28–29 March 2018 JW Marriott

Los Angeles, California, USAHosted with CFA Society Los Angeles

© 2

017

CFA

Inst

itu

te. A

ll ri

gh

ts r

eser

ved

.

SPONSORSHIP OPPORTUNITIES

WEALTH MANAGEMENT2018 CONFERENCE

EVENT OVERVIEW

About CFA Institute About CFA Society Los Angeles

This year’s Wealth Management Conference will feature practitioner-oriented educational sessions across a broad spectrum of topics carefully chosen to meet the needs of those engaged in managing private wealth.

The Wealth Management Conference combines rigorous, investment-oriented sessions with sessions on tools and strategies important to private wealth management, including estate planning, practice management, and client relationship management. The conference draws a global audience and includes opportunities to network with other delegates as well as with a select group of relevant vendors.

Conference topic areas include the following:• Private Wealth Management• Standards, Ethics, and Regulations (SER)

CFA Institute is the global community of 146,000 investment management professionals working to build an industry in which investors’ interests come first, financial markets function at their best, and economies grow.

We are driven by the belief that lasting economic growth depends on trust, competence, and transparency in financial markets, and we know that it must be led by professionals who are ethically centered and professionally trained. In short, we are here to lead, support, and connect all who want to create a better investment profession.

We offer a world-class suite of educational offerings to employers, students, working professionals, and regulators who are shaping the future of finance. Through our formal educational programs, professional development courses, and global network of university partners, we aim to deepen financial expertise for the benefit of investors worldwide.

Top employers of CFA Institute members globally:Bank of America Merrill Lynch · BlackRock · Citigroup · Credit Suisse · HSBC · JPMorgan Chase · Morgan Stanley · Royal Bank of Canada · UBS · Wells Fargo

CFA Society Los Angeles is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisers, and other financial practitioners, that has served CFA® charterholders and CFA Program candidates locally since 1931.

Top employers of CFA charterholders in Los Angeles:Allianz SE · Bank of America Merrill Lynch · Capital Group Companies · The City National Corporation · DoubleLine Capital · Legg Mason · Pacific Life Insurance Company · Payden & Rygel · The TCW Group, Inc. · Wells Fargo

CONTACTS

To secure any of these opportunities and gain access to investment professionals attending the Wealth Management 2018 Conference, please contact:

ANDY JENKINSGlobal Sponsorship and Advertising Manager+1 (434) 951-5594 andy.jenkins@cfainstitute.org

ROMAN MCACHRENSponsorship and Advertising Representative+1 (434) 951-5527 roman.mcachren@cfainstitute.org

CONFERENCE DELEGATES

Investment professionals attend the Wealth Management Conference to network with peers; attend educational sessions led by respected industry experts; and learn about new resources, products, and services that are available to assist their performance in their profession.

Our conference delegates are primarily portfolio managers who have worked in the investment industry (mostly equity securities) for more than 20 years.

Firms represented include wealth managers, financial advisers, family offices, trust companies, and others involved in the management of private wealth.

The delegate profile reflects data from the Wealth Management 2017 Conference in Nashville, Tennessee, USA

To secure any of these opportunities and gain access to investment professionals attending the Wealth Management 2018 Conference, please contact:

ANDY JENKINSGlobal Sponsorship and Advertising Manager+1 (434) 951-5594 andy.jenkins@cfainstitute.org

ROMAN MCACHRENSponsorship and Advertising Representative+1 (434) 951-5527roman.mcachren@cfainstitute.org

*Additional delegate information can be provided on request

Primary Investment Practice

Equities (61%)

Indexed (7%)

Fixed-Income (4%)

Private Equity (1%)

Structured Products (1%)

Hedge Funds (1%)

Real Estate (1%)

Other (24%)

CFA Institute Membership Status

Primary Asset BaseRegion Buy Side/Sell Side

Private (79%)

Institutional (4%)

Both (13%)

Not applicable (4%)

Americas (99%)

EMEA (1%)

Buy side (56%)

Sell side (19%)

Both (7%)

Not applicable (18%)

193 DelegateAttendance

Nonmember (17%)Member (83%)

Delegate Occupation

Portfolio Manager (47%)

Financial Adviser (25%)

Chief-Level Executive (13%)

Relationship Manager (6%)

Manager of Managers (3%)

Strategist (3%)

Consultant (2%)

Research Analyst (1%)

Trader (1%)

Employer AUM (USD)

>USD $250 billion

USD $50 billion–USD $250 billion

USD $20 billion–USD $50 billion

USD $5 billion–USD $20 billion

USD $1 billion–USD $5 billion

USD $250 million–USD $1 billion

<USD $250 million

Not applicable

7%

5%

10%

19%

19%

19%

16%

5%

SPONSORSHIP PROGRAM EXHIBIT PROGRAM

NETWORKING RECEPTION SPONSORSHIPUSD $4,000 | 1 Available 1 Complimentary Delegate Pass

NETWORKING LUNCHEON SPONSORSHIPUSD $4,000 | 1 Available 1 Complimentary Delegate Pass

STANDARD EXHIBITUSD $5,500 | 10 Available 3 Complimentary Delegate Passes

The networking reception is held at the conclusion of the first day of programming. Sponsorship of the evening reception allows the supporting firm to make an impression on delegates as they network. The sponsor is promoted on site through signage, branded table tents, and beverage napkins.

* Additional delegate passes can be purchased at the discounted group rate** Exhibit selection order is determined by the chronological order in which reservation forms are submitted***CFA Institute Magazine or Financial Analysts Journal®

SPONSORSHIP OPPORTUNITIES SPONSORSHIP PROGRAM EXHIBIT PROGRAM

Networking Reception

Networking Luncheon

Standard Exhibit

Price USD $4,000 USD $4,000 USD $5,500

Quantity Available 1 1 10

Deliverables

Pre-event

Digital recognition in the conference webpage’s supporter section • • •

One-time use of the pre-event mailing list • • •

Recognition in promotional emails and/or print advertisements • • •

Onsite

Complimentary delegate passes* 1 1 3

Branding at the networking reception •

Branding at the networking luncheon •

Tabletop exhibit space** •

Seat drop opportunity • •

Recognition in onsite conference branding (print and/or digital signage) • • •

Post-event

One-time use of the post-event mailing list • • •

Advertising

Insertions in the daily CFA Institute Financial NewsBrief 5Market Activity

5Market Activity

3Market Activity

Advertising in a CFA Institute member publication*** 40% Discount 40% Discount 40% Discount

The Networking Luncheon Sponsorship provides your firm with the opportunity to indirectly engage a large audience and receive recognition during lunch on the first day of programming. The sponsor is promoted through signage, branded table tents, and beverage napkins.

Exhibitors can generate strong sales leads and raise their firm’s profile in the investment community through this opportunity to interact face-to-face with industry decision makers and achieve business development goals. Display and demonstrate your firm’s products and services directly to local investment professionals. Morning and afternoon refreshment breaks will be served in the exhibit area.

ROMAN MCACHRENSponsorship and Advertising Representative+1 (434) 951-5527roman.mcachren@cfainstitute.org

To secure any of these opportunities and gain access to investment professionals attending the Wealth Management 2018 Conference, please contact:

ANDY JENKINSGlobal Sponsorship and Advertising Manager+1 (434) 951-5594 andy.jenkins@cfainstitute.org