71 ST CFA INSTITUTE ANNUAL CONFERENCE

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1 7 ST CFA INSTITUTE ANNUAL CONFERENCE 207 CFA Institute. All rights reserved. 3 6 May 208 Hong Kong Convention and Exhibition Centre Hong Kong HOSTED WITH THE HONG KONG SOCIETY OF FINANCIAL ANALYSTS LTD. SPONSORSHIP OPPORTUNITIES annual.cfainstitute.org

EVENT OVERVIEW The risks, opportunities, and challenges facing the global investment profession are as complex as ever, and investment professionals must remain current.

2 EVENT OVERVIEW The risks, opportunities, and challenges facing the global investment profession are as complex as ever, and investment professionals must remain current. If you attend only one investment conference each year, make sure it s the CFA Institute Annual Conference. The flagship CFA Institute Annual Conference rotates continents and is one of the investment industry s largest and longest-running educational gatherings of investment professionals, attracting as many as,800 delegates from 70 countries in prior years. Speakers include top economists, legendary investors, best-selling investment authors, and governmental and regulatory leaders who share insights on today s most critical investment issues, examine market trends, uncover new investment opportunities, and deliver practical investment advice. Conference topic areas include the following: Alternative investments Behavioral finance Derivatives Economics Equity investments Fixed income Leadership, management, and communication skills Portfolio management Private wealth management Standards, ethics, and regulations (SER) About CFA Institute About The Hong Kong Society of Financial Analysts Ltd. CFA Institute is the global community of more than 4,000 investment management professionals working to build an industry in which investors interests come first, financial markets function at their best, and economies grow. The Hong Kong Society of Financial Analysts Limited (HKSFA) currently has over 6,700 members and is one of the largest member societies of CFA Institute, which has more than 40,000 members in countries/territories. 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. Top employers of CFA charterholders in Hong Kong: Bank of China Ltd. BNP Paribas CITIC Group Citigroup Credit Suisse HSBC JPMorgan Chase Morgan Stanley Standard Chartered UBS 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 attending the 7st CFA Institute Annual + (434)

3 CONFERENCE DELEGATES Investment professionals from around the globe attend the CFA Institute Annual Conference to network with peers, attend educational sessions led by respected industry experts, and learn of new resources, products, and services that are available to assist their performance in their profession. Our conference delegates are primarily portfolio managers and institutional analysts who have worked in the investment industry (mostly equity and debt securities) for at least years. Firms represented include investment counselors and banks, pension funds, endowments and foundations, broker and dealers, insurance companies, commercial banks, and related businesses. Locations of Past Five CFA Institute Annual Conferences 203: Singapore 204: Seattle, WA, USA 20: Frankfurt, Germany 206: Montréal, QC, Canada 207: Philadelphia, PA, USA The delegate profile reflects aggregate data * from the past five CFA Institute Annual Conferences.,97 Delegate Attendance CFA Institute Membership Status Member (68%) Non-member (32%) Delegate Occupation Portfolio Manager (34%) Chief-Level Executive (4%) Research Analyst (9%) Relationship Manager (8%) Consultant (7%) Financial Advisor (%) Manager of Managers (%) Risk Manager (4%) Strategist (4%) Other (0%) Employer AUM (USD) >USD $20 billion USD $0 billion USD $20 billion USD $20 billion USD $0 billion USD $ billion USD $20 billion USD $ billion USD $ billion USD $20 million USD $ billion <USD $20 million Not applicable 0% 2% 9% 2% 3% 9% % 24% Primary Investment Practice Equities (43%) Fixed Income (6%) Indexed (3%) Private Equity (3%) Derivatives (2%) Hedge Funds (2%) Real Estate (2%) Foreign Currency (%) Structured Products (%) Other (27%) Region Buy Side/Sell Side Primary Asset Base Americas (6%) EMEA (23%) Asia Pacific (2%) Buy side (60%) Sell side (8%) Both (8%) Not Applicable (24%) Institutional (36%) Private (28%) Both (4%) Not Applicable (22%) *Additional delegate information can be provided on request attending the 7st CFA Institute Annual + (434)

4 PREMIUM SPONSORSHIPS PLATINUM SPONSORSHIP HKD 00,000 2 Available 4 Complimentary Delegate Passes The platinum sponsorship delivers the highest level of recognition throughout the Annual Conference s global marketing campaign and live program. As one of the two platinum sponsors, your firm receives premium brand exposure during the closing conference reception on Tuesday evening, the opportunity to position your senior-level thought leadership among our delegates via a corporate presentation, and an elevated presence in the exhibit hall with a 20 x 20 booth space. Make an impression on conference delegates as they network by projecting your firm s presence throughout the duration of the event. GOLD SPONSORSHIP HKD 30,000 3 Available 2 Complimentary Delegate Passes The gold sponsorship delivers significant recognition throughout the Annual Conference s global marketing campaign and live program. As one of the three gold sponsors, your firm is able to make the first impression on conference delegates during the opening reception on Sunday evening. Your firm also receives the opportunity to position your senior-level thought leadership among our delegates via a corporate presentation and an elevated presence in the exhibit hall with a 20 x 0 booth space. SILVER SPONSORSHIP HKD 240,000 7 Available 8 Complimentary Delegate Passes As a silver sponsor, your firm enjoys premium-level recognition throughout the conference. Silver sponsors receive a 0 x 0 booth space and the opportunity to position their senior-level thought leadership among our delegates via a corporate presentation. Receive a 0% discount with consideration of any combination of a premium sponsorship, branding opportunity, or exhibit opportunity PREMIUM SPONSORSHIP OPPORTUNITIES PLATINUM GOLD SILVER Price HKD 00,000 HKD 30,000 HKD 240,000 Quantity Available DELIVERABLES PRE-EVENT Digital recognition on the dedicated conference website s homepage Digital recognition in the conference website s supporter section One-time use of the pre-event mailing and opt-in list Recognition in promotional s and/or print advertisements ONSITE Branding displayed during the keynote s live broadcast on 3 May* Branding displayed during the opening keynote session on 3 May Complimentary delegate passes** Corporate presentation opportunity Branding at the closing evening reception on May Branding at the opening evening reception on 3 May Premium exhibit booth space*** 20 x x 0 0 x 0 Audible recognition from the speaker podium Recognition in onsite conference branding (print and/or digital signage) POST-EVENT One-time use of the post-event mailing and opt-in list ADVERTISING Insertions in the daily CFA Institute Financial NewsBrief Advertising in a CFA Institute member publication**** 0 Top Stories 2 Full-Page Ads * Subject to speaker approval ** Additional delegate passes can be purchased at the discounted group rate of HKD 6,60 *** 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 8 Top Stories Full-Page Ad 6 Top Stories attending the 7st CFA Institute Annual + (434)

BRANDING OPPORTUNITIES CONFERENCE APP SPONSORSHIP HKD 0,000 Available Complimentary Delegate Passes GOLF SIMULATOR SPONSORSHIP RECHARGE SPONSORSHIP HKD 0,000 Available Complimentary Delegate Passes

5 BRANDING OPPORTUNITIES CONFERENCE APP SPONSORSHIP HKD 0,000 Available Complimentary Delegate Passes GOLF SIMULATOR SPONSORSHIP RECHARGE SPONSORSHIP HKD 0,000 Available Complimentary Delegate Passes Our conference app is the primary mechanism by which delegates choose sessions to attend and navigate around the conference. Put your company s products and services in the palm of more than,800 conference delegates. This exclusive sponsorship provides high-exposure placement in the app. Your company logo will be a permanent fixture on the landing page of the app and will link to the webpage of your choice. The golf simulator sponsorship is new this year and will be a popular attraction amongst our conference delegates. This eye-catching sponsorship is located in the exhibit hall and presents a prominent display of your firm s branding on the simulator. The opportunity includes a tabletop exhibit to display your materials, engage with delegates, and promote your products and services. SPECIALTY COFFEE AND TEA STATION SPONSORSHIP SHOE SHINE SPONSORSHIP HKD,000 Available Complimentary Delegate Passes As the specialty coffee and tea station sponsor, your firm wakes up with conference delegates. The specialty coffee station features prominent signage and individually branded coffee cup sleeves and beverage napkins throughout the conference. This opportunity is limited to one sponsor. HKD,000 Available Complimentary Delegate Passes As the recharge sponsor, your firm connects directly with conference delegates by providing them with access to mobile device charging stations. HKD,000 Available Complimentary Delegate Passes The Shoe Shine Station Sponsorship includes a branded space for conference delegates to sharpen their image and affords your firm the opportunity to engage with Annual Conference attendees in a unique way. The sponsor is promoted through branded signage and an opportunity to display their literature in the space. Receive a 0% discount with consideration of any combination of a premium sponsorship, branding opportunity, or exhibit opportunity attending the 7st CFA Institute Annual + (434)

6 BRANDING OPPORTUNITIES BRANDING OPPORTUNITIES CONFERENCE APP GOLF SIMULATOR RECHARGE SPECIALTY COFFEE STATION SHOE SHINE Price HKD 0,000 HKD 0,000 HKD,000 HKD,000 HKD,000 Quantity Available DELIVERABLES PRE-EVENT Digital recognition in the conference website s supporter section One-time use of the pre-event mailing and opt-in list Recognition in promotional s and/or print advertisements ONSITE Branded coffee cup sleeves and beverage napkins Branded signage at the specialty coffee station Branding displayed at the sponsored shoe shine station Branding displayed at the sponsored golf simulator Tabletop exhibit space Brand recognition on back cover of the Event Pocket Guide Mention in the conference app description in the app store/google play Banner ad in lower bottom of the app Cobranding on official Conference App splash screen Branding on mobile device charging units Complimentary delegate passes* Recognition in onsite conference branding (print and/or digital signage) POST-EVENT One-time use of the post-event mailing and opt-in list ADVERTISING Insertions in the daily CFA Institute Financial NewsBrief Advertising in a CFA Institute member publication** * Additional delegate passes can be purchased at the discounted group rate of HKD 6,60 ** CFA Institute Magazine or Financial Analysts Journal attending the 7st CFA Institute Annual + (434)

7 BRANDING OPPORTUNITIES LANYARD SPONSORSHIP HEADSHOT SPONSORSHIP HKD,000 Available Complimentary Delegate Passes HKD,000 Available Complimentary Delegate Passes As the lanyard sponsor, your firm enjoys high visibility by cobranding each delegate lanyard with name tag. This opportunity is limited to one sponsor. As the Professional Headshot Station sponsor, your firm will offer the opportunity to all delegates to have a professional headshot taken. Headshots are a valuable perk for delegates and can be used for social media accounts, presentations, networking, and other professional applications. This popular sponsorship allows your firm to enjoy branding in three ways: through onsite signage in the exhibit hall, preprinted logoed cards with the URL address for accessing the headshots, and your logo included in the sent to all participants to access the final headshot. WI-FI SPONSORSHIP HKD,000 Available Complimentary Delegate Passes As the conference Wi-Fi sponsor, your firm provides wireless internet access to all conference delegates. This popular opportunity includes a customized, cobranded landing page with your firm s logo and prominent onsite signage advertising the feature to delegates. CONFERENCE LIVE PROGRAMMING SPONSORSHIP HKD,000 3 Available 4 Complimentary Delegate Passes The Conference Live programming delivers an online conference experience providing our virtual audience with access to over 0 hours of live content, including key sessions and exclusive interviews with speakers and attendees throughout the entire event. As one of our Conference Live Programming Sponsors, your firm demonstrates commitment to education and professional development through exclusive brand recognition during a full day of programming. This sponsorship is designed to elevate your firm s brand by promoting it to our onsite and virtual global audience. Receive a 0% discount with consideration of any combination of a premium sponsorship, branding opportunity, or exhibit opportunity attending the 7st CFA Institute Annual + (434)

8 BRANDING OPPORTUNITIES BRANDING OPPORTUNITIES LANYARD WI-FI HEADSHOT CONFERENCE LIVE Price HKD,000 HKD,000 HKD,000 HKD,000 Quantity Available 3 DELIVERABLES PRE-EVENT Digital recognition in the conference website s supporter section One-time use of the pre-event mailing and opt-in list Recognition in promotional s and/or print advertisements ONSITE Branded message in the that is sent to access the headshot Branding on the pre-printed information card for retrieving headshot Branding displayed at the Headshot Station area Branding displayed during the day s morning plenary session Branding displayed outside of news desk area in the exhibit hall Recognition on the Conference Live website as the day s Virtual Link Programming Sponsor Opportunity to submit promotional video(s) ( 30 seconds) to be played between video feed transitions Opportunity for a Senior Executive to be interviewed (live) by our news desk anchors ( 7 minutes) Cobranding on each delegate s nametag lanyard Cobranding on Wi-Fi landing page Complimentary delegate passes* 4 Recognition in onsite conference branding (print and/or digital signage) POST-EVENT One-time use of the post-event mailing and opt-in list ADVERTISING Insertions in the daily CFA Institute Financial NewsBrief Advertising in a CFA Institute member publication** * Additional delegate passes can be purchased at the discounted group rate of HKD 6,60 ** CFA Institute Magazine or Financial Analysts Journal attending the 7st CFA Institute Annual + (434)

BRANDING OPPORTUNITIES NETWORKING LUNCHEON SPONSORSHIP HKD 80,000 2 Available 3 Complimentary Delegate Passes The Networking Luncheon sponsorship provides your firm with the opportunity to indirectly

9 BRANDING OPPORTUNITIES NETWORKING LUNCHEON SPONSORSHIP HKD 80,000 2 Available 3 Complimentary Delegate Passes The Networking Luncheon sponsorship provides your firm with the opportunity to indirectly engage a large audience and receive recognition as a supporter of the event. Luncheons also give sponsor representatives an informal opportunity to interact with conference attendees. The sponsor is promoted though onsite signage, branded table tents, and beverage napkins. Sponsor will also receive the opportunity to host a private VIP luncheon for up to 40 delegates that takes place in a private room in the convention center. DELEGATE MEETING SPACE SPONSORSHIP HKD 4,000 Available 3 Complimentary Delegate Passes The Delegate Meeting Space Sponsorship provides exposure by displaying the sponsor s branding to all delegates who choose to hold an onsite meeting in a semi-private meeting space located within the exhibit hall. The sponsor has the opportunity to send brochures and collateral to be displayed in the delegate meeting space. Meeting space sponsors will also receive first booking privileges for their branded space prior to the conference. HYDRATION STATION SPONSORSHIP HKD 60,000 Available 3 Complimentary Delegate Passes As the hydration station sponsor, your firm enjoys branding on all of the self-serve drinking water dispensers at the conference. There are more than 20 hydration stations available throughout the conference, and your firm s branding is displayed on each station. Your firm may also provide branded, refillable water bottles for delegates to use during the four-day event. SHOWCASE PRESENTATION SPONSORSHIP HKD 4,000 4 Available 2 Complimentary Delegate Passes The showcase presentation sponsorship is a speaking opportunity that allows your firm s representative to present demonstrations and/or insights that range from product technology to investment strategies to our conference delegates. These 20 minutes showcase presentations will take place during the scheduled breaks in a dedicated space within the exhibit hall. This sponsorship is an add-on opportunity limited only to firms with an exhibit booth. Receive a 0% discount with consideration of any combination of a premium sponsorship, branding opportunity, or exhibit opportunity attending the 7st CFA Institute Annual + (434)

10 BRANDING OPPORTUNITIES BRANDING OPPORTUNITIES NETWORKING LUNCHEON HYDRATION STATION DELEGATE MEETING SPACE SHOWCASE PRESENTATION Price HKD 80,000 HKD 60,000 HKD 4,000 HKD 4,000 Quantity Available 2 4 DELIVERABLES PRE-EVENT Digital recognition in the conference website s supporter section One-time use of the pre-event mailing and opt-in list Recognition in promotional s and/or print advertisements ONSITE Branding at each hydration station Branding displayed at one networking luncheon on 4 or May Branding displayed at the delegate meeting space in the exhibit hall Opportunity to host private lunch for up to 40 people* Complimentary delegate passes** Recognition in onsite conference branding (print and/or digital signage) Showcase presentation sponsorship**** POST-EVENT One-time use of the post-event mailing and opt-in list ADVERTISING Insertions in the daily CFA Institute Financial NewsBrief Advertising in a CFA Institute member publication*** * All inclusive ** Additional delegate passes can be purchased at the discounted group rate of HKD 6,60 *** CFA Institute Magazine or Financial Analysts Journal **** Presentation selection order is determined by the chronological order in which reservation forms are submitted SHOWCASE PRESENTATION SPONSORSHIP SCHEDULE MONDAY TUESDAY AM Break: 0:20-0:40 AM Break: 0:20-0:40 PM Break: :0-6:0 PM Break: :0-6:0 attending the 7st CFA Institute Annual + (434)

EXHIBIT PROGRAM PREMIUM EXHIBIT HKD 93,000 8 Available Complimentary Delegate Passes STANDARD EXHIBIT HKD 77,000 2 Available 4 Complimentary Delegate Passes KIOSK EXHIBIT HKD 46,000 8 Available 2

11 EXHIBIT PROGRAM PREMIUM EXHIBIT HKD 93,000 8 Available Complimentary Delegate Passes STANDARD EXHIBIT HKD 77,000 2 Available 4 Complimentary Delegate Passes KIOSK EXHIBIT HKD 46,000 8 Available 2 Complimentary Delegate Passes 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 and services directly to investment professionals. Morning and afternoon refreshment breaks will take place in the exhibit area. The premium exhibit opportunity is an upgraded option to the standard exhibit opportunity and includes one additional complimentary conference registration. Premium exhibits also receive priority in the exhibit selection order. The kiosk exhibit serves as an opportunity for firms to have a presence at the CFA Institute Annual Conference at an introductory price point. The opportunity includes a standing kiosk with monitor and appropriate connections for your laptop to display your firm s products and services. Receive a 0% discount with consideration of any combination of a premium sponsorship, branding opportunity, or exhibit opportunity EXHIBIT OPPORTUNITIES PREMIUM EXHIBIT STANDARD EXHIBIT KIOSK EXHIBIT Price HKD 93,000 HKD 77,000 HKD 46,000 Quantity Available BENEFITS PRE-EVENT Digital recognition in the conference website s supporter section One-time use of the pre-event mailing and opt-in list Recognition in promotional s and/or print advertisements ONSITE Complimentary delegate passes* 4 2 Exhibit booth space** 0 x 0 0 x 0 Kiosk Recognition in onsite conference branding (print and/or digital signage) POST-EVENT One-time use of the post-event mailing and opt-in list ADVERTISING Insertions in the daily CFA Institute Financial NewsBrief 3 Advertising in a CFA Institute member publication*** 40% discount 40% discount 40% discount * Additional delegate passes can be purchased at the discounted group rate of HKD 6,60 ** 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 attending the 7st CFA Institute Annual + (434)

71 CFA INSTITUTE ANNUAL CONFERENCE

71 CFA INSTITUTE ANNUAL CONFERENCE 7 CFA INSTITUTE ANNUAL CONFERENCE 207 CFA Institute. All rights reserved. ST 3 6 May 208 Hong Kong Convention and Exhibition Centre Hong Kong HOSTED WITH THE HONG KONG SOCIETY OF FINACIAL ANALYSTS LTD.