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SUMMIT 2016 INVESTMENT & 10 th edition Wednesday, March 9 th 2016 – Hotel Sheraton Brussels Airport, Belgium Annual flagship event in the Benelux for professionals from the funds and financial industry An inspiring day of keynote presentations and breakout sessions. Insights and analysis on the challenges producers and advisors of financial products are facing today. Meet hundreds of fund industry leaders and high-level finance professionals. Unique closing gala dinner of the Trends Fund Awards with network reception and afterparty.

Wednesday, March 9th Annual flagship event in the

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Page 1: Wednesday, March 9th Annual flagship event in the

SUMMIT 2016INVESTMENT

POWERED BY &

SUMMIT 2016INVESTMENT

POWERED BY & 10th

edition

Wednesday,March9th2016–HotelSheratonBrusselsAirport,Belgium

Annual flagship event in the Benelux for professionals from the funds and financial industry

An inspiring day of keynote presentations and breakout sessions.

Insights and analysis on the challenges producers and advisors of financial products are facing today.

Meet hundreds of fund industry leaders and high-level finance professionals.

Unique closing gala dinner of the Trends Fund Awards with network reception and afterparty.

Page 2: Wednesday, March 9th Annual flagship event in the

SUMMIT 2016INVESTMENT

POWERED BY &

SUMMIT 2016INVESTMENT

POWERED BY &

Wednesday,March9th2016 HotelSheratonBrusselsAirport,Belgium

The Trends & Morningstar Investment Summit 2016, 10th anniversary edition

The Trends & Morningstar Investment Summit is the

annual flagship event in the Benelux for professionals

from the funds and financial industry with the ambition

of being the meeting place between producers and

distributors/advisors of financial products.

On March 9th, 2016 the 10th anniversary edition of the

Trends & Morningstar Investment Summit and the

Trends Fund Awards gala dinner will take place in Hotel

Sheraton Brussels Airport. The ideal meeting place for

the professionals of the fund industry, and the top-level

financial advisors, asset managers, investment managers

and private bankers.

The Trends & Morningstar Investment Summit provides

information on new trends, best practices, legislation,

tax issues and investment opportunities. The programme

includes presentations from independent experts and

renowned international top keynote speakers who will

give to the more than 400 participants an insight in what

they expect from the financial markets in the coming

year and how they will challenge every aspect of our

business.

The summit is followed by the presentation of the Trends

Fund Awards for the best performing funds of the past

year. This takes place during an exclusive gala dinner

with network reception and closing afterparty.

Carl Richards, The Behavior Gap

Christian Dargnat, President of Efama & CIO at BNP

Paribas Investment Partners

Laurent Denayer, Global Fund Distribution

Partner, EY

Werner De Bondt, Professor Behavioral Finance at DePaul University, Chicago, USA

Daniel Needham, Global Chief Investment

Officer, Morningstar

Nick Vassilos, Global Portfolio Acquisition & Analytics Leader, Morningstar

Hugo Lasat, Vice-President of BEAMA

Partners of earlier editions

Keynotes of earlier editions

Page 3: Wednesday, March 9th Annual flagship event in the

Wednesday,March9th2016 HotelSheratonBrusselsAirport,Belgium

1 Main partner Trends & Morningstar Investment Summit

2 Booth partner Trends & Morningstar Investment Summit

3 Cocktails & drinks partner Trends Fund Awards ceremony

Partner packages

10th

edition

• Possibility of suggesting a speaker and/or subject for a 30 minute session.

• Clear visibility via logo presence across the complete media campaign for the Trends & Morningstar Investment Summit and the Trends Fund Awards ceremony.

• Logo presence on the website of the Trends & Morningstar Investment Summit.

• Logo presence on the Trends & Morningstar Investment Summit and the Trends Fund Awards ceremony.

• 3 m wide booth in the Partner Village, same location as the coffee breaks and the buffet. Booths will be presented in a uniform and modern pipe & drape form, personalised with your logo or commercial message assorted with a cocktail table and two bar chairs.

• 25 free entry tickets for the Trends & Morningstar Investment Summit.

• 10 places (1 table) for the Trends Fund Awards gala dinner.

• Database of the participants with addresses, telephone and fax numbers (subject to Belgian law on privacy).

Rate: € 10,000 (excl. 21% VAT )

• Logo presence on the website of the Trends & Morningstar Investment Summit.

• 2 m wide booth in the Partner Village, same location as the coffee breaks and the buffet. Booths will be presented in a uniform and modern pipe & drape form, personalised with your logo or commercial message assorted with a cocktail table and two bar chairs.

• 5 free entry tickets for the Trends & Morningstar Investment Summit.

• 2 places for the Trends Fund Awards gala dinner.

Rate: € 5,000 (excl. 21% VAT )

• Visibility via logo presence across the media campaign for the Trends Fund Awards ceremony.

• Logo presence on the website of the Trends Fund Awards.

• Logo on the projection screen at the Trends Fund Awards ceremony.

• 25 free entry tickets for the Trends & Morningstar Investment Summit.

• 10 places (1 table) for the Trends Fund Awards gala dinner.

• If applicable, your product can be served during the gala dinner (depends on the product).

Rate: € 10,000 (excl. 21% VAT )

Page 4: Wednesday, March 9th Annual flagship event in the

An organisation of

Why become a partner?

Who attends the Trends & Morningstar Investment Summit?

Robert Van Beek

Event Sponsoring & Partnership Manager

T +32 (0)486 40 28 01

[email protected]

Marianne Follebouckt

Event Coordinator

T +32 (0)2 467 56 62

[email protected]

The Trends Fund Awards gala dinner

The Investment Summit ends

with the gala dinner of the

Trends Fund Awards. The

celebration of the best funds and

fund managers. The Trends Fund

Awards gala can be attended on

invitation by one of the partners

or by booking a seat or table via

the website. The awards are pre-

sented by a professional speaker

and introduced by a keynote and

honorary guest. Keynote and

guest of the 2015 edition was

Mr Johan Van Overtveldt, Belgian

Minister of Finance. The gala

dinner is preceded by an

exclusive network reception and

ends with a festive afterparty.

• The most important flagship event in the Benelux

for the top-level finance and fund community.

• An inspiring day with insights, analysis and keynote

presentations on strategic topics.

• More than 400 top-level participants and more than

25 partners and experts.

• Unique network opportunities during the Trends

Fund Awards.

• Private bankers, asset and fund managers, industry

experts, pension fund managers, CFOs and CEOs,

financial planners and advisors.

• Partners receive a free entry ticket for their experts,

clients, partners and prospects.

• Access for CIOs, wealth managers, private bankers,

directors of a life insurance company and other

top-level advisors is free of charge if they request

their special VIP invitation code via the website.

• Access for service providers, consultants and fund

managers is charged at the normal access prices.

NEW THE UNIFORM PIPE & DRAPE BOOTHS

Attend the Trends & Morningstar Investment Summit with

your experts and sales team without the hassle of the roll-ups

or having to build your booth. We prepare a uniform booth

for you, with your personalised logo or other commercial

message, together with a cocktail table and two bar chairs to

accommodate your guests.