2017 SPONSORSHIP & PROMOTIONAL OPPORTUNITIES

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1 2017 SPONSORSHIP & PROMOTIONAL OPPORTUNITIES Position your brand at our 2017 Events irishfunds.ie SPONSORSHIP OPPORTUNITIES - PAGE 1

2 WHO ARE WE? Irish Funds is the face and the voice of the Irish international funds industry at home and abroad Irish Funds mission: To ensure Ireland has the environment and infrastructure to facilitate the continued growth and development of the international funds industry. To advise, advocate, assist, promote and educate on all that Ireland has to offer the global funds industry. Irish Funds is a modern growing community of 114 firms collectively putting their membership to work. Founded in 1991, the association represents fund managers, custodians, administrators, transfer agents, professional advisory firms and other specialist firms involved in the international fund services industry in Ireland. Since members of Irish Funds come from all sections of the international funds industry, the association is well placed to support and complement the Industry s continued development. Irish Funds promotes awareness of the funds industry both internationally and domestically by hosting conferences, events and seminars and by engaging with the media. Our events and conferences gather funds industry professionals from all corners of the world. Irish Funds events are leading knowledge-sharing and networking opportunities for the global and Irish investment funds industry. Irish Funds Represents 114 MEMBER FIRMS 14,000 EMPLOYEES 13,500 TOTAL FUNDS MORE THAN e3.8 TRILLION IN ASSETS SPONSORSHIP OPPORTUNITIES - PAGE 2

3 IRISH FUNDS SPONSORSHIP Pat Lardner, Chief Executive, Irish Funds Since the establishment of the funds industry in Ireland over 25 years ago, Ireland has become an internationally recognised centre of excellence and a key player in the global funds industry. As the voice of the industry, Irish Funds works closely with our member firms, regulators and policy makers to shape the environment in Ireland and globally. Opportunities Irish Funds conferences and seminars provide significant brand exposure and networking opportunities for member and non-member sponsors. As in past years, our international events programme for 2017 promises to be far-reaching and engaging, with a focus on current and future trends and developments. Irish Funds events are promoted throughout the year in several ways: through targeted mailings using our global database of 11,000+ fund industry executives, our website which receives 25,000 page views per month, our active social media channels and through partnerships with other industry organisations. Challenges Irish Funds events provide opportunities to connect and share insights with policy makers, asset managers, distributors, technical experts and service providers. In the coming year our programme of events will focus on the challenges and impact of regulation and the dynamics which are altering the fundamental structure and composition of the international funds industry. The continuing uncertainty following the UK Brexit referendum result will also be covered in depth in addition to how developments in financial technology are affecting the industry and its future. By becoming a sponsor of Irish Funds events in 2017, you will have the opportunity to promote your firm s brand and take part in strategic networking opportunities among a unique audience of decision-makers in the international investment funds industry. Yours sincerely, Pat Lardner Chief Executive Irish Funds WE HAVE FOUND IRISH FUNDS EXTREMELY EFFICIENT AND PROFESSIONAL TO DEAL WITH, AND THE SEMINAR SERIES HAS ENABLED US TO MAKE MANY NEW CONNECTIONS WITH INDUSTRY PROFESSIONALS AND INCREASE AWARENESS. CACEIS GROUP SPONSORSHIP OPPORTUNITIES - PAGE 3

4 WHY SPONSOR? Irish Funds events provide sponsors with unparalleled access to clients and key decision makers in the domestic and international funds industry Irish Funds Events Running throughout 2017, the Irish Funds calendar of international events brings together key industry professionals and provides a range of opportunities to connect and share insights with policy makers, asset managers, distributors, technical experts and service providers. The calibre of audience at Irish Funds events allows participants to meet and develop partnerships with many key industry executives. Why sponsor with Irish Funds? Maximise your brand s visibility to a global audience Position your organisation as a global leader in the funds industry Increase awareness of your products and services Interact with key national and international opinion leaders Develop new partnerships and build networks in a cost-effective way PWC HAVE BEEN PROUD TO BE PREMIUM SPONSORS OF IRISH FUNDS FOR A NUMBER OF YEARS. IN TERMS OF PROMOTING THE INDUSTRY IRISH FUNDS FULFILS A VALUABLE AND ESSENTIAL ROLE IN RAISING AWARENESS OF IRELAND S ASSET MANAGEMENT OFFERINGS. WE HAVE FOUND THE BENEFITS OF PREMIUM SPONSORSHIP TO INCLUDE HIGH VISIBILITY TO KEY AUDIENCES BOTH AT HOME AND ABROAD AND AN INVESTMENT WELL WORTH MAKING. JONATHAN O CONNELL, PWC SPONSORSHIP OPPORTUNITIES - PAGE 4

5 IRISH FUNDS EVENT SPONSORSHIP LOS ANGELES SAN FRANCISCO TORONTO CHICAGO NEW YORK BOSTON EDINBURGH LONDON BERLIN DUBLIN FRANKFURT ZURICH GENEVA HONG KONG TOKYO SINGAPORE January: Irish Funds Hong Kong Seminar February: Irish Funds Edinburgh Seminar March: Irish Funds US Spring Seminars (Chicago, Boston, New York), Toronto, ICI St Patricks Day Party, California March: Irish Funds London Alternative Investment Seminar May: Irish Funds Annual Global Conference & Golf Event, Dublin June: Irish Funds Lunch at FundForum International Berlin September: Irish Funds Asia Seminars (Hong Kong, Singapore, Tokyo) October: Irish Funds US Autumn Seminars (Los Angeles, San Francisco), Irish Funds Frankfurt, Geneva, Zurich Seminars November: Irish Funds Annual UK Symposium, London SPONSORSHIP OPPORTUNITIES - PAGE 5

6 IRISH FUNDS EVENT SPONSORSHIP 2016 FACTS & FIGURES 4,000+ TOTAL EVENT DELEGATES 26 INTERNATIONAL EVENTS 350 IRISH FUNDS ANNUAL GLOBAL CONFERENCE, DUBLIN 75,000+ PAGE VIEWS ON THE IRISH FUNDS EVENTS WEB PAGES 500 IRISH FUNDS ANNUAL UK SYMPOSIUM 11,000+ THE IRISH FUNDS CALENDAR OF EVENTS IS PROMOTED VIA A GLOBAL CONTACTS DATABASE OF 11,000+ INDUSTRY PROFESSIONALS 1,120 TWITTER 1,975 LINKEDIN FOLLOWERS SPONSORSHIP OPPORTUNITIES - PAGE 6

7 GET NOTICED ON STAGE Have your brand on stage at all of our sponsored events when you sign up for our Premium Events Partnership Package. A great way to promote your brand. SPONSORSHIP OPPORTUNITIES - PAGE 7

8 SPONSORSHIP OPTIONS Sponsorship opportunities are created around the Irish Funds international events calendar and offer participating companies unique access and brand exposure to a global network of funds industry professionals. Premium Partner Sponsor Package The Irish Funds Premium Events Partner package maximises return on investment for sponsors by providing premium brand exposure throughout the year on the Irish Funds website, newsletters and visibility at Irish Funds international events. There are a limited number of these packages available on a first-come, first-served basis. Event Partner Sponsors Irish Funds international events are also available for sponsorship on an event by event basis. Event Sponsorship Opportunities Irish Funds branded event opportunities include the sponsorship of breakfast, coffee and lunch breaks, social events, lanyard badge holders, notepads & pens and bottle swing tags. There is also an opportunity to sponsor the Irish Funds Annual Conference Dinner which takes place in May 2017 and to sponsor the Irish Funds Annual Conference Golf Day. Exhibition spaces A limited number of exhibition spaces are available at the Annual Global Conference in Dublin and UK Symposium in London. WE ATTENDED THE IRISH FUNDS GLOBAL ANNUAL CONFERENCE 2016 AND FROM THE INITIAL STAGES TO FINAL PARTICIPATION, FOUND THE EVENT WELL ORGANISED, SEAMLESS IN THE PLANNING AND MET ALL OUR EXPECTATIONS. THE IRISH FUNDS TEAM CO- ORDINATED A LARGE EVENT WITH A MINIMUM OF FUSS AND SHOULD BE CONGRATULATED ON ITS SUCCESS. GARTH MCKEOWN, QUEST RECRUITMENT SPONSORSHIP OPPORTUNITIES - PAGE 8

9 PREMIUM PARTNER SPONSORSHIP PACKAGE Premium partners will receive significant brand exposure over the 12 month calendar of Irish Funds international events. There are a limited number of premium partner sponsors packages available on a first-come, first-served basis. WEB Logo and Link on website for the 12 months of 2017 Benefits include: Logo on Irish Funds Annual Global Conference and related announcements (mailing database of 11,000+) PROGRAMME Logo on Programme with acknowledgement of premium partnership at all sponsored events EVENT DISPLAY Logo displayed prominently on event stage backdrop and signage in pre-conference areas WAIVER One free ticket for the 2017 Annual Global Conference Any event which is hosted by a third party is not included in any sponsorship arrangement. SPONSORSHIP OPPORTUNITIES - PAGE 9

10 EVENT PARTNER SPONSORS Irish Funds international events are also available for sponsorship on an event by event basis. Companies interested in sponsoring Irish Funds events on an event-by event basis will receive benefits including: Logo on a minimum of 3 Irish Funds event related announcements WEBSITE Logo and link on the Irish Funds event website page PROGRAMME Logo on event programme with acknowledgement of event partnership BRANDING Additional branding at the event Any event which is hosted by a third party is not included in any sponsorship arrangement. THE MOST IMPORTANT FACTOR FOR DELOITTE IN PARTNERING WITH IRISH FUNDS IS THE CALIBRE OF THE INDUSTRY EXECUTIVES THAT WE GET TO ENGAGE WITH AT EACH OF THE GLOBAL IRISH FUNDS SEMINARS. MIKE HARTWELL, DELOITTE IRELAND SPONSORSHIP OPPORTUNITIES - PAGE 10

11 EVENT SPONSORSHIP OPPORTUNITIES Lanyards for name badges Available for: March: US Spring Seminars, London Alternative Investment Seminar May: Annual Global Conference, Dublin October: US Autumn Seminars November: UK Symposium, London Lunch Available for: March: London Alternative Investment Seminar May: Annual Global Conference, Dublin November: UK Symposium, London Coffee breaks Exhibition spaces Available for May: Annual Global Conference, Dublin November: UK Symposium, London Available for: May: Annual Global Conference, Dublin October: US Autumn Seminars November: UK Symposium, London Irish Funds Annual Golf, Dublin Pens & Notepads Available for: March: US Spring Seminars, London Alternative Investment Seminar May: Annual Global Conference, Dublin October: US Autumn Seminars November: UK Symposium, London Breakfast Available for: March: US Spring Seminars May: Annual Global Conference, Dublin November: UK Symposium, London Title and other sponsorship opportunities available Drinks Reception Available for: March: London Alternative Investment Seminar May: Annual Global Conference, Dublin October: Geneva Seminar October: US Autumn Seminars Dinner Co-Sponsorship Available for: May: Annual Global Conference, Dublin All events which are hosted by a third party are not included in any sponsorship arrangement. SPONSORSHIP OPPORTUNITIES - PAGE 11

12 CALENDAR OF EVENTS & SPONSORSHIP COSTS PREMIUM EVENT PARTNERS Annual Partnership for all Sponsored Events High Profile Branding on Stage Exclusive Collateral Display in Registration Area Prominent Logo and Link on Website Prominent Signage at Venue and more - full details on request 20,000 March 2017 May 2017 US Spring Seminars 6 March - Chicago; 8 March - Boston; 10 March - New York Irish Funds Annual Golf Dublin, May 24 NON- NON- Event Partner (all) 2,500 3,900 Lanyards (all) 4,000 6,200 Pens & Notebooks (all) 2,500 3,700 Breakfast (Boston) 2,750 4,300 Breakfast (New York) 3,300 5,100 Drinks Reception (Chicago) 2,750 4,200 Overall Title Sponsorship 10,000 15,300 Sponsor a hole 2,000 3,100 Longest Drive 2,000 3,100 Nearest the pin 2,000 3,100 Sponsor a Team of ,300 ICI - St. Patricks day Party Palm Desert, California Event Partner 2,800 4,300 Alternative Investment Seminar London, March 30 NON- NON- Event Partner 2,300 3,600 Lanyards 2,500 3,900 Pens & Notebooks 2,500 3,700 Coffee Break 2,000 3,100 Drinks Reception 2,000 3,100 Annual Global Conference Dublin, May 25 NON- Event Partner 2,100 3,300 Lanyards 3,500 5,800 Pens & Notebooks 3,000 3,400 Breakfast 3,000 4,600 Coffee Break (2 Available) 2,750 4,300 Lunch 3,750 5,800 Drinks Reception 3,000 4,600 Dinner Co-Sponsorship 5,500 8,500 Drink Swing Tabs 3,000 4,600 Exhibition Stand 3,500 5,800 Half Page Programme Ad Full Page Programme Ad 1,000 1,000 SPONSORSHIP OPPORTUNITIES - PAGE 12

13 CALENDAR OF EVENTS & SPONSORSHIP COSTS June 2017 November 2017 Lunch at FundForum International Berlin, June 12 Event Partner 2,000 3,100 October 2017 Geneva Seminar Date TBC NON- UK SYMPOSIUM London, Date TBC NON- Event Partner 2,500 3,900 Lanyards 3,500 5,400 Pens & Notebooks 2,700 4,000 Breakfast 3,000 4,600 Coffee break 3,000 4,600 Lunch 4,000 6,200 Exhibition stand 3,500 5,800 NON- Event Partner 2,300 3,600 Drinks Reception 2,500 3,900 Further Sponsorship opportunities for Irish Funds events will arise during the year. Please contact us for details. October 2017 US Autumn Seminar Series Los Angeles & San Francisco, 3rd location TBD NON- Event Partner (All 3 Events) 2,500 3,900 Lanyards (All 3 Events) 3,000 4,600 Pens & notebooks (All 3) 2,500 3,700 Drinks (Los Angeles) 2,500 3,900 Drinks (San Francisco) 2,500 3,900 All prices are exclusive of any VAT All opportunities are subject to terms and conditions SPONSORSHIP OPPORTUNITIES - PAGE 13

14 SPONSORSHIP OPPORTUNITY BOOKING FORM To book a 2017 sponsorship opportunity please complete and return this form to Irish Funds Company Name & Address: Invoicing Name & Address (if different): VAT Number: Contact person for invoicing: address: Phone number: Contact person for events & sponsorship (if different): address: Phone number: SPONSORSHIP REQUESTS: Irish Funds Events & Sponsorship Items: Members: Total: Non-Members: Note: All sponsorship opportunities are subject to VAT in accordance with the laws and regulations in Ireland. Details will be confirmed at the time of invoicing. Return form by to David Shirley, david.shirley@irishfunds.ie SPONSORSHIP OPPORTUNITIES - PAGE 14

15 IRISH FUNDS SPONSORS 2016 PREMIUM SPONSORS EVENT PARTNERS & OTHER SPONSORS A&L Goodbody AON aosphere Arkk Solutions Azon BlackRock Asset Management Ireland Ltd BNP Paribas Fund Administration Services (Ireland) Ltd BNY Mellon Fund Services (Ireland) Ltd Bridge Consulting Capita Asset Services Fund Solutions Carne Global Financial Services Ltd Carnegie Fund Services Citco Fund Services (Dublin) Ltd Confluence International Dechert LLP Deutsche Bank AG Dublin & Deutsche Intl Ltd Dillon Eustace DMS Offshore Investment Services (Europe) Ltd Duff & Phelps eseclending eshare Euroclear Federated Investors Inc FTSE Russell FundRecs Grant Thornton HSBC Securities Services (Ireland) Ltd Intertrust Management Ireland Ltd Irish Stock Exchange (ISE) KNEIP KPMG Maples & Calder Mason Hayes & Curran Solicitors MoneyMate Morgan McKinley MPMF Multifonds Northern Trust Quest Recruitment Riva RR Donnelley UK Limited SEI Investments Global Fund Services Ltd SQS The Institute of Banking The Panel Thomson Reuters Ireland Ltd Walkers Ireland ltd William Fry SPONSORSHIP OPPORTUNITIES - PAGE 15

16 For enquiries please contact: David Shirley (Direct) Tel: +353 (0) david.shirley@irishfunds.ie Irish Funds 10th Floor, One George s Quay Plaza, George s Quay, Dublin 2, Ireland. t: +353 (0) e: events@irishfunds.ie w: irishfunds.ie The material contained in this document is for marketing, general information and reference purposes only and is not intended to provide legal, tax, accounting, investment, financial or other professional advice on any matter, and is not to be used as such. Further, this document is not intended to be, and should not be taken as, a definitive statement of either industry views or operational practice. The contents of this document may not be comprehensive or up-to-date, and neither Irish Funds, nor any of its member firms, shall be responsible for updating any information contained within this document. SPONSORSHIP OPPORTUNITIES - PAGE 16

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