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24TH ANNUAL GIPS® STANDARDS CONFERENCESPONSORSHIP KIT28–29 October 2020 | Fairmont Chicago Millennium Park Chicago, Illinois, USAHosted with CFA Society Chicago

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The Annual GIPS® Standards Conference is the only conference of its kind focused on the implementation and application of the Global Investment Performance Standards (GIPS). Subject matter experts share best practices and speak to the key issues and major developments in the performance measurement field, making this conference essential for any performance or compliance professional.

OVERVIEW

• Performance measurement and evaluation

• Standards, ethics, and regulation (SER)

Conference topic areas include the following:

We offer various sponsorship programs from premium sponsorships and exhibitor programs to branding and engagement opportunities. To secure any of these opportunities and gain access to investment professionals attending the 24th Annual GIPS Standards Conference, please contact:

Andy JenkinsDirector, Global Sponsorship Programs+1 (434) 951-5594 andy.jenkins@cfainstitute.org

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CFA Society Chicago, the oldest investment analysts society, is part of the worldwide network of CFA Institute member societies that lead the investment profession globally by promoting the highest standards of ethics, education and professional excellence for the ultimate benefit of society. With 5,000 members, CFA Society Chicago offers diverse programming content including luncheons, educational events and professional development seminars.

ABOUT CFA SOCIETY CHICAGO

• Allstate

• Aon

• Bank of America Merrill Lynch

• BMO Financial Group

• JP Morgan Chase

• Morningstar, Inc.

• Northern Trust

• PPM America

• TIAA-CREF

• William Blair & Compan

Top employers of CFA® charterholders in Chicago:

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors' interests come first, markets function at their best, and economies grow. CFA Institute has more than 170,000 members in 164 countries and territories, including 165,000 CFA® charterholders, and 156 member societies.

ABOUT CFA INSTITUTE

• Bank of America Merrill Lynch

• BlackRock

• BMO Financial Group

• HSBC

• JPMorgan Chase

• Morgan Stanley

• Royal Bank of Canada

• TD Bank Financial Group

• UBS

• Wells Farg

Top employers of CFA Institute Members globally:

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The demographic profile reflects data from the 23rd Annual GIPS Standards Conference in Scottsdale, Arizona, USA

CONFERENCE DEMOGRAPHICS

Investment professionals attend the Annual GIPS Standards 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 investment performance, risk, and compliance professionals who work for investment management firms and institutional asset owners. Attendees typically come from investment managers (traditional and alternative), asset owners, audit firms, consulting firms, software providers, and regulators.

CFA Institute Membership Status

Primary Asset BaseRegion

Institutional (60%)Private / Individual (9%)Not Applicable (31%)

Americas (80%)Asia Pacific (4%)EMEA (8%)Unspecified (8%)

Member (46%)

Delegate OccupationPerformance Analyst (44%)Consultant (10%)Accountant (4%)Compliance Analyst (4%)Research Analyst (3%)Portfolio Manager (3%)Manager of Managers (3%)Chief Executive Officer (3%)

Relationship Manager (1%)Corporate Financial Analys (1%)

Chief Financial Officer (1%)Chief Investment Officer (1%)

Other (18%)

Information Technology (2%)

Delegate Attendance

411

Non-member (54%)

Risk Analyst (1%)

Employer TypeAsset Management (58%)Consulting Firm (9%)Verification Firm (6%)Pension Fund (6%)Information Technology (6%)Accounting (3%)Private Wealth Management (2%)Brokerage (1%)Commercial Bank (1%)Other (8%)

Investment FocusEquities

Fixed Income

Generalist

Real Estate

Private Equity

High Yield

Hedge Funds

FX/Currency

Derivatives

Other

45%

13%

9%

1%

1%

1%

1%

1%

27%

1%

Years in the Investment Industry5 years or less

6 to 10 years

11 to 15 years

16 to 20 years

Over 20 years

2%

10%

28%

18%

42%

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PREMIUM SPONSORSHIPS

PLATINUM SPONSORSHIP

USD 11,000 | 1 Available 6 Delegate Passes

GOLD SPONSORSHIP

USD 9,500 | 2 Available 5 Delegate Passes

SILVER SPONSORSHIP

USD 8,500 | 2 Available 4 Delegate Passes

The platinum sponsorship is an exclusive opportunity that delivers the highest level of recognition to the sponsoring firm throughout the conference’s marketing campaign and live program. As the platinum sponsor, your firm is afforded strong brand exposure that visibly projects your firm’s support of, and alignment with, CFA Institute. This opportunity provides your firm with brand exposure during the Networking Reception on Thursday evening and includes brand recognition on the live broadcast site and the opportunity to submit a 15–30 second advertisement to be played on the site prior to the live broadcast. This opportunity includes a premium exhibit.

As a gold sponsor, your firm will receive significant brand recognition throughout the conference’s marketing campaign and live program. This sponsorship allows sponsoring firms to have the choice of sponsoring the Networking Luncheon on either the first or second day of programming. This opportunity includes a premium exhibit.

Silver sponsors enjoy premium-level brand recognition throughout the conference’s marketing campaign and live program. The silver sponsorship includes exclusive branding during the networking breaks that take place in between sessions on either the first or second day of programming. This opportunity includes a premium exhibit.

PREMIUM SPONSORSHIP OPPORTUNITIES PLATINUM GOLD SILVER

Price USD 11,000 USD 9,500 USD 8,500

Quantities Available 1 2 2

Deliverables

Pre-event

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

One-time use of the opt-in delegate mailing and email list • • •

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

Onsite

Delegate passes* 6 5 4

Exclusive branding at one networking luncheon on day 1 or day 2 •

Exclusive branding at the networking reception on day 1 •

Branding during all networking breaks on day 1 and day 2 •

Branding on the Livestream website during a session** •

Premium exhibit booth space*** Premium Premium Premium

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

Post-event

One-time use of the opt-in delegate mailing and email list • • •

* Additional delegate passes can be purchased at the discounted group rate

** As available

*** Exhibit selection order is determined by the level of support and the chronological order in which reservation forms are submitted

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EXHIBIT PROGRAM

Exhibitors can generate strong sales leads and raise their firms’ profiles in the investment community through this opportunity to interact face-toface 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.

The premium exhibit opportunity serves as an upgraded option to the standard exhibit opportunity and includes one additional complimentary conference registration. Premium exhibits also receive priority in the exhibit selection order.

US 7,500 | 5 Available4 Delegate Passes

US 6,000 | 8 Available3 Delegate Passes

PREMIUM EXHIBIT STANDARD EXHIBIT

© 2019 CFA Institute. All rights reserved.

EXHIBIT OPPORTUNITIES PREMIUM EXHIBIT STANDARD EXHIBIT

Price USD 7,500 USD 6,000

Quantities Available 5 8

Deliverables

Pre-event

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

One-time use of the opt-in delegate mailing and email list • •

Recognition in promotional emails and/or print advertisements • •

Onsite

Delegate passes* 4 3

Exhibit booth space** Premium Standard

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

Post-event

One-time use of the opt-in delegate mailing and email list • •

* Additional delegate passes can be purchased at the discounted group rate** Exhibit selection order is determined by the level of support and the chronological order in which reservation forms are submitted