Transcription
ADVANCING THE FUTURE OFINVESTMENT ADVISORY SOLUTIONS2019 MMI ANNUAL CONFERENCESPONSORSHIP ANDEXHIBITOR OPPORTUNITIESOCTOBER 14–16, 2019 HYATT REGENCY ATLANTAWWW.MMINST.ORGThe Money Management Institute (MMI) AnnualConference is the investment advisory industry’s mostimportant gathering of the year. Last year’s event drewover 500 attendees and a record number of sponsorsand exhibitors. We fully expect to top those numbers thisyear and invite your firm to be part of the excitement.We are pleased to announce an exciting lineup ofSponsorship and Exhibitor opportunities. Choose from:n P remium Gold, Silver and Bronze Sponsorshippackages that offer maximum branding exposureand extra benefitsn E xhibit Booth packages that give your firm a visiblepresence in the bustling “Solutions Center” that isthe hub of conference activity2019 ANNUAL CONFERENCEAT-A-GLANCE*:The largest advisory solutions event of the year withexpected attendance of more than 500A three-day event with a dynamic, high-impactexperienceDedicated subject matter tracks to attract a diverseaudienceRepresentatives from over 180 asset management,sponsor and solutions provider firmsGold, Silver and Bronze packages include seats atthe MMI/Barron’s Industry Awards dinnerGold and Silver packages include sponsorship of anadditional 2019 MMI thematic conferencen À la carte sponsorship opportunities includingselect F&B events and onsite branding optionsUpdated “Solutions Center” with enhanced Exhibitorexperience and networkingEach package offers high-profile exposure, enhancedevent participation, and new ways to engage with ouraudience of investment advisory business leaders anddecision makers.New onsite branding opportunitiesQuestions?Contact Joan Lensing at (646) 868-8518 orjlensing@mminst.orgPreferred rates for MMI membersLimited spots available and expected to sell out earlyNEW—separate sponsorship opportunitiesavailable for gala offsite opening receptionPLUS—save when you reserve early— We’re offeringa special 15% discount on Premium Sponsorshipand Exhibitor packages committed and paid for byJuly 15, 2019*See full program details inside.
CREATE BRAND AWARENESS ANDBUILD RELATIONSHIPSMMI Annual Conference Sponsorship and Exhibitor OpportunitiesEstablished in 1997, the Money Management Institute (MMI) is the industryassociation representing financial services firms that provide financialadvice and investment advisory solutions to investors. Through conferences,educational resources, and thought leadership, MMI facilitates peer-to-peerconnections, fosters industry knowledge and professionalism, and supportsthe development of the next generation of industry leadership. MMI memberfirms are dedicated to helping individual and institutional investors, at everylevel of assets, plan for and fulfill their financial goals.MMI’s conferences are one of the key ways we help our members toConnect, Know and Grow. Senior executives from leading asset manager,platform sponsor, and solutions provider firms join us at our events tobuild relationships with their industry peers and gain insights on strategiesand tactics to help them grow their advisory solutions business.WOULD YOUR FIRM BENEFIT FROM INCREASEDEXPOSURE WITH THIS AUDIENCE?MMI’s 2019 Annual Conference is expected to draw over 500 seniorbusiness leaders who are responsible for developing, managing anddistributing investment advisory platforms and services. Our attendees areinformed decision makers who drive purchase decisions.2018 Attendees48 25 27A 56 40 %Director/Manager/VPProduct/PlatformStrategy Leaders25%48%27%4%OtherOtherRepresentatives from over 180 distinct organizations attendedthe 2018 Annual Conference.For Sponsors and Exhibitors, theAnnual Conference represents anexceptional opportunity to meet withinvestment advisory executives, gainstrategic insights, and highlight yourfirm’s products and services.Who Should Sponsor or ExhibitTechnology and service providersData information/management firmsEmerging asset managersRobo advisors/digitaladvice providersIndustry media and publicationsPlatform sponsor firmsTurnkey asset management firmsExecutive search firmsIndustry consultantsand research firmsOther industry associationsMember ProfileExecutive management of:Sponsor firms and distributorsAsset managersWirehousesIndependent broker-dealersBanksRIAsCustodiansTechnology and serviceprovider firmsMutual fund and ETF providersAlternative investment providersAmong our 2018 Annual Conference attendees, more than 96%held titles of VP or higher and 73% were sales/distribution andproduct platform leaders. We expect the profile of the 2019 AnnualConference attendees to be comparable.Participating Firms at 2018 Annual Conference3D Asset Management55ipA.I. LabsAB (AllianceBernstein)ACA Compliance GroupACA Performance ServicesAdelante Capital ManagementAdvisors AheadAdvisor GroupAffinity Investment AdvisorsAlex Brown, a division ofRaymond JamesAllegoAllianz Investment ManagementAlpine Capital ResearchAmerican Century InvestmentsAmerican FundsAmeriprise Financial ServicesAMG FundsAmundi PioneerAnchor Capital AdvisorsApex ClearingAQR Capital ManagementArcherArtivestAssetMarkAsset TVAtlanta Capital ManagementCompanyBaillie Gifford InternationalBairdBalasa Dinverno FoltzBank of America Merrill LynchBarings LLCBarron’sBlackRockBNY MellonBrandes Investment PartnersBrinker CapitalBroadmark Asset ManagementBroadridge Financial ServicesBrookfield Asset ManagementCapital GroupCerulli AssociatesCetera Financial GroupCGI GroupChandler Asset ManagementChanning Capital Management
PREMIUM SPONSORSHIP PACKAGESGoldSponsorSilverSponsorBronzeSponsor235 25,000/ 28,000 20,000/ 23,000 15,000/ 18,000 21,250/ 23,800 17,000/ 19,550 12,750/ 15,300Double—Prime LocationSingle—Prime LocationSingle—PreferredLocationComplimentary registrations43215% discount on additional registrationsüüüComplimentary seats at Industry Awards Dinner432# AvailableCost—Member/Non-MemberWith 15% Early Bird Discount (until July 15, 2019)Annual Conference BenefitsEvent DisplayExhibit BoothAttendee RegistrationsRecognition & BrandingRecognition as sponsor of one (1) conference tracküRecognition as sponsor of one (1) networking luncheonüRecognition as sponsor of one (1) networking breakfastüRecognition as sponsor of one (1) refreshment & networking break60-second video ad in general session walk-in loopüüüFull pageFull pageHalf pageDigital event program—sponsor page recognitionüüüOne (1) company-supplied handout or giveaway distributedüüFull-width home pageRotating interiorRotating interiorSponsor pageSponsor pageSponsor pageMobile app—One (1) push notification to all attendeesüüPre- and post-conference electronic attendee listsüüüEvent landing page on MMI websiteLogoLogoLogoEvent email communicationsLogoLogoLogoProminent on-site signageLogoLogoLogoDigital event program—full color adMobile app—banner adMobile app—listingThematic Conference Benefits# of thematic conferences included11Complimentary registrations per event21Moderator/panelist (on approval)üComprehensive digital and onsite branding*üü*See full details on 2019 MMI Thematic Conferences—Sponsorship Opportunities sheetImportant Note: All package benefits, including sponsorship of any thematic conferences, must be fully executed in 2019.Charles River DevelopmentCharles Schwab & Co.CI FinancialCitizens Wealth ManagementClark Capital ManagementGroupClearBridge InvestmentsCohen & Steers CapitalManagementColumbia ThreadneedleInvestmentsConfluence InvestmentManagementCopytalkDelaware Funds by MacquarieDenali AdvisorsDeutsche Asset ManagementDiamond Hill Capital ManagementDST SystemsEaton VanceEdward JoneseMoney AdvisorEnvestnetEpoch Investment PartnersEquity Investment CorporationErnst & YoungFederated InvestorsFidelity InvestmentsFirst Investors FundsFiserv Investment ServicesFIX FlyerFlippin, Bruce & PorterForesters FinancialFranklin Templeton InvestmentsFred Alger & Co.Frost Investment AdvisorsFS InvestmentsFugentFund Evaluation GroupFundFireFUSE Research NetworkGoldman SachsHeitmanHilton Capital ManagementHorizon InvestmentsiCapital NetworkInteractive CommunicationsINVESCOInvestEdgeInvestments & Wealth Institute
EXHIBITOR PACKAGESEarly Bird Discount Price (by July 15, 2019):Member/Non-MemberStandard Price (July 16, 2019 or later):Member/Non-Member 7,650/ 10,200 9,000/ 12,000Exhibitors receive maximum exposure before, during and after the Annual ConferenceTwo complimentary registrations,including all sessions (additionalattendees pay full registration fee)All refreshment breaks and most mealfunctions held in the Solutions CenterNetworking reception for all attendees in theSolutions Center on Tuesday, October 15Description listing in conference mobile appLonger networking and refreshment breaksPre- and post-conference attendee listsStandard booth package includes:**8’ deep x 10’ wide booth spaceOne (1) 7” x 44” ID sign8’ high back wall and 3’ high side railOne (1) wastebasketOne (1) 6’ x 30” high draped table(uniform drape color)Exhibitor service kitSecurityTwo (2) chairs** Additional furnishing packages available through Shepard, our exhibition services provider.2019 ANNUAL CONFERENCE SCHEDULE OF EVENTS (SUBJECT TO CHANGE)Monday, October 14Wednesday, October 167:00am – 11:00amExhibitor Setup7:00am – 8:00amNetworking Breakfast12:00pmSolutions Center Opens8:00am – 9:00amGeneral Session12:00pm – 1:00pmRegistration and Networking Luncheon9:00am – 9:30amNetworking Reception Break1:00pm – 5:15pmGeneral Session9:30am – 10:30amDiscussion Sessions3:30pm – 4:00pmNetworking Refreshment Break10:30am – 1:00pmExhibitor Tear DownEveningOffsite Opening ReceptionTuesday, October 15 — Subject Matter Tracks7:00am – 8:00amNetworking Breakfast10:15am – 10:45amNetworking Refreshment Break12:00pm – 1:15pmNetworking Luncheon3:30pm – 4:00pmNetworking Refreshment Break5:00pm – 6:30pmNetworking Reception6:30pm – 9:00pmMMI/Barron’s Industry Awards DinnerIvy InvestmentsJanus HendersonJohn HancockJP MorganJulex Capital ManagementLazard Asset ManagementLegg Mason & Co.LifeYieldLincoln Financial AdvisorsLockwood AdvisorsLord Abbett & Co.LPL Financial ServicesMacquarieMadison Investment AdvisorsManning-NapierMariner Investment GroupMassMutualMFS Investment ManagementMiller/Howard InvestmentsMondrian Investment PartnersMorgan Stanley WealthManagementMorningstarMSCIMyVestNationwide FinancialNatixis Investment ManagersNeosho CapitalNeuberger BermanNeustarNew York Life InvestmentsNextShares SolutionsNGAM AdvisorsNorthern Trust AssetManagementNorthwestern MutualNuveen InvestmentsOppenheimerFundsParametric Portfolio AssociatesPershing LLC, a BNY MelloncompanyPFS InvestmentsPGIM InvestmentsPIMCOPNC InvestmentsPriceMetrixPrimerica Financial AdvisorsPrincipal Global InvestorsQS InvestorsRaymond James
ANNUAL CONFERENCE À LA CARTE SPONSORSHIP OPPORTUNITIESÀ la Carte Sponsorship Items for the Annual Conference are available at a variety of price points to help yougain additional exposure and build extra brand awareness. Inventory is limited and available sponsorshipswill be allocated on a first-come, first-served basis. Contact MMI at (646) 868-8500 or events@mminst.org foravailability or to discuss ideas for other customized sponsorship opportunities.Opening ReceptionSponsor– 15,000; Partner– 10,000;Supporter– 5,000Create big news and brand exposure at our galaopening night reception for all attendees at adistinctive Atlanta venue. Sponsor, Partner andSupporter packages with high-profile benefits areavailable. Contact MMI for complete package details.Networking Luncheon 5,000Get brand exposure during one of our conferenceluncheons. Your company name or logo is prominentlydisplayed on the screen in the general session ballroomand signage. You will also receive a ½-page ad in thedigital conference program.Hotel Keycards 5,000Attendees will experience your brand upon check-inand carry it throughout the conference.Conference Lanyards* 5,000Make your company brand a highly visible part of theattendees’ daily wardrobe during the conference.Notebook and Pen* 2,500Add your logo to a notebook and pen and we willdistribute them to all attendees to carry and usethroughout the conference.Raffle Sponsorship 2,500Networking Breakfast 5,000Get brand exposure during one of our conferencebreakfasts. Your company name or logo is prominentlydisplayed on signage and napkins. You will also receivea ½-page ad in the digital conference program.Do you have an item you want to share with one luckyattendee? You provide the item. We will provide thefishbowl and you can pull the winner’s name on themain stage. A great way to expand your contact list.Refreshment and Networking Break 3,000Full-Page Color Ad in Digital Event Program 2,000Sponsor a reception break in the Solutions Centerduring the conference and you’ll get great brandexposure with your company logo on prominentsignage and napkins.Keynote Speaker 5,000Link your brand to one of the conference keynotesessions. You will have the opportunity to introducethe keynote speaker and be recognized as thekeynote sponsor.Conference Wifi 5,000Associate your brand with the wireless internetcapability for all attendees. Your company name andlogo appear on the landing page of the conferencewifi and on signage throughout the conference.Place your company’s ad at the fingertips of allattendees!Handout or Giveaway Distributedto All Attendees* 1,000Supply a company-branded handout or giveawayand we will distribute it to all attendees with theirregistration materials.High-Visibility Onsite Branding ItemsPrice variesGet your message out to conference attendees via arange of other onsite branding options, includingcustomized column wraps, window panels, waterstation clings, floor stickers, and charging stations.Opportunities are available at a range of pricepoints. Contact MMI for options and pricing.*Item supplied by SponsorParticipating Firms at 2018 Annual ConferenceRBC Wealth ManagementRedi2 TechnologiesRegenerative InvestmentStrategiesRNC Genter CapitalManagementRobustWealthrpmAUMRussell InvestmentsSalesPageSalient PartnersSandler O’NeillSchrodersSEI InvestmentsShearman & SterlingSidley AustinSierra Mutual FundsSimonet Financial GroupSmith Group Asset ManagementSpouting Rock AssetManagementSS&C TechnologiesStrategic InsightSymbiontSymetraT. Rowe PriceTD Asset ManagementTIAATIIP—The Investment IntegrationProjectTodd Asset ManagementTortoise InvestmentsTouchstone InvestmentsTransamerica AssetManagementTrue SquidUBS Financial ServicesUSAAUSCF InvestmentsVanguard GroupVestmarkVoya Investment ManagementWealthcare Capital ManagementWealthManagement.comWedgewood PartnersWeitz Investment ManagementWells Fargo AdvisorsWilliam BlairWillkie Farr & GallagherWilshire Associates
2019 MMI ANNUAL CONFERENCECOMMITMENT FORMSponsor or Exhibitor InformationContact Name Company NameAddressCity State ZipPhone FaxEmail2019 Annual Conference Sponsorship/Exhibitor OpportunitiesCancellation PolicyPremium Sponsorship PackagesSponsorshipGoldSilverBronzeEarly BirdDiscount Price(for payments through7/15/2019)Standard Price(for payments7/16/2019 or later)MMI Memberoo 21,250oo 25,000Non-Memberoo 23,800oo 28,000MMI Memberoo 17,000oo 20,000Non-Memberoo 19,550oo 23,000MMI Memberoo 12,750oo 15,000Non-Memberoo 15,300oo 18,000Exhibitor PackagesMMI MemberooNon-memberoo 10,200 7,650oo 9,000oo 12,000À la Carte Sponsorship OpportunitiesOpening ReceptionSponsoroo 15,000Partneroo 10,000Supporteroo 5,000Sponsorship and Exhibitor packages are consideredfinal and binding at the time this signed CommitmentForm is received and approved by MMI. In extremecircumstances, cancellation requests received prior toAugust 15, 2019 will be considered for a 50% refundof the fees paid. As of August 16, 2019, all Sponsorshipand Exhibitor packages are non-refundable.Important Note: All package benefits, including sponsorshipof any thematic conferences, must be fully executed in 2019.Payment InformationTotal Amount Due(enter Total for items selected in the list) Applications will not be processed without payment.Make checks payable to Money Management Institute. Check enclosed Check to be mailed VISA MasterCard American ExpressCredit Card NumberCVV Expiration DateNetworking Luncheonoo 5,000Networking Breakfastoo 5,000Name on Card (if different from above)Refreshment and Networking Breakoo 3,000Keynote Speakeroo 5,000Conference Wifioo 5,000Hotel Keycardsoo 5,000Conference Lanyardsoo 5,000Notebook and Penoo 2,500Raffle Sponsorshipoo 2,500Full-Page Color Ad in Digital Event Programoo 2,000Send Commitment Form via:Handout or Giveaway Distributed to All Attendeesoo 1,000Email: jlensing@mminst.orgOtherooMail: Money Management InstituteAttention: Joan Lensing1177 Avenue of the Americas, 7th FloorNew York, NY 10036(646) 868-8500 WWW.MMINST.ORGAddress on Card (if different from above)SignatureTHANK YOU FOR YOUR SPONSORSHIP!
Representatives from over 180 asset management, sponsor and solutions provider firms Gold, Silver and Bronze packages include seats at . Technology and service providers Data information/ management firms Emerging asset managers . Platform sponsor firms Turnkey asset management firms Executive search firms Industry consultants and research .
