FORUM 2021
SPONSORSHIP PROSPECTUS
US SIF ANNUAL CONFERENCE US SIF invites you to join us for FORUM 2021, our 10th anniversary annual conference, taking place virtually from June 15-18. We are excited to provide you with the rich content you expect from US SIF as well as many opportunities for engagement with conference attendees. Some of the experiences you can expect will include networking, live plenary and breakout sessions, interactive virtual exhibit booths and extended access to a digital content hub. US SIF’s Annual Conference is a unique opportunity to network with leaders of the sustainable and impact investing community and to learn about new approaches, trends and policy developments in the field. This is a critical and exciting year for the sustainable and impact investing field with a renewed focus on moving forward social and environmental issues in Washington, DC. US SIF is at the center of important public policy conversations. Conference participants will have an opportunity to learn about key policy developments.
ABOUT US SIF CONFERENCE ATTENDEES Since 2011, our conference has attracted representatives of investment management and advisory firms, asset owners (foundations, pension funds, family offices), research and data firms, financial planners and advisors, broker-dealers, and community development financial institutions, along with policy makers and corporate leaders. Our content is cutting edge, covering a broad array of topics and issues that are deeply relevant to the financial professionals who attend the conference. We anticipate over 600 attendees at this year’s virtual event.
Anticipated Breakdown of 2021 Attendees
Asset Manager
Financial Advisor
32%
5%
25% 20%
Asset Owner
Community Investing Institution
3% Other
10% 5% Non-Profit
Service Provider
SAMPLE OF PREVIOUS SPEAKERS
Bryan Stevenson Founder & Executive Director Equal Justice Initiative
Julia Stasch President MacArthur Foundation
John Taft CEO RBC Wealth Management
Darren Walker President Ford Foundation
Kate Wolford President McKnight Foundation
Robert Jackson Jr. Commissioner Securities and Exchange Commission
Eileen Fisher Chief Creative Officer EILEEN FISHER
Joe Keefe President & CEO Pax World Funds
Jennifer Pryce President & CEO Calvert Impact Capital
Kurt Summers Treasurer City of Chicago
Anna Pot Manager, Responsible Investment APG Asset Management
Vice President Al Gore Co-Founder Generation Investment Management
Please find all of our conference speakers, sponsors, attendees and agendas here.
SAMPLE OF PREVIOUS SPONSORS
Please find all of our conference speakers, sponsors, attendees and agendas here.
FORUM 2021 SPONSORSHIP Sponsoring FORUM 2021 provides your organization with many benefits, including: • Heightened visibility at a strategic event attracting attendees from firms and organizations across the industry; • Networking with sustainable and impact investing leaders; • Marketing opportunities through listings on all conference promotions and the virtual event platform; • Access to conference attendee contact information before and after the event; • Participation in a special reception for sponsors, speakers, and agenda committee members; • Complimentary registrations; • Reduced priced registrations beyond those included in your sponsorship; • Recognition as a sponsor on the US SIF FORUM 2021 digital content hub for at least 30 days; • Recognition in the US SIF newsletter from June to December 2021; and • Recognition on the US SIF website home conference page through December 2021. Your sponsorship of FORUM 2021 ensures that US SIF’s annual conference will continue to be the premier sustainable and impact investing event. It allows US SIF to provide you and your colleagues with an agenda that includes motivating and compelling speakers, cutting-edge and relevant sessions and time to interact with fellow decision-makers and leaders in the field. We expect that the virtual format will enable US SIF to broaden and expand on learning and engagement. This year we anticipate over 600 attendees. I hope that we can count on your support of FORUM 2021 in order to advance sustainable investing among the financial and investment community, members of the media and policy makers. For questions or to learn more about sponsorship opportunities, please contact us at conference@ussif.org.
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Attendees were engaged with sponsors and genuinely It’s a great group of interested in hearing participants and the The networking was their stories.” content is really geared fantastic. The energy and towards ESG professionals focus of impact investors in a way that most is unparalleled. The conferences are not.” variety of information and perspectives presented was great.”
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SPONSORSHIP AT A GLANCE
10th Anniversary Lead
Member Day
Pre-Conference Course: Fundamentals of Sustainable and Impact Investment
Prime
Supporting
Peter DeSimone Student Scholarship
Contributing
Sponsorship opportunities are limited to ensure optimal sponsor exposure. To see the complete benefit listing for each sponsorship opportunity, please refer to the detailed description of the full benefits in the following pages.
SOLD OUT
1
1
SOLD OUT
5 of 10
SOLD OUT
6 of 13
Member Rate
$17,000
$15,000
$15,000
$12,000
$8,500
$6,750
$4,500
Non-Member Rate
$19,000
$17,000
$17,000
$13,500
$9,500
$7,750
$5,500
10
8
8
8
4
4
2
15%
15%
15%
15%
10%
10%
10%
3
3
Availability
BENEFITS Recognition on virtual platform and marketing materials Invitation to appreciation event Attendee information Recognition on digital content hub Recognition in US SIF Monthly Newsletter June through December 2021 Recognition on US SIF home conference page through December 2021 Complimentary conference registrations Discount off of extra registrations Dedicated virtual meeting room during event Dedicated branding on registration page Dedicated branding on agenda for member sessions Dedicated branding on course registration page and platform Minutes of pre-recorded remarks during plenary Minutes of remarks during course welcome Tweets from US SIF account highlighting sponsorship Virtual meeting with scholarship recipients Recognition in scholarship press release Virtual Exhibit Booth
2 3
4
3
3
2
FORUM 2021 SPONSORSHIP OFFERINGS 10TH ANNIVERSARY LEAD SPONSOR Sold Out
$17,000
(non-members: $19,000)
Additonal Benefits • Three minutes of recorded remarks at a plenary session • Dedicated virtual meeting room throughout the conference • Dedicated branding on virtual event platform registration portal • Premier virtual exhibit booth for full event, including Member Day • Ten complimentary conference registrations • Extra conference registrations at 15% discount • Four tweets from US SIF account highlighting Lead sponsorship
MEMBER DAY SPONSOR (1 Available)
$15,000
(non-members: $17,000)
Additonal Benefits • Three minutes of recorded remarks at Member Day • Dedicated branding on the virtual event platform • Premier virtual exhibit booth for full event, including Member Day • Eight complimentary conference registrations • Extra conference registrations at 15% discount • Three tweets from US SIF account highlighting Member Day sponsorship
PRE-CONFERENCE COURSE: FUNDAMENTALS OF SUSTAINABLE AND IMPACT INVESTMENT (1 Available)
(non-members: $17,000)
Additonal Benefits • Three minutes of welcome remarks at start of pre-conference course • Dedicated branding on course registration page and course virtual platform • Premier virtual exhibit booth for full conference, including Member Day • Eight complimentary conference registrations • Extra conference registrations at 15% discount • Three tweets from US SIF account highlighting Course sponsorship
$15,000
PRIME SPONSOR Sold Out
$12,000
(non-members: $13,500)
Additonal Benefit • Two minutes of recorded remarks at plenary session • Premier virtual exhibit booth for full event, including Member Day • Eight complimentary conference registrations • Extra conference registrations at 15% discount • Two tweets from US SIF account highlighting Prime sponsorship
SUPPORTING SPONSOR (5 Available)
$8,500
(non-members: $9,500)
Additonal Benefit • Premier virtual exhibit booth for full event, including Member Day • Four complimentary conference registrations • Extra conference registrations at 10% discount
PETER DESIMONE STUDENT SCHOLARSHIP Sold Out
$6,750
(non-members: $7,750)
Each sponsorship provides conference registration support for undergraduate or graduate students committed to or interested in a career in sustainable investment. Additonal Benefit • Exclusive virtual meeting with scholarship recipients prior to the conference • Acknowledgement in press release about scholars • Premier virtual exhibit booth for full event, including Member Day • Four complimentary conference registrations • Extra conference registrations at 10% discount
CONTRIBUTING SPONSOR (6 Available)
$4,500
(non-members: $5,500)
Additonal Benefits • Two complimentary conference registrations • Extra conference registrations at 10% discount PLEASE NOTE FOR ALL SPONSORSHIP LEVELS: • Placement of logos on marketing materials and virtual event platform, in terms of size and location, is based on sponsorship level and commitment date. • Sponsorship payments are due within 60 days of commitment and are only refundable in the event US SIF cancels FORUM 2021. • Note on exhibit space: Sponsors receiving dedicated virtual exhibit space as part of their sponsorship package will be provided with pre-conference training to maximize the virtual booth experience.
ABOUT US SIF US SIF: The Forum for Sustainable and Responsible Investment is the leading voice advancing sustainable and impact investing across all asset classes.
OUR MISSION Rapidly shift investment practices towards sustainability, focusing on long-term investment and the generation of positive social and environmental impacts.
OUR VISION Environmental, social and governance impacts are meaningfully assessed in all investment decisions resulting in a more sustainable and equitable society
ADVANCING THE FIELD WHILE SERVING OUR MEMBERS US SIF offers opportunities for members to enhance their professional expertise by being part of an active community of practitioners, participating in programs including webinars, Member Day events at our conference and engaging in US SIF committees. We produce cutting edge research and offer multiple opportunities for education including both a live and online course on the Fundamentals of Sustainable and Impact Investment, fact sheets and how-to guidebooks on sustainable investment. Through outreach to both federal legislators and regulators, we advance public policy initiatives which include better corporate reporting on environmental, social and governance indicators, shareholder rights, addressing climate change and financial reform. We provide opportunities for members to be active in policy through our annual Capitol Hill Day. Through focused media and public engagement, we increase public awareness of and demand for sustainable and impact investing. Members benefit from increased public exposure to the field through press events, media referrals and media activities. We also highlight our members’ work, research and sponsorship of US SIF initiatives. We convene and provide networking opportunities for the breadth of sustainable investment practitioners through our national conference and events nationwide. Learn more about US SIF membership here.
1660 L Street NW, Ste. 306 Washington, DC 20036 info@ussif.org www.ussif.org @US_SIF