2013 Informa Zephyr Client Conference

Join Us

Tuesday, October 8 – Pre-conference Sessions
Wednesday, October 9 – Thursday, October 10 – General Conference

Whether you are new to Informa Investment Solutions, or have been with us for years, this event is designed to help you discover new ways in which our wide range of products and services can take your practice to the next level. This year we are offering pre-conference training sessions geared toward new PSN Enterprise, Zephyr StyleADVISOR and Zephyr OnDEMAND users. We will open the general conference with a discussion about our most recent developments and will then build on those concepts in later sessions by walking you through their practical application. You will also gain strategic insight from industry experts, many of whom are fellow Informa Investment Solutions users.

We encourage you to register soon, as space is limited, and look forward to seeing you in October!

Agenda

Click to view the conference agenda.

Sponsorship & Exhibit Opportunities

Informa Investment Solutions is a leading provider of solutions and custom services to financial institutions and investment professionals. For three decades we have partnered with premier vendors to bring world-class data, custody, and accounting solutions to our client base. We are delighted to offer our business and strategic alliance partners the opportunity to exhibit and/or sponsor events at our annual client conference at the Sheraton New York Hotel & Towers in New York, NY on October 8th - 10th.

For more information, please contact Stephanie Gambino at 914-509-1592 or stephanie.gambino@informais.com

Sponsorship Benefits include:

  • Highlighting your firm's products in front of prospects and business decision makers
  • Networking during numerous social events with IIS' clients and industry contacts, as well as with our distinguished faculty of speakers
  • Gaining strategic insight and critical trends from industry speakers

Luncheon Sponsor - $2,500 (Two Available)

Wednesday, October 9, 2013 or Thursday, October 10, 2013
Receive elevated branding throughout the event and be honored as the exclusive luncheon sponsor on Wednesday, October 9, 2013 or Thursday, October 10, 2013 as the event’s attendees enjoy a special, sit-down meal.

Luncheon Sponsorship includes:

  • Two conference passes
  • Exhibitor booth (see Exhibit Only benefits)
  • Listing in conference program to include brief a description and logo
  • Pre-conference attendee list (emailed two weeks prior to conference)
  • Complete on-site registration list.

Breakfast Sponsor - $2,000 (Two Available)

Wednesday, October 9, 2013 or Thursday, October 10, 2013
Receive elevated branding throughout the event and be honored as the exclusive breakfast sponsor on Wednesday, October 9, 2013 or Thursday, October 10, 2013 as the event’s attendees enjoy a special, sit-down meal.

Breakfast Sponsorship includes:

  • Two conference passes
  • Exhibitor booth (see Exhibit Only benefits)
  • Pre-conference website description listing
  • Pre-conference attendee list (emailed two weeks prior to conference)
  • Listing in the conference program to include a brief description and logo
  • Complete on-site registration list

Cocktails & Connections - $2,500 (SOLD)

Co-brand the regional Cocktails & Connections reception immediately following the conference sessions on Wednesday, October 9, 2013 from 5:30 p.m. - 7:00 p.m. Take advantage of the exclusive opportunity to promote your brand to all conference participants at this highly-regarded networking event.

Cocktails & Connections Sponsorship includes:

  • Two conference passes
  • Exhibitor booth (see Exhibit Only benefits)
  • Pre-conference website description listing
  • Pre-conference attendee list (emailed two weeks prior to conference)
  • Listing in the conference program to include a brief description and logo
  • Complete on-site registration list.

Cocktails & Connections Sponsor

Interactive Data delivers a comprehensive set of products and services designed to meet the needs of the front, middle and back offices at some of the largest and most well-known institutions around the world. Interactive Data helps to support their investment activities and operational workflow through a broad range of offerings, such as millions of independent evaluations of fixed income securities, a wide range of global reference data and listed markets pricing, ultra-low latency data and trading infrastructure services to facilitate electronic trading, sophisticated analytical tools for investment managers, customized web-based financial information systems, and desktop solutions, including our eSignal Suite of Products.

Exhibit Only - $1,500

Receive maximum exposure throughout the conference as all refreshment breaks will be held in the Exhibit Area.

Exhibit Sponsorship includes:

  • Two conference passes
  • Listing in the conference program to include a brief description and logo
  • Selection of booth space
  • Pre-conference website description listing
  • Pre-conference attendee list (emailed two weeks prior to conference)
  • Complete on-site registration list
  • Six foot skirted table with two chairs, wastebasket, and electrical hookup

Exhibit Sponsor


Financial Trust Management

Financial Trust Asset Management is a leader in quantitative investment research and management. Established in 1989, Financial Trust Asset Management’s quantitative investment portfolios offer a transparent and consistent investment management approach, which is unique within the quantitative investment manager universe. Our family of 15 separate account strategies include proprietary indexes, enhanced indexes and active strategies that when combined provide our clients with a unique approach to portfolio construction and diversification. Financial Trust’s Family of 15 investment strategies have won a combined 120 PSN “Top Guns” awards from Informa Investment Solutions’ PSN. In order to win the PSN “Top Guns” award a firm must place among the top 10 managers nationwide based on gross returns for a specific style and time period. Arno O. Mayer CFA CFP founded Financial Trust Asset Management in South Florida in 1989.


NASDAQ OMX

NASDAQ OMX Global Indexes has been creating innovative, market-leading, transparent indexes since 1971. Today, our index offering spans geographies and asset classes and includes diverse families such as the Global, Income Investments, Nordic, Green Economy, Sharia and Commodity Indexes. We continuously offer new opportunities for financial product sponsors across a wide-spectrum of investable products and for asset managers to measure risk and performance. NASDAQ OMX Global Indexes also provides custom index services and design solutions to selected financial organizations. For more information, visit https://indexes.nasdaqomx.com/.


Russell Indexes

Russell Indexes offers a comprehensive family of U.S. and global equity indexes that give investors a more precise view of the markets and allow them to track performance of distinct segments consistently. Russell Indexes calculates more than 700,000 benchmarks daily, covering 98% of the investable market globally, 83 countries and more than 10,000 securities. Approximately $4.1 trillion in assets is benchmarked to the Russell Indexes. For more information on Russell Indexes, please visit us at www.russell.com/indexes.