Sponsorship Opportunities

Partnering with CFA Society Boston positions your firm as an industry leader, allows you to cultivate relationships with key clients, and maximizes your exposure in the financial services industry.

Sponsorships provide you the opportunity to connect with influential investments managers, financial decision-makers, and the leaders of the tomorrow throughout the greater Boston area. Choose a sponsorship opportunity that maximizes your return on investment, not matter your budget size. Event specific sponsorships like the Annual Market Dinner are typically available 60-90 days in advance of the event date.

The Society offers diverse programming content, including local in-person programs that attract top industry speakers, educational and professional development programs on specialized, timely topics presented by outstanding specialists in the field, as well as informal educational sessions focused on career development, and networking events. CFA Society Boston is a premier convener of asset owners, buy-side investment managers, sell-side executives, private wealth specialists, and many of the world’s most influential investment professionals. The Corporate Sponsor program offers a direct and effective way to increase visibility across the sector.

Reasons to Sponsor

• Access to CFA Society Boston members and CFA® charterholders
• Chance to target your primary audience
• Face-to-face exposure to investment professionals
• Opportunity to build credibility through your relationship with a respected organization
• Successful lead generation and prospecting for new business through CFA Society Boston’s reach of over 6,000 members
• Great PR for your firm
• Market presence and brand awareness
• Recognition as a thought leader and innovator in the financial industry

Sponsor Benefits Include

• Company logo and link to organization featured on the society website
• Company logo included in the CFA Society Boston News & Notes monthly Newsletter
• Company Logo included on sponsorship signage at all events
• Company logo featured on slide at all virtual events
• Company logo included on signage at the CFA Society Boston offices
• Listing in the CFA Society Boston Annual Market Dinner Program Book
• 5 Complimentary Program Registrations*
  *Some exclusions may apply including but not limited to the    Sustainable Investing Conference and Annual Market Dinner.

Emerging Leaders Sponsorship

The Emerging Leaders Committee plans educational programs and social events that are of interest to young investment management professionals and the broader CFA Society Boston membership with a young leaders’ twist, aimed at promoting cross-collaboration with experienced investment management professionals. The committee focuses on building relationships with peers and establishing connections with established members and firms through invaluable in-person networking opportunities. We are seeking an Emerging Leaders Sponsor to assist this thriving cohort of members as they continue on their career journey. 
 
Benefits of the Emerging Leaders Sponsorship

• Sponsor Company recognition on all Emerging Leader Event marketing emails
• Sponsor logo included on Emerging Leader Event promotional posts on social media channels including LinkedIn, Twitter, Instagram and Facebook
• Sponsor recognition in opening remarks of each Emerging Leaders Event
• 2 tickets to each of the Emerging Leaders Networking Events; projected to do 3 a year
• 1 ticket to each of the Emerging Leaders educational programs; projected to do 4 a year
• Podium time to introduce speaker at up to 2 Emerging Leaders Events
• Sponsor content post to the Emerging Leaders Community in the CFA Society Boston members only online platform; 1 company post per quarter

Cost:
$7,500  
Only 1 Available Per Year

Sustainable Investing Sponsorship Packages

The Full-Day Sustainable Investing Conference will take place in Boston on November 8, 2023 and is projected to bring together a diverse audience of over 200 attendees and an array of outstanding speakers. The new Half-Day Spring Conference focuses on Fixed Income and will be held Wednesday, June 21, 2023, from 7am-1pm in Boston. This conference is expected to welcome over 75 attendees and a lineup of remarkable speakers, all in an intimate setting filled with vital content and personal connection.  Both conferences offer an extended reach into the large potential audience of over 6,000 CFA Society Boston members and the wider regional investment community.

Introducing Sponsor+ Packages
We are excited to announce new opportunities for firms to engage and support our Sustainable Investing initiative. Sponsorship opportunities for the 2023 Sustainable Investing Full-Day Fall Conference are available now so you can plan and ensure participation in what has become a sell-out event. NEW Sponsor+ Packages are available and include sponsorship of the 2023 Sustainable Investing Full-Day Conference as well as the new CFA Society Boston Half-Day Spring Conference.

Sponsor+ Packages

• Platinum+
• Lunch+
• Break+
• Sustainability

Full-Day Conference Sponsorships

• Platinum
• Gold
• Silver
• Technology
• Reception
• Registration

Prices vary and opportunities are limited.

About Us

CFA Society Boston is a 501(c)(6) non-profit organization that boasts more than 6,000 members, 97% of which have earned the CFA® Charter, making us the 5th-largest society within the global CFA organization. Our members drive innovation and excellence in one of the most robust investment and financial services markets in the country.

Questions?

To learn more about sponsorship opportunities or sign up to take advantage of one of these great opportunities contact [email protected] or call 617-426-0270.