EXCELLENCE IN LEADERSHIP DEVELOPMENT MARCH 6 – 11, 2016 | THE WHARTON SCHOOL, PHILADELPHIA, PA
SPONSORSHIP OPPORTUNITIES
EXCELLENCE IN LEADERSHIP DEVELOPMENT
MARCH 6–11, 2016 | THE WHARTON SCHOOL, PHILADELPHIA
SIFMA’s 65th Annual Securities Industry Institute Sponsorship Package The Securities Industry Institute® (SII) is the premier executive development program for securities industry professionals. For more than 65 years, SIFMA and The Wharton School have partnered to develop the industry’s high-potential rising leaders. Each March, SII brings together over 750 highpotential, rising talent from across the industry with a world-class facility at The Wharton School of The University of Pennsylvania. Participants meet for one week over three consecutive years to develop leadership and managerial skills, and enhance investment and industry knowledge. SII’s cost-effective talent development approach delivers actionable knowledge that is implementable today: the mission of the Institute is to equip each participant with practical information, ideas, and answers directly applicable to their present and future responsibilities. Its customized curriculum is redesigned each year to reflect the needs of an ever-changing industry landscape.
Sponsor Contact: Tamara Tondu | 212.313.1240 |
[email protected] Senior Associate, Conference & Event Sales | SIFMA
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EXCELLENCE IN LEADERSHIP DEVELOPMENT
MARCH 6–11, 2016 | THE WHARTON SCHOOL, PHILADELPHIA
2015 Securities Industry Institute Participant Profile Participant Profile (By Function)
Participant Titles
Vice President
Other
30% 2% 7%
35%
Senior/C-Level
16% 15%
10%
26%
Manager
8%
7% 7%
Director
6% 6%
5% 5%
Years in industry
4% 4% 4%
3%
0–9 Yrs
11%
45% 10–19 Yrs
20+ Yrs
44%
Sponsor Contact: Tamara Tondu | 212.313.1240 |
[email protected] Senior Associate, Conference & Event Sales | SIFMA
Other
Business Development
Operations
Branch Management
Technology Services
Sales
Wealth Management
Legal/Compliance/Regulation
Relationship Management
Risk Management
Accounting/Finance
Communications/Marketing
Product Development and Support
Regional Management
* Other contains less than 3% in the following areas: project management, HR, employee relations and training, trading, product specialist, asset management, financial advisors, platform development, private banking, government relations, alternative investments, research, retirement planning, investment and portfolio management, fixed income, equity capital markets, and more.
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EXCELLENCE IN LEADERSHIP DEVELOPMENT
MARCH 6–11, 2016 | THE WHARTON SCHOOL, PHILADELPHIA
SIFMA’s 65th Annual Securities Industry Institute Sponsorship Opportunities SIFMA Securities Industry Institute Sponsorship Packages offer maximum value with: • Complimentary/Discounted Conference Registration(s) (up to $5,000 Member/ $7,000 Non-Member value!) per sponsorship • Access to food and networking events • Online Directory listing, including company description, white papers, website links • Pre-and Post Conference Attendee Direct Mailing List (upon acceptance of agreement). Phone and email excluded • Company listing and description in Mobile App • Company listing and description on event website • Company listing on sponsorship signage placed throughout venue • Sponsor acknowledgment during all General Session and all joint sessions Program Objectives for Attendees:
Key Benefits of Attending:
• Enhance working knowledge of participants in key
• Access to world-class faculty from Wharton and other
functions of the financial services industry • Provide leadership viewpoints and experiences for future career development • Equip participants with practical information and resources useful in their present responsibilities
leading universities • Exposure from industry experts in the latest trends in the industry • Networking opportunities to build your network, business and perspective • Clear and valuable insight into your leadership style and how to become a more effective change agent • SIFMA/Wharton Certificate upon graduation
Sponsor Contact: Tamara Tondu | 212.313.1240 |
[email protected] Senior Associate, Conference & Event Sales | SIFMA
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EXCELLENCE IN LEADERSHIP DEVELOPMENT
MARCH 6–11, 2016 | THE WHARTON SCHOOL, PHILADELPHIA
SIFMA’s 65th Annual Securities Industry Institute Sponsorship Opportunities Date
Sponsorship
Availability
Includes
DIAMOND $45,000 SIFMA MEMBER RATE / $50,000 NON-MEMBER RATE
THURSDAY, MARCH 10
Closing Night Dinner The National Constitution Center
SOLD
PLATINUM $30,000 SIFMA MEMBER RATE / $35,000 NON-MEMBER RATE
SIFMA’s SII Mobile App
SUNDAY, MARCH 6
Opening Night Dinner Philadelphia Marriott
Sponsor Contact: Tamara Tondu | 212.313.1240 |
[email protected] Senior Associate, Conference & Event Sales | SIFMA
SOLD
SOLD
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EXCELLENCE IN LEADERSHIP DEVELOPMENT
MARCH 6–11, 2016 | THE WHARTON SCHOOL, PHILADELPHIA
SIFMA’s 65th Annual Securities Industry Institute Sponsorship Opportunities Date
Sponsorship
Availability
Includes
GOLD $20,000 SIFMA MEMBER RATE / $25,000 NON-MEMBER RATE Two (2) Reduced Rate Institute Registrations
NEW
WEDNESDAY, MARCH 9
VIP Dinner TBD
Sponsor Contact: Tamara Tondu | 212.313.1240 |
[email protected] Senior Associate, Conference & Event Sales | SIFMA
Two (2) Reserved VIP Seats at the Dinner
AVAILABLE
Formal dinner allowing for one-on-one networking with VIP’s that include, SII trustees, industry and academic speakers and other distinguished guests. Prominent branding as the dinner sponsor.
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EXCELLENCE IN LEADERSHIP DEVELOPMENT
MARCH 6–11, 2016 | THE WHARTON SCHOOL, PHILADELPHIA
SIFMA’s 65th Annual Securities Industry Institute Sponsorship Opportunities Date
Sponsorship
Availability
Includes
SILVER $15,000 SIFMA MEMBER RATE / $20,000 NON-MEMBER RATE Two (2) Reduced Rate Institute Registrations
SUNDAY, MARCH 6
Opening Night Dinner Featured Speaker Presentation (Robyn Benincasa)
Two (2) Reserved VIP Seats
AVAILABLE
Philadelphia Marriott
The Opening night dinner sponsorship offers your firm a high visibility opportunity. This is ideal for a firm wishing to achieve maximum exposure. Open to all SII Institute registrants.
Welcome Breakfast MONDAY, MARCH 7
MONDAY, MARCH 7
Served at: Philadelphia Marriott Hotel, Inn at Penn and Steinberg Conference Center
Cocktails with Faculty TBD
Sponsor Contact: Tamara Tondu | 212.313.1240 |
[email protected] Senior Associate, Conference & Event Sales | SIFMA
Two (2) Reduced Rate Institute Registrations
AVAILABLE
Welcome Networking breakfast that includes prominent brand recognition at all three locations and a variety of healthy snacks, allowing for one-one-one networking opportunities with industry colleagues.
Two (2) Reduced Rate Institute Registrations
AVAILABLE
This networking opportunity allows participants to meet and network amongst each other. Meet with SII faculty as well as with the SII Board of Trustees.
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EXCELLENCE IN LEADERSHIP DEVELOPMENT
MARCH 6–11, 2016 | THE WHARTON SCHOOL, PHILADELPHIA
SIFMA’s 65th Annual Securities Industry Institute Sponsorship Opportunities Date
Sponsorship
Availability
Includes
SILVER $15,000 SIFMA MEMBER RATE / $20,000 NON-MEMBER RATE
TUESDAY, MARCH 9
Reception featuring Dear World Photographer (Year 3)
Two (2) Reduced Rate Institute Registrations
AVAILABLE
Inn at Penn
MONDAY, MARCH 7 TUESDAY, MARCH 8 WEDNESDAY, MARCH 9 THURSDAY, MARCH 10
Two (2) Reduced Rate Institute Registrations
NEW
Lunch & Learn Steinberg Conference Center
4 (FOUR) AVAILABLE
Networking Lunch Inn at Penn and Aresty/Steinberg Conference Center
The Lunch and Learn workshop will include 50 SII Year 1 (one) attendees and includes prominent brand recognition. SIFMA Pre-approved presentation. Signage will be displayed onsite and an opportunity to network amongst an intimate group of attendees. Two (2) Reduced Rate Institute Registrations
NEW
MONDAY, MARCH 7 TUESDAY, MARCH 8 WEDNESDAY, MARCH 9 THURSDAY, MARCH 10
Sponsor may provide co-branded frame with sponsoring firm logo and SIFMA logo for each attendee’s photo. Photographer from www.Dearworld.me will lead this exciting activity.
4 (FOUR) AVAILABLE
Networking Buffet Lunch that includes prominent brand recognition and a variety of healthy lunch options, allowing for one-on-one networking opportunities with industry colleagues. Signage will be displayed onsite and an opportunity for a seat drop.
Two (2) Reduced Rate Institute Registration
Charging Stick
Sponsor Contact: Tamara Tondu | 212.313.1240 |
[email protected] Senior Associate, Conference & Event Sales | SIFMA
AVAILABLE
Co-branded charging block that allows participants to charge their mobile devices on the go.
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EXCELLENCE IN LEADERSHIP DEVELOPMENT
MARCH 6–11, 2016 | THE WHARTON SCHOOL, PHILADELPHIA
SIFMA’s 65th Annual Securities Industry Institute Sponsorship Opportunities Date
Sponsorship
Availability
Includes
SILVER $10,000 SIFMA MEMBER RATE / $15,000 NON-MEMBER RATE Hotel Room Key Cards Inn and Penn and Marriott
One (1) Reduced Rate Institute Registration
AVAILABLE
SIFMA approved co-branded hotel room key cards. Attendees will receive key cards upon check-in. Sponsor responsible for production of key cards. One (1) Reduced Rate Institute Registration
SUNDAY, MARCH 6
Hospitality Welcome Lounge Philadelphia Marriott
AVAILABLE
Light snacks will be provided for SII attendees upon arrival at each of the hotels, and as the hospitality suite sponsor. Signage displayed onsite Email notification prior to event reminding all participants of the lounge. One (1) Reduced Rate Institute Registration
TUESDAY, MARCH 8 WEDNESDAY, MARCH 9 THURSDAY, MARCH 10 FRIDAY, MARCH 11
Breakfast Philadelphia Marriott, Inn at Penn and Aresty/Steinberg Conference Center
AVAILABLE
Networking breakfast that includes prominent brand recognition at all three locations and a variety of healthy breakfast options, allowing for one-one-one networking opportunities with industry colleagues. Signage displayed onsite. Opportunity to place a seat drop and a notification Push alert will sent via the mobile app.
FRIDAY, MARCH 11
Graduation Breakfast Inn at Penn
Sponsor Contact: Tamara Tondu | 212.313.1240 |
[email protected] Senior Associate, Conference & Event Sales | SIFMA
One (1) Complimentary Institute Registration
RESERVED
The Graduation Breakfast includes a special breakfast, presentations from the SII Chair and Jeremy Siegel, SII Academic Director and the awarding of certificates.
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EXCELLENCE IN LEADERSHIP DEVELOPMENT
MARCH 6–11, 2016 | THE WHARTON SCHOOL, PHILADELPHIA
SIFMA’s 65th Annual Securities Industry Institute Sponsorship Opportunities Date
Sponsorship
Availability
Includes
SILVER $10,000 SIFMA MEMBER RATE / $15,000 NON-MEMBER RATE MONDAY, MARCH 7 TUESDAY, MARCH 8 WEDNESDAY, MARCH 9 THURSDAY, MARCH 10 MONDAY, MARCH 7 TUESDAY, MARCH 8 WEDNESDAY, MARCH 9 THURSDAY, MARCH 10
SUNDAY, MARCH 6
FRIDAY, MARCH 11
One (1) Reduced Rate Institute Registration
Branded Water Bottles
AVAILABLE
One (1) Reduced Rate Institute Registration
NEW
Snack Branded Bag Drop
Welcome Reception (Year 1) Philadelphia Marriott Closing General Session Featured Speaker (Andrew Friedman)
AVAILABLE
FRIDAY, MARCH 11
Annenberg University of Pennsylvania Campus Sponsor Contact: Tamara Tondu | 212.313.1240 |
[email protected] Senior Associate, Conference & Event Sales | SIFMA
Branded bag drops will be provided to all SII participants prior to the start of classes. This bag drop will include healthy snacks that all participants can take with them and eat throughout the day.
SOLD
One (1) Reduced Rate Institute Registration
AVAILABLE
Annenberg University of Pennsylvania Campus Closing General Session Featured Speaker (Joe Thiesmann)
Branded water bottles will be provided for SII attendees during the midmorning break.
This is a fantastic opportunity to leave a lasting impression with the SII ’16 attendees. In addition, to having your organization associated with a remarkable featured speaker.
One (1) Reduced Rate Institute Registration
AVAILABLE
This is a fantastic opportunity to leave a lasting impression with the SII ’16 attendees. In addition, to having your organization associated with a remarkable featured speaker.
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EXCELLENCE IN LEADERSHIP DEVELOPMENT
MARCH 6–11, 2016 | THE WHARTON SCHOOL, PHILADELPHIA
SIFMA’s 65th Annual Securities Industry Institute Sponsorship Opportunities Date
Sponsorship
Availability
Includes
SILVER $10,000 SIFMA MEMBER RATE / $15,000 NON-MEMBER RATE ®
Attendee Lanyard
Bus Transportation for participants
SOLD
One (1) Reduced Rate Institute Registration
AVAILABLE
Marriott Hotel/Campus
Attendee Tote Bag
SOLD
Notebooks
SOLD
Sponsor firm’s logo placed on each head rest. Get your message in front of the attendees as they ride shuttle buses to the Wharton School every day.
One (1) Reduced Rate Institute Registration
Pens
Sponsor Contact: Tamara Tondu | 212.313.1240 |
[email protected] Senior Associate, Conference & Event Sales | SIFMA
AVAILABLE
SIFMA approved branded pens to be provided by the sponsoring firm and distributed with registration materials. The Branded pen will be used throughout the event for note taking by attendee.
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EXCELLENCE IN LEADERSHIP DEVELOPMENT
MARCH 6–11, 2016 | THE WHARTON SCHOOL, PHILADELPHIA
SIFMA’s 65th Annual Securities Industry Institute Sponsorship Opportunities Date
Sponsorship
Availability
Includes
SILVER $10,000 SIFMA MEMBER RATE / $15,000 NON-MEMBER RATE One (1) Reduced Rate Institute Registration
Co-branded Grab & Go Branded Cups and Sleeves
AVAILABLE
Co-branded Grab & Go Coffee cups and sleeves will be provided at breakfast each morning. Your firm’s logo will be placed on the cups and sleeves and the students will brand your firm before the start of their classes. One (1) Reduced Rate Institute Registration
Wall Street Journal
AVAILABLE
Daily newspapers branded and acknowledging the sponsoring firm placed at all three hotels during breakfast. One (1) Reduced Rate Institute Registration
New York Times
AVAILABLE
NEW
Hand Sanitizers
One (1) Reduced Rate Institute Registration
AVAILABLE
NEW
Branded Travel Umbrellas
Sponsor Contact: Tamara Tondu | 212.313.1240 |
[email protected] Senior Associate, Conference & Event Sales | SIFMA
Co-Branded hand sanitizers to be provided by the sponsoring firm. One (1) Reduced Rate Institute Registration
AVAILABLE
NEW
Branded Luggage Tags
Daily newspapers branded and acknowledging the sponsoring firm placed at all three hotels during breakfast.
Co-Branded travel umbrellas to be provided by the sponsoring firm. One (1) Reduced Rate Institute Registration
AVAILABLE
Co-Branded luggage tags to be provided by the sponsoring firm.
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EXCELLENCE IN LEADERSHIP DEVELOPMENT
MARCH 6–11, 2016 | THE WHARTON SCHOOL, PHILADELPHIA
SIFMA’s 65th Annual Securities Industry Institute Sponsorship Opportunities Date
Sponsorship
Availability
Includes
ADDITIONAL OPPORTUNITIES $12,000 SIFMA MEMBER RATE / $17,000 NON-MEMBER RATE SUNDAY, MARCH 6 OPENING NIGHT DINNER KEYNOTE SPEAKER
Robyn Benincasa’s book, “How Winning Works”
MONDAY, MARCH 7 8:45AM
Harry Kraemer, Values-Based Leadership’s book, “From Value to Action Becoming the Best”
Jeremy Siegel’s book, “Future for Investors”
SOLD
One (1) Reduced Rate Institute Registration
AVAILABLE
Sponsors branded logo will be placed in the inside front cover of each book.
SOLD
Distributed to Year 3 students
Jeremy Siegel’s book, “Stocks for the Long Run” Distributed to Year 1 students
Sponsor Contact: Tamara Tondu | 212.313.1240 |
[email protected] Senior Associate, Conference & Event Sales | SIFMA
One (1) Reduced Rate Institute Registration
AVAILABLE
Sponsors branded logo will be placed in the inside front cover of each book.
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EXCELLENCE IN LEADERSHIP DEVELOPMENT
MARCH 6–11, 2016 | THE WHARTON SCHOOL, PHILADELPHIA
SIFMA’s 65th Annual Securities Industry Institute Sponsorship Opportunities Date
Sponsorship
Investment
Availability
Includes
ADDITIONAL OPPORTUNITIES
5 SOLD 1 Wall Street Warfighter Tuition
$3,250
MORE AVAILABLE One (1) Complimentary seat at a VIP table during the Opening Dinner for the company representative of your choice.
Two (2) Reduced Rate Institute Registrations
SUNDAY, MARCH 6
Private Workshop (2 Opportunities Available) Philadelphia Marriott
Sponsor Contact: Tamara Tondu | 212.313.1240 |
[email protected] Senior Associate, Conference & Event Sales | SIFMA
$7,500
AVAILABLE
Sponsor may host a one hour workshop for SII attendees on the topic of their choice. The workshop for SII attendees on the topic of their choice. All workshop presentations and content must be educational and will be subject to SIFMA approval.
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EXCELLENCE IN LEADERSHIP DEVELOPMENT
MARCH 6–11, 2016 | THE WHARTON SCHOOL, PHILADELPHIA
SIFMA Securities Industry Institute 2015 Participating Firms American Century Brokerage
Fidelity Brokerage Company
Rbc Capital Markets
Bank Of America Merrill Lynch & Co. Inc.
Fidelity Investments
Robert W. Baird & Co. Incorporated
Bats Trading Inc.
Finra
Safra Securities Llc
Bb&T Securities Llc
Hartford Investment Management Co. (Himco)
Sage Rutty & Co. Inc.
Benjamin F. Edwards & Co.
Hightower Securities
Scotia Capital Inc.
Bnp Paribas Securities Corp.
Hilliard Lyons
Scottrade Inc.
Bny Mellon / Pershing
Hornor Townsend & Kent Inc.
Smith Moore & Co.
Bny Mellon Asset Management
Hsbc
Southwest Securities
Broadridge Business Process Outsourcing
Ibm Corp
State Street Corporation
Broadridge Financial Solutions Inc.
Incapital Llc
State Street Global Markets
Cetera Financial Group
Interactive Data Pricing And Reference Data
Talisys
Charles Schwab & Co. Inc.
International Securities Exchange (ISE)
Td Ameritrade Holding Corporation
Chicago Board Options Exchange
Janney Montgomery Scott Llc
Td Securities (Usa) Llc
Cibc World Markets
Jefferies & Company Inc.
Thomson Reuters
Comprehensive Software Solutions
John Hancock
Thomson Reuters Beta Systems
Computershare / Inveshare
Legg Mason Inc.
Tiaa-Cref
Credit Suisse Securities (Usa) Inc.
Lincoln Financial Distributors
Total Bank Solutions (Deutsche Bank Partner)
D.A. Davidson & Co.
Lpl Financial
Ubs
Deloitte
Mcgraw Hill Financial
Vanguard
Deutsche Bank
Mml Investor Services Inc.
Vanguard Brokerage Services
Dorn & Co. Inc.
Morgan Stanley Wealth Management
Waddell & Reed Investment Management Co.
DTCC
Northwestern Mutual Investment Services Llc
Wall Street Warfighters
E*Trade Financial Corp.
Oppenheimerfunds Inc.
Wells Fargo & Co.
Edward Jones
Options Clearing Corporation
Wells Fargo Advisors Llc
Ernst & Young Llp
Pricemetrix Inc.
Wunderlich Securities Inc.
Fannie Mae
Raymond James And Associates Inc.
Federated Investors
Raymond James Financial Inc.
Sponsor Contact: Tamara Tondu | 212.313.1240 |
[email protected] Senior Associate, Conference & Event Sales | SIFMA
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