sponsorship guide - mauldineconomics.com...stonehaven financial group strategic economic decisions...

OMNI HOTELDALLAS, TX

MAY 13TH - 16TH, 2019

Contact: Shannon Staton | [email protected] | 214-980-5777

SPONSORSHIP GUIDE

SIC2019 | May 13 - May 16, 2019 | Omni Hotel | Dallas, TX Contact: Shannon Staton | [email protected] | 214-980-5777 2

SIC2019

SPONSORSHIP PACKAGES

PLATINUM PARTNER

$50K

4Complimentary Registration 5 3 2

•Company logo inclusion on designated conference marketing campaigns • • •

Premium LocationTabletop Exhibit Space: including one 6-foot table and two chairs Premium

LocationStandard Location

Standard Location

•Event signage sponsorship recognition throughout venue • • •

•Link to company website listed on conference website • • •

Full PageAd in 2019 Program Guide Full Page 1/2 Page

1 Conference App: Link to Company Handout(s) 2

2Conference App: Customized Push Notification* 3 1

Conference App: Link to up to 3 company handouts*

•Thirty (30) second video ad to play at various times in general session room* •

1Opportunity to provide company branded item distributed at registration* 3

•Exclusive sponsorship of an evening reception or dinner •

•Opportunity to host a presentation for SIC attendees in breakout meeting room*

GOLD PARTNER

$35K

SILVER PARTNER

$25K

BRONZE PARTNER

$15K

SPONSORSHIP ADD ON OPPORTUNITIESIndividual Sponsorship Add Ons available as an addition to any of the above Sponsorship Packages

Networking Break $5,000 Premium break F&B item (i.e. Soft Drinks or Iced Coffee) to be placed near sponsor boothx*

Charging Station $5,000 Charging station with company logo near your exhibit space to drive additional attendee traffic

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2

•

*Subject to approval by conference mangagement

*Subject to approval by conference mangagement


SIC2019

DEMOGRAPHICSThe audience is typically comprised of 60% financial professionals—investment advisors, portfolio managers, and family office representatives—and 40% high-net-worth individuals.

Combined, they control tens of billions of dollars in all worldwide asset classes.

SIC sponsors can reach 600+ paid individual and professional investors at the same time they move into future-planning mode. Your brand will be “top of mind” as they learn what the next year will bring and start considering how to respond for themselves and/or their clients.

Who are SIC Attendees?

Where are SIC Attendees from?

50%Financial

Professionals

70%United States

of America 15%Other

International

10%Canada

6%Australia

35%Private

Investors

15%FamilyOffices


SIC2019

Kyle BassHayman Capital Management, LP

Newt GingrichFormer Speaker of the US House of Representatives

John MauldinMauldin Economics

Ian BremmerEurasia Group

Jim GrantGrant’s Interest Rate Observer

Raoul PalThe Global Macro Investor

Niall FergusonProfessor, Stanford University

Louis-Vincent GaveGavekal

David RosenbergGluskin Sheff

Richard FisherBarclays

Lacy HuntHoisington Investment Management

Bill WhiteOrganization of Economic Cooperation and Development

Mohamed El-Erian

Pippa MalmgrenDRPM Group

Grant WilliamsThings That Make You Go Hmmm...

PREVIOUS SPEAKERS


SIC2019

MONDAY, MAY 13

TUESDAY, MAY 14

WEDNESDAY, MAY 15

THURSDAY, MAY 16

TENTATIVE AGENDA

• Breakfast and time with sponsors• General Sessions• Break & time with sponsors• General Sessions

• Lunch & time with sponsors• General Sessions• Evening Event

• Sponsor registration and booth setup• General Registration• Evening Welcome Event


• Lunch & time with sponsors• General Sessions• Evening Event


• Conference Closing (Noon)• Booth Breakdown


SIC2019

Syntax

PREVIOUS SPONSORS


SIC2019

A. Gary Shilling & Co, Inc.Abbington Partners Abraham Trading Co. Addenda Capital Advisor Perspectives AdvisorOne.comAequitas Capital Management Afore Invercap S.A. de C.V.Agility Interactive (IOM) LimitedAlandia InsuranceAlaric AdvisersAlerus FinancialAlder Construction Co.Alerus Investment Advisors Alp Financial Services SAAlpha Centauri Capital ManagementAltis PartnersAmerican Assets Capital Advisers, LLCAmerican Institute for ResearchAmeriprise Financial Analysis Services, Inc.Ancell FinancialApple & Company, Inc.Arbor Investment Advisors Arbor Research & TradingArch Investment Management Ascapia CapitalAscend Financial Planning Ashford Hospitality Trust Asset Advisors, LLCAssetMarkAthas Health AthenaInvestAtrato Asset ManagementAustrian CapitalAvalon Capital ManagementAveo Capital

B&A DevelopmentBall Financial Services Company Bank of America Merrill LynchBank of Canada

Bank Zachodni WBKBarlow Partners Barnes Capital bcIMCBeacon Pointe Advisors Bel Air Investment AdvisorsBentley Reid & Co (UK) Ltd.Berthel Fisher & Co. Financial Services Bianco Research, LLCBiffen Wealth ManagementBlack Horse InvestmentsBlack Mountain Wealth Advisors Blakely Harbor Advisors, LLCBloomberg Television Bloomberg TradebookBlue Oak CapitalBlue Sky Capital Management Bluesky EquitiesBlue Water Capital Advisors BMO Nesbitt BurnsBNC National BankBoyer & Corporon Wealth Management BPS Capital ManagementBrevan HowardBridge Investment Group HoldingsBritish Columbia Investment Management Corp.Budros Ruhlin & Roe

CAIA AssociationCain, Watters & Associates Cambium Asset ManagementCambridge Investment Research Canaccord Wealth Management Capital at WorkCapital Fiduciary AdvisorsCapital Growth, Inc.Capital Growth ManagementCapital Research Partners & Co. Carefree CapitalCarpe Diem Investment ManagementCascade Financial Management Casey ResearchCasgrain & Company LimitedCedar Street Advisors

Center For Financial Planning Central 1 Credit UnionCentramin BVCetera Advisor Networks CFA Society of San DiegoChart Partners GroupChilton Capital ManagementChurchill Management Group CIBC World MarketsClemens Square, LLCCleveland ClinicClient 1st Advisors CliftonLarsonAllen Wealth Advisors CNNMoneyCoBankCoghill Investment Strategies Colina Financial Advisors Ltd. Columbia Management GroupCommon Sense Investment Management Commonwealth Financial Network Concert Wealth ManagementConnor, Clark, and Lunn Investment Man-agementConvergence Investment PartnersConvergence Wealth Management, LLCCooke & BielerCovenant Capital ManagementCremerius Wealth Management Crestwood AdvisorsCTM Capital Management Cyrus Capital Partners

Daniels TradingDB Root & Company Deacon CapitalDeutsche BankDixon Advisory Group Limited Donnelly Wealth Advisors DoubleLine CapitalDowling & YahnkeDynamic Capital Management

RECENT PARTICIPANTS (not including private investors)

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SIC2019

E&B Natural ResourcesEagle West GroupEckhardt Trading CompanyEmbankment Capital Pty Ltd.Empyrean Capital PartnersEnvision Capital Management Essential PlanningEurasia GroupEurexEvercore Wealth ManagementEvergreen Capital Evergreen GaveKalExcelsia

Fairfield ResidentialFalck Financial Services FCI AdvisorsFederal Reserve Bank of DallasFerguson Wellman Capital Management Financial AdvisorFinancial Counselors Inc. Financial Freedom Services Financial Management Associates Financial Management ResearchFinancial Network Investment Corp.Financial Orbit LimitedFinemark National Bank & TrustFirst Allied SecuritiesFlaharty & AssociatesFloe Financial PartnersFondaction CSNForte CapitalFortigentFortress Investment GroupForward Financial StrategiesForward HoldingsFoundation Investment GroupFranklin Bissett Investment ManagementFreestone Capital ManagementFrontaura CapitalFrontier Investment Management CompanyFuture Benefits Corporation

Future Fund Management AgencyFynn Capital

GaveKalGB Capital Holdings, LLCGemini Fund ServicesGenSpringGenstarGenworth Financial Wealth ManagementGeorgetownGibson Capital Management Gerson Lehrman GroupGlobal Macro InvestorGlobal Wealth AdvisorsGluskin Sheff + AssociatesGordon Asset ManagementGraham Capital LLPGreat Northern Asset Management, LLCGreenrock ResearchGreystone Managed InvestmentsGuidance Capital

Hamilton & CompanyHamren-LarssonHanson McClainHardy Financial PlanningHarvest Capital AdvisorsHayman Capital Management, LPHighTower AdvisorsHillegas Advisory ServicesHoisington Investment ManagementHokanson AssociatesHollow Brook Wealth ManagementHouseholder Group Financial Advisors

Insight Wealth Partners, LLCInter IKEA Treasury SAInverness Counsel

InvestmentNewsIrongate PartnersISAM

J.P. Morgan Chase & Co.Jachin Capital Pte LtdJanney Montgomery ScottJeffries, LLCJim Barlow AdvisorsJoseph Barry Co.JRW InvestmentsJyske Bank

Kamehameha SchoolsKanai Wealth Management Group Kanos Capital Management, LLCKaplan Funds Management Kemnay Advisory Services KhronosKiitos Capital Management Kirsh Family OfficeKSP Financial Consultants Kuhlmann Associates Financial

Lakeside CapitalLaniea Asset ManagementLanier Asset Management Lau AssociatesLaureate Wealth Management Lawton Asset Mangement LeaderLane Financial Group Lederer Private Wealth Management Leeward Investment ManagementLegacy Capital groupLegacy Wealth Partners Lighthouse Strategic AdvisorsLitman Gregory Asset Management Long-Term Solutions, LLCLookout Ridge


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SIC2019

LPL FinancialLWC Investments

Macquarie groupMacroeconomic AdvisersMacroMavensMaitland Investment Services (IOM) LimitedMaitland Trustees LimitedManulife Asset ManagementMAST Capital ManagementMaz Capital AdvisorsMelbrod Wealth Management Meritas AdvisorsMelbrod Wealth ManagementMerrill LynchMERS of MichiganMilestone Asset ManagementMonahan Associates Moneda Asset Management Moody, Lynn, and LiebersonMoore Capital Management Moore Wealth Management Morgan Creek Capital ManagementMorgan StanleyMorgan Stanley Smith Barney Mosaic Financial Partners MultiFinancial Securities Corp.

Natural HighNautical Wealth ManagementNew Market Analytics Newman Venuter Advisors Newton Financial Solutions Nicola Wealth ManagementNorthwest Farm Credit ServicesNorthwestern Mutual Financial Network

Oak Financial Group O’Brien International Oglesby Financial Group OMERS Capital Markets OpalesqueOsborne Partners Capital Management Oxford Financial Group

Palantir Capital Pandora SecuritiesParadigm Advisors Paradigm CapitalParador Asset Management Parkview Health System Parnassus Investments Partner Fund ManagementPartners Retirement & Wealth Management Partners Wealth ManagementPathfinder Business Strategies Paulson & Co.Peking UniversityPenniall & Associates, Inc.Personal Wealth Advisors PI Financial Corp.PIMCOPlexus International Holdings Polaris Capital PartnerPPG InvestmentsPradel Financial GroupProsek PartnersPSP InvestmentPSU – Office of Investment Management

Quantitative Investment Management Quotient Asset Management

R.E. Wacker Associates R.W. Baird & Co.Rabobank NederlandRainsberger Wealth Advisors Rawlco Capital Ltd.Raymond James, Inc.RBC Capital MarketsRBC Dominion SecuritiesRBC Wealth Management Real Vision TVRealworld CapitalRelational Investors LLCRG AdvisorsRichardson GMPRimrock Capital Management Robert W. Baird & Co.Rockingham CapitalRockview CapitalRosebank Wealth GroupRosemore, Inc.Royale Energy

Sabey Holdings, LLCSAC Capital AdvisorsSalem Radiology Consultants Sanchez Wealth Management Group Sandstone Asset Management Sasco CapitalSchrodersScotty D. Group, LLCSegment Wealth Management Seizert Capital PartnersSentry InvestmentsShelter Mutual Insurance Co.Sierra Investment Management Simmons Capital GroupSinclair-Cockburn Financial Group Sinocap InvestmentSKAGEN FundsSkandia Mutual Life Insurance CompanySlome Capital CorporationSLR Consulting Group


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SIC2019

Sovereign Wealth AdvisorsSpectrum FinancialSprott Global Resource Investments St. James Investment Company STA Wealth ManagementStearns Financial GroupSterling BankStifelStonehaven Financial Group Strategic Economic Decisions Strategic Retirement Plans Stratfor Global IntelligenceStreettalk Advisors Streetwise ReportsSummit Financial Group Southwest Venture Group

Tahoe Fixed Income Talkot CapitalTechVestVenturesTectonic AdvisorsThe Credit StrategistThe Foundation Investment Group The Gemini CompaniesThe Lubitz Financial GroupThe Pintington TrustThe Portola GroupThe Sedoric Group of Wells Fargo AdvisorsThe Wealth Conservancy Things That Make You Go Hmmm…Third Phase ManagementThree Bridge Wealth Advisors Threshold groupToh Michaels Private Wealth Management Tower Private AdvisorsTPG GrowthTradewinds Capital Management Trailcrest Capital Advisors Triangle Wealth ManagementTS Banking Group300 North Capital

UBS Financial ServicesUFG Asset ManagementUnconstrained ThoughtUnicity InternationalUnited Capital Financial Advisors Universal Value AdvisorsUSAA Asset Management Co.

Varbeco Wealth Management VGC TradingVictorian Funds Management CorporationVinci PartnersVisium Asset Management Vulpes Investment Management

Wealth Advisory & Management Corpora-tion of AmericaWealth Management Consultants Welch Capital PartnersWellington Management International Ltd.Wells Fargo Advisors Wells Fargo SecuritiesWeltonWest Field GroupWestern Investments Capital, LLCWestpac BankWhite Mountains CapitalWindhaven Investment Management Wingate Wealth AdvisorsWinton Capital Management Womack Investment Advisers Woodbury Financial Services Wright Family OfficeWunderlich SecuritiesWyncrest Capital

Ziff Brothers Investments


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