Exhibitor and Sponsorship Opportunities

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1 Exhibitor and Sponsorship Opportunities

2 Why INSITE? INSITE is an excellent opportunity to promote your firm s capabilities and enhance your brand with target clients. > Obtain access to over 1,000 financial professionals and registered investment advisors who are eager to learn about solutions that will help them grow their businesses > Gain high visibility by sponsoring keynote and general session speakers, breakout sessions, meals, and more > Maximize your exposure through premier booth space, in a variety of sizes, in our world-class Exhibit Hall > Showcase your firm s logo on conference materials and merchandise > Take advantage of Sponsorship Packages designed to fit any strategy or budget June 3 5, 2009 The Westin Diplomat Hollywood, Florida To reserve your exhibitor space or sponsorship opportunity, please contact: Brian Brennan, Vice President Pershing LLC Tel: (201) bbrennan@pershing.com Exhibitor Registration Deadline: April 1,

3 INSITE Attendee Demographics INSITE provides an opportunity to network with a wide cross section of financial service professionals, representing a variety of decision-making roles and responsibilities. INSITE 2008 Attendees Series 7 (43%) RIA (16%) Broker-Dealer (41%) Exhibitor Opportunities The spacious Exhibit Hall is the centerpiece of INSITE. As an exhibitor, you will receive the following benefits: > One eight (8) foot draped table in the Exhibit Hall > Recognition on the INSITE web site > Pre- and post-conference attendee lists, in electronic format, which include contact mailing information for pre-conference planning > Exhibitor profile in the conference program, including your firm s logo, contact information, and a company description > Exhibitor recognition in The Pershing Press, an online publication for investment professionals > Participation and networking opportunities in the Exhibit Hall and at all breaks and meal functions > Two complimentary conference registrations (additional registrations can be purchased) Receive Upgraded Exhibit Space With Your Sponsorship Exhibitors who take advantage of one of our sponsorship packages will be upgraded to an 8 x 10 foot booth. Limited booth spaces are available at INSITE 2009, so reserve your sponsorship today. Pershing has done a great job making sure the advisors and home office contacts get to maximize time with vendors and partners. Jeff Aaron, Putnam Investments 3

4 Sponsorship Benefits and Programs Pershing offers sponsorship programs and branding opportunities designed to fit any strategy or budget. You can choose from a variety of sponsorship opportunities to maximize your visibility. All Premier, Platinum, and Associate Level sponsorship programs include: > Premium 8 x 10 foot booth > Advertising opportunity on the INSITE web site and leading industry publication web sites > Sponsorship recognition on the INSITE web site, display of your logo, and a link to your firm s homepage > A full- or half-page black-and-white advertisement in the conference program, based on your sponsorship level > Custom signage with your firm s logo at the door of each sponsored event and on tables for meal sponsorships > Recognition from the podium for your sponsored event or the opportunity to introduce the speaker > Complimentary conference registrations based on your sponsorship level (additional registrations can be purchased) 4

5 Sponsorship Programs Platinum Level Sponsorship Platinum Sponsorship provides maximum visibility for your firm through sponsorship of the keynote speaker. You will receive general sponsorship benefits, plus: > Sponsorship of our keynote speaker, Bob Woodward, Assistant Managing Editor of The Washington Post > Sponsorship of Wednesday lunch SOLD > Hotel Room Keycard sponsorship > INSITE2009.com advertising sponsorship > The opportunity to host a one-hour customized breakout session on Thursday that will run twice > Five complimentary conference registrations Premier Level Sponsorship Premium level sponsors receive general sponsorship benefits, plus: > A choice of sponsoring the Thursday morning or afternoon general session speakers: Jeffrey Garten, Professor, Yale School of Management and Expert on Global Business Strategy; Michael Lewis, Best-Selling Author; or Lou Holtz, Legendary Football Coach and ESPN Analyst. > Four complimentary conference registrations Associate Level Sponsorship Associate level sponsors receive general sponsorship benefits, plus: > Sponsorship of Friday s general session speaker or the opportunity to have a speaker from your firm present during this time slot > Prominent exposure of your firm s logo in all conference materials related to Friday s general session speaker > Four complimentary conference registrations 5

6 Online Advertising Pershing is excited to offer a new advertising opportunity on We have partnered with leading industry publications to secure online advertising and blast promotions that are targeted to over 1,000,000 investment professionals and registered investment advisors. It would cost over $100,000 to purchase online ads and blast s through each of these publications, making this offering an excellent value for your advertising dollars. Sponsorship includes a dedicated landing page on the INSITE web site, which will include your online ad, a thought leadership-driven article, and firm URL. Your firm s logo will also be featured throughout the web site. blasts from the below publications will include links to your conference landing page: > Financial Planning ( > Investment Advisor ( > On Wall Street ( SOLD > Research Magazine ( > Wealth Manager ( In addition, sponsor logos will be featured within INSITE online ads on nine industry publication web sites for three months: > Boomer ( > Financial Advisor ( > Financial Planning ( > Investment Advisor ( > InvestmentNews ( > On Wall Street ( > Registered Representative ( > Research Magazine ( > Wealth Manager ( Measurable Results Measure the success of your advertising spend through quantifiable results. Pershing will provide advertising metrics for online ads and blast s, including the number of visitors, page views, and click-throughs to your web site. The advertising deadline is February 20, 2009, so act today! 6

7 Additional Sponsorship Opportunities Choose one or more of these additional sponsorships to further enhance your visibility at the conference. Meal Sponsorships Meal sponsorships include custom signage at your sponsored meal and your firm s logo on the conference web site and all printed materials. Choose from: Wednesday, June 3 Thursday, June 4 Friday, June 5 Lunch or afternoon break Morning, lunch, or afternoon break Breakfast with speaker or morning break Signage and Merchandising Opportunities Guarantee that attendees will see your firm s name throughout the conference and beyond by displaying your logo on one or more of these items: > Conference notebooks Your ooks Your firm s logo will be prominently displayed along with Pershing s logo on the front cover, and on your firm s full-page ad inside. BagsSO sso SOLD > hotel room Keycards Your firm s logo will appear on over 2,000 key cards produced for conference attendees > Tote Bags Your firm s logo will be prominently displayed with Pershing s logo > lanyards With Pocket agenda Your firm s logo will be custom imprinted on the lanyards given to all attendees and will appear on the pocket-sized conference agenda in the nametag holder New! Radio Frequency Identification (RFID) Gate Gain maximum exposure by customizing the RFID gates with your logo and message. The RFID gates, which track attendance by reading bar codes on attendees nametags, will be stationed at all session entrances. 7

8 INSITE 2009 Exhibit Hall Floor Plan June 3 5, 2009 INSITE 2009 Exhibit Hall s open floor plan features both eight (8) foot draped tables and 8 x 10 foot booths. All Exhibitors who also purchase a sponsorship package automatically receive a booth. Be sure to sign up early, because space is assigned on a first come, first served basis. Space will be assigned when full payment is received. Pershing Pavilion Entrance Entrance Entrance 8

9 Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation. Member FINRA, NYSE, SIPC. Trademark(s) belong to their respective owners. For professional use only.