Position your firm as an industry leader.

Cultivate relationships with key clients. Maximize

your exposure in the financial services industry.

CFA Society Minnesota is a 501(c)(6) non-profit

organization that boasts nearly 1,300 members who have earned the CFA® Charter, making us

the 10th-largest U.S. society within CFA Institute.

We offer a variety of sponsorship packages to

suit marketing strategies of every budget.

Sponsorship delivers increased exposure to a unique audience and aligns your firm with our

society’s mission to promote best practices and the highest ethical standards in the industry.

Our sponsors enjoy direct access to more than

1,350 total members plus an extended

community of more than 7,000 investment and

finance professionals representing a wide

variety of industry classifications and titles.

Take advantage of these valuable opportunities:

As an annual sponsor, you’ll have acustomized marketing package seen by

thousands of investment and finance

professionals throughout the year, plus

preferred status for select events.

As an event sponsor, you’ll have face-to-

face access to attendees at our signature

events and/or diverse programming content.

You’re invited to connect with well-educated

finance professionals who are the elite in their

industry and a highly desirable target market.

Read on to learn more.

One of the greatest things about our CFA Minnesota sponsorship is the high level of name recognition it gives us. It is consistent, multi-layered, and

effective with our local target audience.

Annual Silver Sponsor

“ ”

Build your credibility through your relationship with the premiere organization for investment professionals in the upper Midwest.

Choose a year-long partnership for maximum exposure plus preferred status at our 70+ events!

Logo recognition with hotlink in every issue of Connect, our e-newsletter reaching 7,000+ subscribers every week

Logo recognition with hotlink on our society website

Logo recognition in promotional materials and mailings

Logo recognition on our sponsorship banner displayed at all society events

Reserved table(s) at the 2016 Economic Dinner plus admittance to the pre-dinner private reception

2 registrations for the 2016 New Charterholder Dinner

2 registrations for one of our 2016 Insight Series half-day conferences OR for one of our 2016 Distinguished Speaker Series events

2 registrations for InvestMNt 2016 (available only to qualified buy-side sponsoring firms)

2 registrations at each of our monthly education luncheons

Recognition from the podium at all society events

Exclusivity; annual medallion sponsors are limited in number and available on a first-come, first-served basis

Job Board Spotlight listing(s)

VIP introductions to society leadership

Opportunity to provide branded swag at signature events and/or educational programs

Opportunity to host event(s) on your premises

Opportunity to provide speaker(s) at educational events

As a CFA Minnesota sponsor, you’re more than

a vendor — you’re a valued business partner.

You help us set the gold standard for

Minnesota’s investment community by:

Sharing your ideas on how to best serve

the members of our Society

Participating in CFA Minnesota events

and getting to know our people

Becoming an integral part of our vital

financial community

Your sponsorship helps achieve, in a

very concrete way, our vision of a

CFA Society of Minnesota — a thriving

organization that:

Is widely recognized, well respected, and

highly valued by investors, academia, and

the business community;

Includes members who enhance the value of

the organization by willingly giving their

time as volunteers; and

Continues to grow and build community

among investment professionals

throughout the Twin Cities, greater

Minnesota, and the upper Midwest.

Thank you for your support!

Mark R. Salter, CAE, ABC

Executive Director

(612) 317-2888

executivedirector@cfamn.org

www.cfamn.org