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Real time workshop attendees lists
Full interactive delegate list
Personalised agenda
Events listing
Maximising your opportunity...
Connecting you to the world’s most influential investment professionals, Citywire’s Connect calendar grants access to over 4,500 delegates through an events programme of 110 events in 27 countries.
CITYWIRE CONNECT
POWERED BY CITYWIRE'S OWN TECHNOLOGY
Unique access to the world's leading professional investors
The Citywire App gives access to Citywire Exchange powered data in the palm of your hand, to help you maximise impact and generate informed leads for your business.
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Delegate deep dive
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Filter delegates
Personalised Agenda
POWERED BY:
Filter delegates to see who has marked an interest to invest after your workshop session. You can also find out who is already invested in your products
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Home Page
We use the Citywire exchange to power this deep dive into each individual, from AUM to Hobbies!
Interactive workshop attendee lists ensuring you know exactly who you will be meeting and when
All delegates who are onsite at the event will appear here
Your agenda will show in real time guiding you through the whole event
You will have access to all your Citywire events through our dedicated app
DISCOUNTS
US – PRO BUYER
US – RIA
AMERICAS
ASIA
SOUTH AFRICA
MIDDLE EAST
IRELAND
NORDICS
GREECE
IBERIA
ITALIA
SWITZERLAND
DEUTSCHLAND
BENELUX
FRANCE
PAN-EUROPEAN
UK – WM
UK – NMA
Events by region...
VIEW our upcoming 2024 events
CITWIRE + ACCESS
Citywire + clients will benefit from deeper data for more meaningful investor conversations
Understand exactly how each attendee fits into their organisation, and how to reach them
Identity
Not all investors have the same levels of influence, so we estimate their assets to help find the ideal investor profile
Influence
Understand what readers are engaging with across Citywire's global content offering to refine your own approach
Interest
See where the most immediate opportunities lie, for both attracting new assets and controlling outflows
Intentions
Know your clients
SCROLL UP AND DOWN
All details TBC & subject to change
COMING SOON
Alternatives & Private Markets
Delegate deep-dive
Real-time workshop attendees lists
ALTS & Private Markets
We use the Citywire exchange to power this deep-dive into each individual, from AUM to Hobbies!
Your agenda will show in real-time guiding you through the whole event
Events at a glance
MARCH
FEBRUARY
JANUARY
APRIL
JULY
JUNE
MAY
AUGUST
OCTOBER
SEPTEMBER
NOVEMBER
DECEMBER
February
March
April
May
June
July
August
September
October
November
December
Formats
Retreat
Pan-EUROPEAN 3 Day Retreat
Conference
Presentation-based Forum
Meetings-based Forum
Briefing
Virtual Event
Awards & Dinner
9-10x half hour workshops in private meeting rooms Inspirational keynote speakers throughout the day-and-a-half event Awards dinner, table-planned lunch and informal networking Accommodation included for all three representatives
Pan-regional audience 10-12x 30 minute workshops in private meeting rooms Thought-provoking keynote speakers throughout the 2-3 day event Table-planned meals and networking opportunities Accommodation included for all three representatives
Pan-European Retreat
7-10x 30-40 minute workshops in private meeting rooms Engaging keynote speakers throughout the 1-2 day event Table-planned meals and informal networking Accommodation included for all three representatives
Half-day format 20 minute presentation per sponsor to all delegates Ten minute Q&A or panel sessions with each presentation Each sponsor has a pop-up stand in reception area
Half-day format 5x 30 minute roundtable workshops back-to-back over the morning or afternoon Opens and closes with networking meals
A compact morning or afternoon of simultaneously presenting to twelve key delegates in a smaller market Opens with networking breakfast or lunch
Studio-quality event utilising tech and interactivity Multiple formats: virtual forums for 3x asset managers, or fireside chats to present strategies to bespoke audiences 25-40 minute presentations to all or part of a virtual audience, with catch-up opportunities following the event Opportunities for panel discussions
Recognising key managers and their outstanding service Awards ceremony to bring the community together Gala dinner with networking opportunities
Awards & dinner
Interactive video £15k
In the run up...
Bespoke microsite £10k
House relevant content to start promoting the chosen fund/strategy Content can be distributed individually CTAs to capture client interest Can be white-labelled or jointly branded
Interview with fund manager, portfolio specialist or SME to introduce the topics and key themes of the chosen fund or range 3 - 5 mins in length Post-production graphic elements added
White-labelled or jointly branded Digestible and engaging article written by CW to introduce the key themes Easily distributed across emails and social
Data-visualisation article £10k
In-depth analysis of the fund manager, their experience and their team Independent Citywire data analysis of the chosen strategy Online magazine format in three chapters written by Citywire Bespoke photography and artwork
Citywire Source £12.5k
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Just before...
Get your name and product messgaes out there across all our websites and social channels Our newsletters reach thousands of eyeballs daily, so make sure you’re part of the conversation in the lead-up to the event itself
Promotion Cost varies
Not sure what to say? We’ve got you covered. Let our team of dedicated journalists write your articles in the run up to the event
Messaging Cost varies
Make sure you’re making the most of your managers talents and using their ratings – if they’re eligible
Citywire portfolio manager ratings Cost varies
At the event...
At the event
Just before
In the run up
After the event
Make the most of your manager being in one place for a while and book a video interview for them. Filming is quick and you get a high production value film at the end of it You have sign off on the messaging, branding and distribution It can be white-labelled or co-branded The manager can be interviewed by a Citywire host, filmed out and about or in workshop rooms
Fund manager video £5–8k
CONNECT ENHANCED
Want to make your presentation live beyond the event itself? Have one of our investment writers sit in on the session and write a bespoke article on it All in your control; quote check and sign off before distribution
Article write-up £2.5k
After the event...
Let us help you target key contacts with bespoke follow-up content across our news and goldmine channels
Follow-up Cost varies
Want to know more about the people you met? Let the Citywire Research team do the legwork for you
Market research Cost varies
Bring an additional sales or distribution representative to a Citywire retreat.
Extra representative pass £3.5k
This year we will be bringing more vegetarian options, with a focus on low-mileage meals. We will be moving towards paperless event environments, and will utilise our dedicated app and low energy tech to help sponsors engage with attendees.
Sustainability
Citywire events put sustainability first, with ever-adapting initiatives working hard to ensure we keep our environmental impact as small as possible.
Reporting
Reports also summarise information on key aspects of each delegate’s persona, including job function, firm type, top firms, assets under management and location, plus additional metrics to help you understand how your content was engaged with.
Our transparent, meaningful reporting details how delegates rated sponsors’ workshops and the percentage of fund buyers considering investing further – as well as one-time lists of potential contacts.
CLICK TO EXPAND
Contact
Dan Russell
Global Head of Sales +44 (0) 7766 262 299 drussell@citywire.co.uk
Daniel Barber
Head of European & Latin American Event Sales +44 (0) 7825 246175 dbarber@citywire.co.uk
Luke Blacklee
UK Events Sales Manager & Middle East and Africa Business Development Manager +44 (0) 7584 517 004 lblacklee@citywire.co.uk
Georgia Davies
European Events Sales Manager +44 (0) 7435 944 286 gdavies@citywire.co.uk
Helen Drew
Head of EMEA Events & Distribution Partnerships +44 (0) 7827 940 680 hdrew@citywire.co.uk
James McMenemy
Head of UK Events Sales & Middle East and Africa +44 (0) 7840 440 306 jmcmenemy@citywire.co.uk
Cassie Wong
Sales Manager, Asia +65 9477 7228 cwong@citywireasia.com
Craig Lumsden
UK Events Sales Manager +44 (0) 7595 594 665 clumsden@citywire.co.uk
Sasha Munn
UK Events Sales Executive +44 (0) 7435 945 717 smunn@citywire.co.uk
Michele Luthin
Head of US Sales +1 (347) 448 1125 mluthin@citywireusa.com
Citywire organises events at which fund managers are invited to present to a selection of delegates (selected by Citywire) who are either investors or advisers (Events). The Events are sponsored. The General Data Protection Regulation (GDPR) which came into effect on the 25th May 2018 affects how we collect and process personal information. Some sponsors have asked what measures we have put in place to ensure that we are compliant with GDPR. Having taken professional advice, we have conducted a thorough review of all process and policies relating to the Events to ensure that these are organised and run in a GDPR-compliant way. Citywire Events exist to connect delegates with sponsors, and we are transparent about this at all stages. The key points are listed below. 1. Collecting Information from Delegates Delegates register for the Events using an online service, where they provide professional information required for us to assess their suitability for a given Event, and personal information required for us to manage the logistics of their attendance. In certain circumstances, we also ask Event attendees to provide further information such as their dietary requirements and any special needs or requirements in accordance with the Discrimination Act 2010. Where we collect and use such sensitive information, we ensure that we do so in accordance with the requirements of the GDPR and that we put in place appropriate safeguards to protect such information. During an Event we ask delegates questions relevant to their profession and the content of the Event. We collect this information via a downloadable App on delegates’ phones. We may have photographers and/or videographers present at the Events and publish carefully selected images, videos, and/or recordings on our websites and in our magazines. Citywire is the data controller in relation to its collection and use of personal information in relation to its promotion, organisation, and holding of its events, running surveys for Citywire’s own purposes, and sharing information with Event sponsors (as set out in more detail below). All personal information which is subject to the above listed activities is collected and used by Citywire in line with the following privacy policies, which have been reviewed in line with GDPR. English: http://citywire.co.uk/privacy German: http://citywire.de/privacy Italian: http://citywire.it/privacy French: http://citywire.fr/privacy Spanish: http://citywire.es/privacy In limited circumstances (including those discussed in more detail in section 3 below), Citywire will also act as an Event sponsor’s data processor. In those situations, the agreement between Citywire and the sponsor will set out Citywire’s data protection obligations, as required by the GDPR. 2. Sharing Information with Data Processors We share personal information of delegates with data processors such as hotels and travel companies and providers of audio-visual services only when required to do so in order to deliver the logistics of the Event – we consider this a legitimate interest of both the delegates, sponsors, and Citywire (and we may also be contractually obliged by our arrangements with delegates to share the information in this way). We only engage carefully selected and trusted data processors and we ensure that we have appropriate agreements in place with those third parties, as required by the GDPR. 3. Sharing Information with Sponsors Citywire shares the following information with sponsors: Digital Delegate Details booklets which contain delegate’s names, a short biography, job title, company name and photographs (but no contact details) are shared with sponsors ahead of the Event to allow sponsors to prepare for it. Delegates are informed about this in our terms of entry for the relevant Event and we ensure that we disclose the identity of such sponsors to the delegates in advance. Printed and Digital Show Guides are shared with sponsors and delegates during the Event. These are similar to the Delegate Details booklets and contain the delegate’s names, a short biography and photographs. Delegate email addresses and contact details are not shared. Again, delegates are informed about this in our terms of entry for the relevant Event and we ensure that we disclose the identity of such sponsors to the delegates in advance. Full Delegate Lists, without email address or contact details, are shared with sponsors before and during the Events for the purpose of matching sponsor and delegate agendas. Again, delegates are informed about this in our terms of entry for the relevant Event and we ensure that we disclose the identity of such sponsors to the delegates in advance. Matched Delegate Lists, which lists the delegates which individual sponsors are due to meet in workshops and at meals (with table plans) are shared with sponsors 1 week before the event. After the event, a full delegate list and a breakdown of who attended their workshops and meals is shared for the purpose of a single follow up email to promote their products and services after the Event. Sponsors are contractually bound not to exceed this limited use of delegate email addresses (clearly if the delegate responds to such emails, then the sponsor takes responsibility for ongoing contact with such delegate). Again, delegates are informed about this in our terms of entry for the relevant Event and we ensure that we disclose the identity of such sponsors to the delegates in advance. Collected Surveys and Feedback. We sometimes run surveys at the Events on behalf of the Event sponsors. If this is the case, we inform Event attendees about this fact and the identity of the relevant sponsor, and give attendees the right to object to Citywire’s sharing of their personal information with that sponsor. When we conduct surveys for our own purposes (such as to study how our services are used and obtain feedback on our Events), aggregated and anonymised analysis of surveys and feedback collected during the Event is not only used for our own purposes (as noted in section 6 below) but may be also shared with Event sponsors. We share the above information on the basis of our performance of contract with the sponsors and delegates as well as on the basis of our legitimate interests to organise the Events and on the basis of the delegates’ and sponsors’ legitimate interests to find out who will be attending a given Event and to reconnect with the attendees they have met at one of our Events. In situations when we run surveys on behalf of Event sponsors, we act as their data processors and ensure that we comply with our obligations set out in the agreement between Citywire and the relevant sponsor. 4. Independent Sponsor & Delegate Information Exchange Sponsors may collect delegate contact details directly and independently of Citywire at the Events. This is typically achieved by an exchange of business cards. Sponsors and delegates who share information in this way are both expected to use any such information in accordance with the requirements of the GDPR, although Citywire assumes no responsibility in this respect. Sponsors will be the data controllers in relation to their use of such information. 5. Sharing Information with Potential Sponsors We may share aggregated and anonymised professional information with potential sponsors, along with show guides from previous Events. Apart from the personal information already contained in the show guides (such as past delegates’ names, short biographies and photographs) we do not disclose any other personal information (in particular contact details) to potential sponsors. 6. Citywire Internal Research Citywire also uses all information collected as part of the organisation and running of the Events in an aggregated and anonymised form for the purpose of improving future Events and developing new products and services. 7. Right to Object As noted in the sections above, we rely on the ‘legitimate interests’ and ‘performance of contract’ bases as our lawful bases for collecting and using personal information for purposes connected with organising and running the Events. As such, whilst we do not ask attendees for their consent to Citywire’s collecting and using their personal data, we always make sure to honour their rights under the GDPR. In particular, as noted in section 3 above, when we run surveys on behalf of Event sponsors we always give attendees the right to object to our sharing of their personal information with such sponsors. Similarly, when our Events are filmed, photographed, and/or recorded, we display sufficiently prominent and clear notices warning the attendees that filming/photographing/recording is taking place and advise them to avoid the designated areas if they do not want to be filmed, photographed, and/or recorded. 8. Data Protection Compliance Citywire’s appointed Data Protection Officer reviews our Event processes and procedures in line with our internal Citywire policies as well as applicable requirements under the GDPR. Where required, we carry out data protection impact assessments and legitimate interest assessments Note to Event Sponsors on the GDPR Clearly, Citywire cannot advise you in relation to your obligations under the relevant regulations and cannot be responsible for actions that may be taken by sponsors and other third parties before Events, during Events and after Events which could increase the risk of an infringement of GDPR. If you would like to discuss the content of this note further, please email privacy@citywire.co.uk. Inducements Citywire events are designed to significantly mitigate the risk of a breach of the Rule of Inducements. The aim of our events is to educate delegates so they better understand the products that can be delivered by providers, therefore ‘enhancing the quality of the service to end customers’. Citywire selects delegates through our audience development team and not on request, eliminating the link between delegates and sponsors. Citywire also pays all up-front costs, booking hospitality and planning the event independently of sponsors who therefore do not influence decisions relating to delegate hospitality. Multiple sponsors contribute to the cost of the event, enhancing its educational value. UK events also qualify for CPD. Citywire considers that the hospitality at our events is not extravagant. Sponsors are not permitted to provide extravagant gifts to delegates and overnight accommodation is only paid for by Citywire where necessary, while travel expenses (for UK events and non-residential ex-UK events) are met by the delegates themselves. For more information, please contact compliance@citywire.co.uk. © Copyright Citywire Financial Publishers Ltd (“Citywire”). The content of this presentation/guide is confidential and is protected by the laws of England and Wales and other countries throughout the world. This presentation/guide is only to be viewed by the intended recipient. No part of this presentation/guide can be reproduced, circulated or distributed in any manner without the express written permission of Citywire which may be subject to the payment of a licence fee. Any unauthorised reproduction, distribution or exhibition of this presentation/guide or any of its content is prohibited and may result in civil liability, criminal prosecution or both. Citywire’s name and logo and the names of any Citywire products and services included in this presentation/guide are trademarks of Citywire. Nothing contained in this presentation/guide shall be construed as conferring any licence or right under any Citywire patent, copyright or trademark.
General Data Protection Regulation (GDPR)
