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SPONSORSHIP OPPORTUNITIES CFA SocietyTucson 13th Annual Forecast Dinner February 4th, 2020

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Page 1: SPONSORSHIP OPPORTUNITIES · February 4, 2020 About CFA Society Tucson The CFA Society Tucson represents a diverse constituency of investment professionals including portfolio managers

SPONSORSHIP OPPORTUNITIES

CFA Society Tucson

13th Annual Forecast Dinner February 4th, 2020

Page 2: SPONSORSHIP OPPORTUNITIES · February 4, 2020 About CFA Society Tucson The CFA Society Tucson represents a diverse constituency of investment professionals including portfolio managers

Maximize exposure at CFA Society

Tucson’s premier event.

Target your primary audience.

Generate new leads and prospects to grow your business.

Network with current clients to enhance your

relationships.

Enhance credibility with a respected

organization.

Build market presence and brand

awareness.

CFA Society Tucson 13th Annual Forecast DinnerFebruary 4, 2020

About CFA Society Tucson The CFA Society Tucson represents a diverse constituency of investment professionals including portfolio managers and securities analysts, registered investment advisors, economists, pension plan sponsors, educators, and other investment professionals. Most of the members are CFA® charterholders or candidates. This event will be promoted to the financial services community throughout the Tucson area, making it a networking and promotional opportunity your firm simply should not miss!

Speakers:

Jim O'Sullivan, Chief Economist at High Frequency Economics

CFA Society Tucson Board – Market Forecast Challenge and 2020 Updates

CFA Society Tucson's Annual Forecast Dinnerhas grown to become one of the premierevents for investment professionals in Southern Arizona. Averaging 100+ attendeesover the past five years we expect the 13th Annual Forecast Dinner to exceed thoselevels! Attendees are leaders in theinvestment management industry and represent over $10B in assets under management.

Page 3: SPONSORSHIP OPPORTUNITIES · February 4, 2020 About CFA Society Tucson The CFA Society Tucson represents a diverse constituency of investment professionals including portfolio managers

Sponsorship Opportunities All levels of sponsorship except Bronze include: Exhibitor display table during cocktail reception.

HEADLINE SPONSOR PACKAGE $2500 (Two available)

Opportunity to feature a speaker from your organization for a 5 minute presentation prior to the mainpresentation

Large-size logo on all event signage

Logo and company link on CFA Tucson website and e-mail advertisements

Full –page logo, ad or tagline in event program

Verbal acknowledgement at the event during opening and closing remarks

One reserved table for eight; front-and-center

Booth set up during cocktail hour with sponsor-provided banner or signage

Opportunity to place company-provided marketing materials at individual place settings

GOLD SPONSOR PACKAGE $1250

Large-size logo on all event signage

Logo and company link on CFA Tucson website and e-mail advertisements

Half –page logo, ad or tagline in event program

Verbal acknowledgement at the event during opening and closing remarks

Four reserved seats at the same table

Booth set up during cocktail hour with sponsor-provided banner or signage

Opportunity to place company-provided marketing materials at individual place settings

SILVER SPONSOR PACKAGE $900

Medium-size logo on all event signage

Logo and company link on CFA Tucson website and e-mail advertisements

Third –page logo, ad or tagline in event program

Verbal acknowledgement at the event

Two reserved seats at the same table

Booth set up during cocktail hour with sponsor-provided banner or signage

Opportunity to place company-provided marketing materials at individual place settings

BRONZE SPONSOR PACKAGE $500

Small-size logo on all event signage

Logo and company link on CFA Tucson website and e-mail advertisements

Third –page logo, ad or tagline in event program

Verbal acknowledgement at the event

One reserved seat

ADDITIONAL ADD-ON PACKAGE +$1000 (AVAILABLE TO ANY SPONSOR LEVEL)

Recognized sponsor for CFA Tucson’s Educational Lunch series for entire calendar year 2020Logo and company link of CFA Tucson website for entire calendar year 2020Logo and company link included in all CFA Tucson email communications for entire calendar year 2020

Page 4: SPONSORSHIP OPPORTUNITIES · February 4, 2020 About CFA Society Tucson The CFA Society Tucson represents a diverse constituency of investment professionals including portfolio managers

Sponsorship Deadline Sponsorship deadline is January 10, 2020. Please return the attached application by email to LukeSchneider at [email protected]. If you have any questions, please feel free to call (520) 904-1793 or email Luke Schneider.

CFA Society Tucson 13th Annual Forecast DinnerFebruary 4th, 2020 at Hacienda Del Sol

SPONSOR APPLICATION Deadline: January 10, 2019

I would like to apply for: Headline Sponsorship ($2500) Gold Sponsorship ($1250) Silver Sponsorship ($900) Bronze Sponsorship ($500) Additional Add-On Package (+$1000)

SPONSOR DETAILS Company name (as you would like it to appear on promotional materials):

Please email your company logo to [email protected]

Contact person and title: ____________________________________

Telephone: _________________ Email: ________________________________________

Check here if you are planning to have an Exhibit during the cocktail reception. One 6-foot table is included in your sponsorship package.

Set Up: Please specify your requirements for the following items: Power source (number of outlets): _________ Number of chairs: __________

** Please note – it is the sponsor's responsibility to provide us with the names of attendees that will be seated at the sponsor's reserved table no later than January 10, 2019. After that date, we reserve the right to fill the unreserved seats with society members and guests.

Exhibit & Handout Materials: You may ship materials so that they arrive no sooner than 1 week before the event. Please reach out to Luke Schneider at (520) 904-1793 to coordinate details.

Pay by check Please mail your payment made payable to “CFA Society Tucson” to Raskob Kambourian Financial Advisors, Attn. Phil Kaiser at 4100 N 1st Ave, Tucson, AZ 85719.

CFA Tucson will e-mail receipt to this address:____________________________________ Please return this application by email to [email protected] before January 10, 2019.