6 TH CHINA INVESTMENT CONFERENCE

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1 6 TH CHINA INVESTMENT CONFERENCE 207 CFA Society Beijing. All rights reserved. 2 August 207 China World Hotel Beijing, China Hosted by CFA Society Beijing SUPPORTER OPPORTUNITIES

2 EVENT OVERVIEW Our flagship event in China combines professional learning and networking by bringing together leading Chinese and international investment decision makers and thought leaders, investment and finance professionals, academics, and business executives. More than 300 professionals attended the 206 China Investment Conference. In 207, we will again convene with leading Chinese and international investment decision makers and international thought leaders to take stock of the global and Chinese markets. Past speakers at this event include Randy Krozner, professor of the University of Chicago, Booth School of Business and former Governor of Federal Reserve; Myron Scholes, Stanford University professor and Nobel laureate; Robert Merton, distinguished professor of finance at MIT Sloan School of Business and Nobel laureate; Marc Faber, editor and publisher of The Gloom, Boom & Doom Report; Anthony Neoh, former chairman of the Hong Kong Securities and Futures Commission and chief adviser of the China Securities Regulatory Commission; Brian D. Singer, CFA, partner and head of dynamic allocation strategies at William Blair & Company; Jiming Ha, vice chairman and chief investment strategist of the China division at Goldman Sachs; and Jay Luo, president and partner at Dymon Asia. About CFA Institute CFA Institute is the global community of more than 40,000 investment management professionals working to build an industry in which investors interests come first, financial markets function at their best, and economies grow. We are driven by the belief that lasting economic growth depends on trust, competence, and transparency in financial markets, and we know that it must be led by professionals who are ethically centered and professionally trained. In short, we are here to lead, support, and connect all who want to create a better investment profession. We offer a world-class suite of educational offerings to employers, students, working professionals, and regulators who are shaping the future of finance. Through our formal educational programs, professional development courses, and global network of university partners, we aim to deepen financial expertise for the benefit of investors worldwide. Top employers of CFA Institute members globally: Bank of America Merrill Lynch BlackRock Citigroup Credit Suisse HSBC JPMorgan Chase Morgan Stanley Royal Bank of Canada UBS Wells Fargo About CFA Society Beijing CFA Society Beijing serves its members by providing a regional forum for the discussion of investments, economics, and finance. The organization promotes high standards of expertise and conduct among investment managers and analysts. Top employers of CFA charterholders in Beijing: Bank of China China Construction Bank China Development Bank (CDB) China International Capital Corporation Limited China Investment Corporation China Life China Minsheng Banking Corp. CITIC Group Harvest Fund Management Co. Industrial and Commercial Bank of China (ICBC) CONTACT gain access to investment professionals attending the China Investment Conference, Tel: +86 (00) Mobile/WeChat:

3 CONFERENCE DELEGATES Investment professionals attend the China Investment Conference to network with peers; attend educational sessions led by respected industry experts; and learn about new resources, products, and services that are available to assist their performance in their profession. Our conference delegates are primarily portfolio managers and investment banking analyst who have worked in the investment industry (mostly equity) for more than 0 years. Firms represented include investment counselors and banks, commercial banks, insurance companies, universities, and related businesses. The demographic profile reflects data from the 206 China Investment Conference in Shanghai, China. 338 Delegate Attendance CFA Institute Membership Status Member (3%) Non-member (69%) Delegate Occupation Portfolio Manager (20%) Investment Banking Analyst (4%) Chief-level executive (0%) Relationship Manager (8%) Research Analyst (8%) Consultant (7%) Academic-Finance (6%) Risk Manager (6%) Strategist (5%) Private Banker (4%) Corporate Financial Analyst (3%) Managers of Managers (3%) Other (4%) Employer AUM (USD) >USD $250 billion USD $50 billion USD $250 billion USD $20 billion USD $50 billion USD $5 billion USD $20 billion USD $ billion USD $5 billion USD $250 million USD $ billion <USD $250 million Not applicable Prefer not to answer 5% 4% 0% 7% 4% 0% 8% 26% 6% Primary Investment Practice Equities (28%) Fixed Income (6%) Private Equity (4%) Hedge Funds (4%) Venture Capital (3%) Commodities (3%) Real Estate (3%) Foreign Currency (2%) Indexed (2%) Structured Products (2%) Derivatives (%) Other (8%) Not Applicable (4%) Region Buy Side/Sell Side Primary Asset Base Asia Pacific (97%) EMEA (2%) AMERICAS (%) Buy side (5%) Sell side (5%) Both (9%) Not Applicable (25%) Private (6%) Institutional (28%) Both (22%) Not Applicable (34%) Tel: +86 (00) Mobile/WeChat:

4 EXHIBIT PROGRAM PLATINUM EXHIBIT CNY 98,000 9 Complimentary Delegate Passes Working Staff Pass The Platinum Exhibit delivers the highest level of recognition throughout the marketing campaign and during the live event. Your firm will be announced, recognized, and thanked during the conference by a conference chairman. Platinum Exhibitor will be afforded significant brand such as exposure on delegate badges, event directional signage and conference backdrops to visibly align their firms support with the mission and values of CFA Institute. Platinum Exhibitor will receive a full-page ad in CFA Institute Magazine or CFA Institute Financial Analysts Journal and five CFA Institute Financial NewsBrief online ads. An exhibit space in a premium location is included. The Platinum Exhibitor also receives a one-time use of the post-event physical mailing list of attendees. Advertisements and e-blasts will explicitly recognize your firm as Platinum Exhibitor providing maximum visibility and interaction with conference attendees. SILVER EXHIBIT CNY 36,000 4 Complimentary Delegate Passes Working Staff Pass The Silver Exhibit delivers recognition prior to the conference as well as during the live event. The Silver Exhibitor will receive branding on event directional signage, tentcards, and housekeeping slides. As the Silver Exhibitor, your firm will receive ed pricing for an ad in CFA Institute Magazine or CFA Institute Financial Analysts Journal, and three complimentary ads in the CFA Institute Financial NewsBrief. An exhibit table is also included with the Silver Exhibit. GOLD EXHIBIT CNY 68,000 6 Complimentary Delegate Passes Working Staff Pass The Gold Exhibit delivers significant recognition prior to the conference as well as during the live event. The Gold Exhibitor will receive branding on event directional signage, the conference backdrop, tentcards, and housekeeping slides. A half-page ad in CFA Institute Magazine or CFA Institute Financial Analysts Journal and five ads in the CFA Institute Financial NewsBrief are included for promoting firm s logo and message. An exhibit table in a premium location is also included. STANDARD EXHIBIT CNY 24,000 2 Complimentary Delegate Passes Working Staff Pass Exhibitors can generate strong sales leads and raise their firms profiles in the investment community through this opportunity to interact face-to-face with industry decision makers and achieve business development goals. Display and demonstrate your firm s products and services directly to local investment professionals. Morning and afternoon refreshment breaks will be served in the exhibit area. SUPPORTER PROGRAM NETWORKING LUNCHEON SUPPORTER CNY 40,000 6 Complimentary Delegate Passes The Networking Luncheon Supporter provides your firm with the opportunity to indirectly engage a large audience and receive recognition during lunch. The supporter is promoted through signage and branded table tents during the networking luncheon. CORPORATE TABLE SUPPORTER CNY 8,000 8 Complimentary Delegate Passes The Corporate Table Supporter receives a dedicated table at premium location reserved for their staff and guests. The supporter is promoted through signage and table top logo exposure. Note: Exhibit selection order is determined by the supporter level and the chronological order in which signed agreement are received. Tel: +86 (00) Mobile/WeChat:

5 EXHIBITOR OPPORTUNITIES EXHIBITOR OPPORTUNITIES PLATINUM GOLD SILVER STANDARD EXHIBIT Price (plus additional service tax) CNY 98,000 CNY 68,000 CNY 36,000 CNY 24,000 Pre-event Digital recognition on the conference webpage supporter section Recognition in promotional s and/or print advertisements One-time use of the pre-event physical mailing list Onsite Branding on delegate badges Branding on conference backdrop Branding on event directional signage Recognition in onsite conference branding: tentcard, housekeeping slides, and event program Complimentary delegate pass: full access to the conference Working staff pass: full access to the conference Print advertisement in conference materials Full-Page Full-Page Half-Page Marketing collateral (one piece) included with delegate conference materials Announcement of exhibitor during the conference by conference chairman Tabletop exhibit space* Post-event One-time use of the post-event physical mailing list Advertising Insertions in the CFA Institute Financial Newsbrief 5 Market Activity Print advertising in CFA Institute Publications** Full-Page Ad Half-Page Ad *Exhibit selection order is determined by the supporter level and the chronological order in which signed agreements are submitted **CFA Institute Magazine or Financial Analysts Journal Tel: +86 (00) Mobile/WeChat:

6 SUPPORTER OPPORTUNITIES SUPPORTER OPPORTUNITIES NETWORKING LUNCHEON SUPPORTER CORPORATE TABLE SUPPORTER Price (plus additional service tax) CNY 40,000 CNY 8,000 Pre-event Digital recognition on the conference webpage supporter section Recognition in promotional s and/or print advertisements Onsite Branding on event directional signage, tentcard Complimentary delegate pass: full access to the conference 6 8 Recognition in onsite conference branding: housekeeping slides and event program Exclusive branding at the networking luncheon Table of 8 with exclusive branding dedicated to the Corporate Table Supporter Advertising Insertions in the CFA Institute Financial Newsbrief Print advertising in CFA Institute Publications** 3 2 **CFA Institute Magazine or Financial Analysts Journal Tel: +86 (00) Mobile/WeChat:

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