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 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 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 Financial Security Atlanta Capital Castle Hall Alternatives Investment Inc. Avalon Rare Metals Catherine Donnelly Foundation CBC Desjardins Investments Batirente CBSR Di-Vert-Sifier Québec Inc BBSL CCV Insurance & Financial Services Dolan Wealth Management, Raymond BC Municipal Pension Plan Inc James Ltd. BCIMC Cenovus Energy Domini Social Investments Bearspaw First Nation Benefits and Centre for Israel and Jewish Affairs DUCA Credit Union Pensions Centre for Social Impact, Queen's Dunhelm Consulting Inc. Monitor Benefits Canada University Eckler Ltd. Bennett March Century 21 Edward Jones BlackRock Ceres Efficiency Capital Corporation Bloomberg LP Certika Investments Ltd. Ellio Blue Heron Advisory Group of CIBC Changequity Enbridge Inc. Wood Gundy CI Investments Encana Corporation BluePrint Wealth & Estate Planning CIBC Encasa Financial Inc.

1 4 WHO ATTENDS THE RIA CONFERENCE?

Enterprising Investor (CFA Institute) Groupe Investissement Responsable Lincluden Investment Mgmt Enviro-accès inc. Hamilton Community Foundation Loblaw Companies Ltd. Environmental Commissioner of Hawton Consulting Loop Initiatives Ontario Hillsdale Investment Management LoyalTeam Inc. HollisWealth Mackie Research Capital Corp. Ernst & Young Orenda Corporate House & Home Media Manulife Securities Inc. Finance HRCarbon Mariner Investment Group ESDC A Clarington Investments Inc. MaRS Centre for Impact Investing Ethiquette Imaginea Energy Corp. MaRS/SVX M Evangelical Lutheran Foundation of Impact Capitalyst averick PR Eastern Canada Impax Asset Management (US) Mawbey&Co Excel Gestion Privee Independent Planning Group McGill University EY Falcon Lam Financial Innovate Calgary Inspirit Foundation Meadowbank Fiera Capital Corporation Insurance & Investment Journal MEDA First Affiliated Family Office Group Investia Financial Services Mennonite Savings and Credit Union Inc. Investment Executive Mentorship Wealth Management First Affiliated Holdings Inc Investment Planning Counsel Mercer First Calgary Financial First Nations Investors Group MERG Energy and Mining Council IPC Investment Corporation MergerMarket Franklin Templeton IPG Michigan State University FTSE Russell IRonsideIR MicroVest Capital Management Fundata Canada ISS MidWest Financial Solutions Ltd FundEx - Money Synergy IVCF Millani Perspectives Future Values Estate & Financial Ivey Business School Mirova Planning Ivey Foundation Money Concepts Gardiner Roberts LLP Jacob Securities Inc. Jarislowsky, Morningstar GENSHER LTD Fraser Limited MSCI Genus Capital Management JG Invest LLC MSCI ESG Research Inc. Global Alpha Capital Management John Molson School of Business, Kindred Credit Union Global Compact Network Canada Concordia University National Bank Globe and Mail Johnny Fansher Financial Natixis Global Asset Management GLOBE Series Jonathan Gould NATOA Goldcorp Jubilee Fund Inc. NEI Investments GOOD investment design group Junxion Strategy New Market Funds Government Of Alberta KMI Media Now Magazine GP Wealth Management KPMG Oakville Community Foundation Gravity Inc. Lakehead University OceanRock Investments Inc. Green Home Magazine LeadingAhead Odlum Brown Greensoil Investments Lighthouse Money Management Inc. Oikocredit Canada

1 5 WHO ATTENDS THE RIA CONFERENCE?

Oikocredit International Salmon Arm Savings & Credit Union TD Bank Group Ontario Pension Board Sarona Asset Management TD Canada Trust Open Spaces Learning SASCU Credit Union TD Wealth OPTrust Saskatchewan Healthcare Employees' Delphi Group Pavilion Advisory Group Pension Plan (SHEPP) J.W. McConnell Family Foundation PCCU Sauder School of Business, UBC United Church of Canada Pembina Institute Schulich School of Business, York Tides Canada Peter P. Dhillon Centre for Business University Toronto Atmospheric Fund Ethics TREC Renewable Energy Cooperative PFSL Investments ScotiaMcLeod Trent University PH&N Investment Management SEED Sustainable SEI Canada Trillium Housing Pique Venture Management Inc. Triovest Realty Advisors Prairie Centre Credit Union Servus Wealth Strategies Ltd. TRSB Presima SFL Investments UAW Retiree Medical Benefits Trust Prime Quadrant SFU SIAS Endowment Fund United Church of Canada Principles for Responsible Shareholder Association for Research United Church of Canada Pension Investment and Education Fund Prospectors & Developers Shell, Canada University of Alberta University of Association of Canada SHSC Financial Inc. Calgary University of Toronto Asset Proteus SimpleLogic Inc. Management Corporation PSAC Sionna Investment Managers University of Victoria Public Service Alliance of Canada Siskinds LLP University of Waterloo Purpose Capital Sisters of Charity of St. Louis Credit Union Qtrade Financial Group Sisters of St. Joseph Qube Investment Management Inc. Social Capital Partners Vancity Community Foundation Quinn & Partners Inc. SocialFinance.ca Vancity Investment Management Raymond James Ltd. Stakeholder Research Associates Victoria Foundation RBC Canada Vigeo-Eiris RBC Capital Markets Starboard Wealth Planners Walter and Duncan Gordon RBC Dominion Securities State Street Global Advisors Foundation RBC Global Asset Management Inc. Stephen Whipp Financial Waterloo Lutheran Seminary RBC Wealth Management Stikeman Elliott LLP WaterSMART Solutions Ltd. Renewal Funds Sun Life Financial Watt Communications Responsible Investment Association Suncor Energy World Animal Protection Rocky Mountain Power Inc. Sustainable Economist World Bank Rogers Media, Advisor.ca Sustainalytics World Vision Canada Rotman School of Management, Taylor Remy Investment Group, CIBC WSC Insurance Group University of Toronto Wood Gundy WWF-Canada Sage Planning Ltd. TCU Wealth Management York University ZooShare Biogas Co-operative

1 6 R E S P O N S I B L E I N V E S T M E N T A S S O C I A T I O N CONTACT US

To sponsor the RIA Conference, or to learn more about sponsorship, please contact Dustyn Lanz, the RIA’s Chief Operating Officer.

The Responsible Investment Association (RIA) hosts the RIA Conference annually to advance Canada’s responsible investment industry. To learn more about the RIA, please visit www.riacanada.ca and follow us on Twitter @riacanada.

Dustyn Lanz Chief Operating Officer [email protected] +1 416-461-6042 x3

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