ALPHA AND GENDER DIVERSITY

Transcription

1 ALPHA AND GENDER DIVERSITY 2017 CFA Institute. All rights reserved September 2017 Westin Harbour Castle, Toronto Toronto, Ontario, Canada Hosted with the CFA Society Toronto SUPPORTER OPPORTUNITIES

2 EVENT OVERVIEW A growing body of research shows that gender-diverse teams lead to improved corporate performance and better investor outcomes. Although the business case for gender diversity is well established, women are still underrepresented in the investment profession globally. The 2017 Alpha and Gender Diversity conference will offer the latest research on and best practices for improving diversity at investment firms as well as practical career insights, networking, and hands-on workshops for individual practitioners and team leaders to take their firms to the next level. Building on the success of the 2016 Alpha and Gender Diversity: The Competitive Edge conference and leaning on the continued leadership of CFA Institute societies and charterholders globally, the conference will connect participants in actions and strategies to better understand and close the gender gap in the investment industry. With a dynamic agenda and innovative presentations designed for women and men, employers and employees, and team leaders and members, this conference will address how firms can attract and retain the best talent, how leaders can get the most from their globally mixed teams, and how individuals can develop strategies to attain their long-term career goals. Alpha and Gender Diversity is part of a broader initiative at CFA Institute. We have identified the following goals for Alpha and Gender Diversity initiative as part of our long-term commitment to shape a better future of finance: Increase the number of women who join the profession and earn the CFA charter Retain women in the profession and influence culture from within Create demand for diversity as an industry imperative About CFA Institute CFA Institute is the global community of more than 140,000 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 Toronto Founded in 196, CFA Society Toronto (formerly Toronto Society of Financial Analysts Inc.) is a not-for-profit organization supporting the professional development and advancement of CFA charterholders. The society provides member services including educational programs, sponsored events, employment postings, and networking opportunities. CFA Society Toronto with over 8,500 members is the second largest member society in the world, and they are recognized globally for its leadership role in: Professional and business development of our members; Advancing the investment profession; and Enhancing the CFA brand with all stakeholders. Top employers of CFA charterholders in Toronto: BMO Financial Group Canada Pension Plan Investment Board CIBC World Markets Inc. IGM Financial Inc. Manulife Financial Ontario Teachers Pension Plan RBC Scotiabank Group SunLife Financial TD Bank Financial Group

3 CONFERENCE DELEGATES A broad spectrum of investment professionals are expected to attend the 2017 Alpha and Gender Diversity conference. The 2016 Alpha and Gender Diversity: The Competitive Edge drew primarily portfolio managers, analysts, strategists, financial advisers, and heads of investment firms who had worked in the investment industry for more than 20 years. Both institutional and private wealth investment managers were represented. The demographic profile reflects data from the 2016 Alpha and Gender Diversity: The Competitive Edge in Boston, Massachusetts, USA. 241 Delegate Attendance CFA Institute Membership Status Member (56%) Non-member (44%) Delegate Occupation Portfolio Manager (29%) Relationship Manager (12%) Research Analyst (12%) Chief-Level Executive (11%) Manager of Managers (8%) Consultant (7%) Financial Advisor (4%) Strategist (%) Other (10%) Employer AUM (USD) >USD $250 billion USD $50 billion USD $250 billion USD $20 billion USD $50 billion USD $5 billion USD $20 billion USD $1 billion USD $5 billion USD $250 million USD $1 billion <USD $250 million Not applicable Prefer not to answer 17% 24% 9% 5% 10% % 10% 17% 6% Primary Investment Practice Equities (8%) Fixed Income (27%) Hedge Funds (2%) Indexed (2%) Derivatives (1%) Real Estate (1%) Commodities (1%) Private Equity (1%) Other (8%) Not Applicable (19%) Region Buy Side/Sell Side Primary Asset Base Americas (95%) EMEA (4%) Asia Pacific (1%) Buy side (59%) Sell side (6%) Both (%) Not Applicable (2%) Institutional (48%) Private (17%) Both (14%) Not Applicable (21%)

4 PREMIUM SPONSORSHIPS PLATINUM SPONSORSHIP CAD $,500 1 Available 8 Complimentary Delegate Passes The platinum sponsorship is an exclusive opportunity that delivers the highest level of recognition to the sponsoring firm throughout the conference s marketing campaign and live program. As the platinum sponsor, your firm is afforded strong brand exposure that visibly projects your firm s support of, and alignment with, CFA Institute. This opportunity provides your firm with brand exposure during the opening keynote session and the opening evening reception on Monday evening, as well as the closing evening reception on Tuesday evening. The platinum sponsorship also includes the opportunity for your firm to be co-branded on the official conference tote bag and delegate lanyards. The sponsor is able to include one insert in the conference bag. This opportunity includes a premium exhibit. GOLD SPONSORSHIP CAD 1,400 2 Available 6 Complimentary Delegate Passes As a gold sponsor, your firm will receive significant brand recognition throughout the conference s marketing campaign and live program. This sponsorship allows a firm to sponsor a programming session on Tuesday. The gold sponsors will also sponsor the breaks that take place in between sessions, where their branding will appear on coffee cup sleeves, napkins, and table tents. This opportunity includes a premium exhibit. SILVER SPONSORSHIP CAD $8,700 Available 4 Complimentary Delegate Passes Silver sponsors enjoy premium-level brand recognition throughout the conference s marketing campaign and live program. This opportunity recognizes your firm as the networking luncheon sponsor on Wednesday afternoon. Silver Sponsors are promoted through branded signage, table tents, and beverage napkins. This opportunity includes a premium exhibit.

5 PREMIUM SPONSORSHIPS PREMIUM SPONSORSHIP OPPORTUNITIES PLATINUM GOLD SILVER Price CAD $,500 CAD $1,400 CAD $8,700 Quantities Available 1 2 Deliverables Pre-event Digital recognition on the dedicated conference website s homepage Digital recognition in the Supporters section of the conference website One-time use of the pre-event mailing list Recognition in promotional s and/or print advertisements Onsite Complimentary delegate passes Tabletop exhibit space* Branding displayed during the opening and closing receptions Branding displayed during a Livestream broadcast session** Co-branding on conference tote bag and delegate lanyard Branding displayed during conference breaks Branding displayed during a networking luncheon Recognition in the delegate binder and housekeeping slides Post-event One-time use of the post-event mailing list Advertising Insertions in the daily CFA Institute Financial NewsBrief 5 Top Stories 5 Print advertising in a CFA Institute member publication*** 1 Full-Page Ad 1 Full-Page Ad 1 Half-Page Ad * Exhibit selection order is determined by the level of support and the chronological order in which reservation forms are submitted ** As available *** CFA Institute Magazine or Financial Analysts Journal

6 EXHIBIT PROGRAM PREMIUM EXHIBIT CAD $7,400 2 Available Complimentary Delegate Passes STANDARD EXHIBIT CAD $6,000 6 Available 2 Complimentary Delegate Passes Exhibitors will have the unique opportunity to raise their firms profiles in the investment community through face-to-face interactions with professionals in the financial services industry. Exhibits should focus on engaging attendees and offering career advice, discussing specific roles and employment opportunities, and promoting the diversity initiatives being practiced within their firms. Morning and afternoon refreshment breaks will be served in the exhibit area. CFA Institute is required to charge exhibitors GST for tax purposes. Guiding principles follow: Exhibitors: Non-Canadian Not Taxable Canadian 1% HST (5% GST + 8% PST) The premium exhibit opportunity serves as 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. Exhibit selection order is determined by the sponsorship level and the chronological order in which reservation forms are submitted. EXHIBIT OPPORTUNITIES PREMIUM EXHIBIT STANDARD EXHIBIT Price CAD $7,400 CAD $6,000 Quantities Available 2 6 Deliverables Pre-event Digital recognition in the Supporters section of the conference website One-time use of the pre-event mailing list Onsite Complimentary delegate passes 2 Tabletop exhibit space* Recognition in the delegate binder and housekeeping slides Post-event One-time use of the post-event mailing list Advertising Insertions in the daily CFA Institute Financial NewsBrief Print advertising in a CFA Institute member publication** 40% Discount 40% Discount * Exhibit selection order is determined by the level of support and the chronological order in which reservation forms are submitted ** CFA Institute Magazine or Financial Analysts Journal

7 BRANDING OPPORTUNITIES ADVOCATE PLUS SPONSORSHIP CAD $4,500 Unlimited Availability* Complimentary Delegate Passes ADVOCATE SPONSORSHIP CAD $2,800 Unlimited Availability* 2 Complimentary Delegate Passes The advocate plus sponsorship serves as an upgraded option to the advocate sponsorship and includes a pre- and post-conference attendee mailing list, along with one additional complimentary conference registration. As an advocate sponsor, your firm is showing its commitment of support for gender diversity and the career development of women in the financial services industry. Our advocate sponsors are recognized on our conference website and onsite housekeeping slides for their corporate financial support to the conference. Firms will also receive complimentary delegate passes for their representatives to attend the conference. Advocate sponsors receive complimentary conference registrations for company representatives to attend the event and participate by sharing their thoughts, networking with industry leaders, and building their careers. BRANDING OPPORTUNITIES ADVOCATE PLUS ADVOCATE Price CAD $4,500 CAD $2,800 Quantities Available Deliverables Pre-event Unlimited Availability* Unlimited Availability* Digital recognition in the Supporters section of the conference website One-time use of the pre-event mailing list Onsite Complimentary delegate passes 2 Recognition in the delegate binder and housekeeping slides Post-event One-time use of the post-event mailing list Advertising Insertions in the daily CFA Institute Financial NewsBrief: Global Edition 5 Economics Economics Print advertising in a CFA Institute member publication** 40% Discount 40% Discount * Advocate and Advocate Plus Sponsorships will remain unlimited until event capacity is reached. ** CFA Institute Magazine or Financial Analysts Journal