The document describes the Money Summit & Wealth Expo event which features conferences and expos on investing and trading over two days. It provides details on the conference format and topics, as well as exhibitors at the expo. Information is also given on the target audience, which is mostly college-educated professionals under 40 earning over $100k annually. Most intend to significantly increase investments within a year of attending. The marketing campaign and reasons to sponsor the event are outlined.

1. JULY 4-5, 2014| SMX CONVENTION CENTER, PASAY CITY

2. ABOUT THE EVENT

3. Money Summit & Wealth Expo
 The country’s only conference and expo on investing and
trading
 educating and empowering self-directed individual investors
through access to investment experts and a market showcase
of financial instruments and real estate projects
ABOUT THE EVENT

4. CONFERENCE
Money Summit & Wealth Expo
features 4 conferences over 2 days
with over 30 speakers and 1,000 delegates

5. CONFERENCES

6. FORMAT
DAY 1
 Money Summit
 8 sessions
 1,000 pax
DAY 2
 Stock Market
Investing Summit
 8 sessions
 300 pax
 Real Estate
Investing Summit
 8 sessions
 300 pax
 Forex Trading
Summit
 8 sessions
 100 pax

7. EXPO
Money Summit & Wealth Expo
features 2 expos over 2 days
featuring with 50 exhibitors, free talks and 3,000 visitors

8. EXPOS

9. WEALTH EXPO
BANKs
• Time deposits
• UITFs
• Asset
management
• Private banking
• Wealth
management
• Credit cards
• Mortgage
INSURANCE
COMPANIES
• VULs
• Endowments
• Whole life
insurance
• Non-life
insurance
INVESTMENT
COMPANIES
• Mutual funds
• REITs
• ETFs
BROKERAGES
• Stocks
• Government
securities
• Corporate
bonds
• Insurance
• Precious
metals
OTHERS
• Listed
companies
• Preneed plans
• Remittance
• Personal
finance
software
• Trading
software
• Financial
media

10. PROPERTY EXPO
RESIDENTIAL
DEVELOPERS
•Residential
condominiums
•Student condos
•Subdivisions
•Townhouses
•Apartments
•Mixed-use
townships
COMMERCIAL
DEVELOPERS
•Commercial
condominiums
•Retail spaces
•Warehouses
•Industrial parks
•BPO buildings
LEISURE
DEVELOPERS
•Hotels
•Condotels
•Resorts
•Golf courses and
clubs
•Vacation homes
•Leisure
communities
•Timeshare
properties
REAL ESTATE
SERVICES
•Real estate
appraisers
•Real estate
brokers
•Property
managers
•Property
auctioneers
•Real estate
websites
OTHERS
•Mortgage
brokers
•Contractors
•Architects
•Engineers
•Memorial parks
•Raw land
•Farm lots
•Foreclosed
properties

11. PAST SPONSORS - FINANCIAL

12. PAST SPONSORS – REAL ESTATE

14. AUDIENCE

15. AUDIENCE
Majority are in their 20s and 30s, followed by those in
their 40s.
Under 20
9%
20-30
36%
31-40
30%
41-50
16%
51-60
8%
Over 60Age

16. AUDIENCE
Slightly more females than males.
Male
44%
Female
56%
Gender

17. AUDIENCE
Slightly more singles than married.
Single
57%
Married
43%
Status

18. AUDIENCE
Majority are college grads and
18% have post-graduate degrees.
High school
0%
College undergrad
13%
College graduate
69%
Post graduate
18%
Education

19. AUDIENCE
Business owners, corporate managers, and licensed
professionals represent 68% of the audience.
Business owner
16%
Executives
3%
Manager/Supervisor
26%
Licensed Professional
23%
Staff
10%
Student
11%
Other
11%
Occupation

20. AUDIENCE
Over 31% earn more than P100k/month.
Less than P25,000
19%
P25,000-P50,000
25%
P51,000-P75,000
13%
P75,000-100,000
12%
Over P100,000
31%
Monthly Income

21. AUDIENCE
The main concern is little/no passive income and
investments.
0% 5% 10% 15% 20% 25% 30% 35%
NOT ENOUGH INCOME
NOT ENOUGH SAVINGS
BAD INVESTMENTS
LITTLE/NO PASSIVE INCOME
LITTLE/NO INVESTMENTS
TOO MUCH DEBT
Financial Issues

22. AUDIENCE
The main financial goal is to achieve financial freedom.
0% 5% 10% 15% 20% 25% 30% 35% 40% 45%
COMFY RETIREMENT
INCOME PROTECTION
FINANCIAL FREEDOM
MASSIVE WEALTH
OTHER
Financial Goals

23. AUDIENCE
The main investment objectives are passive income
and growth of capital.
0% 5% 10% 15% 20% 25% 30% 35% 40% 45%
SAFETY
LIQUIDITY
PASSIVE INCOME
GROWTH OF CAPITAL
Investment Objectives

24. AUDIENCE
Around 2/3 consider themselves aggressive or slightly
aggressive investors.
Conservative
12%
Moderate
34%
Slightly Aggressive
29%
Aggressive
25%
Risk Tolerance

25. AUDIENCE
Almost two-thirds are new investors. About 18% have 3-5
years experience and about a quarter with over 6 years.
Just starting
39%
1-2 years
22%
3-5 years
18%
6-10 years
10%
10-20 years
8%
Over 20 years
3%
Years Investing

26. AUDIENCE
Over 20% already owns stocks, 17% mutual funds, 14%
insurance or real estate, and 10% UITFs.
21%
2% 2%
17%
8%
10%
7%
14% 14%
2% 2%
0%
5%
10%
15%
20%
25%
Investments Owned

27. AUDIENCE
There’s strong intention to increase investments after Money
Summit, with 60% planning to invest over 20% of their income.
9%
11%
22%
17% 17%
8%
6%
10%
1% 1%
18%
20%
24%
8%
11%
17%
0%
5%
10%
15%
20%
25%
0% LESS THAN 5% 5-10% 11-20% 21-30% 31-40% 41-50% OVER 50%
Investment Behavior

28. AUDIENCE
Around 93% plans to invest within 1 year from attending
Money Summit. Almost half plan to invest within 1 month.
Within 1 month
47%
Within 3 months
21%
Within 6 months
10%
Within 1 year
13%
After 1 year
2%
No plans yet
7%
Investment Timeline

29. MARKETING CAMPAIGN

30. PRINT ADS & PR

31. BANNER ADS

32. POSTERS

33. EMAIL & TEXT BLASTS

34. SOCIAL MEDIA MARKETING

35. SPONSORSHIP

36. #1: It’s the first and biggest conference and expo for investors.
 We have a unique market position as the first and biggest investment
trade show of its kind.
 Money Summit & Wealth Expo brings you face to face with
information-hungry investors, something you can’t do with advertising.
WHY SPONSOR?

37. #2: We have a proven track
record.
 Now on its 7th run, Money
Summit & Wealth Expo
has been a tremendous success
in attracting both participants
and sponsors.
 Partner with the event that has
already been tried-and-tested.
WHY SPONSOR?

38. #3: You get a highly qualified audience.
 With over 30% earning more than P100k a month and 60% intending
to invest more than 20% after the conference, you get a highly
targeted, highly qualified, and highly motivated market at the
Money Summit & Wealth Expo.
 This presents you with more quality leads than mass marketing.
WHY SPONSOR?

39. #4: We make an impact on investors.
 More than 7,000 individuals have
attended Money Summit &
Wealth Expo with a significant
percentage taking action to invest
immediately after the event.
 Our audience are much more likely to
become your customers as they are
already in the evaluation and buying
phase.
WHY SPONSOR?

40. #5: We have loyal sponsors.
 Many of our corporate sponsors have supported Money
Summit & Wealth Expo more than once.
 This event has proven to be an effective marketing vehicle for them
and we can help make it work for you.
WHY SPONSOR?