management of private wealth.

CONFERENCE DELEGATESLocations of Past Five CFA Institute European Investment Conferences

• 2013: London, United Kingdom



• 2016: Amsterdam, Netherlands

• 2017: Berlin, Germany

The delegate profile reflects aggregate data* from the past five CFA Institute European Investment Conferences.

*Additional delegate information can be provided on request

312 Average Delegate Attendance

Region Buy Side/Sell Side Primary Asset Base

Delegate Occupation

Primary Investment Practice

Portfolio Manager (27%)Chief-Level Executive (15%)Relationship Manager (9%)Consultant (8%)Strategist (8%)Research Analyst (7%)Risk Manager (6%)Financial Advisor (5%)Manager of Managers (4%)Accountant/Auditor (2%)Corporate Financial Analyst (2%)Investment Banking Analyst (2%)Trader (1%)Other (4%)

Equities (35%)Fixed Income (22%)Private Equity (4%)Derivatives (3%)Hedge Funds (2%)Indexed (2%)Real Estate (2%)Structured Products (2%)Foreign Currency (1%)Not Applicable (18%)Other (9%)

Employer AUM (USD)

Member (65%)

Nonmember (35%)

CFA Institute Membership Status

Institutional (41% ) Private (20%) Both (14%) Not Applicable (25%)

Buy Side (55%) Sell Side (9%) Both (7%) Not Applicable (29%)

AMERICAS (5%) ASIA PACIFIC (1%) EMEA (94%)

< US $250 million 11%

US $250 million < US $1 billion 11%

US $1 billion < US $5 billion 10%




> US $250 billion 12%

Not Applicable 22%

Prefer not to answer 6%




PLATINUM SPONSORSHIPEUR €20,000 | 2 Available

12 Complimentary Delegate Passes

The platinum sponsorship delivers the highest level of recognition throughout the European Investment Conference’s marketing campaign and live program. As one of two platinum sponsors, your firm receives premium brand exposure during the evening social program on Monday and the conference program on both days. Your firm will be recognised by the plenary session moderator during the morning sessions and an exhibit space in a premium location will provide your firm with an elevated presence in the exhibit hall. Make an impression on conference delegates as they network by projecting your firm’s presence throughout the duration of the event.

GOLD SPONSORSHIPEUR €12,000 | 2 Available


The gold sponsorship delivers significant recognition throughout the European Investment Conference’s marketing campaign and live program. As one of two gold sponsors, your firm will make a lasting impression on conference delegates during the networking breakfasts and networking luncheons on both days, which you will be co-hosting. Your firm also receives additional onsite conference branding (print and/or digital signage) and an exhibit space in a premium location will provide your firm with an elevated presence in the exhibit hall.

SILVER SPONSORSHIPEUR €8,000 | 2 Available


The silver sponsorship delivers premium recognition throughout the European Investment Conference’s marketing campaign and live program. Silver sponsors receive an exhibit space in a premium location and will be co-hosting all refreshment breaks on both days.

SPONSORSHIP OPPORTUNITIES

EXHIBITEUR €5,500 | 8 Available


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 directly to investment professionals. Morning and afternoon refreshment breaks will take place in the exhibit area.

EXHIBIT PROGRAM




SPONSORSHIP OPPORTUNITIES SPONSORSHIP PROGRAM EXHIBIT PROGRAM

PLATINUM GOLD SILVER EXHIBIT

Price EUR €20,000 EUR €12,000 EUR €8,000 EUR €5,500

Quantity Available 2 2 2 8

DELIVERABLES

PRE-EVENT

Digital recognition on the dedicated conference website’s homepage •

Digital recognition in the conference website’s supporters section • • • •

One-time use of the pre-event mailing list • • • •

Recognition in promotional emails and/or print advertisements • • • •

ONSITE

Audible recognition from the speaker podium •

Branding displayed during a Livestream broadcast session* •

Branding displayed at the evening social program •

Branding displayed at the networking breakfasts •

Branding displayed at the networking luncheons •

Branding displayed during the conference networking breaks •

Branding displayed during the program •

Complimentary delegate passes 12 8 6 4

Exhibit stand** 4m x 2m 4m x 2m 3m x 2m 3m x 2m

Recognition on the event app • • • •

Banner ad in the event app •

Full-page ad in the onsite event guide • •

Recognition in onsite conference branding (print and/or digital signage) • • • •

POST-EVENT

One-time use of the post-event mailing list • • • •

* As available** 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®

SPONSORSHIP OPPORTUNITIES

CFA INSTITUTE EUROPEAN INVESTMENT … employers of CFA Institute members globally: Bank of America...

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