Organized by L U G A N O November 20 th 21 st, 2017 www.lanternfundforum.ch 1

INTRODUCTION The LFF - Lantern Fund Forum of Lugano is the seventh edition of the most important event in Switzerland exclusively reserved to financial professionals (no retail) and focused on Asset Management, Investment Tools and Fundamental Analysis. WHY BECOME AN EXHIBITOR / SPONSOR? UNIQUE BUSINESS OPPORTUNITY in order to gain awareness in front of an international and qualified audience, also thanks to workshops, presentations and innovative formulas such as our Business Speed-Dating HIGH VISIBILITY thanks to a marketing plan before, during and after the event FINLANTERN PARTNERSHIP means the setup of a relationship able to support you, not only during the 2 days of LFF, but during all the year thanks to a wide range of synergic marketing services WHAT S NEW? Possibility to create relationships with delegates before the event thanks to the new FINLANTERN COMMUNITY TARGET even more selected: a) Participation of sell-side is no longer free; b) Targeted marketing to buy-side Exclusive FUND SELECTOR Session 2

The LFF FORMULA Only Qualified Investors and Financial Professionals are admitted. All the delegates belonging to Sell-Side will be requested to pay an entrance fee. The TARGET is represented by: Portfolio managers (Funds, Hedge Funds, Funds of Funds, Managed Accounts...) Wealth managers - Private bankers - Financial advisors - Family offices - Risk Managers - Traders & Brokers - Trustees - Service providers You can CONTACT ALL THE DELEGATES BEFORE the event thanks to the FinLantern Community (https://finlantern.com/concept/) and organize with them meeting during the Forum FINLANTERN COMMUNITY is a new concept of community based on the idea that only if you have the opportunity to meet someone in the real world, shaking his hand and looking at his eyes, you will have an effective chance to build a relationship and develop synergies with him. 3

LFF SPECIAL GUEST SPEAKER Central bankers, businessmen, and investors continually try to beat History to a pulp, but History always wins the final rounds. John Mauldin, Thoughts from the Frontline, 2001. When investors, financial professionals, and discerning citizens need a bigpicture view of what s going on in the economy, they turn to John Mauldin. And for good reason: he has dedicated more than 30 years to keeping people informed about financial risk. John is a visionary thinker, a noted financial expert, a New York Times bestselling author, a pioneering online commentator, and the publisher of one of the first publications to provide investors with free, unbiased information and guidance Thoughts from the Frontline, one of the most widely read investment newsletters in the world. Together with Mauldin Economics, John proudly hosts the Strategic Investment Conference, an annual gathering of some of the world s most brilliant economists and analysts. Additionally, John s books have appeared on the New York Times best-seller list four times. His current books: 4

LFF SPECIAL GUEST SPEAKER GALLERY LFF reserves always a great attention to the quality of its speakers 2011 2012 2013 2014 2015 2016 LIRIO PARISIOTTO MARC FABER NOURIEL ROUBINI JEAN-CLAUDE TRICHET JOSEPH STIGLITZ MICHEAL SPENCE 2014-2016 with the extraordinary participation also of Prof. DOMINICK SALVATORE

LFF: 2011 2016 TREND UNIQUE VISITORS 2011-2016 2016 DELEGATES: geographical breakdown the slight decrease (-7%) is due to a much stricter policy aiming to futher improve the quality of LFF attendees. 395 951 1491 1663 1740 1615 1700 15% 16% 42% 27% Italy Ticino Rest of CH Rest of EU 2011 2012 2013 2014 2015 2016 2017E 50% Venture Capital/ Private Equity 3% 3% Fund Selectors 4% Derivative & Structured Product 40% 30% Capital mkt/ Inv. banking Portf.Managers (Managed Accounts) 7% 6% 30% Financial Advisors 20% 10% Online Traders/ Private Inv 10% 2016 0% Buy-Side Sell-Side Exhibitors Staff Analysts 10% 13% 14% Private Bankers/ Family Office 2016 2015 Portofolio Managers(Funds) 6

2017 PROGRAM 2017 Program will be focused on 5 main topics: Fintech Independent Financial Advisory Alternative Investments (with a special session on Art Investing) Social Responsibility Women&Finance 2016 overview: 2 Conference Rooms 50 Conferences 80 Speakers 7

PARTICIPATION OPTIONS Main Partner First level of visibility pre-during-post the event, stand in a premium position (grey area on page 15). See the complete list of service included in the turn-key package on page 9 Exhibitor Pre-installed standard stand (6 sqm.) with all basic accessories See the complete list of services included in the turn-key package on page 10 Sponsor Visibility and brand awareness package (presence with a booth is excluded) See the complete list of services included in the turn-key package on page 10 Company Profile in the 2017 LFF Guide Since LFF Guide is an effective tool to inform about all the major financial players, we give the opportunity to be published on the Guide to all asset managers and service providers, even if they are not Exhibitors/Sponsors of the Forum page 14 8

MAIN PARTNERSHIP PACKAGE VISIBILITY: First level of Visibility in all official communication and communication supports Logo, link and company description on LFF website (including homepage) Company profile page on LFF Guide AD page on LFF Guide 20 AD movie Promotional materials in the welcome bags and in designated areas Roll up in a strategic point of the fair (other than its own stand) 3 months of publication on MarketPlus.ch (www.marketplus.ch) 2 months of Premium Profile in the FinLantern Community FORUM: Speaking slot / panel (in the auditorium) Participation to round table with Special Guest Speaker (or alternatively a second speaking slot) STAND: Stand (6 mq) in a premium position with standard furniture included (chairs, desk, literature rack, poster, internet wi-fi, electricity, spotlights ) nr. 1 bar-code lector nr. 8 tickets lunch +nr. 24 tickets coffee CONTACT US 9

EXHIBITOR & SPONSOR PACKAGE SERVICES Stand (accessories included: chairs, desks, literature rack, poster, Internet WiFi, electricity, spotlights cleaning...) 2 months of Premium Profile in the Finlantern Community EXHIBITOR CHF 8,500/6,500/5,000 + VAT 6 m 2 premium position (CHF 8,500) 6 m 2 ground floor(chf 6,500) 6 m 2 first floor (CHF 5,000) SPONSOR CHF 2,000 + VAT Logo in all official communication included when possible included when possible Visibility on communication supports Logo, link and company description on LFF website Company Profile page on LFF Guide second level of visibility (size and hierarchy) second level of visibility (size and hierarchy) Lunch voucher Promotional materials in the welcome bag Promotional materials in designated areas 4 tickets included 10

OPTIONAL Speaking slot: max duration 35 minutes according to availability CHF 1,000 + VAT Panel: max duration 50 minutes according to availability CHF 500 + VAT Business Speed Dating: (3 min.) CHF 500 + VAT Yearly Premium Profile in the FinLantern Community: 50% discount Company Profile on LFF Guide: CHF 1,000 +VAT AD page on LFF Guide: CHF 1,500 + VAT AD movie: possibility to broadcast a commercial spot (around 20 sec.) and/or the company s logo on a number of large screens placed in strategic public areas during the event, CHF 150 + VAT for 10 (CHF 100 + VAT for additional 10 ) MarketPlus.ch: 3 month publication at CHF 1,500 + VAT (www.marketplus.ch) Ticket Lunch: CHF 20 Sponsorships: Badge: CHF 2,500 + VAT Welcome Bags: RESERVED Lunch: CHF 2,500 + VAT (logo on vouchers -branded tables - roll up in the restaurant area) Coffee: CHF 2,500 + VAT (logo on vouchers logo on coffee cups) Cocktail: RESERVED Gala Dinner: SOLD From external providers: Stand customization in order to make your booth more unique Additional equipment (furniture): more additional features are available on request (desks, chairs, armchairs, literature racks, plants and flowers ) Large screen: possibility to install in your booth a 40 screen + DVD player Hostess: English and Italian (and an eventual third language) speaking qualified staff 11

FULL CONTACT EVENT WITH FUND SELECTORS The Fund Selector Session offers to around n. 4-6 PARTNERS the unique opportunity to set out their products and explain their investment strategies to a very high qualified and selected audience. FinLantern will invite and grant the presence of 25-40 Fund Selectors (depending on the final number of Sponsors) from the main Swiss financial centres who will be engaged in 1-on-1 meetings, workshops and exclusive networking activities with the Sponsors. The sponsorship includes: Welcome gifts (provided by Sponsors) Welcome cocktail (on Sunday 19th November) Gala Dinner (on Monday 20th November) Fund Speed Dating (on Tuesday 21 st November) 1-to-1 meeting (during Monday and Tuesday) List of all the Fund Selectors (with all contact info) CHF 6,500* + VAT * For LFF Exhibitors/Sponsors only. For other sponsors not actively involved in LFF: CHF 9,500 + VAT 12

FULL CONTACT EVENT FUND SELECTORS INCENTIVE PACKAGE The Fund Selector Incentive Package includes: 2 nights in a 5* Hotel in Lugano (with a partner), including breakfast Welcome gifts (from Sponsors) Welcome cocktail (on Sunday 19 th November) Gala Dinner with Sponsors (on Monday 20 th November) Free entrance to LFF on Monday 20 th and Tuesday 21 st November Reserved seats during Mr. John Mauldin s speech, LFF keynote speaker (Monday 20 th ) Tickets lunch and coffee during the Forum (Monday 20 th and Tuesday 21 st November) Entertainment (SPA, wine tasting, shopping tour at Foxtown Mendrisio ) Fund Selector s obligations: Attendance to the 2 days of LFF Attendance to the Gala Dinner (on Monday 20th November) Attendance to the Fund Speed Dating session (Tuesday 21st November) Registration to the FinLantern Community Availability to take part to 1-on-1 meeting and/or workshops with Sponsors 13

Visibility opportunities (other) LFF GUIDE: the Yellow Pages of the Asset Management in Switzerland 2016 edition: 84 Company Profiles, 224 pages, 1,400 copies distributed for free to qualified delegates MarketPlus.ch, a new financial platform for the whole Swiss financial community. www.marketplus.ch MarketPlus offers to its contributors a very powerful tool to reach a qualified target and strengthen their awareness & reputation thanks to: Publication of articles on a specific topic Creation of a contributor s branded section Creation of a community of followers An innovative and effective formula to introduce your services in front of a wide audience in just 3 minutes! Business Speed Dating (for Service Providers): on Monday 20 th Nov. Investment Speed Dating (for Asset Managers): on Tuesday 21 st Nov. 14

EXHIBITION AREA (ground floor) 15

EXHIBITION AREA (first floor) 16

EXHIBITORS & SPONSORS 2016 MAIN PARTNERS 2016

18 FINLANTERN IN A SNAPSHOT FinLantern is a fast-growing international network with a database of 120,000+ financial professionals from all over the world. The network aims to support its members activities and to increase their visibility in the international financial community. FinLantern has developped an integrated platform in order to support Marketing & Business Development Managers in the financial sector. FAIRS: INTRODUCING SERVICE One-to-one meeting Network of independent senior introducers ORGANIZATION OF EVENTS Road shows, PR cocktails, presentations, seminars, webinars MARKETPLUS.CH The new educational platform for increasing your visibility and reputation

CONTACTS Riccardo Esposito CEO Riccardo@FinLantern.com +41 (0)91 224 72 50 +41 (0)79 2265496 The Lantern Research SA Corso Elvezia, 10 6900 Lugano (CH) Organization Team Anna Ghielmetti - Events Department Anna@FinLantern.com Danila Rizzi - Business Development Danila@FinLantern.com Francesca Duregon - Marketing Manager Francesca@FinLantern.com Bernardo Calini Head of Introducing service Bernardo@FinLantern.com