2019 Annual Forecast Dinner Connecticut Convention Center January 22, 2019 5:00 PM - 9:00 PM

Sponsorship Opportunities Event Overview

The Real News About the US Economy

2019 Annual Forecast Dinner Connecticut Convention Center January 22, 2019 5:00 PM - 9:00 PM

Please join the CFA Society Hartford as we celebrate our 2019 Annual Forecast Dinner on January 22, 2019. This is the Society’s AGENDA premier networking event of the year, bringing together over 400 of the Hartford area’s leading 5:00 PM investment and financial professionals as well as key decision makers in other local organizations. Networking / Social Hour Sponsorship Opportunities provide firm exposure Exhibitors at the Annual Forecast Dinner and on the Society website as well as networking opportunities to 6:15 PM engage our members and guests throughout Dinner the year at periodic luncheons and conferences hosted by the Society. Welcome Juliana Dalton, CFA Sponsorship levels start at $1,000 for our Non- President Profit sponsorships and continue to a Diamond CFA Society Hartford Sponsorship at $10,000. Opening Remarks Bjorn Forfang Deputy Chief Executive Officer CFA Institute

Keynote Speaker Brian S. Wesbury Chief Economist First Trust Advisors L.P. The Real News About the US Economy

For the past nine years, analysts have predicted Keynote Speaker apocalypse for the US economy around every Brian S. Wesbury corner. But, the Bull Market Chief Economist and US economic recovery First Trust Advisors L.P. are both the longest ever. This isn’t necessarily a mystery – new technologies are driving productivity and Brian Wesbury is Chief Economist at First Trust Advisors L.P., a financial services firm based in Wheaton, . Mr. Wesbury has profits higher every day. But, been a member of the Academic Advisory Council of the Federal could tariffs, Federal Reserve Reserve Bank of since 1999. In 2012, he was named a tightening and massive Fellow of the George W. Bush Presidential Center in Dallas, TX budget deficits finally end where he works closely with its 4%-Growth Project. His writing the record bull run? Come appears in various magazines, newspapers and blogs, and he hear Brian Wesbury, First appears regularly on Fox, Bloomberg, CNBC and BNN Canada TV. Trust’s Chief Economist, In 1995 and 1996, he served as Chief Economist for the Joint unique take on all these Economic Committee of the U.S. Congress. issues, plus more. ranked Mr. Wesbury the nation’s #1 U.S. economic forecaster in 2001, and USA Today ranked him as one of the nation’s top 10 forecasters in 2004. Mr. Wesbury began his career in 1982 at the Harris Bank in Chicago. Former positions include Vice President and Economist for the Chicago Corporation and Senior Vice President and Chief Economist for Griffin, Kubik, Stephens, & Thompson. Mr. Wesbury received an M.B.A. from ’s Kellogg Graduate School of Management, and a B.A. in Economics from the University of Montana. McGraw-Hill published his first book, The New Era of Wealth, in October 1999. His most recent book, It’s Not As Bad As You Think, was published in November 2009 by John Wiley & Sons. In 2011, Mr. Wesbury received the University of Montana’s Distinguished Alumni Award. This award honors outstanding alumni who have “brought honor to the University, the state or the nation.” There have been 267 recipients of this award out of a potential pool of 91,000 graduates. About CFA Dinner Attendee Demographics

Society The attendee profile reflects aggregate data from the past five CFA Society Hartford Hartford Annual Dinners. CFA Society Hartford is one Average Investment of the leading associations of local investment Professional professionals in Connecticut, Attendees steeped in rich history 406 spanning over 60 years. The non-profit organization has been serving Connecticut since 1953. Attendee Occupation

Top employers of Portfolio Manager (32%) CFA Society Hartford Chief-Level Executive (14%) Members Research Analyst (9%) Consultant (7%) The Society’s membership Relationship Manager (7%) is well represented in all the Manager of Managers (5%) leading financial institutions Financial Advisor (5%) in the area: Babson Capital, Strategists (4%) CIGNA, Conning Asset Risk Managers (4%) Management, Fiduciary Other (13%) Investment Advisors HIMCO, Prudential, Virtus Investment Partners, VOYA, Webster Bank and more. Top Firms Represented Sponsorship The Hartford (16%) Conning (15%)

Contact Virtus/Newfleet (9%) To secure sponsorship opportunities and gain Fiduciary Investment Advisors (7%) access to investment MassMutual (7%) professionals attending Prudential (7%) the 2019 Annual Forecast VOYA (6%) Dinner, please contact: Business Schools/Universities (5%) Pamela Minish Forecast Dinner Chair and CIGNA (5%) Vice President Advocacy & Webster Bank (5%) Membership Other Firms (18%) [email protected] or Rebecca Taylor [email protected] (860) 604-1411 2019 Forecast Dinner Sponsorship Opportunities All benefits are dependent on the Sponsor providing the required materials and information prior to deadlines.

Diamond Platinum Gold Silver Bronze Non-Profit $10,000 $7,500 $5,000 $3,500 $2,000 $1,000 Number of Sponsorships available at 1 1 5 5 5 7 each level Pre-Event Benefits Corporate name printed as a sponsor in Formal Invitation mailed to over 1,000 members and past attendees Listing as sponsor in Annual Meeting Business Organization Logo Logo Logo Logo eblasts/digital invitations Name Name Event Benefits Annual Dinner Guest Tickets (10 guests per table) Additional tables 3 Tables 2 Tables 2 Tables 1 Table 1 Table 2 tickets can be purchased for $1,100/each Prime table placement of corporate Towards Front In Front, Center In Front Towards Center sponsored tables at Annual Dinner Center Prominent Display of logo on tables as an event sponsor Full Color Advertisement in the Full Page Full Page Back 1/2 Page 1/4 Page 1/8 Page Program Booklet Inside Cover Inside Cover Firm name, description, and logo listed in Annual Dinner Program Company logo on name badges of all attendees Firm logo as a sponsor on signage at Annual Dinner Attendee Registration Firm name/logo as a sponsor on signage at Social Hour Exhibitor Table (8’x30”) in Social Hour/Reception area Firm Logo Display: projection screens Logo & Logo & Logo & Logo & will display logo image as a sponsor Company Company Company Company Logo Only Logo Only multiple times during program Description Description Description Description Special Recognition as a sponsor Plaque Plaque By Name By Name General General during President’s Opening Remarks Post-Event Benefits List of attendees including Name, Company and Job Title Priority Speaker at CFA Society Hartford Education Luncheon(s) including one Investment Conference* Listing as sponsor in Society’s Logo & Logo & Logo & Logo & Logo & Logo & Post-Event Newsletter and One Company Company Company Company Company Company Year listing on CFA Website with Description Description Description Description Description Description organization/Business Description.

*Based on request from Sponsor and Sponsor's business alignment with program topic

Forecast Dinner Event Registration

Purchase Options Up to January 3th After January 3th

Table of 10 Members & Non-Members $1,100 $1,300 Individual Seats CFA Society Hartford Member $90 $110 Non-Member $135 $145 2019 Forecast Dinner Program Advertising Opportunities

The CFA Society Hartford Forecast Dinner program is a great place to get the word out about your company. With more than 500 printed, our program advertisements reach hundreds of leading investment and financial professionals.

We offer many advertising options to fit every budget and every need. Select from three size options.

With the Half Page & Full Page advertisements, add a ticket to the Forecast Dinner for an additional $50.

2019 Rates

ALL ADS DUE BY THE 20TH OF DECEMBER

Full Color Advertisements

1/8” Page, 1.25” x 2.5” $140.00

Quarter Page, 1.75” High x 5” Wide or 5” x 1.75” Wide $150.00

Half Page, 3.75” High x 5” Wide $250.00 $300.00*

Full Page, 7-1/2” High x 5” Wide Ads and payment need to be submitted by January 5, 2017 as an electronic file (PDF, JPG, or TIF). CFA$450.00 Society Hartford will not design advertisements or scan hard copy advertisements or business cards.$500.00* Any ads that are received after January 1st will not be included in the printed program.

*Includes one (1) Admission to Forecast Dinner