A New Climate for Investing in Impact. US SIF Annual Conference. Sponsorship Opportunities

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1 A New Climate for Investing in Impact 2017 US SIF Annual Conference Sponsorship Opportunities

2 OVERVIEW About US SIF: US SIF: The Forum for Sustainable and Responsible Investment is the leading voice advancing sustainable, responsible and impact investing across all asset classes. Our mission is to rapidly shift investment practices towards sustainability, focusing on long-term investment and the generation of positive social and environmental impacts. US SIF members include investment management and advisory firms, mutual fund companies, research firms, financial planners and advisors, broker-dealers, community investing organizations, nonprofit associations, and pension funds, foundations and other asset owners. Learn more at ussif.org. About the Conference: When: Wednesday, May 10 Friday, May 12, 2017 Where: JW Marriott 151 W Adams St Chicago, IL The US SIF Annual Conference, A New Climate for Investing in Impact, offers a unique opportunity to network with leaders of the sustainable, responsible and impact investing community and to learn about new approaches, trends and policy developments in the field. The conference will attract representatives of investment management and advisory firms, research firms, financial planners and advisers, broker-dealers, community development institutions and asset owners such as pension funds and foundations, along with policymakers and corporate leaders will mark our seventh annual conference. We are excited to return to Chicago and be located in the heart of the financial district at the JW Marriott hotel. May 10th will be dedicated to Member Day activities while May 11th and 12th will be the national conference. Why should you consider sponsorship? As a conference sponsor, your firm receives many benefits: Heightened visibility at a key industry conference with a broad scope of attendee types; Ample networking and exhibit time; Access to the conference roster before and after the event; Complimentary registration/s; Numerous marketing opportunities through signage and attendee materials; and Invitation to a special reception for sponsors, speakers and agenda committee members. Past Conference Speakers include Vice President Al Gore Co-Founder of Generation Investment Management Saru Jayaraman Co-Founder and Co-Director of the Restaurant Opportunities Centers United (ROC-United) Kim Jeffrey CEO of Nestle Waters, North America Seth Magaziner General Treasurer of Rhode Island Bill McKibben Founder of 350.org Thomas E. Perez US Secretary of Labor Julia Stasch President of the John D. and Catherine T. MacArthur Foundation Kurt Summers Treasurer of the City of Chicago Darren Walker President of the Ford Foundation Elizabeth Warren US Senator (MA) Deborah Winshel Global Head of Impact Investing at BlackRock Past Conference Topics include Corporate Political Spending Post Citizens United Corporate Tax Issues and Investor Risk ESG as a Driver of Financial Performance Family Offices and Impact Investing Fixed Income in Sustainable Investing Investing in People, Not Prisons Sustainable Agriculture Your support ensures that the US SIF conference is the premier sustainable and impact investing event and allows US SIF to provide a conference packed with new information, compelling speakers and sessions as well as quality networking and social time. Your sponsorship helps us advance responsible investing to the general public, the investment community, media and policymakers.

3 2017 SPONSORSHIP LEVELS Below is the total number of sponsorship opportunities at each level. For the most up-to-date information on availability, please contact US SIF. SPONSORSHIP BAND PRICE LEAD SPONSOR (1 available)* $17,500 (non-members: $20,000) Shared hospitality suite with Chicago Lead sponsor** Special signage throughout event space, including podium signs and electronic banners in meeting rooms Prime exhibit space for full event, including Member Day Full-page ad on back of conference brochure Five registrations Three minutes of remarks at Plenary Session of choice *Lead Sponsor slot is only available for investment and financial services institutions. **Sponsor will need to confirm that they will use this space at least two weeks before event. While the space is included in the package, audio-visual and special catering requests are not. However, US SIF staff is happy to help you with these requests. CHICAGO LEAD (1 available)* $15,000 (non-members: $17,000) Shared hospitality room with Lead sponsor** Special signage throughout event space, including podium signs and electronic banners in meeting rooms Prime exhibit space for full event, including Member Day Full-page ad in conference brochure Four registrations Two minutes of remarks at Plenary Session of choice *Sponsor must be headquartered in Chicago or have significant presence in Chicago **Sponsor will need to confirm that they will use this space at least two weeks before event. While the space is included in the package, audio-visual and special catering requests are not. However, US SIF staff is happy to help you with these requests. US SIF MEMBER DAY (1 available) $15,000 (non-members: $17,000) Special signage throughout Member Day event space, including podium signs and electronic banners in meeting rooms as well as acknowledgment on signage during the main conference Exhibit space for full event, including Member Day Full-page ad in conference brochure Four registrations Three minutes of remarks at Member Day PRIME SPONSORS (Sold out) $11,500 (non-members: $13,000) Prime exhibit space for full event, including Member Day FEEDBACK FROM PAST CONFERENCES Full-page ad in conference brochure Three registrations Two minutes of remarks at a Plenary Session The insights provided by the speakers/presenters as well as the questions posed by the attendees help me appreciate the current state of ESG activities. The overall efficiency of the conference design (balance of presentations, sponsor and networking time) is great.

4 SPONSOR OF MOBILE APP (Sold out) $9,500 (non-members: $11,000) Banner ad in mobile app Half-page ad in conference brochure SPONSOR OF WIRELESS HOTSPOT (Sold out) $9,500 (non-members: $11,000) Wireless log-in credentials named after the sponsoring organization Sponsoring organization s website will be featured as the landing page, once connected to wireless network Half-page ad in conference brochure SUPPORTING SPONSORS (1 available) $8,000 (non-members: $9,000) Exhibit space for full event, including Member Day Half-page ad in conference brochure SPONSOR OF PETER DESIMONE STUDENT SCHOLARSHIPS (Sold out) $6,250 (non-members: $7,000) This sponsorship level will allow free conference attendance to a maximum of 10 (up to 5 per sponsorship) undergraduate students or graduate students who are committed to or interested in a career in sustainable investment. This is a joint effort with the US SIF Diversity and Inclusion Initiative and will focus on increasing the overall diversity in the sustainable investment field. Opportunity to meet with scholarship recipients during the conference Quarter-page ad in conference brochure Acknowledgment in press release about the scholars SPONSOR OF SPEAKER APPRECIATION GIFTS (1 available) $6,250 (non-members: $7,000) Logo and company information included with all appreciation gifts, which will be given to speakers and Agenda Committee members Quarter-page ad in conference brochure CONTRIBUTORS (7 available) $4,500 (non-members: $5,000) Quarter-page ad in conference brochure One registration Placement of logos on marketing materials and conference signage, in terms of size and location, is based on sponsorship level and commitment date. Notes: Sponsors may upgrade their ads in the conference brochure: For Supporting Sponsors: $1,125 for a full page upgrade. For Contributors, Sponsor of Speaker Appreciation Gifts and Sponsor of Peter DeSimone Student Scholarships: $1,500 for a full page or $600 for a half page upgrade.

5 FAQs Who attends the conference? Since 2011, the US SIF Annual Conference has attracted representatives from the investment, business, civil society, government and academic spheres. Below is a sample of some institutions that have participated since Service Providers and Consultants Arabella Advisors Bloomberg LP Cambridge Associates Glass Lewis ISS MSCI Morningstar Sustainalytics Wilshire Associates Asset Owners AFL-CIO Blue Haven Initiative, LLC California State Teachers Retirement System (CalSTRS) California Public Employees Retirement System (CalPERS) Pension Boards United Church of Christ The F.B. Heron Foundation The Ford Foundation The McKnight Foundation The John D. and Catherine T. MacArthur Foundation UAW Retiree Medical Benefits Trust Unitarian Universalist Association Asset Managers Alliance Bernstein Advisor Partners Ariel Investments AXA IM Bank of America BlackRock BMO Global Asset Management Calvert Investments Domini Funds KKR Morgan Stanley Neuberger Berman Northern Trust Parnassus Investments Pax World Funds Trillium Asset Management UBS William Blair Government CDFI Fund, US Department of the Treasury Consumer Financial Protection Bureau Environmental Protection Agency (EPA) Securities and Exchange Commission US Department of Energy US Department of Labor US Senate Complete attendee lists for past conferences can be found at ussif.org/conference by clicking on the website for that year and then clicking on the Attendees tab. Corporations Advanced Micro Devices (AMD) Campbell Soup Company Cisco Coca-Cola Dell GE General Motors Intel Johnson Controls Marriott McCormick & Co. Microsoft Yum! Brands NGOs American Sustainable Business Council B Lab Ceres Council of Institutional Investors (CII) CDP The Global Impact Investing Network (GIIN) The Interfaith Center on Corporate Responsibility (ICCR) Oxfam America Community Investing Institutions Aeris Boston Community Capital Calvert Foundation Chicago Community Loan Fund Illinois Facilities Fund (IFF) Local Initiatives Support Corporation (LISC) Low-Income Investment Fund (LIIF) National Community Investment Fund FEEDBACK FROM PAST CONFERENCES This was my first US SIF conference and my first venture into the SRI/ESG world. I enjoyed the topics and learned a lot. In addition, I enjoyed meeting lots of folks who were helpful and informative.

6 What types of topics are covered? The US SIF Annual Conference covers a wide range of environmental, social and corporate governance topics. Past conference agendas can be found at ussif.org/conference by clicking on the website for that year and then clicking on the Agenda tab. Who sponsors the conference? The Conference has been sponsored by a wide variety of corporate and financial leaders, including Bank of America, Breckinridge, Bloomberg LP, Calvert Foundation, Calvert Investments, the Campbell Soup Company, Cornerstone Capital Inc., Domini, Envestnet, General Motors, Kresge Foundation, Neuberger Berman, Northern Trust, MacArthur Foundation, McCormick, MSCI, Morgan Stanley, Parnassus, Pax World Management, RBC, Trillium Asset Management, and UBS. For an up-to-date list of current sponsors, please visit ussif.org/conference. Do sponsors receive speaking slots at the conference? While many representatives from sponsoring organizations have spoken at past conferences given their expertise in the SRI field, sponsorship is not tied to speaking at the event. The deadline to submit speaker and topic suggestions was in November. Is it possible to have exhibit space outside of the above sponsorship levels? Unfortunately, exhibit space is only available as part of Supporting and higher levels. What if we need to purchase additional registrations outside those provided by our sponsorship level? Additional sponsorships can be purchased and all sponsors receive additional registrations at US SIF member rates. Further Information: To learn more about US SIF membership, please visit ussif.org/join or contact us at Links to past conference agendas and attendee lists can be found at ussif.org/conference. For inquiries on sponsorship or any other aspect of the conference, please contact: Amy Johnson Conference Consultant ajohnson@ussif.org

Sponsorship Opportunities

2018 Sponsorship Opportunities OVERVIEW About US SIF: US SIF: The Forum for Sustainable and Responsible Investment is the leading voice advancing sustainable, responsible and impact investing across all