SPONSORSHIP PLAN 2021-2022 - CFA Montréal
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SPONSORSHIP PLAN 2021-2022
CFA MONTRÉAL
HAS OVER
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 3,500
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
10% increase in
our social media + 112,000
followers in one year emails delivered
in + 100 blasts
last year
SPONSORSHIP PLAN 2021-2022 2
ABOUT CFA
MONTRÉAL
With over 3,000 members and over 2,700 candidates, CFA Montréal is the 10th largest of 161 CFA®
societies around the world. Founded in 1950, CFA Montréal is part of the CFA Institute’s global network,
which today includes more than 170,000 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 the investment profession. 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 Private Equity
Consultant Fixed Income
Risk Analyst/Manager Other
Financial Adviser/Planner/ Real Estate
Wealth Manager Venture Capital
Trader FX/Currency
Corporate Financial Analyst ESG Investments
Manager of managers
Relationship Manager/Account Manager
Source: CFA Institute - June 2021
SPONSORSHIP PLAN 2021-2022 3
1 CHOOSE ONE OF OUR PACKAGES OR EVENTS À LA CARTE
PRESENTER GOLD SILVER BRONZE À LA CARTE
Depending on
PARTNERSHIP COST $50,000 $25,000 $18,000 $15,000 the event
AVAILABILITY 1 (sold) 5 8 Unlimited Unlimited
Choose from
SPONSORED EVENTS ALL (27) 19 13 11 the events
Varies
TOTAL EXPECTED PARTICIPANTS 2,900-4,700 2,500-3,800 1,800-3,000 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
• • •
SOLD
website (scrolling logos banner)
Logo on the event page of the CFA Montréal website
100% 75% 50% 50%
(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 (dis-
100% 75% 50% 50%
play size varies according to the package)
DURING THE EVENT
Varies depending
Total number of tickets 96 73 49 on the event
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 • • • •
Speaker presentation by a representative of your
company—occasionally (1/year) •
A place at the head table—if applicable •
AFTER THE EVENT (FOR ONE YEAR) x
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
(display size) • • • •
SOLD
Logo with the satisfaction survey sent to participants 100% 75% 50% 50%
Logo in social media publication twice during the year • • • •
Publication of the photo of the invited representative
at your company’s head table in the photo album on •
CFA Montréal’s social networks — on occasion
Publication of the photo of the invited representative at
your company’s head table in the photo gallery on the •
event page of CFA Montréal’s website — on occasion
SPONSORSHIP PLAN 2021-2022 41 CHOOSE ONE OF OUR PACKAGES OR EVENTS À LA CARTE
À LA CARTE
ONLINE*
GOLD SILVER BRONZE
LIVE OR
COST À LA
TICKETS
CARTE
PRIVILEGES — EVENTS TABLES/TICKETS INCLUDED IN YOUR PACKAGE
Fall Webinars (5) 5 tickets 5 tickets 5 tickets 5 tickets
O per webinar per webinar per webinar per webinar
Winter/Spring $4,000
L 3 tickets 2 tickets 2 tickets 2 tickets
Luncheons (3) per event per event per event per event
1 table 1 table
2022 Outlook L 4 tickets 1 table $5,000
(8 tickets) (8 tickets)
1 table 1 table
Alternative investments L 4 tickets 1 table $4,000
(8 tickets) (8 tickets)
1 table 1 table 1 table
Forecast Dinner L 1 table $7,000
(10 tickets) (10 tickets) (10 tickets)
Grande conference 2022 with
L 1 table 1 table N/A 1 table $7,000
Guy Cormier—Desjardins
Women in investment management
L 1 table 1 table N/A 1 table $5,000
conference (Diversity)
2 tickets
Career management activity (4) O 4 tickets N/A N/A $4,000
per event
Networking—Cocktail (2) L 2 tickets N/A N/A N/A N/A
EXCLUSIVE TO PRESENTER SPONSOR
Technical seminar (Python — introduction) (2 events) ONLINE
Technical seminar (Python — advanced) (2 events) ONLINE
You Too Can Pass Your CFA® Exam — Event for candidates ONLINE or LIVE
CFA Institute Research Challenge ONLINE or LIVE
Discovery Day — Careers in Finance ONLINE or LIVE
Mentorship ONLINE or LIVE
*
The actual format of these events (live, online or hybrid) will depend on the situation and instructions from health authorities.
SPONSORSHIP PLAN 2021-2022 52 2021-2022 PROGRAMMING
LIVE EVENT*
ONLINE EVENT
6 TO 8 WEBINARS / 3 LUNCHEONS
PARTICIPANTS EXPECTED: 100 – 200 PER EVENT
WEBINARS
ACTIONS AND BEST PRACTICES TO PROMOTE DIVERSITY
SEPT & INCLUSION IN OUR INDUSTRY
SEPT INFLATION – HIGH RISK OR NOT?
DUE DILIGENCE OF PORTFOLIO
OCT MANAGERS IN ILLIQUID ASSETS
BUILDING PORTFOLIOS
OCT IN THE CURRENT ENVIRONMENT
NOV TAIL RISK HEDGING: IS IT WORTH THE COST?
LUNCHEONS
DEC CRYPTO ASSETS IN ASSET MANAGEMENT
HOW TECHNOLOGY CAN ALLOW FOR BETTER ESG INTEGRATION
MAR
AND IDEA GENERATION THROUGH DIVERSITY?
MAY INTEGRATING CLIMATE CHANGE
INTO THE INVESTMENT PROCESS
*
We plan to hold these events live, however the format of these events (live, virtual or hybrid) will depend on the situation and instructions
from health authorities.
SPONSORSHIP PLAN 2021-2022 62 2021-2022 PROGRAMMING
LIVE EVENT*
5 MAJOR EVENTS
JAN 2022 OUTLOOK
PARTICIPANTS EXPECTED: 300 – 400
GRAND CONFERENCE WITH GUY CORMIER, PRESIDENT
FEB AND CEO, CHAIR OF THE BOARD OF DIRECTORS
DESJARDINS GROUP
PARTICIPANTS EXPECTED: 350 – 500
ALTERNATIVE INVESTMENTS: A CONVERSATION WITH A FOUNDATION,
APR A FAMILY OFFICE, AND A PENSION FUND
PARTICIPANTS EXPECTED: 200 – 250
ASCENDING TO LEADERSHIP POSITIONS
MAY AND ACCESS TO BOARDROOMS
PARTICIPANTS EXPECTED: 300 – 400
JUNE FORECAST DINNER
PARTICIPANTS EXPECTED: 500 – 700
*
We plan to hold these events live, however the format of these events (live, virtual or hybrid) will depend on the situation and instructions
from health authorities.
SPONSORSHIP PLAN 2021-2022 72 2021-2022 PROGRAMMING
LIVE EVENT*
ONLINE EVENT
TECHNICAL SEMINARS AND CAREER MANAGEMENT
TECHNICAL SEMINAR
FALL and SPRING
PYTHON LANGUAGE WORKSHOP — INTRODUCTION
TECHNICAL SEMINAR
FALL and SPRING PYTHON LANGUAGE WORKSHOP — ADVANCED,
USE IN A FINANCIAL CONTEXT
INVESTING IN ART WITH STEPHEN BRONFMAN
FEB INTERVIEW BY ALEXANDRE TAILLEFER
PARTICIPANTS EXPECTED: 100 – 200
FINTECH WORKSHOP — HOW TO PREPARE FOR THE IMPACT
FEB OF NEW TECHNOLOGIES?
PARTICIPANTS EXPECTED: 50 – 75
APR ENTREPRENEURSHIP IN FINANCE
PARTICIPANTS EXPECTED: 75 – 150
THE PSYCHOLOGY OF MONEY: TIMELESS LESSONS ON WEALTH,
MAY GREED, AND HAPPINESS — MORGAN HOUSEL
PARTICIPANTS EXPECTED: 75 – 150
*
We plan to hold these events live, however the format of these events (live, virtual or hybrid) will depend on the situation and instructions
from health authorities.
SPONSORSHIP PLAN 2021-2022 82 2021-2022 PROGRAMMING
LIVE EVENT*
NETWORKING
OCT MEMBERS’ COCKTAIL AND GENERAL MEETING OF MEMBERS
PARTICIPANTS EXPECTED: 150 – 200
COCKTAIL AND GRADUATION CEREMONY
OCT FOR THE NEW CFA® CHARTERHOLDERS
PARTICIPANTS EXPECTED: 75 – 150
Nearly 40
press mentions
in one year
2,600 participants
to our 2020–2021
events
Participants’ rate
of satisfaction to
our events: 92%
*
We plan to hold these events live, however the format of these events (live, virtual or hybrid) will depend on the situation and instructions
from health authorities.
SPONSORSHIP PLAN 2021-2022 9CFA®, 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:
514 990-4720 #102 | activity@cfamontreal.org
Administration:
514 990-4720 #101 | info@cfamontreal.org
SPONSORSHIP PLAN 2021-2022 10You can also read
