2020 Sponsorship Deck

31ST ANNUAL CONFERENCE

PENSION AND
FINANCIAL SERVICES

CHICAGO 2200
MON - WED
JUNE 15 -17

31ST ANNUAL CONFERENCE

PENSION AND FINANCIAL SERVICES

CHICAGO 20
MON - WED 20

JUNE 15 -17

Dear Colleagues:

On behalf of the National Association of Securities Professionals (NASP), we are pleased to invite you to
become one of our sponsors for the 31st Annual Pension and Financial Services Conference being held June
15 - 17, 2020 at the Radisson Blu Hotel in Chicago, Illinois.

As the premier non-profit association for people of color and women, NASP has been a leader in diversity and
inclusion in the financial services industry for the past 30 years. This annual conference focuses on training
and education while providing essential relationship building opportunities in an inclusive environment.

NASP celebrated 30 years of producing superior programming in 2019 with more than 550 industry
professionals including 110 key decision makers comprised of Trustees, CIO’s, treasurers and other investment
staff representing pension funds, foundations, endowments, public and international plans. Our sponsors

https://www.nasphq.org/annual-conferencehave played a tremendous role in the success and implementation of NASP’s conference experience through
relevant panel discussions, influential speakers, entertaining networking functions and financial support.

https://www.nasphq.org/annual-conferenceClick here to view the 2019 conference program.
https://www.nasphq.org/annual-conferenceThroughout the conference, essential topics in investment trends, strategies, and the regulatory environment

in institutional asset management, brokerage, corporate finance, and municipal finance are covered. The
unique needs of the pension, endowment and foundation communities are addressed during The NASP
Institute. We continue to augment our programming to support diverse emerging and mid-career talent
through the Professional Development Series and One-on-One Career Coaching specifically designed
to teach effective strategies to enhance leadership, communication and critical thinking skills. The Africa
and Emerging Markets Summit™, the newest component of the conference examines the African capital
markets, the private equity landscape, the sovereign debt market and more.

Your firm’s sponsorship is not only critical to the success of NASP’s Annual Pension and Financial
Services Conference but also to the important work the organization does throughout the year.
Sponsorship underscores your commitment to diversity and inclusion and provides you with access to
valuable clients, prospects and a rich talent pool.

Please pay particular attention to the Corporate Partner opportunities which offer year-round benefits
at both the national and chapter level. NASP currently has eleven chapters throughout the United
States, including Atlanta, Baltimore/Washington D.C., Chicago, Detroit, New York, North Carolina,
Ohio, Philadelphia, San Francisco, Southern California, and Texas. These chapters host a variety of
programs throughout the year which could also benefit from your sponsorship support.

Thank you for your kind consideration. We look forward to continuing to provide valuable networking
opportunities by increasing the participation of trustees and investment staff from pension plans,
endowments, and foundations; municipal issuers and corporations.

Sincerely,

Guy Logan Ronald C. Parker
Chair, NASP Board of Directors NASP President & CEO

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31ST ANNUAL CONFERENCE

PENSION AND FINANCIAL SERVICES

CHICAGO 20
MON - WED 20

JUNE 15 -17

Why become a Corporate Partner?

NASP Pension and Financial Services Conference: Partners receive prominent access and
publicity at one of the industry’s premier annual events, exposing your firm to a wide array of
influential decision-makers.

Universal Branding: Logo placement and URL link on the NASP national website. Logo
placement at all NASP national and chapter events. Listing as a Corporate Partner in all
NASP printed and electronic promotional materials. Inclusion in promoted posts and other
exposure on the mobile event app.

Annual NASP Memberships: Partners receive a number of NASP annual memberships that
can be used as employee incentives especially for members of Affinity/Employee Resource
Groups (ERG’s) at your firm. All memberships include chapter affiliation selection.

NASP Corporate Roundtable: Exclusive executive membership on the NASP Corporate
Roundtable that meets once a year to develop direction and programs for the organization.

Diverse Talent: Receive exhibit space and source industry professionals at
the Pension and Financial Services Conference through the Partner Expo
and One-on-One Career Coaching Sessions. In addition, post open career
opportunities on the NASP website which are publicized through monthly
newsletters, dedicated e-blasts and social media platforms.

Complimentary Access to Chapter Events (subject to availability): [Enjoyed] the quality
In addition to the key national events, local chapters host a variety of of the speakers, the
programs throughout the year that involve an impressive number of key content of the sessions,
business leaders and regional industry professionals. NASP currently has excellent networking
eleven chapters in financial centers throughout the U.S. opportunities and
Webinar Presentations: Increase your company’s visibility by sharing your overall the flawless
expertise on key industry issues, announce new initiatives and products, organization of the
and build and strengthen relationships with NASP members. entire 3 days.

For more info, contact Marshay Hall (202) 371-5535
or [email protected]

At the $100,000, $60,000 or $30,000 level,
companies can significantly increase their national
exposure within NASP.

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31ST ANNUAL CONFERENCE

PENSION AND FINANCIAL SERVICES

CHICAGO 20
MON - WED 20

JUNE 15 -17

Corporate Partner & Conference Sponsor Benefits

Sponsor Deadline – Wednesday, April 15, 2020

Benefits PLATINUM GOLD SILVER INVESTING MANAGING EQUITY
Corporate Corporate Corporate Conference Conference Conference
PARTNER PARTNER PARTNER SPONSOR SPONSOR SPONSOR
$100,000 $60,000 $30,000
$15,000 $10,000 $5,000

Exclusive VIP Event Sponsorship ✔ ✔ ✔ 1
1
Universal Branding at NASP national ✔ ✔ ✔ 2
and chapter-hosted events ✔
General
Listing as Corporate Partner ✔ ✔ ✔ Listing
in all NASP promotional materials ✔ ✔ ✔
including event press releases
Booth and/or Program Engagement
at Career Management &
Recruitment Expo. Complimentary
Jobs Listing on NASP website

Presentation for Corporate Partner ✔ ✔ ✔ ✔ 1/4 Page
Webinar Series ✔ ✔ ✔ 1/2 Page
Executive Membership on the ✔ ✔ ✔
NASP Corporate Roundtable ✔ ✔ ✔
Logo placement and URL link on Full Page Full Page Commemorative
NASP national website (Featured) Full Page Ad
Guaranteed Speaking Opportunities
(subject to availability)
Color Ad in the Conference
Program Book

Complimentary Conference 10* 10* 7* 32
Registrations for Company 5 4 3 21
Representatives*
Invitations to the NASP Sponsor
Reception exclusively for corporate
partners and sponsors and pension,
endowment and foundation plan
trustees and investment staff

Complimentary Annual NASP 20 15 10 74
Memberships (includes chapter ✔ ✔✔
affiliation selection) ✔ ✔
Signage recognizing sponsor at (Leading) (Prominent)
registration and other prominent
conference locations

Mobile Event App Inclusion Micro App Splash Screen Banner Ad, General General
(Prime Logo Exposure Promoted Posts Listing Listing
& Prime Listing
Placement in & Push
main menu of Notifications in App

event app)

Advance Attendee List 1 month prior 3 weeks prior 2 weeks prior to 1 week prior to
to the event to the event the event the event

* Additional complimentary and/or discounted conference registrations for Corporate Partners available.

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31ST ANNUAL CONFERENCE

PENSION AND FINANCIAL SERVICES

CHICAGO 20
MON - WED 20

JUNE 15 -17

Past Pension, Foundation, & Endowment Attendees

AFL-CIO Office of Investment Federal Reserve Bank of Atlanta Public Employees’ Retirement Association
Alameda County Employees’ Retirement System Federal Retirement Thrift Investment Board of New Mexico
Atlanta Firefighters’ Pension Fund Firemen’s Annuity and Benefit Fund of Chicago Public Schools’ Retirement System of the
Birmingham Fire & Rescue Fulton County (GA) Employees’ Retirement City of Kansas City (MO)
Birmingham Police & Fire Supplemental System Rensselaer Polytechnic Institute
Pension Fund General Motors Riviera Beach Employees’ Pension Board
Birmingham Retirement & Relief Pension Board Georgia Firefighters’ Pension Fund San Antonio Fire and Police Pension Fund
California Public Employees’ Retirement System Government Employees’ Retirement System San Diego County Employee Retirement
(CalPERS) of the Virgin Islands Association
California Public Utilities Commission Harris County (TX) Metropolitan Transit Authority San Francisco City & County Employees’
California State Teachers’ Retirement System Houston Municipal Employees’ Pension System Retirement System
(CalSTRS) Howard University Board of Trustees SEIU
Casey Family Foundation Illinois Municipal Retirement Fund Sempra Energy
Chicago Teachers’ Retirement System Illinois State Board of Investment Shell Oil Company
Chicago Transit Authority Kaiser Permanente Southern California Edison Company
City of Atlanta General Employees’ Retirement Kraft Foods Southern Company
System Laborers District Council - Metro Philadelphia Spelman College
City of Baltimore Employees’ Retirement System & Vicinity State of New Jersey
City of Birmingham Pension Board Laborers’ Local Union 135 State of New Mexico
City of Birmingham Police & Fire Supplemental Laborers’ Local Union 332 State of North Carolina
Pension Board Los Angeles County Employees’ Retirement State Retirement and Pension System of
City of Houston Association (LACERA) Maryland
City of New Haven Los Angeles City Employees’ Retirement System State Universities Retirement System of Illinois
City of Philadelphia Board of Pensions & (LACERS) Teachers’ Retirement System of the State of
Retirement Los Angeles Fire and Police Pensions (LAFPP) Illinois
City of Pontiac (MI) General Employees’ Lower Colorado River Authority Teachers’ Retirement System of New York City
Retirement System Michigan Department of Treasury Teamsters Local 237
Clark Atlanta University National Conference on Public Employee Texas Children’s Hospital
Cook County (IL) Annuity & Benefit Fund Retirement Systems (NCPERS) Texas Permanent School Fund
District of Columbia Retirement Board New York City Retirement Systems Texas Public Employees’ Retirement System
DeKalb County (GA) Employees’ Retirement New York State Common Retirement Fund The Boeing Company
System New York State Teachers’ Retirement System Time Warner Cable
Denver Employees’ Retirement Plan North Texas Tollway Authority Tufts University
Detroit General Retirement System Oakland Municipal Employees’ Retirement UAW Retiree Medical Benefits Trust
District 1199J New Jersey Pension Fund System U.S. Department of the Treasury
Dormitory Authority of the State of New York Office of Illinois State Treasurer U.S. Securities and Exchange Commission
Employees’ Retirement System of Georgia Office of the NYC Comptroller United Parcel Service (UPS)
Employees’ Retirement Fund of the City of Dallas Office of the Treasurer, City of Chicago University of Chicago
Eskom Pension and Provident Fund Office of the Treasurer, State of Connecticut Vanderbilt University
Essex County (NJ) Board of Education Pacific Gas and Electric Company (PG&E) Wayne County (MI) Government
Exelon Corporation Park Employees’ Annuity & Benefit Fund of
Fannie Mae Chicago
FDIC Port of Los Angeles

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31ST ANNUAL CONFERENCE

PENSION AND FINANCIAL SERVICES

CHICAGO 20
MON - WED 20

JUNE 15 -17

2019 Corporate Partners & Conference Sponsors WHY SPONSOR?
Put your company name
Gold Corporate Partners in front of top decision
makers and engage
Silver Corporate Partners directly with trustees
and plan sponsors at the
conference.

INVESTING SPONSORS FIS Group/Piedmont Investment Advisors Fairpointe Capital
Bank of America Merrill Lynch Goldman Sachs Asset Management RBC Capital Markets (MUNI)
The Carlyle Group Guggenheim Partners RBC Global Asset Management
CastleOak Securities, L.P. JP Morgan Asset Management Siebert Cisneros Shank & Co.
CFA Institute PGIM (Prudential) The Williams Capital Group, L.P.
Diamond Hill Capital Management, Inc. Progress Investment Management Co.
EARNEST Partners Ramirez & Co./Ramirez Asset Management

MANAGING SPONSORS Channing Capital Management LLC Oppenheimer & Co.
Aberdeen Standard Investments Kutak Rock State Street Corporation
Ativo Capital Management Muller & Monroe Asset Management, LLC State Street Global Advisors
Blackrock Neuberger Berman UBS Asset Management

EQUITY SPONSORS HarbourVest Partners, LLC Prime Buchholz
AonHewitt Ivy Investments Pugh Capital Management, Inc.
Attucks Asset Management, LLC Lazard Asset Management, LLC Squire Patton Boggs
Cabrera Capital Markets, Inc. Leading Edge Investment Advisors Stern Brothers
Callan LLC Marquette Associates, Inc. Sturdivant & Co.
Cooke & Bieler, L.P. Meketa Investment Group The Edgar Lomax Company
Dentons US, LLP Motley Rice Tekmerion Capital Management
GLOBALT, Inc. NEPC LLC
Grant & Eisenhofer PFM Group

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31ST ANNUAL CONFERENCE

PENSION AND FINANCIAL SERVICES

CHICAGO 20
MON - WED 20

JUNE 15 -17

Preliminary Schedule of Events

MON Exhibitor Expo The conference had
Africa & Emerging Markets Summit great content and
June 15 Welcome Reception [was] thoughtfully
Late Night Dessert Reception laid out.

TUES Exhibitor Expo

June 16 Joyce Johnson Award Luncheon

WED Exhibitor Expo Concurrent Tracks:
The NASP Institute
June 17 Concurrent Tracks: Professional Development Series
Institutional Asset Management Institutional Asset Management
& Brokerage & Brokerage
Municipal Finance Municipal Finance
Defined Contribution
Awards Reception
Travers Bell
Maynard Holbrook Jackson, Jr.
Pacesetter

Great quality of attendees,
resulting in great networking. Really

good panelist with great insights.

The National Association of Securities Professionals (NASP) is a non-profit association of professionals in the financial services industry. We connect members to industry
leaders and business opportunities; advocate for policies that create equal representation and inclusion; provide educational opportunities; and work to build awareness
about the value of ensuring that people of color and women are included in all aspects of the securities industry. Founded in 1985, the national organization is headquartered
in Washington, D.C. with chapters in major financial capitals throughout the United States. Our members include asset and wealth managers, brokers, public finance
professionals, investment bankers, bond counsel, investment consultants, commercial bank underwriters, institutional investors, plan sponsors and other finance professionals.

*Schedule is subject to change at discretion of NASP Headquarters.

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31ST ANNUAL CONFERENCE

PENSION AND FINANCIAL SERVICES

CHICAGO 20
MON - WED 20

JUNE 15 -17

Corporate Partner & Sponsor Commitment Form

Sponsor Deadline – Wednesday, April 15, 2020
Level of Support

Corporate Partner: (Includes Expo Booth/Program Engagement)

❏ $100,000 ❏ $60,000 ❏ $30,000

Conference Sponsor: ❏ $15,000 ❏ $10,000 ❏ $5,000 + Expo Booth: ❏ $1,500 additional

Expo Booth Only: ❏ $2,500* (Includes 2 staff reps at booth. Meals and breaks on Monday. Breaks only on Tuesday/Wednesday)

*Limited number available. Priority given to public agencies and approved non-profit organizations.

Complete contact information is required. Please print or type.
Partner/Sponsor Contact Information

Name: _______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Title: ____________________________________________________________________________________________________________________ Company: _________________________________________________________________________________________________________

Address 1: ___________________________________________________________________________________________________________ Address 2: _________________________________________________________________________________________________________

City______________________________________________________________________________________________________________________ State/Zip: __________________________________________________________________________________________________________

Phone: ________________________________________________________________________________________________________________ Email: ________________________________________________________________________________________________________________
Complimentary registration passes & NASP individual memberships: All names of firm representatives must be submitted by the date specified
in the sponsor information packet. You will receive the information packet soon after this form is received by NASP.
Any complimentary passes and/or memberships that have not been allocated by the specified deadline will be forfeited. Please remember to
include all exhibit staff and speakers in the pass allocation. Note: Expo exhibitor staff who will NOT attend any conference sessions or functions
do NOT require a pass allocation.

Main Point of Contact

Name: _______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Phone: ________________________________________________________________________________________________________________ Email: ________________________________________________________________________________________________________________

Payment: If an invoice is needed to process payment, please send written request to [email protected]. Sponsor payments

are due in full no later than Monday, May 25, 2020. Payments received after this date will cancel all benefits associated with the Sponsor Level.

❏ Visa ❏ MasterCard ❏ AMEX

Billing Address: ________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Credit Card Number: ______________________________________________________________________________________________________________________________________________ CVV#: ________________ Exp. Date: _____________________

Signature (Required): ______________________________________________________________________________________________________________________________________________________________________________________________________________________

Check payments must be made payable to NASPHQ and mailed to:
NASP c/o The Baker Group

10736 Jefferson Blvd. #659

Culver City, CA 90230

Cancellation Policy
In the event NASP cancels the event due to an act of God, declaration of war, act of foreign enemies, or any other act that directly or
indirectly causes the cancellation, NASP will retain 30% of the sponsorship commitment. The remaining fees shall be credited to the
sponsorship of one or more future events at NASP’s discretion.

This form MUST be returned via email to Carlotta Baker [email protected] to confirm 2020
Sponsorship. Should you have questions or concerns, Carlotta can be reached at (310) 216-4722 x 204

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31ST ANNUAL CONFERENCE

PENSION AND FINANCIAL SERVICES

CHICAGO 20
MON - WED 20

JUNE 15 -17

Advertising Specifications and Deadlines

Ad Deadline: Monday, May 10, 2020

SPONSORS: Please email your firm’s logo in EPS, AI, TIFF or JPEG (300 dpi) format after executing this
agreement to be included in promotional materials.

FILE FORMATS ACCEPTED (IN ORDER OF PREFERENCE)
• PDF (CMYK press quality), Photoshop (tiff or jpeg at 300 dpi or higher),

Illustrator eps or ai with fonts outlined, lnDesign (packaged).
• Formats NOT accepted: Word, Powerpoint, Pages and any other file types not listed above.

SUBMITTING YOUR AD
• Please submit your print-ready ad/logo by email to: Carlotta Baker at

[email protected]
• Please also cc: Joy Ruiz at [email protected]
• Write in the subject line: “NASP Program Ad” along with the ad size.
• If your ad/logo is larger than 17 mb in size, please send via Dropbox, Hightail, WeTransfer, Google

docs or other large file transfer sites.

**Please keep important elements (such as text) at least 1/4” from the edge of bleed ads to prevent
them from being cut off during printing.

Quarter FULL PAGE AD:
Page Ad: Non-Bleed Size: 8” x 10”
Size: Bleed Size: 8.75”(w) x 10.75”(h)
4” x 5”
(vertical) Book Trim Size:
8.5”(w) x 10.5”(h)
Half Page Ad:
Size: 8” x 5”
(horizontal)

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