2016 EXCLUSIVELYMedia FOR Briefing SEI CLIENTS for NYCTop PerformingPress Briefing Mutual Funds Wednesday, May 25, 2016 The Opportunity Tell your story to dozens of journalists at the same time at a press briefing in New York City, sharing the spotlight and cost with other fund managers serviced by SEI. sunstarstrategic.com Participants can look forward to presenting to members of the retail, intermediary, institutional and trade press from recognized print and online publications such as Associated Press, Barron’s, Bloomberg News, Financial Planning, Forbes, Details Fortune,Location Institutional Investor,Be Investment one of News,a handful Marketwatch. of fund managers com, Money, On Wall Street, Pension’s and Investments, Participants: Open to minimum of 5, TBD to tell your story, including your strategy, Registered Rep., Reuters, Smart Money, Standard & Poor’s, maximum of 7 companies New York City your portfolio and your market outlook, to The Daily Record, The New York TImes, The Wall Street Journal, and more. journalists at the most influential Datepublications.: January 2016 Participation Fee What: Formal presentation by fund managers You’ll$9,400 have the opportunity to highlight your investment philosophy, top sectors and securities,BENEFITS and views on the and networking over brunch ($8,900 for market moving forward. MFEA members) Build and develop relationships with financialExpected Mediamedia Attendance: 20-30 reporters Earn press coverage to add credibility and third-party endorsements Benefits Preparation: SunStar Strategic will work with ForDeadlines emerging managers, positive news coverage may be each manager to prepare for the event and SunStar Strategic Media Briefings assemble both well-known and the most cost-effective way to attract investors, strengthen prepare appropriate advance materials for distributionRegistration and Form: build brands. undiscovered investment managers across a wide range of asset classes, April 8, 2016 journalists sectors and management styles. Participants can look forward to presenting to Handouts:Reprints add credibilitymembers to other ofsales the and intermediary, marketing institutional, retail,Cost: and $9,000 trade per press company from recognized April 25,efforts 2016 such as website and sales team publications such as Associated Press, Barron’s, Bloomberg BusinessWeek, Build/strengthen relationships with financial journalists More info: Call Bob Groth at Influence the influencersCNNMoney, such as Dow due Jonesdiligence News, groups Financial Advisor,(610) Financial 676-4357 Planning, with questions Forbes, Fortune, or see More atInfo intermediary firmsInstitutional and financial Investor, advisors Investment Advisor, Investmentsunstarconferences.com News, Marketwatch. to learn about previous conferences and testimonials. Dan Sondhelm com, Money, Newsday, REP, Smart Money, Standard & Poor’s, The New York Post, 703.299.8390 TheStreet.com, The Wall Street Journal, Thomson Reuters, and more.
SunStar Strategic is a leading public relations and marketing consulting firm that works with mutual fund companies to attract assets and build brands through Presented by smart marketing. SEI and SunStar Strategic. SunStar Strategic, with a 20 year history, helps institutional investment managers and mutual fund firms attract and retain
investors, strengthen distribution and build brands through SUNSTARSTRATEGIC structured news generation programs and smart marketing. energizing growth since 1990 sunstarstrategic.com Registration Information
Your Registration is required by April 8, 2016 with background info. Handouts are due by April 25, 2016.
Thank you for your interest. Please read the following and scan and email your completed form to: Dan Sondhelm, [email protected] or call 703.894.1046 with any questions.
1. PARTICIPATION FEE: $9,400 for two admissions, $1,000 per additional firm representative, includes Before the briefing – Presentation coaching – Promotion of your participation in the event to approximately 500 financial journalists, which may also result in additional interviews before the event – Networking dinner the evening before the event Day of briefing – Admission for your fund manager and one additional company representative – Six-minute presentation* – Networking opportunities with reporters prior to and immediately following the presentations – Participation in a Q&A session following the last presentation – Brunch Following the event – Contact information of reporters who attended – Tips on how to maximize the results of the event – Coordination of reporter interview requests following the event Optional services at additional fees – Media & presentation training to ensure your portfolio manager is at his/her best when speaking in front of groups or on national TV
2. PAYMENT: SunStar will invoice you upon Registration
3. PRESENTATION COACHING CALL: We will schedule a 15-minute “coaching call” with your presenter. The purpose of this call is to: Answer any questions he or she may have about the press briefing Gather your thoughts on the portfolio and the market so that we can include them in documents that we will be preparing and distributing to journalists in advance of the event Brainstorm about newsworthy ideas that may get attention by reporters
Please confirm when we may conduct this interview.
sunstarstrategic.com 4. Registration FORM - DUE BY April 8, 2016: Please complete and return this form.
Primary Contact Fund Manager Additional Executive (if different from Primary Contact or Fund Manager)
Name
Firm Name (as it should appear on name tag and in documents)
Fund Name & Ticker
Executive Names (as they should appear on name tag and in documents)
Titles (as they should appear on name tag and in documents)
Street City, State, Zip
Telephone
Website
Title of Presentation
Will you be joining us for dinner the night prior to the event?
Preferred date/time for presentation coaching call
ADDITIONAL REQUIRED INFORMATION Please include this information with the above form no later than April 8, 2016 to be used in our promotional efforts A. Investment Process: Short description on the portfolio manager’s investment process for the fund B. Market Outlook: The portfolio manager’s thoughts on the market or themes found in the portfolio C. Stock Picks: Three securities in the portfolio, and bullets regarding why you like them D. Biography of Presenter: Brief biography of the presenter E. Photo of Presenter: High resolution jpg files preferred F. Firm Logo: High resolution jpg/eps files preferred
* HANDOUTS - DUE APRIL 25, 2016 in SunStar Strategic’s Office Due to time limitations, we will not be using PowerPoint presentations. Handouts are encouraged. Please send 75 copies (including marketing materials, background information, presentation slides, etc.) to our office, SunStar Strategic, Attn: Sue Bryant, 211 N. Union Street, Suite 240, Alexandria, VA 22314.
sunstarstrategic.com