RIA FOUNDATION & ENDOWMENT FORUM: INVESTING FOR IMPACT. Sponsorship Opportunities

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RIA FOUNDATION & ENDOWMENT FORUM: INVESTING FOR IMPACT Sponsorship Opportunities 1 Sponsorship Opportunities RIA Foundation & Endowment Forum 2016

ABOUT THE FORUM OVERVIEW DATE & LOCATION October 17th, 2016 Metro Toronto Convention Centre Join 150 delegates at Canada s firstever foundation and endowment forum focused exclusively on responsible and impact investing. Learn how incorporating environmental, social and governance (ESG) criteria into your organization s investment decisions can leverage your impact while managing risk and increasing long-term returns. The conference offers attendees the opportunity to: LEARN from cutting-edge Canadian Foundations that are leveraging the impact of their investments. LEARN about responsible investment strategies including impact investing and shareholder engagement. HOST Responsible Investment Association www.riaforum.ca NETWORK with foundations, endowments, asset managers and others interested in the field of responsible and impact investing. LEARN how to align your investments with your mission in your investment policy statement and beyond. PARTICIPATE in interactive breakout sessions with other foundations and experts from industry, academia & NGOs. HEAR from global thought leaders on the latest issues & trends in responsible investment. 2 Sponsorship Opportunities RIA Foundation & Endowment Forum 2016

RIA FEEDBACK Attendees of RIA events provide overwhelmingly positive feedback: 99% 99% 97% 99% agree or strongly agree that RIA events provide great networking opportunities. 99% agree or strongly agree that RIA events are well organized. 97% agree or strongly agree that RIA events provide a valuable learning and professional development experience. 3 Sponsorship Opportunities RIA Foundation & Endowment Forum 2016

WHY SPONSOR THE RIA FOUNDATION & ENDOWMENT FORUM? Sponsoring the RIA Foundation & Endowment Forum will enable your company to: DEMONSTRATE LEADERSHIP Demonstrate your company s leadership on RI and impact investing to current and prospective clients. NETWORK Network with investors, industry leaders, speakers, media, and academics. PROMOTE Promote your company s achievements, initiatives, and RI and impact investment platforms to consumers and stakeholders. INCREASE BRAND EXPOSURE Gain brand exposure via advertisements, social media, and onsite signage. ENGAGE Engage in client hospitality or sales activation opportunities. 4 Sponsorship Opportunities RIA Foundation & Endowment Forum 2016

SPONSORSHIPS PLATINUM $22,000 Non-Members: $30,000 1 Platinum Available Platinum Sponsorship is a high-value bundle composed of Gold, Reception, and Mobile App Sponsorship, including an added bonus of an exclusive 85-minute plenary session. This bundle amounts to over $10,000 in savings, and comes with the following benefits: Co-develop an 85-minute plenary session Moderator or panelist in plenary session Exclusive branding and speaking opportunity at the Reception Exclusive branding in the RIA Forum Mobile App 25 complimentary Forum registrations Additional registrations for $99 each Prime exhibition space at the Forum tradeshow Attendee list before and after the Forum GOLD $12,000 Non-Members: $18,000 4 Gold Available Co-develop content for a 55-minute plenary session Moderator or panelist in plenary session 15 complimentary Forum registrations Additional registrations for $99 each Prime exhibition space at the Forum tradeshow SILVER $8,000 Non-Members: $12,000 4 Available Co-develop content for a 55-minute workshop session Moderator or panelist in workshop 8 complimentary Forum registrations Additional registrations for $99 each Exhibition space at the Forum tradeshow 5 Sponsorship Opportunities RIA Foundation & Endowment Forum 2016

SPONSORSHIPS CONTINUED RECEPTION $10,000 Non-Members: $15,000 1 Available Speaking opportunity: Opening remarks at the Forum Cocktail Reception Exclusive branding at the Reception 6 complimentary Forum registrations Exhibition space at the Forum tradeshow Logo placement on Forum marketing materials MOBILE APP SPONSOR $5,000 Non-Members: $7,500 1 Available Help us go paperless by sponsoring the Forum mobile app Exclusive ad placement in the mobile app Your ad links users directly to your company s website 4 complimentary Forum registrations SUPPORTING SPONSOR $6,000 Non-Members: $9,000 4 Available 4 complimentary Forum registrations Logo placement in all Forum marketing materials TRADESHOW SPONSOR $4,000 Non-Members: $6,000 4 Gold Available 4 complimentary Forum registrations Exhibition space at the Forum tradeshow Logo placement in all Forum marketing 6 Sponsorship Opportunities RIA Foundation & Endowment Forum 2016

REGISTRATION FEES EARLY BIRD (Before Sep. 15) REGULAR (After Sep. 15) RIA MEMBERS Non-profit $99 $175 RIA MEMBERS For-profit $250 $400 NON-PROFITS $150 $250 FOR-PROFITS $350 $500 7 Sponsorship Opportunities RIA Foundation & Endowment Forum 2016

CONTACT ABOUT THE RIA The Responsible Investment Association (RIA) is Canada s membership association for Responsible Investment (RI). Members include asset management firms, mutual fund companies, financial institutions, asset owners such as foundations and endowments, advisors, consultants, research firms, individual investors and others interested in RI. Our members believe that the integration of environmental, social and governance (ESG) factors into the selection and management of investments can provide superior risk adjusted returns and positive societal impact. To sponsor the RIA Foundation & Endowment Forum, or to learn more about sponsorship, please contact Dustyn Lanz, the RIA s Director, Communications and Member Affairs. Dustyn Lanz Director, Communications and Member Affairs dustyn@riacanada.ca +1 416-461-6042 x3 To learn more about the RIA, visit www.riacanada.ca 8 Sponsorship Opportunities RIA Foundation & Endowment Forum 2016