SPONSORSHIP AND EXHIBITOR OPPORTUNITIES

Transcription

1 ADVANCING THE FUTURE OF INVESTMENT ADVISORY SOLUTIONS Money Management Institute20 TH 2017 MMI SPONSORSHIP AND EXHIBITOR OPPORTUNITIES For 2017, as MMI marks its 20 th Anniversary, we are pleased to announce an exciting lineup of ship and Exhibitor opportunities. Choose from: Premium Gold, Silver and Bronze ship packages that include the 2017 Annual Conference and exposure at one or more of our Specialty Conferences Exhibit Booth packages at the 2017 Annual Conference À la carte sponsorship opportunities including conference F&B events and attendee experience items (based on availability at each event) Each option offers high-profile branding exposure, enhanced participation at MMI conferences, and new ways to engage with our audience of investment advisory solutions professionals. Read on for more details. MMI s 20th anniversary celebration will add excitement and help build attendance The Annual Convention and Fall Solutions Conference have been combined into one three-day event to create a can t miss, high-impact experience That makes the Annual Conference, which takes place October 2 4 in Chicago, MMI s largest event of the year and your single best opportunity to build brand awareness and engage with our audience of investment advisory solutions professionals Premium ship packages (Gold, Silver and Bronze) include recognition and exposure at the Annual Conference PLUS one or more Specialty Conferences NEW FOR 2017 Unique features of the 2017 program: * Premium packages also include recognition and seats at the gala 2017 Industry Awards Recognition Dinner The Annual Conference s new Solutions Center will provide an updated Exhibitor experience and facilitate making new connections New types of à la carte branding opportunities are also available PLUS to mark MMI s 20th Anniversary we are offering a special 20% discount on Premium ship packages committed and paid for by June 30, 2017 *See full program details inside.

2 CREATE BRAND AWARENESS AND BUILD RELATIONSHIPS MMI Conference ship and Exhibitor Opportunities The Money Management Institute (MMI) is the leading voice for the global financial services organizations that provide advice and professionallymanaged investment advisory solutions to individual and institutional investors. Through industry advocacy, educational initiatives, regulatory affairs, publications, data reporting, and professional networking, MMI supports and advances the growth of investment advisory solutions. MMI s conferences are one of the key ways we help our members to Connect, Know and Grow. Senior executives from leading asset manager, platform sponsor, and solutions provider firms join us at our events to build relationships with their industry peers and gain insights on strategies and tactics to help them grow their advisory solutions business. WOULD YOUR FIRM BENEFIT FROM INCREASED EXPOSURE WITH THIS AUDIENCE? MMI s major conferences typically draw senior business leaders who are responsible for developing, managing and distributing investment advisory platforms and services. Our attendees are informed decision makers who drive purchase decisions. Our Event Attendees* C-Suite/EVP/ SVP/MD A 58% 7% Other 35% Director/ Manager/VP A Sales/Distribution Leaders 47% 22% Product/Platform Strategy Leaders 31% Representatives from over 200 distinct organizations attended the 2016 Annual Convention and Fall Solutions Conference. Among the attendees, more than 93% held titles of VP or above and 69% were sales/distribution and product/platform leaders. We expect the profile of 2017 Annual Conference attendees to be comparable. Other For conference sponsors and exhibitors, MMI s events represent an exceptional opportunity to meet with investment advisory executives, gain strategic insights, and highlight your firm s products and services. Who Should or Exhibit Technology and service providers Data / management firms Emerging asset managers Robo advisors/digital advice providers Industry media and publications Platform sponsor firms Turnkey asset management firms Executive search firms Industry consultants and research firms Member Profile Executive management of: firms and distributors Asset managers Wirehouses Independent broker-dealers Banks RIAs Custodians Technology and service provider firms Mutual fund and ETF providers Alternative investment providers *based on 2016 Annual Convention and Fall Solutions Conference Participating Firms at 2016 Annual Convention and Fall Solutions Conference (representative of expected attendees at 2017 Annual Conference): A.T. Kearney AB (AllianceBernstein) Adelante Capital Management Advisor Group Advisor Perspectives AdvisorHub AIG Albridge Analytics Allianz Global Investors Altegris American Century Investments American Funds AMG Funds Anchor Capital Advisors AQR Capital Archer Aristotle Capital Management AssetMark AXA Advisors Baillie Gifford International Barings LLC Barron s Magazine Beachhead Capital Beaumont Capital Management Betterment Institutional BlackRock Financial Management Bloomberg BNY Mellon Brandes Investment Partners BrightScope Brinker Capital Broadridge Financial Solutions Capco Capstone Asset Management Casey Quirk Cerulli Associates Cetera CGI Group Chandler Asset Management Charles Schwab & Co. Citizens Bank Clark Capital

3 2017 SPONSOR/EXHIBITOR OPPORTUNITIES /Exhibitor Packages Gold Silver Bronze Exhibitor MMI Member/ Non-Member # Available Cost $25,000 $20,000 $15,000 $7,500/$10,000 With 20% Early Discount (until June 30, 2017) $20,000 $16,000 $12,000 N/A Category Exclusivity Event Display Exhibit Booth Attendee Registrations Annual Conference Benefits Double-Prime Location Single-Prime Location Single-Prime Location Complimentary registrations % discount on additional registrations Complimentary seats at Industry Awards Dinner Recognition & Branding Recognition as sponsor of one (1) conference track One (1) 10-minute Ted Talk during general session Specialty cocktail station at opening reception Specialty food station at opening reception Refreshment & networking break 60-second video ad in general session walk-in loop* Event program full color ad Full page Full page Half page Event program sponsor page recognition One (1) company-supplied handout or giveaway distributed* Mobile app banner ad Full-width home page Rotating interior Rotating interior Mobile app listing page page page Exhibitor page Mobile app One (1) push notification to all attendees Pre- and post-conference electronic attendee lists Event landing page on MMI website Logo Logo Logo Event communications Logo Logo Logo Prominent on-site signage Logo Logo Logo General session slides and recognition from the podium Logo Logo Logo Single only *Item supplied by Collaborative Consulting Columbia Threadneedle Investments Congress Asset Management Copytalk Cornerstone Investment Partners Cushing MLP Asset Management DAK Associates Delaware Investments Deutsche Bank Dimensional Fund Advisors DNA Behavior Donley Communications Dover Financial Research Dreyfus Investments DST kasina DTCC Eaton Vance Edward Jones Emerge Capital Management Envestnet Epoch Investment Partners Equinox Funds Equity Investment Corporation Ernst & Young Ezra Group Federated Investors Fidelity Investments Financial Advisor Magazine First Trust Advisors Fiserv FIX Flyer LLC FolioDynamix Foresters Financial Franklin Square Capital Partners Franklin Templeton Investments Fred Alger Management Fund Evaluation Group FundFire FUSE Research Network Gallman Consulting Group Genpact LLC Goldman Sachs Good Harbor Financial GPB Capital Gratry & Company Horizon Investments IMMS LLC Income Discovery Informa Investment Solutions INVESCO InvestEdge Investment Advisor Magazine/ ThinkAdvisor.com InvestmentNews J.D. Power

4 2017 SPONSOR/EXHIBITOR OPPORTUNITIES Specialty Conference Benefits Gold Silver Conferences included **See list below Complimentary registrations per conference Bronze Event program full color ad Full page Full page Full page Exhibitor MMI Member/ Non-Member Event program sponsor page recognition One (1) company-supplied handout or giveaway distributed Pre- and post-conference electronic attendee lists Event landing page on MMI website Logo Logo Logo Event communications Logo Logo Logo Prominent on-site signage Logo Logo Logo General session slides and recognition from the podium Logo Logo Logo The Alternative Investments Forum (May 11) and the Legal & Compliance Seminar (June 21) have already taken place no longer available to sponsor 2017 MMI CONFERENCE CALENDAR 2017 Annual Conference October 2 4 Annual Conference Swissotel Chicago, Chicago, IL 2017 Specialty Conferences ** May 11 Alternative Investments Forum The Yale Club, New York, NY June 21 Legal & Compliance Seminar Morgan Lewis, New York, NY October 18 Toronto Wealth Management Summit St. Andrew s Club, Toronto, Canada October 3 Industry Awards Recognition Dinner Swissotel Chicago, Chicago, IL Winter 2018 Distribution Leadership Summit TBA Throughout the Year Connect Forum TBA For More Information, please contact: Joan Lensing, SVP, Chief Marketing Officer (646) or jlensing@mminst.org 2017 ANNUAL CONFERENCE EXHIBITOR PACKAGE DETAILS Price: Members $7,500 Non-members $10,000 Exhibitors receive maximum exposure before and during the Annual Conference: Two complimentary registrations, including all sessions (additional attendees pay full registration fee) Two cocktail receptions for all attendees in the Solutions Center All refreshment breaks and most meal functions held in the Solutions Center Longer networking and refreshment breaks Description listing in conference mobile app Description listing in conference program Pre- and post-conference attendee lists Standard booth package includes: 8' x 10' booth space 8' high back wall and 3' high side rail One (1) 6' x 30" high draped table (uniform drape color) Two (2) chairs One (1) 7" x 44" ID sign One (1) wastebasket Exhibitor service kit Security Janus Jennison Associates John Hancock Jones & Jones Consulting LLC JP Morgan kasina Kilcullen & Company Kiplinger Lazard Asset Management Legg Mason & Co. LifeYield LLC Lockwood Advisors Lord Abbett & Co. LPL Financial Services Madison Investment Advisors Mariner Investment Group Market Metrics Matthews Asia Meradia Group Mercer Merrill Lynch MetLife MFS Investment Management Miller/Howard Investments Morgan Lewis & Bockius Morgan Stanley Wealth Management Morningstar MSCI MyVest Nationwide Financial Neosho Capital Neuberger Berman New York Life Investment Management NextShares Solutions LLC NGAM Nomura Securities Co. NorthCoast Asset Management Northern Trust Investments Nuveen Investments OppenheimerFunds P/E Investments Pagnato Karp Peppercomm Pershing LLC PIMCO Pioneer Investments PowerShares PriceMetrix Primerica Financial Advisors Principal Global Investors Prudential Investments Putnam Investments PwC Raymond James

5 2017 ANNUAL CONFERENCE À LA CARTE SPONSORSHIP OPPORTUNITIES À la Carte ship Items for the Annual Conference are available at a variety of price points to help you gain additional exposure and build extra brand awareness. Inventory is limited and available sponsorships will be allocated on a first-come first serve basis. Contact MMI at (646) or events@mminst.org for availability. Cocktail Reception (2 available) $6,500 Create big news and brand exposure as the sponsor of one of the cocktail receptions for all attendees. Your company name or logo is prominently displayed on signage and cocktail napkins. You will also receive a ½-page ad in the electronic conference program. Networking Luncheon (2 available) Get brand exposure during one of our conference luncheons. Your company name or logo is prominently displayed on the screen in the general session ballroom and signage on each table. You will also receive a ½-page ad in the electronic conference program and a 3-minute speaking slot at the start of the luncheon. Networking Breakfast (2 available) Get brand exposure during one of our conference breakfasts. Your company name or logo is prominently displayed on napkins and coffee sleeves for to-go cups. You will also receive a ½-page ad in the electronic conference program. Refreshment and Networking Break (4 available) $3,000 a Refreshment Break in the Solutions Center during the conference and you ll get great brand exposure with your company logo on napkins and coffee sleeves for to-go cups. Keynote Speaker Link your brand to one of the conference keynote sessions. You will have the opportunity to introduce the keynote speaker and be recognized as the keynote sponsor. Conference Wifi Associate your brand with the wireless internet capability for all attendees. Your company name and logo appear on the landing page of the conference wifi and on signage throughout the conference. Hotel Keycards Attendees will experience your brand upon check-in and carry it throughout the conference. Conference Lanyards* Make your company brand a highly visible part of the attendees daily wardrobe during the conference. Notebook and Pen* $2,500 Add your logo to a notebook and pen and we will distribute them to all attendees to carry and use throughout the conference. Raffle ship (2 available) $2,500 Do you have an item you want to share with one lucky attendee? You provide the item. We will provide the fishbowl! A great way to expand your contact list. Full-Page Color Ad in Electronic Conference Program $2,000 Place your company s ad at the fingertips of all attendees! Handout or Giveaway Distributed to All Attendees* $1,000 Supply a company-branded handout or giveaway and we will distribute it to all attendees with their registration materials. *Item supplied by RBC Wealth Management Redi2 Technologies RIA Database RIJ Publishing LLC RNC Genter Capital Management Rothschild Asset Management rpmaum Russell Investment Group Ryan Labs Asset Management Sage Advisory Services SalesPage Salient Scivantage Scotia McLeod SEI Investments Sierra Mutual Funds SimCorp Coric S-Network Global Indexes SS&C Technologies State Street Global Advisors Stifel Strategic Insight Swarthmore Group T. Rowe Price TD Ameritrade The Bancorp Thomson Reuters Thornburg Investment Management TIAA Todd Asset Management Tortoise Investments Touchstone Investments UBS Asset Management UBS Financial Services UNCF USAA USCF Investments Vanguard Vestmark VFO Wealth Management Viking Global Investors Voya Investment Management Wealthcare Capital Management WealthManagement.com Wedgewood Partners Wellington Management Company Wells Fargo Advisors Wheelhouse Analytics Wilbanks & Partners Wilke and Associates William Blair & Company Wilshire Associates Yodlee ZS Associates

6 2017 MMI SPONSORSHIP/EXHIBITOR COMMITMENT FORM or Exhibitor Information Contact Name Company Name Address City State Zip Phone Fax /Exhibitor Opportunities 2017 Premium ship Packages Early Bird Discount Price (for payments through 6/30/2017) Gold ship o o $20,000 Silver ship o o $16,000 Bronze ship o o $12,000 Standard Price (for payments 7/1/2017 or later) o o $25,000 o o $20,000 o o $15, Annual Conference Exhibitor Packages MMI Members o o $7,500 Non-members o o $10, Annual Conference à la Carte ship Opportunities Cocktail Reception (2 available) o o $6,500 Networking Luncheon (2 available) o o Networking Breakfast (2 available) o o Refreshment and Networking Break (4 available) Keynote Speaker Payment Information Total Amount Due (enter Total for items selected above) Applications will not be processed without payment. Make checks payable to Money Management Institute. Check enclosed Check to be mailed VISA MasterCard American Express o o $3,000 o o Conference Wifi o o Hotel Keycards o o Conference Lanyards o o Notebook and Pen o o $2,500 Raffle ship (2 available) o o $2,500 Full-Page Color Ad in Electronic Conference Program o o $2,000 Handout or Giveaway Distributed to All Attendees o o $1,000 Credit Card Number Expiration Date Name on Card (if different from above) Address on Card (if different from above) Signature Send Commitment Form via: jlensing@mminst.org Mail: Money Management Institute Attention: Joan Lensing 1177 Avenue of the Americas 7 th Floor, New York, NY THANK YOU FOR YOUR SPONSORSHIP! (646) Money Management Institute20 TH