SPONSORSHIP & PROMOTIONAL OPPORTUNITIES · promotional budget. An engaging and active events programme for 2020 . Our events programme continues to expand each year and our 2020 international

irishfunds.ie

2020 SPONSORSHIP & PROMOTIONAL OPPORTUNITIES

SPONSORSHIP OPPORTUNITIES - PAGE 2

BECOME A SPONSOR | CONTACT DAV ID SH IRLEY

Direct dial : + 353 1 6753205 | david.shir ley@ i r ishfunds.ie | www.ir ishfunds.ie

Irish Funds mission:To ensure Ireland has the environment and infrastructure to facilitate the continued growth and development of the international funds industry.

To advise, advocate, assist, promote and educate on all that Ireland has to offer.

Irish Funds is a modern growing community of over 135 firms collectively putting their membership to work.

Irish Funds promotes awareness of the funds industry both internationally and domestically by hosting conferences, events and seminars and by engaging with the media.

Our events and conferences gather professionals from all corners of the world and lead knowledge-sharing and networking for the global and Irish investment funds industry.

Founded in 1991, the association represents fund managers, depositories, administrators, transfer agents, professional advisory firms and other specialist firms involved in the international fund services industry in Ireland.

Members come from all areas of the international funds industry and the association is well placed to support and complement the continued development of the industry.

WHO ARE WE?

Irish Funds is the face and the voice of the Irish international funds industry at home and abroad.

MORE THAN

e4.7 TRILLION IN ASSETS

16,000+FUND INDUSTRY PROFESSIONALS

14,000+FUNDS

145MEMBER COMPANIES

Irish Funds Represents




IRISH FUNDS SPONSORSHIP

Pat Lardner, Chief Executive, Irish Funds

With E4.7 trillion in assets under management and E2.7 trillion in Irish domiciled fund assets, Ireland is a key player in the global funds industry. As the representative of the international investment fund community in Ireland, Irish Funds works closely with our member firms, regulators and policymakers to shape the environment for the funds industry in Ireland and globally.

In our drive to support fund managers, serve the needs of our diverse membership, and promote Ireland as the leading European jurisdiction, we regularly run highly relevant and well-attended events throughout the year across the globe.

Partnering with Irish Funds to promote your brand Irish Funds events sponsorship opportunities are an effective way to maximise your brand’s visibility to a global audience, as well as to meet key players and decision-makers in the industry. Irish Funds sponsors are promoted throughout the year as part of our ongoing events programme, which includes: • Brand promotion / visibility on the

day of the event • Access to extensive networking

opportunities before, during, and after events

• Targeted mailings using our global database of 15,000+ fund industry executives

• Regulatory and technical updates• Diversity and inclusion across

the industry• Big data and digitisation • MMFs and ETFs• Cross-border distribution

The Irish Funds Annual Global Funds Conference is the highlight of our programme and in 2019 was attended by a record-breaking 460+ delegates and hosted more than 40 international speakers. Following on from the success of last year’s event, on Thursday, 21 May 2020, the Annual Conference will again take place at the Convention Centre Dublin.

Gaining a strategic advantage through sponsorship Irish Funds events provide opportunities to come together and share insights with policymakers, asset managers, distributors, technical experts and service providers. Becoming a sponsor of Irish Funds events in 2020 will give you the unique opportunity to promote your firm’s brand to the widest audience of funds industry professionals and connect with a unique audience of decision-makers.

Yours sincerely,

Pat LardnerChief Executive Irish Funds

• Visibility on our website which receives over 40,000 page views per month

• Engagement with our active social media channels

• Benefitting from our partnerships with other industry organisations

We have developed several sponsorship options in 2020 to suit your organisation’s marketing objectives, target audiences, and promotional budget.

An engaging and active events programme for 2020 Our events programme continues to expand each year and our 2020 international events programme will build on and evolve from our 2019 events. Last year we hosted 26 international events, attended by more than 5000 funds industry professionals. Our 2020 programme will delve into a variety of subjects and present different perspectives from across the industry. Our events programme promises to be dynamic and engaging - with a focus on current trends and future developments - and will include discussions, debates and expert presentations on:• Planning for Brexit• The economic impact and strategic

direction of the industry• ESG investing • FinTech• Innovation, skills and technology

developments




Irish Funds events

Running throughout 2020, the Irish Funds calendar of international events brings together key industry professionals and provides a range of opportunities to connect and share insights with policy makers, asset managers, distributors, technical experts and service providers. The calibre of audience at Irish Funds events allows participants to meet and develop partnerships with many key industry executives and directors.

Why sponsor with Irish Funds?

• Maximise your brand’s visibility to a global audience

• Position your organisation as a global leader in the funds industry

• Increase awareness of your products and services

• Interact with key national and international opinion leaders and decision makers

• Develop new partnerships and build networks in a cost-effective way

WHY SPONSOR?

Irish Funds events provide sponsors with unparalleled access to clients and key decision makers in the domestic and international funds industry.

“ESTABLISHED FOR OVER 30 YEARS AND LISTED AS A FTSE 250 COMPANY ON

THE MAIN MARKET OF THE LONDON STOCK EXCHANGE, SANNE EMPLOYS MORE

THAN 1,600 PEOPLE WORLDWIDE AND ADMINISTERS STRUCTURES AND FUNDS

THAT HAVE IN EXCESS OF £250 BILLION OF ASSETS. SANNE IS DELIGHTED TO

BE A SPONSOR AND CONTINUED SUPPORTER OF IRISH FUNDS - IRELAND IS A

KEY JURISDICTION IN SANNE’S GLOBAL BUSINESS AND IRISH FUNDS PROVIDES

SIGNIFICANT EXPOSURE AND ACCESS THROUGH ITS EVENTS AND THOUGHT

LEADERSHIP ACROSS THE GLOBE.”

PHILIP DEMPSEY, COUNTRY HEAD IRELAND, SANNE




IRISH FUNDS EVENT SPONSORSHIP

• January: Irish Funds Seminars in Hong Kong, Beijing & Shanghai

• March: Irish Funds North American Seminars (Philadelphia, New York, Greenwich); ICI Networking Event, Palm Desert

• April: Irish Funds Alternative Investment Seminar, London; Irish Funds Seminars in Cape Town and Johannesburg

• May: Irish Funds Annual Global Funds Conference, Golf Event, Dublin; Irish Funds Seminar, Hong Kong

• June: Irish Funds Lunch @ FundsForum, Monaco

• September: Irish Funds Seminars in Hong Kong, Singapore

• October: Irish Funds US Seminars (New York, Boston & Chicago), Irish Funds Seminar, Tokyo

• November: Irish Funds Annual UK Symposium, London; Irish Funds Seminars in Munich & Zurich

Note: venues and events subject to confirmation.

LONDON

DUBLIN

PALM DESERTNEW YORK

BOSTON

CHICAGO

PHILADELPHIA

GREENWICH

TOKYO

HONG KONG

SINGAPORE

BEIJING

SHANGHAI

JOHANNESBURG

CAPE TOWN

MUNICH

ZURICH

MONACO




IRISH FUNDS EVENT SPONSORSHIP2019 FACTS & FIGURES

2,176+ TWITTER FOLLOWERS@IRISHFUNDS

7,480 LINKEDIN FOLLOWERS

26INTERNATIONAL EVENTS

5,000TOTAL EVENT DELEGATES

467,000PAGE VIEWS WWW.IRISHFUNDS.IE

466 DELEGATES: IRISH FUNDS ANNUAL GLOBAL FUNDS CONFERENCE, DUBLIN

575 DELEGATES: IRISH FUNDS ANNUAL UK SYMPOSIUM, LONDON

15,000+ THE IRISH FUNDS CALENDAR OF EVENTS IS PROMOTED VIA A GLOBAL CONTACTS DATABASE OF OVER 15,000 FUND INDUSTRY PROFESSIONALS.




ACCESS KEY INFLUENCERS

Place your brand front and centre amongst a key audience of decision makers in the international funds industry.




SPONSORSHIP OPTIONS

Sponsorship opportunities are created around the Irish Funds international events calendar and offer participating companies unique access and brand exposure to a global network of fund industry professionals and decision makers.

A number of sponsorship options have been created to accommodate different budgets and promotional goals:

Premium Partner Sponsor Package

The Irish Funds Premium EventsPartner package maximises return oninvestment for sponsors by providingpremium brand exposure throughoutthe year around 11 Irish Funds international events. Premium Sponsors will have primary branding on the Irish Funds website, event email newsletters and high visibility at all these international events.

There are a limited number ofpackages available and initial priority will be given to existing Premium Partners before this offer is opened to other member companies.

There is also an opportunity to sponsor the Irish Funds Annual Conference Dinner which takes place in May 2020 and to sponsor the Annual Irish Funds Golf Day.

Exhibition spaces

A limited number of exhibition spaces are available at the Annual Global Funds Conference in Dublin and UK Symposium in London

Event Partner Sponsors

Irish Funds international events are also available for sponsorship on an event by event basis.

Sponsorship Opportunities

Branding opportunities at Irish Funds events include the sponsorship of breakfast, coffee and lunch breaks, badge lanyards, notepads & pens, audience interaction tools and event WiFi.

“CARNE GROUP HAS BENEFITTED FROM MEMBERSHIP OF

IRISH FUNDS THROUGH ITS PROMOTION OF IRELAND AS A

FUND DOMICILE OF CHOICE TO THE GLOBAL ASSET MANAGEMENT

COMMUNITY. BECOMING A SPONSOR HAS PROVIDED CARNE WITH

UNIQUE OPPORTUNITIES TO INCREASE EXPOSURE OF THE CARNE

BRAND AND TO ENGAGE WITH KEY DECISION MAKERS THROUGHOUT

THE INDUSTRY.“

JOHN DONOHOE, GROUP CHIEF EXECUTIVE OFFICER, CARNE GROUP

Irish Funds events that are hosted by third party organisations are not included in sponsorship arrangements.




PREMIUM PARTNER SPONSORSHIP PACKAGE

Premium Partners will receive significant brand exposure at 11 international events over the 12-month calendar of Irish Funds promotional activities.

WEB• Company logo on homepage and

events pages of website for 12 months of 2020

• 1 calendar month ownership of content on a “Featured Sponsor” web page during 2020

PROGRAMME• Company Logo on Event Programme with acknowledgement of premium

partnership at all sponsored events

EMAIL• Company Logo on Irish Funds

event email announcements (mailing database of 15,000+)

2020 Global Funds Conference• One free ticket entitlement for the

2020 Conference• Access to 4 x private boardrooms with

opportunity to reserve meeting space during the conference day

EVENT DISPLAY• Company logo displayed prominently

on event stage backdrop and signage in pre-conference areas

There are a maximum of 12 premium partner sponsor packages available and first option will be provided to existing Premium Partners with a deadline of 31 October for confirmation.

Following that, this sponsorship will be available to Irish Funds member companies on a first-come, first served basis with a booking deadline of 30 November. After this time, it will be opened up to non-member companies.

Benefits include:

EVENTSPremium sponsorship covers 11 international events including:

• Spring Seminars Roadshow in North America (3 x events)

• Networking Event at ICI Mutual Funds Conference

• London Alternative Investment Seminar

• 2020 Global Funds Conference, Dublin

• FundForum Lunch, Monaco

• Autumn Seminars Roadshow in North America (3 x events)

• UK Symposium 2020




EVENT PARTNER SPONSORS

Irish Funds international events are also available for sponsorship on an event-by-event basis.

Companies interested in sponsoring as Event Partners will receive benefits including:

WEBSITE• Logo and link on the Irish Funds event website page

EMAIL• Logo on a minimum of 3 email announcements in

advance of the event

BRANDING• Additional branding at the event

PROGRAMME• Logo on event programme with acknowledgement of event partnership


“THE GLOBAL FUNDS INDUSTRY CONTINUES TO GROW AND IRISH FUNDS

IS AT THE FOREFRONT OF PROMOTING THE INDUSTRY HERE AND ABROAD.

OUR ASSOCIATION WITH IRISH FUNDS IS HUGELY BENEFICIAL AS THEY

AND WE CONNECT TO ASSET MANAGERS AND OTHER SERVICE PROVIDERS

LOOKING TO ESTABLISHING AN IRISH PRESENCE. KPMG PLAN ON

CONTINUING OUR SUPPORT AS A SPONSOR OF IRISH FUNDS.”

FRANK GANNON, HEAD OF ASSET MANAGEMENT IN IRELAND, KPMG




EVENT SPONSORSHIPOPPORTUNITIES

Lanyards for name badgesAvailable for: • March: Spring Seminars, North America• April: Alternative Investment Seminar, London• May: Annual Global Funds Conference, Dublin • October: Autumn Seminars, North America• November: UK Symposium, London

Lunch Available for:• May: Annual Global Funds Conference, Dublin • November: UK Symposium, London

Exhibition spacesAvailable for• May: Annual Global Funds Conference, Dublin • November: UK Symposium, London

Coffee breaksAvailable for:• April: Alternative Investment Seminar, London • May: Annual Global Funds Conference, Dublin• November: UK Symposium, London

Drinks ReceptionAvailable for:• March: Greenwich Seminar, New York Seminar• April: Alternative Investment Seminar, London• May: Annual Global Funds Conference, Dublin • October: Autumn Seminars, USA (locations TBC)• November: UK Symposium, London

BreakfastAvailable for:• March: Philadelphia Seminar• May: Annual Global Funds Conference, Dublin• November: UK Symposium, London

Dinner Co-SponsorshipAvailable for:• May: Annual Global Funds Conference, Dublin

Pens & NotepadsAvailable for: • March: Spring Seminars, North America• April: Alternative Investment Seminar, London• May: Annual Global Funds Conference, Dublin • October: Autumn Seminars, USA• November: UK Symposium, London


BRANDING OPPORTUNITIES AT IRISH FUNDS INTERNATIONAL EVENTS INCLUDE THE FOLLOWING:

WiFi SponsorshipAvailable for:• May: Annual Global Funds Conference, Dublin• November: UK Symposium, London

Sli.do Sponsorship (audience interaction tool)Available for:• April: Alternative Investment Seminar, London • May: Annual Global Funds Conference, Dublin• November: UK Symposium, London

Irish Funds Annual Golf, Dublin• Title and other sponsorship opportunities available




CALENDAR OF EVENTS & SPONSORSHIP COSTS

North American SeminarsPhiladelphia, Greenwich & New York - Week commencing 16 March

Event Partner (all) €4,600Lanyards (all) €6,300Pens & Notebooks (all 3 events +supply) €3,500Drinks (Greenwich) €4,200Breakfast (Philadelphia) €4,200Drinks Reception (New York) €5,100

Alternative Investment SeminarLondon, 2 April

Event Partner €3,800Lanyards €4,000Pens & Notebooks (+supply) €3,900Coffee Break €3,100Drinks Reception €3,500

Irish Funds TA SeminarDublin & Cork, dates TBC

Event Partner €2,500Lanyards €2,000

ICI - St. Patrick’s Networking Event Palm Desert, California, 22 March

Event Partner €3,500

March 2020 May 2020

Irish Funds Annual Golf Dublin, 20 May

Overall Title Sponsorship €15,000 Sponsor a Hole €2,400

Annual Global Funds Conference Dublin, 21 May

Event Partner €4,500Lanyards €6,000Pens & Notebooks (+supply) €5,000Breakfast €4,600Coffee break (2 available) €4,300Lunch €5,800Drinks Reception €4,600Dinner Co-Sponsorship €8,500Drink Swing Tabs €4,600Exhibition stand €6,000WiFi Sponsor €4,700Sli.do Sponsor €4,800Speaker Ready Room Sponsor €3,100Conference Bags (+supply) €4,600Half Page Programme Advert €750Full Page Programme Advert €1,200

PREMIUM PARTNER SPONSORS

Annual Partnership for 11 international eventsProminent logo and link on homepage of website for 12 monthsHigh profile branding on stage at eventsPre-event access to delegate listsProminent branding in registration area and more – full details on request

IRISH FUNDS MEMBERS€ 22,000

IRISH FUNDS NON-MEMBERS€ 27,500

April 2020

Booking deadline of 30th November:Irish Fund member companies have priority on booking Premium Partner sponsorship until 30th November 2019 after this time it will be opened up to non-member companies.




All prices are exclusive of any VAT.All opportunities are subject to terms and conditions.

Further sponsorship opportunities for Irish Funds events will arise during the year. Irish Funds are also open to considering any sponsorship ideas or proposals not included in this document. Please contact us to discuss.

Irish Funds Annual UK Symposium London, 19 November

Event Partner €4,300Lanyards €6,000Pens & Notebooks (+supply) €4,200Breakfast €4,600Coffee break (AM & PM) €4,600Lunch €6,200Exhibition stand €5,800Drinks Reception Co-Sponsorship €6,000WiFi Sponsor €4,600Sli.do Sponsor €6,200

Lunch at FundForum International Monaco, June

Event Partner €2,600

US Autumn Seminar Series New York, Boston dates TBC

Event Partner €4,300Lanyards €4,800Pens & Notebooks (+supply) €3,250Breakfast (New York) €4,300Drinks Reception (Boston) €3,900

June 2020 November 2020

October 2020

CALENDAR OF EVENTS & SPONSORSHIP COSTS

European Seminar Germany, date TBC

Event Partner €3,600Breakfast €3,900 25% DISCOUNT

IRISH FUNDS MEMBERSMember companies of Irish Funds

receive a 25% discount on all individual sponsorship items.




SPONSORSHIP OPPORTUNITY BOOKING FORM

Note: All bookings are subject to the Terms & Conditions of sponsorship opportunities – details of which will be confirmed at the time of invoicing.Sponsorship costs are also subject to VAT in accordance with the laws and regulations of Ireland.

Return form by email to David Shirley, [email protected]

Company Name & Address:

Invoicing Name & Address (if different):

VAT Number:

Contact person for invoicing:

Email address:

Contact person for events & sponsorship (if different):

Email address:

Phone number:

Phone number:

Irish Funds Events & Sponsorship Items:

€

€

€

€

€

€

€

€

€

€

Total:

SPONSORSHIP REQUESTS:

Members: Non-Members:

To book a 2020 sponsorship opportunity please complete and return this form to Irish Funds.




PREMIUM SPONSORS

OTHER SPONSORS

• Alter Domus Fund Services• Arthur Cox• BlackRock Asset Management• BNP Paribas Securities Services• BNY Mellon Fund Services • CACEIS Bank• Calastone Limited• Capital Confirmation• Carnegie Fund Services • Confluence International• Cork Chamber Of Commerce• CPL Recruitment• Dechert• Dillon Eustace• Euronext• Expleo

• Fortia Financial Solutions• FTSE Russell• FundAssist• FundRecs• FundRock Management Company • HSBC• IDA Ireland• Intertrust • KB Associates• Lincoln Recruitment• Link Fund Services• Lisney• Maples & Calder• Mason Hayes & Curran • MDO• Metrosoft

• Morgan McKinley• MUFG Fund Services • Northern Trust• Oligo Swiss Fund Services• Refinitiv• Rimes• SDL• Simmons & Simmons• SS&C Globeop Ltd• Temenos Multifonds• The Panel• Walkers Ireland• William Fry• Willis Towers Watson

IRISH FUNDS SPONSORS 2019

With thanks to our 2019 sponsors for their support:




Irish FundsGround Floor, Ashford House, 18-22 Tara Street, Dublin 2, D02 VX67, Ireland.

t: +353 (0) 1 675 3200

e: [email protected]: irishfunds.ie

October 2019

David Shirley (Direct)Tel: +353 (0) 1 675 3205Email: [email protected]

www.irishfunds.ie

For enquiries please contact:

The material contained in this document is for marketing, general information and reference purposes only and is not intended to provide legal, tax, accounting, investment, financial or other professional advice on any matter, and is not to be used as such. Further, this document is not intended to be, and should not be taken as, a definitive statement of either industry views or operational practice.

The contents of this document may not be comprehensive or up-to-date, and neither Irish Funds, nor any of its member firms, shall be responsible for updating any information contained within this document.

Documents

SPONSORSHIP & PROMOTIONAL OPPORTUNITIES · promotional budget. An engaging and active events programme for 2020 . Our events programme continues to expand each year and our 2020 international