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. More sponsorship opportunities will be announced in the 2022-2023 year including the Annual Market Dinner, Corporate Sponsorships, and more.

37th Annual Market Dinner Sponsorship

We are excited to announce that the 37th Annual Market Dinner will be held on Tuesday, April 4th from 5:30-8:30 PM at the Omni Boston Hotel at the Seaport. We will welcome Morgan Housel, Partner, Collaborative Fund and Former Columnist, The Motley Fool. Morgan will present “The Psychology of Money” followed by a fireside chat with CFA Society Boston Chair Heather Young, CFA. The society will kick off the evening with a cocktail reception followed by the presentation and dinner.  This year we have new sponsorship levels and unique sponsorship opportunities for you to consider. The deadline for all sponsorships is March 10, 2023.
 
Sponsorship Levels

• Gold | $10,000 |Only 4 available.
• Silver | $5,000 | Only 6 available.
• Bronze | $2,500 | Limited number available.
• Reception Sponsor | $7,000 | Only 1 available.
• Dinner Sponsor | $7,000 | Only 1 available.
• Coat Check Sponsor | $7,000 | Only 1 available.
• Supporter | $1,000 | Limited number available.

Tables of 10 are available for $2,750   

Young Leaders Sponsorship

The Young 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 a Young Leaders Sponsor to assist this thriving cohort of members as they continue on their career journey. 
 
Benefits of the Young Leaders Sponsorship

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

Cost:
$7,500  
Only 1 Available Per Year

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 info@cfaboston.org or call 617-426-0270.