Sponsorship Prospectus

Transcription

1 est nicsa.org An Asset Management Association For All Sponsorship Prospectus THE FUND INDUSTRY MOVES FAST. Keep the competitive edge with NICSA NICSA 8400 Westpark Drive 2 nd Floor McLean, VA 22102

2 SPONSORSHIP PROSPECTUS CONTENTS A MESSAGE FROM OUR PRESIDENT 3 CONFERENCE PACKAGES 4 BENEFITS OF SPONSORSHIP GENERAL MEMBERSHIP MEETING STRATEGIC LEADERSHIP FORUM 10 EXHIBITOR OPPORTUNITIES REGIONAL MEETINGS 15 NICSA WEBINARS & PODCASTS 16 WHO WE ARE NICSA is a not-for-profit trade association offering enterpriselevel membership benefits to the global asset management industry. NICSA connects industry participants from all sides of the asset management industry in order to develop, share, and advance leading practices. For over fifty years, the Association has offered a collective, timely view on evolving themes shaping the financial industry. OUR MISSION Our goal is to help asset management firms and financial service providers meet the changing needs of their clients and our industry by aligning and educating industry participants through: - Formal education programs that provide collaborative insights from diverse perspectives - Interactive forums that allow members to exchange ideas and business solutions - Networking opportunities that connect members from all segments of the financial industry

3 A MESSAGE FROM OUR PRESIDENT For more than five decades, NICSA has been supporting the development of industry best practices by educating, informing and engaging our membership. NICSA and its members are playing an active role in shaping the future of our industry through innovative platforms such as: - Formal educational programs that provide collaborative insights from diverse perspectives - Interactive forums that allow the sharing of best practices and business solutions - Networking opportunities that connect members from all segments of the financial industry Our regional and national meetings convene industry thought-leaders and the most influential people shaping the industry s landscape today. Join us at these events and share the good work you re doing in, and for, the industry. NICSA has continued to evolve into a dynamic cross section of all aspects of the global asset management industry, with many of the largest and leading fund companies having a seat at the table. We offer enhanced collaboration across a wide range of industry perspectives. The Association enjoys a diverse membership, including asset management firms, broker dealers, banks and an extensive group of professional service firms that support the industry. NICSA s national conferences, regional meetings and workshops, as well as regular webinar programming convene the thought leaders that are shaping our industry's landscape. These events provide industry executives with the tools to make informed decisions about strategic business development and best practice implementation. We ve created a wide range of sponsorship and exhibitor opportunities to reach these key audiences while raising awareness of your company and offerings. In addition, we are happy to design custom packages to accomplish your goals. Thank you for your continued support of both NICSA and the industry we all proudly serve. Sincerely, Jim Fitzpatrick President & CEO 3

4 CONFERENCE PACKAGES We can customize the perfect package for your company based on your goals and budget! Regardless of your booth size or budget size, we will work with you to create a package that maximizes your investment and creates a great ROI. Global Partner Package Become a Global Partner and reap the benefits of an expanded presence at all NICSA meetings including the GMM, SLF and Regional meetings. As a Global Partner, you will enjoy discounts on conferences and services, complimentary event registrations, advertising on our website, the opportunity to sponsor NICSA webinars, and much more! Please contact Jim Fitzpatrick or Andy Falter for more information. Global Leader Packages The Global Leader Packages offer an array of opportunities for your organization to purchase advanced conference registrations and exhibitor booths while being recognized as an industry leader. GMM Registration SLF Registration Discounted Registration Website Advertising Exhibitor Booth Attendee List GLOBAL LEADER ASSET MANAGER PLATINUM $9, N/A GOLD $7, N/A SILVER $5, N/A GLOBAL LEADER EXHIBITOR PLATINUM $12, GOLD $9, SILVER $7, Additional Benefits: Additional registrations for any NICSA event is guaranteed to receive a 10% discount. 4

5 BENEFITS OF SPONSORSHIP INCREASE your brand awareness with hundreds of influential professionals at NICSA s regional and national meetings who collaborate, share and develop today s investment management leading practices. SPONSORING at a NICSA event will allow you to: RAISE your company s visibility. & ACCESS your target audience. DRIVE sales. Significance of Exhibiting & Sponsorship: Builds on existing relationships with decision makers and fosters new relationships. Ensures a high quality forum dedicated to sharing cutting edge and emerging ideas. Maintains affordable registration and event rates that ensures NICSA s Conference remains accessible. Your sponsorship investment includes: Recognition on the meeting/ conference website and mobile app Recognition on printed materials Recognition on conference signage Acknowledgements during the event by speakers and facilitators to all meeting attendees. 5

6 General Membership Meeting 2018 GENERAL MEMBERSHIP MEETING October Boston, MA GMM Opportunities Platinum Level Sponsor Investment $10,000 YOUR BENEFITS INCLUDE: I ve been able to develop a strong industry network, and valued relationships through my involvement with NICSA conferences Platinum Level sponsor recognition throughout the conference and on the mobile app. (2) Full Conference Registrations. (2) Promoted posts in the mobile app. Attendee Bag Insert. Sponsor logo and link to sponsor s web page on meeting/conference website sponsor page. Sponsor logo on NICSA produced promotional signage displayed at meeting/conference. 1 attendee list four weeks prior to the event and a final attendee list two weeks after the event. Option to include a breakfast, coffee break or lunch as part of the sponsorship. Right of First Refusal to be a Platinum Level Sponsor at the 2019 GMM. Gold Level Sponsor Investment $7,500 YOUR BENEFITS INCLUDE: Gold Level sponsor recognition throughout the conference and on the mobile app. Full Conference Registration. Promoted post in the mobile app. Attendee Bag Insert. Sponsor logo and link to sponsor s web page on meeting/conference website sponsor page. Sponsor logo on NICSA-produced promotional signage displayed at meeting/conference. 1 attendee list four weeks prior to the event. Option to include a breakfast, coffee break or lunch as part of the sponsorship. Right of First Refusal to be a Gold Level Sponsor at the 2019 GMM. 6

7 2018 General Membership Meeting Silver Level Sponsor Investment $5,000 YOUR BENEFITS INCLUDE: Silver Level sponsor recognition throughout the conference and on the mobile app. Full Conference Registration. Attendee Bag Insert. Sponsor logo and link to sponsor s web page on meeting/conference website sponsor page. Sponsor logo on NICSA-produced promotional signage displayed at meeting/conference. 1 attendee list four weeks prior to the event. Right of First Refusal to be a Silver Level Sponsor at the 2019 GMM. Featured Sponsorship Opportunities Breakfast $2,500 each Support the breakfast and your company will be part of each attendee s morning ritual. Luncheon $3,000 each SOLD The luncheon provides prominent exposure for your company. Coffee Breaks $1,500 each Help keep the crowd energized and ready to learn! These AM and PM breaks give you the opportunity to amp-up your visibility with conference attendees. Networking Reception $5,000 Help kick off the event by sponsoring the opening night reception! You ll enjoy exclusive and prominent exposure in front of the conference attendees. A display table will be provided in the space and you have the option of distributing an exclusive gift to all networking participants. Mobile App $7,500 SOLD You ll have prime exposure on this essential tool attendees use to stay in the know about all conference activities. The mobile app is a key attendee resource before, during and after the conference. Your investment includes: Sponsor logo on the splash screen with link to website. Exclusive presence in menu navigation bar. (2) App promoted posts. (3) App push notifications. (1) App survey question & (1) App poll question 7

8 2018 General Membership Meeting Attendee Bags $7,500 or $3,000 A key onsite promotional opportunity, the registration bag is distributed to all attendees. Your investment includes your company s logo on the outside of the bag and one bag insert. (Investment of $3,000 for sponsorship rights or $7,500 for NICSA provided bags with sponsor logo. Bags and design must be preapproved by NICSA). Keynote Sponsorship $5,000 SOLD Align your company with industry leaders by sponsoring one of the keynote presentations at NICSA s GMM. Our keynote speakers are recognized as experts in their industries and will provide recognition to your company. The sponsorship will include the introduction of the speaker and the description of your company - as well as your company s logo displayed on signage in the general session room. NEW THIS YEAR: Sponsored Speaker Series $5,000 for General Sessions; 3,500 for Breakouts Would you like the opportunity to position your firm as a thought leader? Are you seeking speaking opportunities for your subject matter experts? Your participation in this program will secure your place on our speaker bureau, from which we will select featured general session and breakout session panelists. Overall the GMM was as excellent as it has been in the past. Great speakers across the board and wonderful turnout. Pocket Guide $5,000 SOLD The pocket guide, given to each attendee at check-in, is a small quick reference tool that includes the conference agenda and key information. Attendees will reference the guide again and again throughout the conference. With your company logo prominently displayed on the front and back covers, this is a key visibility opportunity you won t want to pass up! Key Cards $5,000 Be top of mind, and in the pockets, of every attendee staying at the host hotel by sponsoring the Key Cards. These custom key cards are given to all NICSA hotel guests at check-in and will stay with them throughout the conference! Please note sponsors will provide key cards. NEW THIS YEAR: Speaker Lounge $3,000 SOLD Premier exposure as the sponsor of the Speakers Lounge a reserved area for speakers to relax and recharge with snacks and refreshments while preparing for their presentations. NICSA will work with you regarding your company representation in the lounge. Lanyards $3,000 This is an excellent promotional opportunity to showcase your company s website, product name, and brand. Lanyards will be provided to all attendees at check-in. Please note sponsors will provide lanyards. NEW THIS YEAR: Chair Drop $2,000 (Two Opportunities) As an exclusive chair drop sponsor, you can maximize positive and productive engagement with all GMM attendees. One piece of sponsor-supplied literature or item will be placed on chairs in the general session room. 8

9 2018 General Membership Meeting Pads & Pens $2,000 SOLD Conference attendees will use these pads and pens throughout the conference and beyond. Your investment includes your company s pads and pens placed at each chair for one keynote presentation. Bag Insert $1,500 each Have a story to tell? Want to provide attendees with a promotional product*, insert, or a message regarding your company or service you provide? Your message or promotional product will be inserted into the registration bag and given to all General Conference Sponsorship $1000 Your company s logo will be featured on the sponsor page of the meeting/conference website and will link to your company s website. 9

10 2019 Strategic Leadership Forum 2019 STRATEGIC LEADERSHIP FORUM April 3-5 Ponte Vedra Beach, FL SLF Opportunities Platinum Level Sponsor Investment $10,000 YOUR BENEIFTS INCLUDE: Platinum Level sponsor recognition throughout the conference. (2) Full Conference Registrations. Basic Exhibit booth in the Exhibit Hall. Promoted posts in the mobile app. Attendee Bag Insert. Golf Hole Signage (non-par 3). Sponsor logo and link to sponsor s web page on meeting/conference website sponsor page. Sponsor logo on NICSA-produced promotional signage displayed at meeting/conference. 1 attendee list four weeks prior to the event and a final attendee list two weeks after the event. Option to include a breakfast, coffee break or lunch as part of the sponsorship. Right of First Refusal to be a Platinum Level Sponsor at the 2020 SLF. Gold Level Sponsor Investment $7,500 YOUR BENEFITS INCLUDE: Gold Level sponsor recognition throughout the conference. (2) Full Conference Registrations. Basic Exhibit booth in the Exhibit Hall. Promoted post in the mobile app. Golf Hole Signage (non-par 3). Sponsor logo and link to sponsor s web page on meeting/conference website sponsor page. Sponsor logo on NICSA-produced promotional signage displayed at meeting/conference. 1 attendee list four weeks prior to the event. Option to include a breakfast, coffee break or lunch as part of the sponsorship. Right of First Refusal to be a Gold Level Sponsor at the 2020 SLF. 10

11 General Strategic Membership Leadership Meeting Forum Silver Level Sponsor Investment $5,000 YOUR BENEFITS INCLUDE: Silver Level sponsor recognition throughout the conference and on the mobile app. Full Conference Registration. Attendee Bag Insert. Sponsor logo and link to sponsor s web page on meeting/conference website sponsor page. Sponsor logo on NICSA-produced promotional signage displayed at meeting/conference. 1 attendee list four weeks prior to the event. Right of First Refusal to be a Silver Level Sponsor at the 2019 GMM. Featured Sponsorship Opportunities Breakfast $2,500 each Support the breakfast and your company will be part of each attendee s morning ritual. Luncheon $3,000 each The luncheon provides prominent exposure for your company. Coffee Breaks $1,500 each Help keep the crowd energized and ready to learn! These AM and PM breaks give you the opportunity to amp-up your visibility with conference attendees. Opening Reception $7,500 SOLD Help kick off the event by sponsoring the opening night reception! You ll enjoy exclusive and prominent exposure in front of the conference attendees. Your company s logo will be displayed on the bars and cocktail napkins. Sunset Cocktail Reception $7,500 Help close out day two of the conference with an outdoor cocktail reception. Let s get creative and work together to build excitement around the event! Mobile App $7,500 You ll have prime exposure on this essential tool attendees use to stay in the know about all conference activities! The mobile app is a key attendee resource before, during and after the conference. Your investment includes: Sponsor logo on the splash screen with link to website. Exclusive presence in menu navigation bar. Sponsor logo on the splash screen with link to website. Exclusive presence in menu navigation bar. (2) App promoted posts. (3) App push notifications. (1) App survey question & (1) App poll question The mobile app was extremely informative and engaging a great way to connect with other attendees! 11

12 2019 Strategic Leadership Forum Attendee Bags $7,500 or $3,000 A key onsite promotional opportunity, the registration bag is distributed to all attendees. Your investment includes your company s logo on the outside of the bag and one bag insert. (Investment of $3,000 for sponsorship rights or $7,500 for NICSA provided bags with sponsor logo. Bags and design must be preapproved by NICSA). NEW THIS YEAR: NICSA Community Dinner $6,000 SOLD Position your firm as an industry leader by hosting the NICSA Community Dinner on Wednesday evening following the Welcome Reception. You have the unique opportunity to engage with NICSA members in a oneon-one setting while enjoying a relaxing meal in a prime location at the hotel. We will work with you regarding appropriate branding and you will have the opportunity to make opening remarks to the entire group. In addition, as the exclusive dinner sponsor, you will receive two tables that you may extend invites to accordingly. Keynote Sponsorship $5,000 SOLD Align your company with industry leaders by sponsoring one of the keynote presentations at NICSA s GMM. Our keynote speakers are recognized as experts in their industries and will provide recognition to your company. The sponsorship will include the introduction of the speaker and the description of your company - as well as your company s logo displayed on signage in the general session room. *Keynote Book Signing: Possible giveaway of autographed books in your booth during the conference. Book fees will be paid by the sponsor. NEW THIS YEAR: Sponsored Speaker Series $5,000 for General Sessions; 3,000 for Breakouts Would you like the opportunity to position your firm as a thought leader? Are you seeking speaking opportunities for your subject matter experts? Your participation in this program will secure your place on our speaker bureau, from which we will select featured general session and breakout session panelists. Headshot Lounge $7,500 Provide the opportunity for your fellow peers to have their photo taken by a professional photographer. A fresh, updated headshot gives attendees the online presence necessary in today s business world. Sponsors will be recognized on the mobile app and relevant signage. Let s brainstorm together on unique ways to brand this special exhibit hall feature. Pocket Guide $5,000 SOLD The pocket guide, given to each attendee at check-in, is a small quick reference tool that includes the conference agenda and key information. Attendees will reference the guide again and again throughout the conference. With your company logo prominently displayed on the front and back covers, this is a key visibility opportunity you won t want to pass up! Key Cards $5,000 Be top of mind, and in the pockets, of every attendee staying at the host hotel by sponsoring the Key Cards. These custom key cards are given to all NICSA hotel guests at check-in and will stay with them throughout the conference! Please note sponsors will provide key cards. 12

13 General Strategic Membership Leadership Meeting Forum Room Drop $3,500 A high visibility room drop is a memorable and personal touch that really goes a long way. This exclusive opportunity allows you to promote your message outside of the exhibit hall while also creatively driving traffic to your booth. We can help you customize the perfect drop that will be of benefit both during and after the conference. Lanyards $3,000 This is an excellent promotional opportunity to showcase your company s website, product name, and brand. Lanyards will be provided to all attendees at check-in. Please note sponsors will provide lanyards. NEW THIS YEAR: Speaker Lounge $3,000 Premier exposure as the sponsor of the Speakers Lounge a reserved area for speakers to relax and recharge with snacks and refreshments while preparing for their presentations. NICSA will work with you regarding your company representation in the lounge. NICSA Center Stage $2,500 NICSA Center Stage is a formal, semi-private presentation area in the exhibit hall that creates prime exposure for your company. You will have the opportunity to sponsor a 20 minute session to showcase your featured products or services to SLF attendees. We will partner with you on strategic marketing initiatives to attendees to build exposure. NEW THIS YEAR: Bottled Water Sponsorship $2,500 Be the exclusive water bottle sponsor at the SLF by putting your logo in the hands of every attendee. NICSA will work with you and the hotel around distribution and branding. Please note the sponsor is responsible for purchasing the water bottles. NEW THIS YEAR: Chair Drop $2,000 (Two Opportunities) As an exclusive chair drop sponsor, you can maximize positive and productive engagement with all GMM attendees. One piece of sponsor-supplied literature or item will be placed on chairs in the general session room. Pads & Pens $2,000 SOLD Conference attendees will use these pads and pens throughout the conference and beyond. Your investment includes your company s pads and pens placed at each chair for one keynote presentation. Bag Insert $1,500 each Have a story to tell? Want to provide attendees with a promotional product*, insert, or a message regarding your company or service you provide? Your message or promotional product will be inserted into the registration bag and given to all General Conference Sponsorship $1,000 Your company s logo will be featured on the sponsor page of the meeting/conference website and will link to your company s website. 13

14 EXHIBITOR OPPORTUNITIES 2019 Strategic Leadership Forum Exhibit Booth $4,695 Members; $6,100 Non-Members In addition to Sponsorship and Advertising opportunities, NICSA offers your company more ways to enhance your presence to our members and attendees. Reserve your company s display in this high-traffic central location. Attendees will be enjoying food, drinks and networking with YOUR company throughout the conference. Space is limited, reserve your space today! All exhibitors will receive: 10 x 10 space. Complimentary conference registration. Complimentary pre-show and post-show attendee mailing list. Sponsor logo and link to sponsor s webpage on the SLF Sponsor page. Sponsor logo on NICSA produced promotional signage displayed at the SLF. Basic electrical and wireless internet. Additional registrations will be $1,695 for members and $2,200 for non-members. Your investment includes: Recognition on the conference website. Recognition on printed materials. Recognition on conference signage. Recognition in the mobile app. Exhibit booths are designed for firms to be able to bring in and customize their own displays. Please note: No tables, chairs, or other furnishings will be provided any additional requested furnishings will need to be ordered through the official show decorator. 14

15 2018 Regional Meetings & Events 2018 NICSA REGIONAL MEETINGS NICSA hosts three regional meetings each year: East Coast, Midwest and West Coast NICSA Regional Meetings are half-day events comprised of programming and a networking reception. Networking Reception $3,000 Help conclude the event by sponsoring the networking reception! You ll enjoy exclusive and prominent exposure in front of the conference attendees. Lanyards $2,000 This is an excellent promotional opportunity to showcase your company s website, product name, and brand. Lanyards will be provided to all attendees at check-in. Please note sponsors will provide lanyards. General Conference Sponsor $1,000 Your company s logo will be featured on the sponsor page of the meeting/conference website and will link to your company s website. 15

16 Webinars, Podcasts & E-Newsletter NICSA WEBINARS NICSA has an extensive program of timely, interactive webinars on topics of interest to members. Interested in sponsoring a webinar? Thought Leader Webinar Series $4,000 each Present a hot-topic that is informative and educational to NICSA s membership. You will be seen as thought-leaders and experts in the area and have editorial freedom in regards to content. You will be able to provide a white paper tied to your webinar that will be posted to NICSA s website and Knowledge Center. In addition, the webinar will be highlighted in NICSA s monthly newsletter, a follow up blog post will be published and there will be a possibility for the webinar content to be covered in NICSA s podcast series. Please note: this can not be used as a sales presentation and must receive final approval from the webinar committee. Sponsored Webinars $2,500 each The NICSA webinar committee develops content and speakers for NICSA webinars throughout the year. As a sponsor, you receive brand recognition on all promotional communications, have the opportunity to make brief remarks at the beginning of the broadcast and will receive contact information for all registered attendees. All NICSA webinars are 60 minutes in length. Please note, the webinar capacity provides access up to 300 connections. The webcast is streamed live via the web- based platform. NICSA PODCAST SERIES $2,500 NICSA Podcasts are on-the-go content for asset managers and professional service providers looking to inform business decisions with timely insights and actionable solutions. As the exclusive Podcast Series sponsor, you will receive brand recognition on all promotional communications and will be recognized a minimum of two times during the broadcast. In addition, there will be opportunities throughout the year where a representative(s) from your company can participate in an interview which will be streamed as a designated episode. NICSA webinars are an effective and efficient way for leaders in my firm to learn about industry best practices and develop business insight. 16

17 est nicsa.org An Asset Management Association For All LEARN. DISCUSS. DEVELOP. Gain Your Industry Advantage. NICSA 8400 Westpark Drive 2 nd Floor McLean, VA 22102