The CFA Society San Diego Presents the 2018 Annual Forecast Dinner. The Prado at Balboa Park. Wednesday February 7 th, :00 pm to 9:00 pm

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FEATURING FEATURING The CFA Society San Diego Presents

CFA, CIC Vice Chairman, Board of Directors Loomis Sayles

Investors Jane Wells Reporter CNBC The Prado at Balboa

1549 El Prado San Diego, CA Balboa Park PROGRAM AGENDA

m. ~ Presentations by Speakers 8:30 p.m. ~ Speaker Panel Q&A 9:00 p.

1 FEATURING FEATURING The CFA Society San Diego Presents the 2018 Annual Forecast Dinner MODERATED BY Dan Fuss, CFA, CIC Vice Chairman, Board of Directors Loomis Sayles & Co. Andreas Utermann CEO & Global CIO Allianz Global Investors Jane Wells Reporter CNBC The Prado at Balboa Park Wednesday February 7 th, :00 pm to 9:00 pm 1549 El Prado San Diego, CA Balboa Park PROGRAM AGENDA 5:00 p.m. ~ Registration and Cocktails 6:30 p.m. ~ Dinner 7:30 p.m. ~ Presentations by Speakers 8:30 p.m. ~ Speaker Panel Q&A 9:00 p.m. ~ Conclusion of the 2018 Forecasting Dinner

Speaker Biographies DAN FUSS, CFA, CIC VICE CHAIRMAN, BOARD OF DIRECTORS, LOOMIS SAYLES & CO.

He is vice chairman of the firm s Board of Directors and manages the firm s flagship Loomis Sayles Bond Fund which won the 2009 Morningstar Fund Manager of the Year award in the fixed income category

In 2012, Dan received both the Institutional Investor Money Management Lifetime Achievement Award, and the Lipper Excellence in Investing Award.

2 Speaker Biographies DAN FUSS, CFA, CIC VICE CHAIRMAN, BOARD OF DIRECTORS, LOOMIS SAYLES & CO. Dan Fuss has 59 years of experience in the investment industry and has been with Loomis, Sayles & Company since He is vice chairman of the firm s Board of Directors and manages the firm s flagship Loomis Sayles Bond Fund which won the 2009 Morningstar Fund Manager of the Year award in the fixed income category in addition to the Loomis Sayles Investment Grade Bond, Investment Grade Fixed Income, Strategic Income, Fixed Income, Institutional High Income and Global Equity and Income funds. In 2012, Dan received both the Institutional Investor Money Management Lifetime Achievement Award, and the Lipper Excellence in Investing Award. In 2013, Dan received the CFA Society of Milwaukee Lifetime Achievement Award. In 2000, he was named to the Fixed Income Analysts Society s Hall of Fame in recognition of his contributions and lifetime achievements toward the advancement of the analysis of fixed income securities and portfolios. He has twice been president of the Boston Security Analysts Society. Dan earned a BS and an MBA from Marquette University. He served in the US Navy from 1955 to 1958 and held the rank of Lieutenant. ANDREAS UTERMANN CEO & GLOBAL CIO, ALLIANZ GLOBAL INVESTORS Andreas Utermann is Chief Executive Officer (CEO) and Global Chief Investment Officer (CIO) of Allianz Global Investors, a global asset manager within Allianz s asset management division. He is Chair of the Global Executive Committee. Andreas has been with the firm and a member of the Global Executive Committee since 2002, initially serving as Global CIO Equities and becoming Global CIO and co-head in In 2016, he was appointed non-executive Director of Tokio Marine Rogge Asset Management Limited. Prior to joining AllianzGI, he spent twelve years working at Merrill Lynch Investment Managers (formerly Mercury Asset Management), where he became Global Head and CIO Equities as well as Member of various Boards. Before this, Andreas worked for several years at Deutsche Bank AG. Andreas was a board member of CFA Society of the UK from 2011 thru 2017 and sits on the European Institute s Advisory Board and the Advisory Council of the UK s Investment Association. Andreas was appointed Chairman of the Forum of European Asset Managers (FEAM) in March 2017 and is a member of the Board of ICMA. He supports a number of charitable causes and is a Trustee of the Utermann Charitable Trust, which has a focus on addressing environmental concerns as well as furthering education. Andreas holds a BSc in Economics from the London School of Economics and an MA in Economics from Katholieke Universiteit Leuven. JANE WELLS REPORTER, CNBC CNBC business news reporter Jane Wells is based in Los Angeles, where she covers retail, agriculture and defense as well as reports on California s economy, West Coast real estate and Las Vegas. Wells also writes the blog Funny Business for CNBC.com covering a variety of unusual items. Wells came from CNBC s Upfront Tonight, where she served as a senior correspondent. Wells joined CNBC in 1996, providing special coverage of the O.J. Simpson civil case for Rivera Live. Prior to joining CNBC, she was a correspondent for the Fox News Channel and Los Angeles reporter for NBC s flagship television station, WNBC, in New York. Her television news career includes reporter positions with KTTV, Los Angeles; WTVJ, Miami; and KOB, Albuquerque. She has also contributed international reports for CNN. Wells has received numerous honors for her work, including a 1992 Peabody Award and dupont Award for her role in the live coverage of the Rodney King Trial. That same year, she earned a Los Angeles Emmy Award for her investigative reporting. She also has received UPI, Press Club and Emmy Awards for feature reporting; three Florida Emmy Awards for news reporting; and the Investigative Reporters and Editors Award for team reporting. Page 2

3 About the CFA Society San Diego OUR MISSION The mission of the CFASSD is to serve the needs of professionals in the investment decision making process by providing a forum for the exchange of information and ideas among its members, by enhancing members investment knowledge, and by encouraging high ethical standards and professional conduct among all participants in the investment industry. WHO WE ARE The CFA Society San Diego was founded in 1962 as the Financial Analysts Society of San Diego, Inc. to promote a high standard of ethics and sound professional standards of investment management and research, and to enhance professional knowledge and skills. The Society was admitted to the Association for Investment Management and Research (AIMR) on November 4, In May 2004, AIMR became CFA Institute and in May 2005, the Society changed its name to CFA Society San Diego (CFASSD), in order to more closely align with the CFA Institute and the Chartered Financial Analyst (CFA ) designation. There are approximately 500 members of the CFASSD, including security analysts, portfolio managers, bankers, and other investment professionals. Approximately 450 CFASSD members hold the Chartered Financial Analyst designation. In addition, approximately 300 are currently candidates for this prestigous professional designation. ABOUT THE CFASSD FORECAST DINNER This year marks our eleventh annual CFASSD Forecasting Dinner, and we anticipate the event will draw over 350 attendees and guests. Most of the attendees will include professional money managers, investment consultants, plan sponsors, financial planners and financial advisors from San Diego and Southern California. The 2018 Forecasting Dinner will consist of a cocktail hour, dinner, two thirty-minute presentations from speakers sharing unique perspectives on the market, and a thirtyminute Q&A speaker panel discussion led by CNBC business reporter Jane Wells. Each attendee will enjoy a cocktail reception and an exceptional three-course meal accompanied by wine. Page 3

4 Underwriting Opportunities The Forecasting Dinner is a unique opportunity for San Diego investment professionals to gather and discuss their thoughts for the economy and financial markets. We hope your firm will join us for this special occasion and support us at a level commensurate with your vision for our organization. Your pledge of support will assist the CFASSD in its ongoing effort to provide high quality programming to its members. It will also identify your firm as one that understands the need to support the highest standards in the financial services industry by endorsing a professional investment organization such as the CFASSD. Underwriting Opportunities Price Number Available COCKTAIL RECEPTION $1,000 each 1 Firm logo on signage at cocktail reception tables COCKTAIL APPETIZERS $1,000 each 1 Firm logo on signage at cocktail reception buffets DINNER WINE $500 each 2 Firm name on card at each table AUDIO VISUAL SERVICES $500 each 2 Firm name on card at each table PARKING FOR ATTENDEES $500 each 2 Firm name on card at each table Corporate Tables Price Number Available GOLD TABLE SPONSOR $2,400 each 8 Premium Seating for 10 (front of room) Premium logo positioning in the event program Premium logo positioning in the welcome screen slide show Firm logo on the table sign SILVER TABLE SPONSOR $2,000 each 4 Preferred Seating for 10 (middle of room) Preferred logo positioning in the event program Preferred logo positioning in the welcome screen slide show Firm logo on the table sign BRONZE TABLE SPONSOR $1,600 each 12 Seating for 10 (back of room) Firm name on the table sign Page 4

5 Sponsorship Opportunities & Benefits Sponsorship Opportunities Diamond Platinum $7,500 $5,000 ~ Limit 2 ~ Limit 4 CFASSD Annual Forecast Dinner Tables for 10 Guests 1-Front Row 1-Premium Seating Sponsor Recognition in event Program Full Page Ad Half Page Ad Sponsor Recognition in event Print Advertising P P Reception event Sponsor Marketing Table P CFASSD Annual Social/Charter Award Ceremony Table for 10 Guests Front Row Sponsor Recognition in event Program P P Sponsor Recognition in event Print Advertising P P CFASSD Monthly Luncheon/Networking Events Opportunity to give company presentation 1 Sponsor signage/logo display at events 2 1 Recognition as sponsor at designated level 2 1 Attendance at any lunch/networking event 2 1 Other Advertising Benefits Sponsor Recognition on CFASSD home page 12 Mo. 12 Mo. Student Membership Events Annual University Investment Challenge P P program/print sponsor recognition Sponsor Marketing table at Investment Challenge P P Opportunity to give company presentation to 1 CFASSD Student Membership Page 5

6 Registration Form UNDERWRITING OPPORTUNITIES: q $1,000 Cocktail Reception q $1,000 Cocktail Appetizers q $500 Dinner Wine q $500 Audio Visual Services q $500 Parking ATTENDEE RESERVATIONS: q Gold Corporate Table (for 10) q Silver Corporate Table (for 10) q Bronze Corporate Table (for 10) q Individual # Requested at $2400 for at $2000 for at $1600 for at $150 for Total Total $ Amount PAYMENT OPTIONS: q Check (Payable to CFA Society San Diego) q Credit Card MasterCard / Visa / American Express (circle) Payment via check is greatly appreciated and the preferred method for payment. Total Amount: $ Credit Card #: Expiration Date: Cardholder Signature: Cardholder Name: 3 Digit Security Code: If you have additional questions regarding CFASSD sponsor opportunities please contact: executivedirector@sandiego.cfasociety.org Please to: staff@sandiego.cfasociety.org or mail to: CFASSD, P.O. Box , San Diego, CA Cancelation Policy: All ticket and table reservations are nonrefundable beginning January 26, Sponsorships and underwriting opportunities are nonrefundable from date of purchase. Page 6

7 Table Guest List For Sponsor/Table Recognition, please print your name as you wish to be recognized: Name: Telephone: Company: Address: CFASSD Meal add me to CFASSD Guest Names (please print clearly): Member Selection mailing list* 1. q Yes q No q B q F q V q Yes q No 2. q Yes q No q B q F q V q Yes q No 3. q Yes q No q B q F q V q Yes q No 4. q Yes q No q B q F q V q Yes q No 5. q Yes q No q B q F q V q Yes q No 6. q Yes q No q B q F q V q Yes q No 7. q Yes q No q B q F q V q Yes q No 8. q Yes q No q B q F q V q Yes q No 9. q Yes q No q B q F q V q Yes q No 10. q Yes q No q B q F q V q Yes q No Guest list is optional at time of reservation. However, CFASSD must have your guest s names/meal selections no later than Friday, January 26, 2018 via to staff@sandiego.cfasociety.org. Meal selections are required. If you do not select a meal for your guests, they will get the Beef option. B=Beef, F=Fish, V=Vegetarian. *By checking no, this person s information will remain confidential, and they will not receive further contact from the CFASSD. Page 7

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