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ADVAN C ING TH E FUTUR E O F IN VE ST ME N T ADVISO RY SO L U T IO N S2016 MMIFall SolutionsConferenceSponsorship andExhibitor ProspectusExceptional Opportunityto showcase yourproducts and servicesto senior investmentadvisory executives.CONNECTKNOWGROWOctober 18–19, 2016 The Westin Copley Place Boston, MA

Create Awareness and Build RelationshipsMMI Conference Sponsorshipand Exhibitor OpportunitiesThe Money Management Institute (MMI) is the leadingvoice for the global financial services organizations thatprovide advice and professionally-managed investmentadvisory solutions to individual and institutional investors.Through industry advocacy, educational initiatives, regulatoryaffairs, publications, data reporting, and professionalnetworking, MMI supports and advances the growth ofinvestment advisory solutions.MMI’s conferences are one of the key ways we help ourmembers to Connect, Know and Grow. Senior executivesfrom leading asset manager, platform sponsor, and solutionprovider firms join us at our events to build relationships withtheir industry peers and gain insights on strategies and tacticsto help them grow their advisory solutions business.For conference sponsors andexhibitors, MMI’s events representan exceptional opportunity to meetwith investment advisory executives,gain strategic insights, and highlightyour firm’s products and services.Who Should Sponsoror Exhibit Technology and service providers Data information/management firms Emerging asset managers Robo advisors/digital advice providers Industry media and publications Platform sponsor firms Turnkey asset management firms Executive search firms Industry consultantsand research firmsWould your firm benefit from increased exposure with this audience?MMI’s major conferences typically draw 350–400 seniorbusiness leaders who are responsible for shaping investmentadvisory platforms and driving purchase decisions.Our Event Attendees*50 2228A 55 trategy LeadersOtherOtherRepresentatives from overFall Solutions Conference.160 distinct organizations attended the 2015Among the attendees, more than 92% held titles of VP or above and72% were sales/distribution and product/platform leaders.*based on 2015 Fall Solutions ConferenceMember ProfileExecutive management of: Sponsors and Technology andinvestmentservicemanagement firms provider firms Wirehouses Mutual fund andETF providers Independentbroker-dealers Alternativeinvestment Banksproviders RIAs Custodians

Sponsorship Pricing InformationPremier Sponsorships PackagesBenefitsPlatinumGoldSilver 12,500 10,000 7,500Complimentary Registrations*432Exhibit Booth211Premium Lounge-style Boothü——Full pageFull pageHalf pageSolutions Spotlight in general session (TED Talk-style presentation)üüü60-second video presentation/commercial to run during general session breaksand in exhibit hallüüüA full-width home page banner ad in the conference mobile app with a link to a listingor webpage within the advertisementüü—A rotating ad in the conference mobile app with a link to a listing or webpagewithin the advertisement——üLicense to use the “Official Sponsor” meeting logo in connection with promotionof your conference sponsorship and participationü——Electronic list of attendees prior to and post the eventüüüAd in Conference Program*Additional attendees pay full registration feePLUS! All premiumsponsorships include:Firm logo on:êê Conference registration websiteêê Conference mobile appêê Event invitations and promotionsêê Onsite signageêê Conference programêê Presentation slides2015 Fall Solutions Conference Participating FirmsAdvisor GroupAlbridge AnalyticsAllianz Global InvestorsAltegrisAmerican CenturyInvestmentsAmerican FundsAmeriprise FinancialServicesAnchor Capital AdvisorsAngel OakArcherAristotle CapitalManagementAXA AdvisorsBabson CapitalManagementBairdBAM ALLIANCEBarron’sBlackRock FinancialManagementBloomberg LPBNY MellonBPV CapitalManagementBrandes InvestmentPartnersBrightScopeBrinker CapitalBroadmark AssetManagementBurckart ConsultingCalvert InvestmentsCambrian ConsultingCapstone AssetManagementCerulli AssociatesCFA InstituteChandler AssetManagementCharles RiverDevelopmentCharles Schwab & Co.CMG CapitalManagement GroupCNL FinancialCollaborative ConsultingCongress AssetManagementCozad AssetManagementCredit SuisseCushing MLP AssetManagementDAK AssociatesDelaware CapitalManagementDeloitte ConsultingDeutsche BankDevereux AdvisorsDonley CommunicationsDow JonesDreyfus InvestmentsDST SystemsE*TRADE FinancialEaton VanceEdward JonesEnvestnetEquity InvestmentCorporationErnst & YoungEzra GroupFA MagazineFederated InvestorsFidelity InvestmentsFinancial Advisor& Private WealthMagazinesFirst AffirmativeFinancial NetworkFirst InvestorsFirst Trust AdvisorsFiservFIX FlyerFolioDynamixFranklin TempletonInvestmentsFred Alger ManagementFundFireFUSE Research NetworkGartland & MellinaGroupGenpactGoldman SachsGood Harbor FinancialHarrison StreetSecuritiesHartford FundsHearts & WalletsHighland CapitalManagementHines SecuritiesHorizon InvestmentsHPWT LimitedIgnitesIMMS

Sponsorship Pricing Information (continued)À La Carte Sponsorship ItemsCocktail Reception 5,000Refreshment and Networking Break2 @ 3,000You’ll create big news and brand exposure on thefirst night of the conference. Your company nameor logo is prominently displayed on signage andcocktail napkins. You will receive ½ page ad in theelectronic conference program.Sponsor a Refreshment Break in the expo hallduring the main conference and you’ll get greatbrand exposure with your company logo onnapkins and coffee sleeves for to-go cups.Executive Luncheon 5,000Get brand exposure during the tastiest part ofthe conference. Your company name or logo isprominently displayed on the screen in the generalsession ballroom and signage on each table. Youwill receive ½ page ad in the electronic conferenceprogram. You will also receive a 3-minute speakingslot at the start of the luncheon.Keynote Speaker 5,000Link your brand to one of the conferencekeynote sessions. You will have the opportunity tointroduce the keynote speaker and be recognizedas the keynote sponsor.Conference Wi-Fi Sponsorship2 @ 2,500 or 1 @ 5,000Notebook and Pen Sponsorship 2,500Add your logo to a notebook and we will distributeto all attendees. Want a fancy leather notebook,that’s fine. Show us a sample and provide them. We’llmake sure attendees receive them at the conference.Hotel Keycards (Reserved) 2,500All attendees will touch your brand upon check in.You will lay out the design of the hotel keycard.Conference Lanyards (Reserved) 2,500Be a part of the attendees’ daily wardrobe duringthe conference as they wear your company brand.Full Page Ad in ElectronicConference Program 1,000Associate your brand with wireless internetcapability for all attendees! Your company nameand logo appear on the landing page of theconference Wi-Fi and on signage throughoutthe conference.Place your company’s ad at the fingertips of allattendees!Electronic Conference Program Guide 3,000Do you have an item you want to share with onelucky attendee? You provide the item. We will providethe fishbowl! A great way to expand your contact list.Feature your company brand on the front cover ofthe electronic program that attendees rely on andreference throughout the conference.Income DiscoveryINDATA ServicesInforma InvestmentSolutionsInvestEdgeInvestmentNewsIvy FundsJanusJohn HancockJP MorganKovitz Investment GroupLazard AssetManagementLegg Mason & Co.LifeYieldLightyear CapitalLockwood AdvisorsLord Abbett & Co.Manchester CapitalManagementMariner InvestmentGroupMcDonnell InvestmentManagementMerrill LynchMetLifeMFS Money-MediaMontage InvestmentsMorgan Stanley WealthManagementMorgan, Lewis &BockiusMorningstarMSCIMyVestNationwide FinancialNeuberger BermanNew York LifeInvestmentManagementNextSharesNGAMNikko Global WrapNorthCoast AssetManagementNorthern TrustInvestmentsNorthwestern MutualInvestment ServicesNuveen InvestmentsOppenheimerFundsRaffle Sponsorship2 at 2,500 eachPershing, a BNY MelloncompanyPIMCOPioneer InvestmentsPrincipal GlobalInvestorsPrivate AssetManagementPrudential InvestmentsPutnam InvestmentsRIA DatabaseRIJ PublishingRNC Genter CapitalManagementRothschild AssetManagementRyan Labs AssetManagementSandhill InvestmentManagementSEI InvestmentsS-Network GlobalIndexesSnow CapitalManagementSourceMediaState Street GlobalAdvisorsStratevieStratym StrategicConsultingSunTrustT. Rowe PriceTD Asset ManagementThe BancorpThe Results CompaniesThomson ReutersTIAA-CREFTodd AssetManagementTouchstone InvestmentsUBS Financial ServicesUSAAVestmarkVictory CapitalManagementVoya InvestmentManagementWealthcare CapitalManagementWells FargoWheelhouse AnalyticsWilbanks & PartnersWilke & AssociatesWilliam Blair Company

Exhibitor Pricing InformationExhibitor InformationBooth Package Includes:Exhibit Fee: 5,500 member/ 6,500 non-member Exhibitors receive maximum exposure before andduring the conference: Two complimentary registrations, includingall sessionsAll refreshment breaks and most mealfunctions held in Exhibit AreaThe Exhibitors’ reception for allconference participantsLonger networking and refreshment breaksDescription listing in conference mobile appDescription listing in conference programPre-conference attendee list (emailed twoweeks prior to conference)Post-conference attendee list Booth Size: 10'x10'8' high back wall and 3' high side railOne (1) 6' x 30" high draped table(uniform in color)One (1) 7" x 44" one-line ID signOne (1) wastebasketExhibitor service kitSecurityExhibits Floor PlanEE2062102122142162112131141162188'-11"20'20' 12'-4"20020820520720'10'8'-11"106108110112118

2016 MMI Sponsor/Exhibitor Commitment FormSponsor or Exhibitor InformationContact Name: Company:Address:City: State: Zip:Phone: Fax: Email:2016 Premier Sponsorshipsoo 12,500oo 10,000oo 7,500Platinum Sponsorship Gold SponsorshipSilver Sponsorship 2016 Exhibit BoothsExhibit Booth MMI MemberExhibit Booth Non-Memberoo 5,500oo 6,5002016 à La Carte Sponsorship ItemsCocktail ReceptionExecutive LuncheonKeynote Speakeroo 5,000oo 5,000oo 5,000Conference Wi-Fi SponsorshipooooooooN/AN/AooooElectronic Conference Program GuideRefreshment and Networking BreakNotebook and Pen SponsorshipHotel Keycards (Reserved)Conference Lanyards (Reserved)Full Page Ad in Electronic Conference ProgramRaffle Sponsorship 2,500 / o 5,500 3,000 3,000 2,500 2,500 2,500 1,000 2,5002016 Fall Solutions Booth SelectionAfter referring to the floor plan, please indicate your preferred booth by space number.2nd Choice1st Choice3rd Choice4th ChoicePayment InformationTotal Amount Due (enter Total for items selected above):Applications will not be processed without payment. Make checks payable to Money Management Institute.Check enclosedCheck to be mailedVISAMasterCardAmerican ExpressCredit Card #: Exp. Date:Name on Card:(if different than the contact above)Address on Card:(if different than the contact above)Signature:Send Commitment via:Email: jlensing@mminst.orgFax: (202) 822-5188Mail: M oney Management Institute1177 Avenue of the Americas7th FloorNew York, NY 10036Please email jlensing@mminst.org a brief company description(maximum 75 words) along with your logo when submittingapplication. Your firm description and logo will be included inthe electronic conference program and mobile app.sign here

Robo advisors/digital advice providers . Turnkey asset management firms Executive search firms s t na t onl y ucsr ndt suI and research firms Would your firm benefit from increased exposure with this audience? MMI's major conferences typically draw 350-400 senior