Fund Finance Association

Transcription

1 Fund Finance Association TABLE OF CONTENTS 2018 Year in Review 2 Global Symposium 3 Additional Opportunities 6 European Symposium 8 Asia-Pacific Symposium 9 Women in Fund Finance 10 Commitment Form 11 Non-Sponsor Ticket Prices 13 About Us 14 1

2 YEAR IN REVIEW ATTENDEE BREAKDOWN METRIC RECAP Banks Law Firms Fund Managers Investors Other 1154 Attendees 184 Speakers 129 Sponsors 33 Agenda Sessions 2018 EVENT PHOTOS Click here to see photos from our 8th Annual Global Symposium Click here to see photos from our 2nd Annual Asia-Pacific Symposium Click here to see photos from our 4th Annual European Symposium 2

3 9 TH ANNUAL Global Fund Finance Symposium MARCH 24-26, 2019 I FONTAINEBLEAU - MIAMI BEACH Time Sunday, March 24, Agenda at a Glance Session 6:00 8:00 PM Welcome Reception on the Ocean Lawn hosted by Monday, March 25, :00 9:30 AM Welcome Remarks & Market Update 9:30 10:15 AM Fireside Chat with Anthony Scaramucci 10:15 11:00 AM Women in Fund Finance Panel 11:00 11:30 AM Networking Break on the Glimmer Terrace Track A 11:30 12:15 PM GP Roundtable (GPs only) Track B Regulatory and Legal Update 12:15 1:40 PM Lunch in Glimmer & Sponsor Lunch (Invite Only) at Scarpetta 1:40 2:25 PM A Subscription Finance Debate FX Panel 2:25 2:55 PM Networking Break on the Glimmer Terrace 2:55 3:40 PM Real Assets RE, Infrastructure & Energy Private Credit Panel 3:40 4:10 PM Networking Break on the Glimmer Terrace 4:10 5:00 PM Industry Panel 5:00 5:15 PM Awards & Closing Remarks 5:15 7:15 PM Networking Cocktail Reception on the Glimmer Terrace hosted by *Please note timing is subject to change 9 th Annual Global Fund Finance Symposium March 24 26, 2019 Fontainebleau Miami Beach Agenda continued on next page 3

4 9 TH ANNUAL Global Fund Finance Symposium MARCH 24-26, 2019 I FONTAINEBLEAU - MIAMI BEACH Time Tuesday, March 26, Agenda at a Glance Session 9:00 9:10 AM Opening Remarks 9:10 9:55 AM ILPA Panel 9:55 10:25 AM Networking Break on the Glimmer Terrace Track A Track B 10:25 11:10 AM Syndication Panel Management Company & GP Financing Panel 11:10 AM 12:00 PM Hybrid/NAV Panel Anatomy of a Subscription Default *Please note timing is subject to change 9 th Annual Global Fund Finance Symposium March 24 26, 2019 Fontainebleau Miami Beach 4

5 9 TH ANNUAL Global Fund Finance Symposium MARCH 24-26, 2019 I FONTAINEBLEAU - MIAMI BEACH 2019 Sponsorship Opportunities PLATINUM LEVEL $20,000 SOLD OUT PLATINUM One (1) speaking opportunity on conference panels. *Speakers must be confirmed by February 1st to guarantee a spot. Twelve (12) complimentary passes for the full scope of conference activities. Three (3) hotel rooms for 2 nights each allocated for your use to invite GP s to attend the conference Invitation for two (2) representatives to attend annual sponsor lunch. Prominent recognition (company name and logo) in conference materials and on conference website. Delegate access to Platinum Lounge. Exhibition Table for display of company materials. GOLD LEVEL $15,000 SOLD OUT SILVER GOLD One (1) speaking opportunity on conference panels. *Speakers must be confirmed by February 1st to guarantee a spot. Eight (8) complimentary passes for the full scope of conference activities. Two (2) hotel rooms for 2 nights each allocated for your use to invite GP s to attend the conference Invitation for two (2) representatives to attend annual sponsor lunch. Prominent recognition (company name and logo) in conference materials and on conference website. SILVER LEVEL $10,000 SOLD OUT Four (4) complimentary passes for the full scope of conference activities. Invitation for one (1) representative to attend annual sponsor lunch. Recognition (company name and logo) in conference materials and on conference website. BRONZE BRONZE LEVEL $5,000 SOLD OUT Two (2) complimentary passes for the full scope of conference activities. Invitation for one (1) representative to attend annual sponsor lunch. Recognition (company name and logo) in conference materials and on conference website. All sponsors may purchase additional passes at the price of $1,000 per pass. FFA content committee has the final decision of speaking slot allocation. Payments received after the event date will be assessed a 5% late fee. 5

6 9 TH ANNUAL Global Fund Finance Symposium MARCH 24-26, 2019 I FONTAINEBLEAU - MIAMI BEACH Additional Sponsorship Opportunities All prices listed are total and inclusive of platinum level benefits with additional sponsorship opportunity. PLATINUM LOUNGE $35,000 WELCOME RECEPTION $30,000 SOLD Platinum sponsor benefits Platinum Lounge sponsorship Platinum sponsor benefits Welcome reception sponsorship Does not include speaking position MONDAY NIGHT RECEPTION $30,000 SOLD LUNCH $25,000 Platinum sponsor benefits Welcome reception sponsorship Does not include speaking position Platinum sponsor benefits Sponsorship of Monday lunch Does not include speaking position SESSION SPONSORSHIPS $25,000 $25,000 Platinum sponsor benefits Guaranteed Moderator Position Content of the session and speakers (except for moderating role) is at the discretion of the content committee Sessions available for sponsorship include: GP Roundtable SOLD Regulatory and Legal Update A Subscription Finance Debate FX Panel SOLD CRE & Infrastructure Panel Private Credit Panel Syndication Panel Anatomy of a Subcription Default Hybrid/NAV Panel Management Company & GP Financing Panel Sponsors of one of the above will receive exclusive billing of selected opportunity on website and FFA produced event materials. Additional branding opportunities are the discretion and expense of the sponsor. For more information, please contact info@fundfinanceassociation.com. 6

7 9 TH ANNUAL Global Fund Finance Symposium MARCH 24-26, 2019 I FONTAINEBLEAU - MIAMI BEACH Additional Sponsorship Opportunities APP $4,000 PREMIERE CABANA $2,500 CABANA $2,000 Prominent logo placement in conference app Exclusive rental of premiere cabana for Monday and Tuesday of conference Reference cabana #1-6 Available first come, first serve Exclusive rental of cabana for Monday and Tuesday of conference Reference cabana #13-18 Available first come, first serve Premiere Cabana #1-6 Cabana #13-16 FONTAINEBLEAU MIAMI BEACH Cabana #17,18 Prices listed are in addition to sponsorship packages. X indicates that cabana has been sold. 7

8 5 TH ANNUAL European Fund Finance Symposium JUNE 20, 2019 I THE LANDMARK LONDON 2019 Sponsorship Opportunities PLATINUM LEVEL 12,500 BRONZE SILVER GOLD PLATINUM Up to one (1) speaking opportunities on conference panels. *Platinum sponsors will be given priority of additional speaking slots based on availability 8 complimentary passes for the full scope of the conference activities Prominent recognition (company name, logo and description) in conference materials Prominent recognition (company name and logo) in pre- and post-event electronic communications, website and onsite signage Complimentary seat drop of corporate materials during one (1) conference panel Special mention from podium during welcome remarks GOLD LEVEL 10,000 Up to one (1) speaking opportunity on conference panels. *Gold sponsors will be given priority of additional speaking slots based on availability 5 complimentary passes for the full scope of the conference activities Prominent recognition (company name, logo and description) in conference materials Prominent recognition (company name and logo) in pre- and post-event electronic communications, website and onsite signage SILVER LEVEL 7,000 5 complimentary passes for the full scope of the conference activities Recognition (company name, logo and description) in conference materials Recognition (company name and logo) on pre- and post-event electronic communications, website and onsite signage BRONZE LEVEL 5,000 3 complimentary passes for the full scope of the conference activities Recognition (company name, logo and description) in conference materials Recognition (company name and logo) on pre- and post-event electronic communications, website and onsite signage Individual ticket prices for non-sponsors 1,350 Up to 3 additional tickets for sponsors 750, then 1,000 thereafter Lunch sponsorship for 7,500 add-on for Platinum, 10,000 for Gold Wi-fi sponsorship 2,500 8

9 3 RD ANNUAL Asia - Pacific Fund Finance Symposium SEPTEMBER 25, 2019 I FOUR SEASONS HONG KONG 2019 Sponsorship Opportunities SILVER GOLD PLATINUM PLATINUM LEVEL HK$100,000 Up to one (1) speaking opportunity on conference panels. 10 complimentary passes for the full scope of the conference activities Prominent recognition (company name, logo and description) in conference materials. Prominent recognition (company name and logo) in pre- and post-event electronic communications, website GOLD LEVEL HK$80,000 Up to one (1) speaking opportunity on conference panels. 7 complimentary passes for the full scope of the conference activities Prominent recognition (company name, logo and description) in conference materials Prominent recognition (company name and logo) in pre- and post-event electronic communications, website and onsite signage SILVER LEVEL HK$60,000 5 complimentary passes for the full scope of the conference activities Recognition (company name, logo and description) in conference materials Recognition (company name and logo) on pre- and post-event electronic communications, website and onsite signage Wi-fi sponsorship HK$ 20,000. 9

10 WOMEN in FUND FINANCE Founded by the FFA and leading women in the alternative investment and fund finance industry in 2017, Women in Fund Finance (WFF) more than doubled its membership base in 2018 and expanded its networking events to Hong Kong and Paris thanks to the support of its 29 sponsors. With more than 1,500 members globally, WFF hosted eight networking and education events in 2018 in New York City, London, Hong Kong and Paris helping members with networking and communication skills, understanding the outlook for the fund finance business as well providing business development networking sessions. 2x 1, RECAP Increase in membership Members globally Attendees Networking events Global cities DEMOGRAPHICS 1 80% 20% Female recipients Male recipients 20% Aged years 36% Aged years 25% Aged years 10% Aged years CAMPAIGN METRICS 36.5% vs. 13% 15% vs. 1.4% Average OPEN rate Industry average Average CLICK rate Industry average WOMEN IN FUND FINANCE EVENTS IN 2018 Speed Networking (NYC and Hong Kong); Negotiating Asking For What You Want, Workshop; Networking in a #MeToo Environment; Photography Exhibition and Networking Reception; Market Outlook and Funds Industry Update (London and Paris); Screening and Networking Reception WFF is honored to receive contributions from 29 sponsors. All sponsors are represented on every WFF campaign and on the WFF homepage: Sponsorship opportunities for 2019 events are available for $3,000. Please see page 10 for more details. 1 Predicted demographics of select WFF campaigns, by Mailchimp 10

11 Fund Finance Association Please select your sponsorship level(s): Organizations that sponsor two or more FFA Symposiums within the same calendar year at the same time will receive a 10% discount on their FFA sponsorship package. Discounts on sponsorships will no longer be granted retroactively. Many of your firms have sponsored and attended FFA Symposium and Women In Fund Finance (WFF) events held during 2018 in London, New York, Paris and Hong Kong. To continue WFF s work in advocating for greater diversity within the alternative investment and fund finance industry, the FFA invites you to contribute an additional $3,000 sponsorship to help support WFF s initiatives in The WFF sponsorship is in addition to FFA Symposium sponsorship(s). FFA Global Symposium 2019 (Miami, FL) PLATINUM LEVEL GOLD LEVEL SILVER LEVEL BRONZE LEVEL Additional Sponsorship Opportunities Platinum Level Only All Levels SOLD SOLD PLATINUM LOUNGE (+ $15,000) WELCOME RECEPTION (+ $10,000) MONDAY NIGHT RECEPTION (+ $10,000) LUNCH (+ $5,000) SESSION SPONSORSHIP (+ $5,000) APP PREMIERE CABANA CABANA FFA European Symposium (London, UK) FFA Asia-Pacific Symposium (Hong Kong, CH) Women In Fund Finance PLATINUM LEVEL GOLD LEVEL SILVER LEVEL BRONZE LEVEL PLATINUM LEVEL GOLD LEVEL SILVER LEVEL YES, WE WISH TO CONTRIBUTE IN SUPPORT OF THE 2019 WFF EVENTS 11

12 Fund Finance Association COMPANY (AS IT SHOULD APPEAR IN PRINT): Sponsorship Terms & Conditions Sponsorship packages are not subject to customization and must be secured as listed. Refunds will not be given for unused benefits. FFA will update website within five (5) business days of receiving the completed sponsorship order and receipt of approved logo from sponsor. In the event the sponsor cancels all or part of the sponsorship contracted, the sponsor shall pay to FFA a fee (the Cancellation Fee) equal to all monies due. Any Cancellation Fee is due at the time of cancellation. A payment made to FFA under this contract shall be deemed fully earned and non-refundable. The data contained in FFA's registration list(s) is proprietary to the FFA and may not be resold. This information may be provided to you as part of your sponsorship agreement. The sponsor agrees that they will not disclose, transfer, duplicate, reproduce, sell, loan or retain any portion of the attendee list in any form whatsoever, including entering into their own electronic databases. Final decisions regarding the content of programs remains at the sole discretion of the FFA board. Sponsorships including speaking positions are all subject to board approval and do not retain control over the composition of the remainder of the panel. In the unlikely occurrence that an event is cancelled, refunds will be at the discretion of the FFA Board. NAME (AS IT SHOULD APPEAR ON INVOICE): ADDRESS (AS IT SHOULD APPEAR ON INVOICE): WEB ADDRESS: EVENT LOGISTICS CONTACT NAME (TO HANDLE SPONSORSHIP DETAILS): PHONE: Payments received after the event date will be assessed a 5% late fee. Thank you for your support of Fund Finance Association Symposiums! Sponsorships are available on a first-come, first-served basis. Appointment of sponsors is at the discretion of the Fund Finance Association. 12

13 Fund Finance Association $2,250 per ticket if purchased before event date $2,500 per ticket if purchased onsite 2019 Non-Sponsor Ticket Prices GLOBAL SYMPOSIUM HK$7,500 per ticket if purchased by early bird deadline (to be announced) HK$10,000 per ticket if purchased after early bird deadline (to be announced) ASIA-PACIFIC SYMPOSIUM 1,350 per ticket if purchased by early bird deadline (to be announced) 1,500 per ticket if purchased after early bird deadline (to be announced) EUROPEAN SYMPOSIUM TRÉSOR TOWER CHATEAU TOWER VERSAILLES TOWER LIV LAPIS SPA SORRENTO TOWER 13

14 The Annual Global, European, and Asia-Pacific Fund Finance Symposiums are the premier Fund Finance events. The FFA sought out experts in the subscription credit facility and fund finance space to address many of the key developments and trends in the market. The organization is comprised of a committee of well-respected Banking and Finance professionals who specialize in fund finance. The conference was made possible due to the dedication of this group. Contact the FFA To learn more about the FFA, please contact: info@fundfinanceassociation.com. For questions regarding events and sponsorships, or to submit a completed form, please contact info@fundfinanceassociation.com. 14