SIFMA Annual Meeting 2013
November 11-12 , 2011
Marriott Marquis New York
Sponsor/Advertise
This year, finance's premier event for the capital markets is again expected to bring together hundreds of industry-leading professionals, policymakers, thought leaders and financial media. Effectively engage this elite audience and connect with a global community, building your brand and increasing lead generation.
Sponsorship and advertising opportunities are now available for SIFMA's 2013 Annual Meeting. Our staff custom builds packages for almost every objective and budget.
Sponsorship Opportunities
Click to view this comprehensive guide to all sponsorship opportunities at the SIFMA Annual Conference 2013.
Questions? Contact Diana Serri at 212.313.1258 or Meredith Atkinson Marbach at 212.313.1292.
| Bloomberg L.P. Bloomberg, the global business and financial information and news leader, gives influential decision makers a critical edge by connecting them to a dynamic network of information, people and ideas. The company's strength – delivering data, news and analytics through innovative technology, quickly and accurately – is at the core of the Bloomberg Professional service, which provides real time financial information to more than 315,000 subscribers globally. Headquartered in New York, Bloomberg employs more than 15,000 people in 192 locations around the world. Bloomberg Fixed Income Trading (FIT) is the world's most widely used fixed income trading platform. FIT provides liquidity, trading functionality, and straight through processing across all fixed income asset classes. Bloomberg's swap execution facility (SEF) is a robust trading platform that provides efficient access to swaps regulated under the Dodd-Frank Wall Street Reform and Consumer Protection Act. Contact: Jeff Missimer, Product Manager, Bloomberg L.P., 731 Lexington Avenue, New York, NY 10022 | 212.617.2236 | [email protected] | www.bloomberg.com |
| Broadridge Financial Solutions, Inc. Broadridge Financial Solutions, Inc. (NYSE:BR) is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge's investor communications, securities processing and business process outsourcing solutions help clients reduce their capital investments in operations infrastructure, allowing them to increase their focus on core business activities. With over 50 years of experience, Broadridge's infrastructure underpins proxy voting services for over 90% of public companies and mutual funds in North America, and processes more than $5 trillion in fixed income and equity trades per day. Broadridge employs approximately 6,400 full-time associates in 13 countries. For more information about Broadridge, please visit www.broadridge.com. Contact: www.broadridge.com Learn more about Broadridge Financial Solutions, Inc. (PDF) |
| CFA Institute CFA Institute is a global not-for-profit investment education and member organization (with offices in the U.S., the U.K., Hong Kong, and Belgium) dedicated to shaping a stronger, more accountable investment industry by setting the highest standards of investment education and ethics and advocating for market integrity. In addition to developing and offering the globally respected CFA® and CIPM® credentials and the Claritas® Investment Certificate, we develop and promote professional standards like the Asset Manager Code of Professional Conduct and the Global Investment Performance Standards (GIPS®). Learn more at www.cfainstitute.org. Contact: www.cfainstitute.org Learn more about CFA Institute. (PDF) |
| Deloitte As a recognized leader in providing audit, tax, consulting and financial advisory services to the securities industry, Deloitte serves more than 95 percent of the top 25 securities firms – and audits one-third of those firms, more than any other Big Four firm. Our multi-disciplinary approach allows us to provide regional, national and global services to our clients. Our securities practice is recognized for bringing together teams with diverse experience and knowledge to provide customized solutions for all clients. Contact: Adam Schneider, Principal, Deloitte, 1633 Broadway, New York, NY 10019-6754 | 212.436.4600 | [email protected] | www.deloitte.com/us Learn more about Deloitte Consulting LLP. (PDF) |
| DTCC DTCC has operating facilities and data centers around the world and, through its subsidiaries, automates, centralizes, and standardizes the post-trade processing of financial transactions for thousands of institutions worldwide. With 40 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry, simplifying the complexities of clearance, settlement, asset servicing, global data management and information services for equities, corporate and municipal bonds, government and mortgage-backed securities, derivatives, money market instruments, syndicated loans, mutual funds, alternative investment products, and insurance transactions. In 2012, DTCC's subsidiaries processed securities transactions valued at approximately US$1.6 quadrillion. Its depository provides custody and asset servicing for securities issues from 131 countries and territories valued at US$37.2 trillion. DTCC's global trade repositories record more than US$500 trillion in gross notional value of transactions made worldwide. Contact: www.dtcc.com Learn more about DTCC. (PDF) |
| eFinancialCareers eFinancialCareers, a Dice Holdings Inc. service, is the world's leading financial services careers website, and the place to go for financial careers and talent. eFinancialCareers provides finance professionals with the latest job opportunities, career information and invaluable industry insights they need to maximise their potential. The site connects them to roles within many of the world's most respected financial organisations. Through its recruitment solutions eFinancialCareers provides financial services recruiters a vital competitive edge by enabling them to source the highly qualified professionals they need to achieve their strategic ambitions - quickly and efficiently. eFinancialCareers offers local websites in 19 markets across North America, Europe, Asia-Pacific, and the financial centres of the Middle East. Contact: www.efinancialcareers.com Learn more about eFinancialCareers. (PDF) |
| Goldman Sachs & Co. The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world. Contact: Goldman Sachs, 200 West Street, New York, NY 10282 | 212.357.9595 | http://gs.com |
| Harvest Harvest - your INDEPENDENT Securities Valuations Source! The financial crisis revealed a large amount of ignorance regarding the origin and manufacture of investment prices. This ignorance led to a series of expedient procedures that degraded the work to a point where almost no safeguards against mis-valuations and potential fraud were in place. As a result, there are numerous law suits pending in the courts initiated by the SEC and other stakeholders. Harvest has been a leader in independent fair value securities valuations for financial reporting since 1994. Our reviews provide independent, transparent and unbiased valuations that are compliant with regulatory requirements, including ASC820 levels, price reasonableness, risk assessment and review. Harvest's quick response to changes in the investment marketplace allows us to help you meet all requirements for your regulatory and internal reviews. Contact: Jennifer Feit, Director of Sales, Harvest | 630.734.0301 | [email protected] | www.harvestinvestments.com Learn more about Harvest. (PDF) |
| Hearsay Social Hearsay Social empowers global sales forces to efficiently and successfully use social media to attract prospects, retain customers, and grow business. The enterprise-ready solution enables sales representatives to quickly and easily move beyond yesterday's sales tactics and adopt today's leading social-selling techniques. The Hearsay Social platform boosts sales productivity and incorporates best practices while ensuring brand integrity and compliance for even the most regulated industries. Tens of thousands of salespeople worldwide use Hearsay Social every day to hear and respond to everything their customers and prospects are saying on top social networks, including Facebook, LinkedIn, and Twitter. Contact: Hearsay Social | 185 Berry Street, Suite 3800, San Francisco, CA | 415.692.6230 | [email protected] | www.hearsaysocial.com Learn more about Hearsay Social. (PDF) |
| JPMorgan Chase & Co. JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.5 trillion and operations worldwide. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, asset management and private equity. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the worlds most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. Contact: www.jpmorganchase.com |
| LinkedIn Corporation Wealth management professionals, the face of the financial industry to millions of Americans, carry a great responsibility in their role helping individual investors meet their financial and retirement goals. LinkedIn Sales Solutions empowers wealth management professionals to find, relate and engage with high net-worth individuals and professionals in their centers of influence at scale on the world's largest professional network. Sales Navigator provides unparalleled prospecting capabilities. Thousands of financial advisors use LinkedIn every day for prospecting and networking, but only clients of the premium subscription, LinkedIn Sales Navigator, when purchased on an enterprise basis, receive the training and support required on LinkedIn to maximize the true power of the network. To learn more about how current clients are using LinkedIn Sales Navigator, visit http://business.linkedin.com/sales-solutions/customers.html and follow @LinkedInSelling on Twitter. Contact: Dan Swift, Director of Sales, LinkedIn Sales Solutions, 350 Fifth Avenue, Suite 2500, New York, NY 10118 | 347.613.5796 | [email protected] | http://business.linkedin.com/sales-solutions/customers.html Learn more about LinkedIn Corporation. (PDF) |
| Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 1,200 offices in 43 countries. For further information about Morgan Stanley, please visit www.morganstanley.com. Contact: www.morganstanley.com |
| National Financial, a Fidelity Investments Company National Financial, a Fidelity Investments company, offers broker-dealer firms a comprehensive clearing platform that includes a dedicated service model, a powerful global trading platform, and a source of leading investment solutions, all designed to help them grow confidently. A leading clearing provider in the U.S. for over 30 years, National Financial leverages the strength, resources, and experience of the Fidelity Investments organization, one of the world's largest providers of financial services. For more information about National Financial, please visit www.nationalfinancial.com. Contact: Joe Kelly, Senior Vice President, National Sales Manager, National Financial, a Fidelity Investments Company, 200 Seaport Boulevard, Boston, MA 02210 | 617.563.8738 | [email protected] | www.nationalfinancial.com Learn more about National Financial. (PDF) |
| PriceMetrix Inc. PriceMetrix is the first choice in practice management software for retail brokerages in North America. We help wealth management firms enhance revenue growth, by enabling advisors to recapture lost revenue opportunities. By combining industry know-how with powerful aggregated market data, we help our clients increase overall firm profitability. PriceMetrix directly measures aggregated data representing 7 million investors, 500 million transactions, 3 million fee-based accounts, 7 million transactional accounts and over $3.5 trillion in investment assets. PriceMetrix combines its patented process for collecting and classifying data with proprietary measures of revenue, assets, and households to create the most insightful and granular retail wealth management database available today. Founded in 2000 and headquartered in Toronto, Ontario, we service a notable range of retail wealth management firms within the United States and Canada. Contact: Mark Davidson, Vice President - Sales and Marketing, PriceMetrix Inc., 416.955.0514, ext. 247 (O) | 416. 955.0501 (F) | [email protected] | www.pricemetrix.com Learn more about PriceMetrix. (PDF) |
| PricewaterhouseCoopers PwC focuses on audit and assurance, tax and consulting services. Additionally, in the US, PwC concentrates on 16 key industries and provides targeted services that include - but are not limited to - human resources, deals, forensics, and consulting services. We help resolve complex issues and identify opportunities. PwC's Financial Services Regulatory Practice assists top tier financial institutions in navigating, managing and implementing change driven by legislation regulation and supervisory expectations. Our U.S. Regulatory Practice consists of over 25 partners and 250 professionals across banking, asset management and insurance - most of whom were in leadership and supervisory roles at the major regulators (Fed, SEC, OCC, CFTC, CFPB, UK FSA) and/or in regulatory-related roles in industry. Contact: Dan Ryan, Financial Services Advisory Leader, PwC, 300 Madison Avenue, New York, NY 10017 | 646.471.8488 | [email protected] | pwcregulatory.com Learn more about PricewaterhouseCoopers LLP. (PDF) |
| Smarsh, Inc. Smarsh® delivers cloud-based solutions for archiving an expanding list of today's digital communication mediums – including email, instant messaging, public and enterprise social media, mobile messaging, and the Web. Founded in 2001, Smarsh is the trusted archiving and compliance provider for a growing base of over 20,000 companies that rely on it to help meet regulatory compliance, e-discovery and record retention requirements. The company is headquartered in Portland, Ore. with offices in New York City, Atlanta, Boston and Los Angeles. For more information, visit www.smarsh.com, follow @SmarshInc on Twitter or like Smarsh on Facebook at www.facebook.com/SmarshInc. Contact: Smarsh, Inc., 921 SW Washington Street, Suite 540, Portland, OR 97205 | 866.smarsh.1 | www.smarsh.com Learn more about Smarsh, Inc. (PDF) |
| Tradeweb Tradeweb Markets builds and operates many of the world's most efficient financial marketplaces and pioneered significant milestones in the development of electronic trading and trade processing. Since 1998, Tradeweb has operated a global fixed income and derivatives trading network, which harnesses the distribution of the major investment banks with more than 2,000 institutional clients. In addition to its dealer-to-client institutional marketplace, the company operates Dealerweb, its inter-dealer division, which includes the Hilliard Farber, RaffCap, and J.J. Kenny Drake groups. Tradeweb Markets also provides trading services to the financial advisor community through its Tradeweb Retail platform. Contact: Customer Relations, Tradeweb Markets LLC, 1177 Avenue of the Americas, New York, NY, 10036 | 800.541.2268 | [email protected] | www.tradeweb.com Learn more about Tradeweb. (PDF) |
| Truphone Truphone, the international mobile communications company, helps people and businesses around the world stay connected. Truphone is the leading provider of mobile voice recording solutions for the financial services sector. Truphone Mobile Recording is the first app-less solution, enabling customers to record all inbound and outbound voice and SMS communications from a mobile handset. This solution is purpose built to record voice and SMS usage safely and securely, helping to enable regulatory compliance. Contact: www.truphone.com Learn more about Truphone. (PDF) |
| Wipro Technologies Wipro Ltd is a $7.95 Billion consulting, business and technology services firm. Wipro is a leading provider in the Capital Markets Operations and Technology space with over 10,000 employees servicing this sector. Wipro's BPO service offerings cover sell-side as well as buy-side firms. Capabilities include functions across middle and back-office including Reference Data and Client/Account data, Clearing and Settlement, Reconciliation, Prime Brokerage services, Loan processing, Asset Servicing and Fund Services. Wipro's Capital Markets Operations footprint includes coverage of 56 markets across US, EMEA and APAC across various asset classes ranging from Equities, Fixed Income to OTC Derivatives, Mutual Funds and Listed Options. Contact: Andrew Wagshul, Director of Capital Markets BPO, Wipro BPO, 2 Tower Center Boulevard, Suite 2200, E. Brunswick, NJ 08816 | 862.250.7183 | [email protected] | www.wipro.com Learn more about Wipro Technologies. (PDF) |
SIFMA's Strategic Partners
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SIFMA Annual Meeting: 2012 Highlights
View highlights from SIFMA's 2012 Annual Meeting: Markets, Politics, Impact.
Tribute Dinner 2013
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