JULY 4-5, 2014| SMX CONVENTION CENTER, PASAY CITY

ABOUT THE EVENT

Money Summit & Wealth Expo

The country’s only conference and expo on investing and trading

educating and empowering self-directed individual investors through access to investment experts and a market showcase of financial instruments and real estate projects

ABOUT THE EVENT

CONFERENCE

Money Summit & Wealth Expofeatures 4 conferences over 2 days

with over 30 speakers and 1,000 delegates

CONFERENCES

FORMAT

DAY 1

Money Summit

8 sessions

1,000 pax

DAY 2

Stock Market Investing Summit

8 sessions

300 pax

Real Estate Investing Summit

8 sessions

300 pax

Forex Trading Summit

8 sessions

100 pax

EXPO

Money Summit & Wealth Expofeatures 2 expos over 2 days

featuring with 50 exhibitors, free talks and 3,000 visitors

EXPOS

WEALTH EXPO

BANKs

• Time deposits

• UITFs

• Asset management

• Private banking

• Wealth management

• Credit cards

• Mortgage

INSURANCE COMPANIES

• VULs

• Endowments

• Whole life insurance

• Non-life insurance

INVESTMENT COMPANIES

• Mutual funds

• REITs

• ETFs

BROKERAGES

• Stocks

• Government securities

• Corporate bonds

• Insurance

• Precious metals

OTHERS

• Listed companies

• Preneed plans

• Remittance

• Personal finance software

• Trading software

• Financial media

PROPERTY EXPO

RESIDENTIAL

DEVELOPERS

•Residential condominiums

•Student condos

•Subdivisions

•Townhouses

•Apartments

•Mixed-use townships

COMMERCIAL DEVELOPERS

•Commercial condominiums

•Retail spaces

•Warehouses

• Industrial parks

•BPO buildings

LEISURE DEVELOPERS

•Hotels

•Condotels

•Resorts

•Golf courses and clubs

•Vacation homes

•Leisure communities

•Timeshare properties

REAL ESTATE SERVICES

•Real estate appraisers

•Real estate brokers

•Property managers

•Property auctioneers

•Real estate websites

OTHERS

•Mortgage brokers

•Contractors

•Architects

•Engineers

•Memorial parks

•Raw land

•Farm lots

•Foreclosed properties

PAST SPONSORS - FINANCIAL

PAST SPONSORS – REAL ESTATE

AUDIENCE

AUDIENCEMajority are in their 20s and 30s, followed by those in

their 40s.

Under 20 9%

20-30 36%

31-40 30%

41-5016%

51-608%

Over 60Age

AUDIENCESlightly more females than males.

Male 44%

Female56%

Gender

AUDIENCE

Slightly more singles than married.

Single57%

Married43%

Status

AUDIENCEMajority are college grads and 18% have post-graduate degrees.

High school0%

College undergrad13%

College graduate69%

Post graduate18%

Education

AUDIENCEBusiness owners, corporate managers, and licensed

professionals represent 68% of the audience.

Business owner16%

Executives3%

Manager/Supervisor26%

Licensed Professional23%

Staff10%

Student11%

Other 11%

Occupation

AUDIENCE

Over 31% earn more than P100k/month.

Less than P25,00019%

P25,000-P50,00025%

P51,000-P75,00013%

P75,000-100,00012%

Over P100,00031%

Monthly Income

AUDIENCEThe main concern is little/no passive income and

investments.

0% 5% 10% 15% 20% 25% 30% 35%

NOT ENOUGH INCOME

NOT ENOUGH SAVINGS

BAD INVESTMENTS

LITTLE/NO PASSIVE INCOME

LITTLE/NO INVESTMENTS

TOO MUCH DEBT

Financial Issues

AUDIENCEThe main financial goal is to achieve financial freedom.

0% 5% 10% 15% 20% 25% 30% 35% 40% 45%

COMFY RETIREMENT

INCOME PROTECTION

FINANCIAL FREEDOM

MASSIVE WEALTH

OTHER

Financial Goals

AUDIENCEThe main investment objectives are passive income

and growth of capital.

0% 5% 10% 15% 20% 25% 30% 35% 40% 45%

SAFETY

LIQUIDITY

PASSIVE INCOME

GROWTH OF CAPITAL

Investment Objectives

AUDIENCEAround 2/3 consider themselves aggressive or slightly

aggressive investors.

Conservative12%

Moderate 34%

Slightly Aggressive29%

Aggressive25%

Risk Tolerance

AUDIENCEAlmost two-thirds are new investors. About 18% have 3-5

years experience and about a quarter with over 6 years.

Just starting39%

1-2 years22%

3-5 years18%

6-10 years10%

10-20 years8%

Over 20 years3%

Years Investing

AUDIENCEOver 20% already owns stocks, 17% mutual funds, 14%

insurance or real estate, and 10% UITFs.

21%

2% 2%

17%

8%10%

7%

14% 14%

2% 2%0%

5%

10%

15%

20%

25%

Investments Owned

AUDIENCEThere’s strong intention to increase investments after Money Summit, with 60% planning to invest over 20% of their income.

9%11%

22%

17% 17%

8%6%

10%

1% 1%

18%

20%

24%

8%

11%

17%

0%

5%

10%

15%

20%

25%

0% LESS THAN 5% 5-10% 11-20% 21-30% 31-40% 41-50% OVER 50%

Investment Behavior

AUDIENCEAround 93% plans to invest within 1 year from attending Money Summit. Almost half plan to invest within 1 month.

Within 1 month47%

Within 3 months21%

Within 6 months10%

Within 1 year13%

After 1 year2%

No plans yet7%

Investment Timeline

MARKETING CAMPAIGN

PRINT ADS & PR

BANNER ADS

POSTERS

EMAIL & TEXT BLASTS

SOCIAL MEDIA MARKETING

SPONSORSHIP

#1: It’s the first and biggest conference and expo for investors. We have a unique market position as the first and biggest investment

trade show of its kind.

Money Summit & Wealth Expo brings you face to face with information-hungry investors, something you can’t do with advertising.

WHY SPONSOR?

#2: We have a proven track record. Now on its 7th run, Money

Summit & Wealth Expo

has been a tremendous success in attracting both participants and sponsors.

Partner with the event that has already been tried-and-tested.

WHY SPONSOR?

#3: You get a highly qualified audience. With over 30% earning more than P100k a month and 60% intending

to invest more than 20% after the conference, you get a highly targeted, highly qualified, and highly motivated market at the Money Summit & Wealth Expo.

This presents you with more quality leads than mass marketing.

WHY SPONSOR?

#4: We make an impact on investors. More than 7,000 individuals have

attended Money Summit &

Wealth Expo with a significant percentage taking action to invest immediately after the event.

Our audience are much more likely to become your customers as they are already in the evaluation and buying phase.

WHY SPONSOR?

#5: We have loyal sponsors. Many of our corporate sponsors have supported Money

Summit & Wealth Expo more than once.

This event has proven to be an effective marketing vehicle for them and we can help make it work for you.

WHY SPONSOR?