Sponsor Guide

For investment professional use only. Not intended for distribution to the public.

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Pershing is excited to bring together top clients, advisors, industry leaders, executives, and sponsors to discuss financial trends, news, and business opportunities.

MCCORMICK PLACE LAKESIDE CENTER CHICAGO, IL, JUNE 10-12, 2020

SPONSOR GUIDE

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In 2019, we hosted over 2,000 attendees representing 41 states and 16 countries. Approximately 59% of attendees manage an advisory business and nearly 40% represented home office professionals. Over 50% of firms in attendance have AUM of over $250M.

SPONSOR GUIDE

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SPONSOR GUIDEBack to TOC

Please contact Pershing for availability and pricing.

Elite

Platinum

Gold

y Keynote sponsorship

y Ownership of a 45 minute breakout session (non-repeating)

y Opportunity to present on the INSITE Showcase Stage in the Exhibit Hall

y Ten conference registrations

y 20 x 20 exhibit space (island style exhibiting available)

y Invitation to the INSITE Sponsor Reception

y Registration/attendee lists (opt-in only) for one pre- or post-conference communication

y Prominent branding in INSITE promotion and marketing: website, app, printed materials and signage

y Hyperlink to your company website from the INSITE website

y Ownership of two 30 minute presentations on the INSITE Showcase Stage in the Exhibit Hall

y Five conference registrations

y 20 x 20 exhibit space (island style exhibiting available)

y Invitation to the INSITE Sponsor Reception

y Registration/attendee lists (opt-in only) for one pre-or post-conference communication

y Branding in INSITE promotion and marketing: website, app, printed materials and signage

y Hyperlink to your company website from the INSITE website

y Ownership of one 30-minute presentation on the INSITE Showcase Stage in the Exhibit Hall

y Three conference registrations

y 10 x 20 exhibit space (island style exhibiting available)

y Invitation to the INSITE Sponsor Reception

y Registration/attendee lists (opt-in only) for one pre- or post-conference communication

y Branding in INSITE promotion and marketing: website, app, printed materials and signage

Please contact Pershing for availability and pricing.

Please contact Pershing for availability and pricing.

INSITE™

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I’M INTERESTED

SPONSOR GUIDE

Please contact Pershing for availability and pricing.

Please contact Pershing for availability and pricing.

Silver

Technology Kiosk

y Two conference registrations

y 10 x 10 exhibit space

y Discount on additional conference brand opportunities

y Registration/attendee lists (opt-in only) for one pre- or post-conference communication

y Inclusion on INSITE website and app; includes hyperlink to your company website from the INSITE website

y Two conference registrations

y Free-standing and turnkey kiosk with monitor included

y Discount on additional conference brand opportunities

y Registration/attendee lists (opt-in only) for one pre- or post- conference communication

Please note: This sponsorship is only available to NetX360® integration partners

INSITE™

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SPONSOR GUIDE

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I’M INTERESTED

INSITE™ADDITIONAL SPONSOR OPPORTUNITIES

For an additional investment, increase your brand presence at INSITE.

ATTENDEE TOTE BAG

CAFÉ

CONFERENCE APP

REUSABLE WATER BOTTLES

LUNCH

GOLF SIMULATOR

DO NOT DISTURB DOOR HANGERS

SHOWCASE STAGE

REFRESHMENT BREAK

BREAKFAST

Thirty- minute sessions in the Exhibit Hall, showcasing industry perspectives on products, services, and technology.

HOTEL ROOM KEYCARD PACKAGE

With over 2,000 attendees, this a perfect opportunity to showcase your brand at the premier networking event of the INSITE conference.

- Logo included on all printed and digital INSITE marketing materials

- Premier branding at the host venue

- Dedicated VIP space for each sponsor to host select number of attendees. Food and bar service will be available

(Two stations hosted during the conference)

(Limited to 4 co-sponsors)

HEADSHOT STATION

CLOSING NIGHT CELEBRATION

LANYARD

SHOESHINE STATION

WI-FI

ABOUT US

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon’s Pershing and its affiliates provide advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers with a broad suite of global financial business solutions. Many of the world’s leading financial services firms rely on Pershing for clearing and custody, investment and retirement solutions, technology, enterprise data management, trading services, prime brokerage, and business consulting. Pershing helps clients improve profitability and drive growth, create capacity and efficiency attract and retain talent, and manage risk and regulation.

©2019 Pershing LLC. Pershing LLC, member FINRA, NYSE, SIPC, is a subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). Pershing does not provide investment advice. Professionally managed investment advisory services, if offered, are provided by Lockwood Advisors, Inc. (Lockwood), a Pershing affiliate and an investment adviser registered in the United States under the Investment Advisers Act of 1940.

Advisor Solutions. Advisor Solutions refers to the brokerage services business of Pershing Advisor Solutions LLC and/or the bank custody solutions business of BNY Mellon, N.A.

Pershing Limited, a subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). Authorised and regulated by the Financial Conduct Authority, No. 124415. For professional use only. Not intended for use by the general public. Pershing does not provide investment advice. Trademark(s) belong to their respective owners.

Pershing Securities Australia Pty Ltd. This document is issued and distributed in Australia by Pershing Securities Australia Pty Ltd (ABN 60 136 184 962) (Pershing Securities Australia). Pershing Securities Australia holds an Australian Financial Services Licence (AFSL No 338264) issued by the Australian Securities and Investments Commission, is a market participant of the Australian Securities Exchange, Chi-X Australia Pty Ltd and the Sydney Stock Exchange Limited, a clearing participant of ASX Clear Pty Limited and a settlement participant of ASX Settlement Pty Limited. Pershing Securities Australia is an affiliate of Pershing LLC, which is a member of the US Financial Industry Regulatory Authority (FINRA), the New York Stock Exchange (NYSE) and the Securities Investor Protection Corporation (SIPC), and which is a leading global provider of financial business solutions and a subsidiary of The Bank of New York Mellon Corporation.

Lockwood Advisors, Inc. (Lockwood) is an investment adviser registered in the United States under the Investment Advisers Act of 1940, and a subsidiary of BNY Mellon.

Lockwood and Albridge Solutions, Inc. are both an affiliates of Pershing LLC

For professional use only. Not intended for use by the general public. Trademark(s) belong to their respective owners.

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