sponsorship opportunities - cfa society chicago
TRANSCRIPT
CFA Society Chicago I 33 N. LaSalle St. I Suite 910 I Chicago, IL 60602 I (312) 251-1301 phone(312) 251-1303 fax I [email protected] email I www.cfachicago.org
As our premier networking event of the year, this event brings together over 1,000 of Chicago’s leading investment professionals and key decision-makers. Support your society member-employees and honor newly inducted charterholders by sponsoring the event and reserving your corporate tables today.
Hortense Friedman, CFA, Award for ExcellenceAlan Meder, CFA Thomas N. Mathers, CFA – posthumous
Thursday, November 7, 2019Sheraton Grand ChicagoReception 5 p.m. I Dinner 6 p.m.
Reserve now(312) [email protected]
Bill Browder
See next page for benefits. Secure your spot by June 28th and receive one extra ticket to exclusive VIP Reception with keynote speaker, Bill Browder.
Bill Browder, founder and CEO of Hermitage Capital Management, was the largest foreign investor in Russia until 2005, when he was denied entry to the country for exposing corruption at Russian stateowned companies.
In 2009 his Russian lawyer, Sergei Magnitsky, was killed in a Moscow prison after uncovering and exposing a US$230 million fraud committed by Russian government officials. Because of the impunity in Russia, Browder has spent the last eight years conducting a global campaign to impose visa bans and asset freezes on individual human rights abusers, especially those who played a role in Magnitsky’s false arrest, torture and death. The USA was the first to impose these sanctions with the passage of the 2012 “Magnitsky Act.” A Global Magnitsky Bill, which broadens the scope of the US Magnitsky Act to human rights abusers around the world, was passed at the end of 2016.
In February 2015 Browder published the New York Times bestseller, Red Notice, which recounts his experience in Russia and his ongoing fight for justice.
KEYNOTE SPEAKER: Bill Browder
Premier Level - $15,000Platinum - $10,000Gold - $6,000Silver - $4,000Bronze - $2,500
SPONSORSHIPOPPORTUNITIES
SPONSORSHIP BENEFITSBenefit from our wide array of sponsorship opportunities, contact (312) 251-1301 or [email protected].
Annual Dinner Sponsorship Levels Premier $15,000
Platinum $10,000
Gold $6,000
Silver $4,000
Bronze $2,500
Number of sponsorships available at each level 3 5 10 5 Unlimited
Annual Dinner Guest Tickets (10 guests per table)Additional tables can be purchased for $1,500/each 2 Tables 1 Table 1 Table
2 Guests(table not included)
1 Table
Prominent Display of Firm Name on Table as a sponsor l l l N/A l
Recognition of sponsors in Email Announcements(sent to 4,800+ members and new CFA charterholders)
By Name By Name By Name By Name General
Special Recognition as a sponsor during Chairman’s Opening Remarks By Name By Name By Name General General
Firm name promoted as sponsor in Annual Dinner Program l l l l l
Firm Logo Display: Projection screens will display logo image as a sponsor multiple times during program Enhanced Enhanced Enhanced General General
Invitations to exclusive VIP Reception with Keynote Speaker (pay in full by June 28, 2019 and receive one extra ticket to exclusive VIP Reception with Keynote Speaker)
Five Two One Two One
Firm name/logo listed as a sponsor on Signage at Reception l l l l
Corporate name printed as a sponsor in Formal Invitation mailed to members and new CFA charterholders (must pay in full by August 23, 2019)
Enhanced l l l
Full or Half Page in Annual Dinner Program for sponsor recognition and non-advertising message Full Page Full Page Half Page Half Page
Five (5) Event Function Tickets to be applied towards eligible CFA Society Chicago programs (good through August 29, 2020)
l l l
Opportunity to provide Company Materials (near registration table) l l l
Additional Exclusive Placement in Annual Dinner Program highlighting firm name as a sponsor
Inside Cover Back Cover
One year listing on CFA Society Chicago Website as a sponsor with logo (over 9,000 hits/month) l l
Social Media Mentions and thank you on CFA Society Chicago accounts (Twitter, Facebook and LinkedIn) l l
Prime Table Placement of corporate sponsored tables at Annual Dinner In Front Near Front
Firm name listed as sponsor on Cocktail Napkins l
Illuminated Firm Name as a sponsor in prominent area l
Firm name/logo listed as a sponsor on Promotional Item (TBD by CFA Society Chicago) l
Opportunity to secure company table near VIP Table at All Society Luncheon Programs (good through August 29, 2020) l
Premier, Platinum, Gold and Silver opportunities are limited, reserve now!
CFA Society Chicago I 33 N. LaSalle St. I Suite 910 I Chicago, IL 60602 I (312) 251-1301 phone(312) 251-1303 fax I [email protected] email I www.cfachicago.org
Bronze continuedChanning Capital MangementChicago Equity Partners, LLCCIBC Private Wealth Management Columbia Threadneedle InvestmentsColumbia Wanger Asset ManagementCowenDeMarcheDePaul UniversityDimensional Fund Advisors DRWDuff & PhelpsEpoch Investment Partners, Inc.Fidelity InvestmentsFranklin Templeton Investments Great Lakes AdvisorsIllinios Institute of TechnologyInvescoJackson National Asset ManagementManulife Asset ManagementMarquette AssociatesMorningstarNeuberger Berman North Square InvestmentsParametricPenserra SecuritiesPPM AmericaPutnam InvestmentsRBC Global Asset ManagementRMB Capital S&P Dow Jones IndicesS&P Global Market IntelligenceSchrodersStairway Partners, LLCStone Harbor Investment PartnersThe Carlyle GroupThe University of ChicagoThomas White International, Ltd.Voya Investment ManagementWisdomTree
SPECIAL THANKSThank you to our honored guests and the leaders who support our mission.
2018 DINNER SPONSORS
l Portfolio Manager - 22%l Research Analyst - 19%l Other - 14%l Consultant - 9%l Financial Advisor - 6%l Chief-Level Executive -5%l Sales Agent- 4%l Corporate Financial Analyst- 4%l Investment Strategist - 3%l RIsk Analyst/Manager - 3%l Manager of Managers- 3%l Trader- 3%
By profession - Top 12
are CFACharterholders
97%
Snapshot ofCFA Society Chicago Members
Data represents CFA Society Chicago membership profile
PremierNorthern TrustUBS Asset ManagementWilliam Blair
Platinum First Trust PortfoliosMesirow FinancialNuveen
GoldBrookfield Asset ManagementCalamos Investments Fitch RatingsGCM GrosvenorHarbor Capital AdvisorsJ.P. Morgan Janus Henderson InvestorsLegal & General Investment Management AmericaLord AbbettSegall Bryant & HamillT. Rowe Price
SilverBlackRockBMO Global Asset ManagementFirst State InvestmentsGlenmede Investment ManagementStifel
CFA Society Chicago I 33 N. LaSalle St. I Suite 910 I Chicago, IL 60602 I (312) 251-1301 phone(312) 251-1303 fax I [email protected] email I www.cfachicago.org
Alliance BernsteinAllianz Global InvestorsAviva Investors Baron Capital Callan Associates Inc.Credit SuisseeVestmentGoldman, Sachs & Co.Harris AssociatesMSCIPavillion Advisory Group Inc.Performance Trust Investment Advisors
BronzeACA Compliance GroupAdams Street PartnersAegon Asset ManagementAllstate InvestmentsAonAriel InvestmentsBNY Mellon InvestmentBusey Wealth ManagementCapital One
Pioneer Investments PNC Wealth ManagementPricewaterhouseCoopers, LLPProManage, LLCPyramis Global Advisors Robert HalfState Street Global Advisors Thomson ReutersU.S. Trust VanguardWells Fargo Private Bank
Past Annual Dinner Sponsors