SPONSORSHIP PLAN 2020-2021 - CFA Montréal
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SPONSORSHIP PLAN 2020-2021
CFA MONTRÉAL
HAS CLOSE TO
3,000 MEMBERS
ASSOCIATING YOURSELF WITH THE CFA® DESIGNATION MEANS JOINING
FORCES WITH ONE OF THE MOST WIDELY RESPECTED CREDENTIALS
IN THE FINANCE AND INVESTMENT INDUSTRY, ONE THAT REPRESENTS
DEPTH OF EXPERTISE, GLOBAL RELEVANCE AND THE HIGHEST ETHICAL
STANDARDS.
• A unique opportunity to promote your brand image to Montreal’s
business and finance community.
• CFA Montréal covers Montreal’s entire financial ecosystem.
CFA MONTRÉAL WELCOMES MORE THAN 4,000
PARTICIPANTS TO ITS ACTIVITIES EVERY YEAR
OUR TARGET AUDIENCE
• ADVISORS • MANAGERS
• FINANCIAL SECTOR STAKEHOLDERS • FINANCIAL ANALYSTS
• ACCOUNTANTS • CONSULTANTS
• LAWYERS • FINANCE DIRECTORS
• CHIEF EXECUTIVE OFFICERS • RISK MANAGERS
• CHIEF FINANCIAL OFFICERS • MARKET OPERATORS
69% increase in
our LinkedIn followers
in one year + 400,000 emails
delivered in + 150
blasts last year
SPONSORSHIP PLAN 2020-2021 2
ABOUT CFA
MONTRÉAL
With close to 3,000 members and 2,500 candidates, CFA Montréal is the 10th largest of 157 CFA®
societies around the world. Founded in 1950, CFA Montréal is part of the CFA Institute’s global network,
which today includes more than 167,000 CFA® charterholders in 164 markets worldwide.
CFA Institute sets the standards for the practices of investment professionals and administers the CFA®
program (Chartered Financial Analyst). The CFA® title is the most recognized international standard for
evaluating the competence and integrity of financial professionals. Obtained after passing three levels
of examinations, it reflects advanced expertise in portfolio management and financial analysis.
CFA Montréal is a leader in investment management. The association contributes to the growth and
health of the Montreal financial ecosystem by promoting the excellent practices and ethical principles
associated with the CFA® title among its members, their clients and employers. CFA Montréal is also
strongly committed to the career advancement of women in investment management.
Professionals with the CFA designation work mainly in asset management, private wealth management,
private equity and infrastructure, financing and investment banking, as well as risk management. They
play an active role in the dynamism of the Montreal economy.
PROFILE OF OUR MEMBERS
MEMBER JOB FUNCTIONS INVESTMENT SECTORS
0 200 400 600 0% 10% 20% 30%
Portfolio Manager Equities
Generalist
Other
Not Applicable
Research Analyst, Investment Analyst
or Quantitative Analyst Fixed Income
Consultant Private Equity
Risk Analyst/Manager Other
Financial Adviser/Planner/ Real Estate
Wealth Manager FX/Currency
Corporate Financial Analyst Hedge Funds
Manager of managers Structured
Products
Trader
Relationship Manager/Account Manager
Source: CFA Institute - July 2020
SPONSORSHIP PLAN 2020-2021 3
1 CHOOSE ONE OF OUR PACKAGES OR EVENTS À LA CARTE
PRESENTER GOLD SILVER BRONZE À LA CARTE
Depending on
PARTNERSHIP COST $40,000 $25,000 $18,000 $15,000 the event
AVAILABILITY 1 (sold) 5 5 Unlimited Unlimited
Choose from
SPONSORED EVENTS 19 14 12 10 the events
Varies
TOTAL EXPECTED PARTICIPANTS 3,800-4,500 3,500-4,000 3,000-3,500 2,500-3,000 depending on
the event
PRIVILEGES
BEFORE THE EVENT
Logo on the homepages for Professionals and
Employers-Investors on the CFA Montréal website • • •
(scrolling logos banner)
Logo on the events calendar page of the CFA Montréal
website (scrolling logos banner) • • •
Logo on the event page of the CFA Montréal website
SOLD • • • •
(scrolling logos banner)
Logo and introduction of your company on the partners
page of the CFA website • • •
Logo in the two promotional emails for each event
100 % 75 % 50 % 50 %
(display size varies according to the package)
Mention of your company on social networks during
promotion of the event • •
DURING THE EVENT
Total number of passes 87 73 47
Invitations to the VIP cocktail before the event
3 3 2 2
- if applicable
SOLD
Logo on the event program - if applicable 100 % 75 % 50 % 50 %
Logo on the screens during the event - if applicable 100 % 75 % 50 % 50 %
Logo on your company table • • • •
Mention of your company by the master of ceremonies • • • •
A place at the head table - if applicable •
x
AFTER THE EVENT (FOR ONE YEAR)
Logo on the homepages for Professionals and
Employers-Investors on the CFA Montréal website • • •
(scrolling logos banner)
Logo on the events calendar page of the CFA Montréal
website (scrolling logos banner) • • •
SOLD
Logo on the event page of the CFA Montréal website
(scrolling logos banner) • • • •
Logo with the satisfaction survey sent to participants 100 % 75 % 50 % 50 %
Publication of the photo of the invited representative at
your company’s head table in the photo album on CFA
Montréal’s social networks and in the photo gallery on •
the event page of CFA Montréal’s website
SPONSORSHIP PLAN 2020-2021 41 CHOOSE ONE OF OUR PACKAGES OR EVENTS À LA CARTE
À LA CARTE
ONLINE*
LIVE OR
GOLD SILVER BRONZE COST À LA
PASSES
CARTE
PRIVILEGES - PASSES
5 5 5 5
Fall Webinars (5) O per webinar per webinar per webinar per webinar
$4,000
Spring Luncheons (2) L 3 2 2 2
per event per event per event per event
2021 Outlook L 1 table (8) 1 table (8) 4 4 $5,000
Dialogue 2021 L 1 table (8) 1 table (8) 4 4 $4,000
Forecast Dinner L 1 table (10) 1 table (10) 1 table (10) 1 table (10) $7,000
Grand conference 2021 L or O 1 table 1 table N/A 1 table $7,000
Women in investment manage-
O 10 8 N/A 4 $5,000
ment conference (Diversity)
Career management (fall) O 5 N/A N/A N/A N/A
Career management (winter) O 5 N/A N/A N/A N/A
EXCLUSIVE TO PRESENTER SPONSOR
Discovery Day - Careers in Finance ONLINE
Event for candidates LIVE
Technical seminar (Ethics) LIVE
Technical seminar (Python) ONLINE
Mock Exam LIVE
Research Challenge ONLINE
Mentorship ONLINE
*
The actual format of these events (live, online of hybrid) will depend on the situation and instructions from health authorities.
SPONSORSHIP PLAN 2020-2021 52 2020-2021 PROGRAMMING
LIVE EVENT
ONLINE EVENT
5 WEBINARS / 2 LUNCHEONS
PARTICIPANTS EXPECTED: 100-250 per event
2020 WEBINARS
SEP SPOTLIGHT ON THE COVID-19 CRISIS
10 WITH WILLIAM WHITE
OCT ESG - TECHNICAL PRESENTATION
OF SASB STANDARDS
OCT THE PRIVATE DEBT MARKET DURING COVID-19
FINTECH
NOV USING AI IN THE INVESTMENT PROCESS
DEC GLOBAL RISKS AND THEIR IMPACTS
2021 LUNCHEONS
MAR TÊTE À TÊTE*
INTERVIEW BY MIVILLE TREMBLAY, CFA
APR FINTECH*
*
The actual format of these events (live, online of hybrid) will depend on the situation and instructions from health authorities.
SPONSORSHIP PLAN 2020-2021 62 2020-2021 PROGRAMMING
LIVE EVENT
ONLINE EVENT
5 MAJOR EVENTS
DIVERSITY
NOV UNCONSCIOUS BIAS AND HOW TO CHANGE OUR BEHAVIORS
TO BUILD MORE DIVERSE INVESTMENT TEAMS
PARTICIPANTS EXPECTED: 300-400
2021 OUTLOOK*
JAN PARTICIPANTS EXPECTED: 300-400
GRAND CONFERENCE (LIVE or ONLINE)
2021
PARTICIPANTS EXPECTED: 350-500
DIALOGUE WITH OUR LEADERS – FAMILY OFFICE*
APR PARTICIPANTS EXPECTED: 200-250
JUN FORECAST DINNER*
PARTICIPANTS EXPECTED: 500-700
*
The actual format of these events (live, online of hybrid) will depend on the situation and instructions from health authorities.
SPONSORSHIP PLAN 2020-2021 72 2020-2021 PROGRAMMING
LIVE EVENT
ONLINE EVENT
TECHNICAL SEMINARS AND CAREER MANAGEMENT
PARTICIPANTS EXPECTED: 50-150 PER EVENT
AUG TECHNICAL SEMINAR
14-21 PYTHON LANGUAGE WORKSHOP & TRAINING
SEPT SUSTAINABLE INFLUENCE : A MUST TO SUCCEED IN YOUR CAREER
22 WITH ISABELLE LORD
FUTURE OF FINANCE
FEB WITH REBECCA FENDER, CFA FROM CFA INSTITUTE
TECHNICAL SEMINAR
FEB WORKSHOP ON ETHICS*
45 press mentions
in one year
More than 1,700
registrations to our
2020 spring webinars
Close to 4,000
participants to our
2019-2020 events
*
The actual format of these events (live, online of hybrid) will depend on the situation and instructions from health authorities.
SPONSORSHIP PLAN 2020-2021 8CFA®, Chartered Financial Analyst® are
registered trademarks owned by CFA Institute.
CFA SOCIETY MONTRÉAL
4, Place Ville-Marie, Bureau 300, Casier postal 4
Montréal (Québec) H3B 2E7
Events and sponsorships:
514 990-3772 | activity@cfamontreal.org
Administration:
514 990-4720 | info@cfamontreal.org
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