8 July 2017 Pudong Shangri-La

Shanghai, ChinaHosted by CFA China

SUPPORTER OPPORTUNITIES

2ND CHINA FINANCIAL TALENT SUMMIT

EVENT OVERVIEW

About CFA Institute

About CFA China

The China Financial Talent Summit is a platform to demonstrate the importance of the financial talent development in China. The event will feature the launch of the CFA Institute thought leadership piece on talent development; key insights from employers, HR professionals, and senior CFA® charterholders; and many valuable career development seminars. The China Financial Talent Summit is a must-attend event for relevant members, employers, regulators, partners, media, and the public.

Conference topic areas include the following:• China financial talent report launch• Insights from employers on the demand for financial talents• Career planning and development• Workshops on entrepreneurship, leadership skills training, and talent acquisition/retention strategies

CFA Institute is the global community of more than 140,000 investment management professionals working to build an industry in which investors’ interests come first, financial markets function at their best, and economies grow.

We are driven by the belief that lasting economic growth depends on trust, competence, and transparency in financial markets, and we know that it must be led by professionals who are ethically centered and professionally trained. In short, we are here to lead, support, and connect all who want to create a better investment profession.

We offer a world-class suite of educational offerings to employers, students, working professionals, and regulators who are shaping the future of finance. Through our formal educational programs, professional development courses, and global network of university partners, we aim to deepen financial expertise for the benefit of investors worldwide.

Top employers of CFA Institute members globally:Bank of America Merrill Lynch · BlackRock · Citigroup · Credit Suisse · HSBC · JPMorgan Chase · Morgan Stanley · Royal Bank of Canada · UBS · Wells Fargo

CFA China was founded in October 2008 to serve CFA Institute members in China. The mission of CFA China is to uphold the CFA Institute standard of professional excellence by offering quality membership services and building stronger relationships with CFA Institute members, candidates, and the broader investment community, by offering continuing education opportunities and advocating for best practices, professional excellence, and high ethical standards.

Top employers of CFA charterholders for CFA China:Bank of China · Bank of Communications · China Everbright · China Merchants Group · CITIC Group · Haitong Securities · HSBC · Industrial and Commercial Bank of China (ICBC) · Ping An Group · PricewaterhouseCoopers

CONTACTS

To secure any of these opportunities and gain access to investment professionals attending the China Financial Talent Summit, please contact:

LYNN LINTel: +86 21 5116 7150WeChat Account/Mobile: +86 13816832146Email: lynn.lin@cfa-china.org.cn

*Exhibit selection order is determined by the exhibit level and the chronological order in which signed agreements are received.** CFA Institute Magazine or Financial Analysts Journal®

To secure any of these opportunities and gain access to investment professionals attending the China Financial Talent Summit, please contact:

LYNN LINTel: +86 21 5116 7150WeChat Account/Mobile: +86 13816832146Email: lynn.lin@cfa-china.org.cn

SUPPORTER PROGRAM

EXHIBIT PROGRAM

NETWORKING LUNCHEON SUPPORTERCNY ¥36,000 10 Complimentary Delegate Pass(Inclusive of Staff Pass)

PREMIUM EXHIBITCNY ¥56,00016 Complimentary Delegate Passes(Inclusive of Staff Pass)

STANDARD EXHIBITCNY ¥43,000 10 Complimentary Delegate Passes (Inclusive of Staff Pass)

The Networking Luncheon Supporter program provides your firm with the opportunity to indirectly engage a large audience and receive recognition during lunch. The supporter is promoted through signage and branded table tents at the networking luncheon.

Premium exhibitors can enjoy maximum exposure, generate strong sales leads, and raise their firms’ profiles in the investment community through this opportunity to interact face-to-face with industry decision makers and achieve business development goals. Display and demonstrate your firm’s products and services directly to local investment professionals. Morning and afternoon refreshment breaks will be served in the exhibit area.

Exhibitors can generate strong sales leads and raise their firms’ profiles in the investment community through this opportunity to interact face-to-face with industry decision makers and achieve business development goals. Display and demonstrate your firm’s products and services directly to local investment professionals. Morning and afternoon refreshment breaks will be served in the exhibit area.

SUPPORTER OPPORTUNITIES PREMIUM EXHIBIT

STANDARD EXHIBIT

NETWORKING LUNCHEON

SUPPORTER

Price CNY ¥56,000 CNY ¥43,000 CNY ¥36,000

Deliverables

Pre-event

Digital recognition in the supporters section of the conference webpage • • •

Recognition in promotional emails and social media post • • •

Onsite

Complimentary delegate passes (inclusive of staff pass) 16 10 10

Exclusive branding at the networking luncheon •

Logo exposure on photography backdrop and event directional signage •

Announcement of firm by summit chairman during the summit •

Tabletop exhibit booth space* • •

Recognition in the delegate binder and housekeeping slides • • •

Post-event

One-time exposure on event WeChat group • • •

Advertising

Insertions in the daily CFA Institute Financial NewsBrief: Global Edition 6Market Activity

3Market Activity

3Market Activity

Print advertising in CFA Institute publication ** 40% Discount

40% Discount

40% Discount