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Ria Conference Sponsorship Helps Us to Grow Ri in Canada, and It Helps Our Sponsors to Establish & Reinforce Their Positions As Leaders in the Field

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Ria Conference Sponsorship Helps Us to Grow Ri in Canada, and It Helps Our Sponsors to Establish & Reinforce Their Positions As Leaders in the Field R I A C O N F E R E N C E Join 400 attendees from Canada and around the world at the 2018 RIA Conference, Canada’s premier event for ABOUT responsible investment professionals. Attendees include investment advisors, Hyatt Regency mutual fund companies, financial 370 King St W institutions, investment management Toronto ON firms, ESG research firms, consultants, M5V 1J9 community development organizations and asset owners such as pension funds June 4th-5th & foundations. 2018 The conference offers attendees the opportunity to network with leaders in Hosted by the responsible investing, to hear from ESG Responsible specialists and thought leaders and to Investment learn about the latest issues, trends and Association developments in the field. 1 RIA CONFERENCE SPONSORSHIP HELPS US TO GROW RI IN CANADA, AND IT HELPS OUR SPONSORS TO ESTABLISH & REINFORCE THEIR POSITIONS AS LEADERS IN THE FIELD. Jason Milne Chair of the RIA Board of Directors Vice-President, Responsible Investment and Corporate Governance, RBC Global Asset Management R I A C O N F E R E N C E FEEDBACK Attendees provided overwhelmingly positive feedback in 2017. 96% 97% 99% Agreed or strongly Agreed or strongly agreed Agreed or strongly agreed that the 2017 RIA that the 2017 RIA agreed that the 2017 Conference provided Conference provided a RIA Conference was great networking valuable learning and well organized. opportunities. professional development experience. 3 WHY SPONSOR THE RIA CONFERENCE? DEMONSTRATE LEADERSHIP Demonstrate your company’s RI industry leadership to current and prospective clients, talent and peers. NETWORK Network with RI industry leaders, speakers, media, and academics. PROMOTE Promote your company’s achievements, initiatives, and RI platforms to consumers and stakeholders. GAIN BRAND EXPOSURE Gain brand exposure via advertisements, social media, and onsite signage. ENGAGE Engage in client hospitality or sales activation opportunities. 4 R I A C O N F E R E N C E MEDIA EXPOSURE The RIA Conference provides opportunities to gain media exposure. The previous RIA Conference in Toronto was covered by the following media outlets: R I A C O N F E R E N C E SOCIAL MEDIA REACH The RIA Conference has tremendous social media reach. Tweets that quoted our speakers and cited content from last year’s conference reached over half a million unique viewers, with over 1.7 million views in total. 5 2 0 1 8 T I T L E $45,000 SPONSORSHIP RIA Members Only Speaking Opportunities Approximate Attendees 70-minute speaking opportunity (moderator or panelist) in plenary 400 session 2x 55-minute speaking opportunities (moderator or panelist) in 50-90 breakout sessions 10-minute speaking opportunity as Main Reception Sponsor 300-350 10-minute speaking opportunity as Closing Reception Sponsor 200-300 5-minute opening remarks at RIA Conference Opening 400 Branding Benefits Description Prominent branding at the plenary session, two breakout Session Branding sessions, Main Reception, and Closing Reception Exclusive logo placement in mobile app, used by all Mobile App Sponsor attendees as part of paperless program Exclusive logo placement on RIA Conference lanyards Lanyard Sponsor worn by all attendees Logo Placement Prominent logo placement in all conference marketing material Tradeshow Sponsor Prime exhibition space at the conference tradeshow + Business Development Benefits 39 registrations for your staff, guests and speakers (reduced rate of $400 for additional registrations) Attendee list before and after conference 6 P L A T I N U M & P L A T I N U M P L U S SPONSORSHIPS PLATINUM PLATINUM + 4 Available 2 Available Speaking opportunity (moderator or panelist) and branding in plenary 55 Minutes 70 Minutes session (350-400 Attendees)* (350-400 Attendees)* Speaking opportunity (moderator or 55 Minutes panelist) and branding in breakout 55 Minutes session (50-90 Attendees)* (50-90 Attendees)* Opportunity to choose plenary and breakout topics from Target Content List, or propose alternative topics Complimentary registrations for your 12 25 staff, guests, and speakers Additional registrations for $400 each Prime exhibition space at the conference tradeshow Prime logo placement on all conference marketing materials Attendee list before and after the conference $16,000 $22,500 INVESTMENT Non-members: Non-members: $24,000 $30,000 *Approximate attendees 7 S I L V E R & G O L D SPONSORSHIPS SILVER GOLD 10 Available 6 Available Breakout Session Plenary Session Speaking opportunity (moderator or panelist) and branding 55 Minutes 55 Minutes (50-90 Attendees)* (350-400 Attendees)* Opportunity to choose session topic from Target Content List or propose alternative topic Complimentary registrations for your 3 5 staff, guests, and speakers Additional registrations for reduced rate of $500 each Exhibition space at the conference tradeshow Logo placement on conference marketing materials Attendee list before and after the conference $8,000 $12,000 INVESTMENT Non-members: Non-members: $12,000 $18,000 *Approximate attendees 8 R E C E P T I O N SPONSORSHIPS MAIN CLOSING RECEPTION RECEPTION 1 Available 1 Available Speaking opportunity: Opening 10 Minutes 10 Minutes remarks at the conference (300-400 Attendees)* (200 Attendees)* reception Complimentary registrations for 6 Passes 3 Passes your staff, guests, and speakers Prominent branding at reception Additional registrations for reduced rate of $500 each Logo placement on conference marketing materials Attendee list before and after the conference Display marketing collateral onsite at the conference $15,000 $7,000 INVESTMENT Non-members: Non-members: $22,500 $10,000 *Approximate attendees 9 Approximate Attendees A D D I T I O N A L SPONSORSHIPS SCHOLARSHIP NETWORKING BREAK $12,500 $6,750 NON-MEMBERS: $10,000 2 Available 1 Available Show community leadership by Exclusive branding of two coffee & sending students to the conference networking breaks (e.g. placement of branded napkins, cups, etc.) Covers cost of food, registration and accommodations (where necessary) 3 complimentary registrations for 10 students Additional registrations for a reduced Logo placement in all conference rate of $500 each marketing Exhibition space at the Conference 2 complimentary conference tradeshow registrations Logo placement in all Conference Attendee list before and after marketing materials conference Attendee list before and after the Conference 1 1 A D D I T I O N A L SPONSORSHIPS TRADESHOW $5,000 SUPPORTING $5,000 SPONSOR NON-MEMBERS: $7,500 SPONSOR NON-MEMBERS: $7,500 8 Available 2 complimentary registrations 4 complimentary conference registrations Additional registrations for a reduced rate of $500 each Additional registrations for a reduced rate of $500 each Exhibition space at the conference tradeshow Logo placement in all conference marketing materials Logo placement in all conference marketing Attendee list before and after the conference Attendee list before and after the conference MOBILE APP $5,000 LANYARD $5,000 NON-MEMBERS: $7,500 NON-MEMBERS: $7,500 SPONSOR SPONSOR 1 Available 1 Available Help us go paperless by sponsoring Exclusive logo placement on RIA the conference mobile app Conference Lanyards worn by all 400 attendees Exclusive ad placement in the mobile app, which is viewed Logo placement in all conference regularly by over 90% of attendees marketing during the conference. Attendee list before and after the Your ad links users directly to your conference company’s website Attendee list before and after the conference 1 2 A T T E N D E E REGISTRATION EARLY BIRD REGULAR Before April 30 After April 30 RIA Members (for profit) $895 $1,195 Non-members (for-profit) $1,095 $1,395 RIA Advisor Members $595 $795 Advisors (non-members) $695 $895 RIA Member Non-Profits $595 $795 Non-Profits $695 $895 Seniors / Students $595 $595 Speakers $495 $495 Trade show staff must be registered. If not attending conference, trade show staff rate is $400. WHO ATTENDS THE RIA CONFERENCE? Recent RIA Conference attendees include representatives from over 330 different organizations: 1832 Asset Management L.P. BMO Global Asset Management CIBC Asset Management 2° Investing Initiative BMO Nesbitt Burns CIBC Wood Gundy A.R.C. Financial Boston Common Asset Management Citizens Bank of Canada Aberdeen Asset Management Inc. Bullion Management Group ClearBridge Investments Access Community Capital Fund CAAT Pension Plan Columbia University Achieve Financial CAF Canada Comart Foundation Addenda Capital Inc. Caisse solidaire Desjardins Community Forward Fund Aequitas NEO Exchange Inc. Canada Overseas Investments Ltd. Community Foundations of Canada Aequo Canada Pension Plan Investment Concordia University Affinity Capital Management Inc. Board Connor, Clark & Lunn Financial Group AGF Investments Inc. Canadian Board Diversity Council Connor, Clark & Lunn Private Capital AIESEC Canadian Coalition for Good CoPower Inc. Alan Willis & Associates Alberta Governance Cornerstone Capital Inc. Investment Management Corp. Canadian Credit Union Association Corporate Knights Algonquin College Canadian Environmental COSIA Alterna Savings and Credit Union Grantmakers' Network CPA Canada Amundi Canada Canadian Institute of Financial Credit Union Atlantic Aon Hewitt Planners Credit Union Central of Canada Arabesque Partners Canadian Western Financial CSRWire ARC Financial Corp Capital 4 good Deloitte LLP Assante Wealth Management Capital Regional District Delphi Group ATB Financial Carleton Centre for Community Dept. of Energy, Gov. of Alberta Atkinson Foundation Innovation Desjardins
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